Search results for how to add custom tabs and fields to the contact screen

612 articles found

• Adding custom tabs and fields to the contact screen

  Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab

• Custom fields disappeared after updating to 2.6

  If your custom fields disappeared after updating to 2.6 this is how you can fix it quickly. Go to Groundhogg > Tools > Install & Updates Select Groundhogg from the dropdown and click view updates

• Booking Calendar: How to add custom notes to appointment card

  The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

• Custom fields in the list view

  Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

• Introduction to Reporting

  Groundhogg's reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can access the Reporting dashboard by selecting "

• Custom Fields

  With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

• WooCommerce: Funnel Templates

  WooCommerce Integration extension comes with two funnel templates. Request a review Subscribe and Send Discount Request a review Contains: NEW ORDER Benchmark, DELAY TIMER Action, SEND EMAIL Action,

• How to Send Email from within the Contact

  Within the Contact record, you can create a specific email for that Contact. Simply click the envelope action icon to reveal the following options: Compose Use Template Compose A window will open

• Custom Fields: Filters

  Groundhogg generates filters based on the custom fields you have created: Depending on the type of field, different filter choices will be available. *You can use these filters together in

• Companies: Custom Fields

  When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

• Divi Integration: How to connect the divi contact form

  To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

• Custom Fields in Forms(Legacy)

  You can collect custom information about a contact using custom fields. As an example, add an "input" field in the form builder. Clicking the button will bring up the field UI where you can give your

• Advanced Features: How to add custom HTML email templates from third party platforms

  If you are using a third-party platform to design your emails, you can use the Import HTML Template feature to send the email with Groundhogg. When adding a new email, click the Import HTML Template

• Adding custom contact table columns

  This code is used to add the custom column inside Groundhogg's contact table. <?php add_action( 'groundhogg_contact_columns', 'add_my_custom_column' ); function add_my_custom_column( $cols ){ $cols[

• How to add contacts to a funnel

  If you want to add contacts to a funnel in bulk, there are two ways Through the Contacts Bulk Actions Add contacts to this funnel wizard Contacts - Bulk Actions First, search for your contacts in the

• How to add CC addresses to your emails

  If you want to CC an email address, like from a custom field, to an email that you are sending you can use the email Custom Headers feature which is located underneath the email content section. To

• How to create a custom countdown timer theme

  Steps to Create the Plugin: 1. Create the Plugin Folder: Go to your WordPress installation directory. Navigate to /wp-content/plugins/. Create a new folder for your plugin, for example:

• Introduction to Custom Meta

  Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

• How to add multiple outgoing STMP services

  If you are sending a high volume of email, you may want to differentiate the service you use for Transactional email and Marketing email. Definitions: Don't know the difference between transactional

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• Adding custom code to Groundhogg

  The best place to add custom code in Groundhogg is in a custom plugin, that way you can deactivate it if you make a mistake or your code stops working. Download our example plugin from Github and

• Custom Replacement Codes: Add replacement code

  To add a custom replacement code go to the Replacements tab under the Groundhogg menu. Once you click on the tab, you will be able to view the page that allows you to add custom codes. You will also

• Add To Calendar

  This simple utility plugin will generate Google Calendar event links. You can download this add-on from the Groundhogg website or as part of a plan and install it on your website. After

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• Editing Contact List to show what you want

  Overwhelmed with how much is in the contacts list? Want it to show less or more information? You can do that. What you want to do first is go to your contacts list and look for the screen options (in

• Custom Roles and Capabilities

  If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

• How to add a note through a funnel or internal form

  Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want to work with Click to see a larger

• Installation: How to Install and License an Extension

  Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our

• How to Change the From Email Address

  While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

• How to disable the built-in WP-Cron system

  To experience the best Groundhogg and WP performance, you need to disable the built-in WP-Cron system. To disable WP-Cron, add the following to your wp-config.php file, just before the line that says

• Snippets

  These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

• What is a Shortcode and how to use it

  A WordPress shortcode is a small piece of code that communicates with another part of WordPress or any plugin that offers it, and gives it instructions on what to show and do. The shortcode can be

• Can I add an attachment to my emails?

  When it comes to attaching files to marketing emails, we recommend the following: Don’t Do It! Here are a few reasons why... ISPs may flag your marketing emails as spam, especially if they contain

• Divi Integration: How to connect the divi optin module

  To connect the Divi optin module you must use tags. Follow these steps to connect to the Divi optin module. Connect Divi to Groundhogg There are several steps to connect Groundhogg to the optin

• Tutorials: Add your affiliate link to your Groundhogg emails!

  Earn passive commissions by adding a Groundhogg affiliate link to your emails in just a few clicks. Not an affiliate? Become an affiliate and earn 10% recurring commissions on all purchases! For this

• Booking Calendar: How to manage appointments via the admin area

  In order to manage your appointments with the Groundhogg Booking calendar, you will have to navigate to the appointments menu item. How to check and edit your upcoming appointments: You can check

• White Label Branding: Shipping custom funnel and email templates

  With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

• Preferences Page: Communication Preferences

  Email Preferences By clicking the "Change my preferences →" the Contact can manage their communications. By default, they will be presented with the option to unsubscribe from " Marketing" emails.

• Guide to selecting and sending an email to unengaged contacts

  Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

• Tutorials: How to connect to Zendesk

  Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based

• Tutorials: How to connect to Amelia

  To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

• Create your own custom benchmark using the Plugin API

  You could create your own custom benchmark, but as we routinely update the registration flow, and backwards compatibility is not always guaranteed. However, we do provide a future-proof method to

• Action: Add Note

  The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it

• Add an external cron-job: Mac OSX and Linux

  If you are using Mac or Linux operating systems then you can access the Cron Job scheduler using the following command. crontab -e This system uses specific syntax to schedule Cron Job. Use the

• Elementor Integration: How to Connect to Groundhogg

  Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

• Contact Files

  What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits

• Contact Notes

  You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

• Contact Reporting

  Upon selecting the "Contacts" tab a report specifically for Contacts is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become