Frequently Asked Questions

You need an account because Bread & Butter’s content gating runs through its secure cloud platform, not just your WordPress site.
Your account:

• Authenticates and activates your current forms and the content you gate so they can capture first-party data about your visitors.
• Processes gate interactions in the cloud, ensuring smooth performance and reliable data capture.

Installing Bread & Butter is simple just follow these steps
Manual download & install.

• Download the plugin’s ZIP file from Bread & Butter
• Log in to your WordPress dashboard.
• Navigate to Plugins > Add New.
• Click the “Upload Plugin” button at the top of the page.
• Click “Choose File”, select the downloaded ZIP file, and then click “Install Now”.
• After the installation, click “Activate Plugin”.

Direct from the WordPress

• Log in to your WordPress dashboard.
• Navigate to Plugins > Add New.
• You can either search for Bread & Butter.
• Once you find the plugin, click the “Install Now” button next to it.
• After the installation is complete, click the “Activate Plugin” button.

Once you’ve installed & activated the plugin you need to connect the plugin to your a Bread & Butter account. You do this by navigating to your Bread & Butter plugin in your WordPress admin dashboard and clicking on the get started button. You will then be prompted to sign in to Bread & Butter – this will create your account and connect Bread & Butter to your WordPress website.

If your gated content isn’t appearing behind a gate, a few common issues may be causing it:

• Logged-in preview – If you’re viewing the site as an admin or a previously verified visitor, Bread & Butter won’t re-show the gate. Try in a private/incognito window.
• Plugin not connected – Your WordPress site must be linked to an active Bread & Butter account. If the plugin isn’t authenticated, gates won’t load.
• Gate not published or assigned – Make sure the gate is saved and applied to the correct page, post, or content block in WordPress.
• Caching or CDN – Site or browser caching (e.g., from Cloudflare, WP Rocket, or a CDN) can serve an older, ungated version of your page. Clear your cache and refresh.

If everything looks correct but the gate still doesn’t appear, reconnect your Bread & Butter account in the plugin settings and reload your site — this often resolves connection or script issues.

They appear early in the journey to verify identity. Once verified, all later HubSpot or WordPress forms auto-populate with name, email, and company, which reduces friction while still capturing the additional fields your team needs.

Bread & Butter uses one-click sign-ins (Google, Microsoft, LinkedIn) to verify identity so you get higher-quality, trusted profiles.

Yes. Bread & Butter works alongside your existing HubSpot or WordPress forms. If your form asks for information a social profile cannot provide, you can keep the form in place without disruption.

Yes. Verified identity significantly reduces bot submissions and protects your reporting.

Bread & Butter offers several one-click conversion tools that help verify identity, reduce form friction, and capture higher-quality leads. You can add them anywhere on your site to turn more visitors into verified profiles, faster.

Tools include:

• One-click sign-ins for gated content
• Light “continue with” identity capture
• Newsletter and contact-us verification options
• Secure gates for premium or sensitive content
• Contest or sweepstakes capture

Upgrades for existing long forms

Not today. This feature is under evaluation.

Bread & Butter pulls together website engagement, attribution data, verified identity, company insights, LinkedIn signals, and recent news into one clean view.

Yes. Bread & Butter centralizes the information sales typically searches for across Google, LinkedIn, and multiple browsing sessions.

Yes. Verified identity and engagement data flow directly into your HubSpot or Salesforce CRM.

It shows which ad channels generate your highest-converting traffic, which campaigns bring in your most qualified leads, which landing pages convert best, the messages and journeys that appear most often in your best customer paths, and how your marketing gets smarter over time.

Yes. It tracks anonymous activity and stitches it together once the lead verifies.

Yes. It links every verified lead to its original campaign, UTM source, keyword, and landing page. You can see which channels generate high-intent leads instead of just clicks.

Yes. Attribution helps you understand what is driving high-quality conversions, not just traffic.

HubSpot scoring is rule-based. Bread & Butter examines real behaviour and learns from your conversions over time.

Yes. Bread & Butter highlights your highest-intent leads automatically so you know who deserves attention first. The Focus filter surfaces the most engaged contacts, and Nurture AI prioritizes follow-up based on real behaviours.

Yes. Conversions help refine scoring, but they are only one part of the picture. When your CRM marks a lead as a customer, Bread & Butter learns from that journey and adjusts what strong intent looks like. Scoring uses multiple signals such as engagement, behaviour depth, timing, and identity to become more accurate as your data grows.

Bread & Butter learns from every verified lead and every closed customer. It refines scoring patterns, highlights the journeys your best customers take, shows which messages and campaigns perform best, and sharpens your understanding of what drives conversions.

It brings together everything you know about a lead: pages viewed, how they entered your funnel, their company information, profile data, social signals, and news. It uses this context to draft meaningful, relevant follow-up.

Yes. You approve and edit every draft.

Yes. As you review and edit drafts, Nurture AI becomes more consistent with your tone and writing style.

No. Nurture AI supports 1-to-1 personalized follow-up. It does not replace your newsletter or bulk send platform.

Nurture AI uses the lead’s real journey, verified identity, company information, social signals, and recent engagement to create highly relevant outreach. It handles the research and context-gathering so you can focus on refining the message and taking action.

Yes.

Bread & Butter works with many of the tools marketers use every day. Today, you can integrate with HubSpot, Salesforce, Pipedrive, Google Analytics, Mailchimp, Google Sheets, WooCommerce, Elementor, MemberPress, Gravity Forms, Ninja Forms, WPForms, Calendly, and Segment for identity capture or workflow connection.

If you need a specific integration, our team can assess feasibility and guide you on next steps.

Yes. Emails send through your Gmail or Outlook account, so logging works the same.

Yes. Bread & Butter strengthens your CRM workflows by improving lead quality and highlighting the contacts most ready to engage.

A few minutes using the WordPress plugin.

Not for the basics. Marketing or sales operations can install the plugin and connect email on their own. CRM integration often involves IT or operations so we can ensure the connection is secure. Our team walks you through the process.

Immediately. The plugin begins tracking visitor journeys right away. Once you add Bread & Butter conversion tools, you start capturing verified profiles. Each verified lead enriches its contact record with company summaries, profile highlights, employees, and news. As more leads convert, your intelligence layer becomes stronger.

No. Bread & Butter is designed to reduce workload, not add to it.

Yes. Verified leads can be mapped by region to show where demand is strongest.

Yes. As your data grows, Bread & Butter highlights what is working.

Exporting is on the roadmap.

Bread & Butter is currently available for WordPress sites. Installation takes only a few minutes using our plugin. Support for additional platforms is planned and will be prioritized based on customer demand.

It brings intelligence to every stage of the buyer journey by revealing what works, capturing more qualified leads, showing who to prioritize, automating timely touchpoints, and learning from every closed customer to refine scoring and insights.

Yes. There is no limit on seats.

The map and insights can support these discussions. Automated routing rules require further evaluation.

Verified SSO works early in the journey to make longer forms easier to complete. A lead signs in through a Bread & Butter capture first, which verifies identity and creates a clean contact record. When they reach your longer form later, their core information auto-populates, reducing friction while keeping your required fields intact.

Yes. Bread & Butter provides the context you need to manage distributors with more confidence and less manual work. It verifies identity, reduces bot noise, and maps real leads to real regions so you can quickly see where demand is coming from. This gives you clearer data and richer profiles to support territory decisions.