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

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• Email Editor Controls

  The Editor Controls contain global settings. Global Fonts Social Accounts Color Palettes Block Defaults Global Fonts Adjust/add font configuration for the text block. By default, paragraphs, H1, H2,

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• Elastic Email Integration: Connect email API

  Elastic Email says they can send emails faster and more reliably, you can make use of their REST API within Groundhogg to know yourself. One of the cool things about our integration is that with it,

• How do I prevent emails from going out on a staging site?

  If you're working on a staging site and wish to prevent emails from being sent via Groundhogg, follow these steps: Navigate to Groundhogg > Settings > Email > Outgoing Email. Set the WordPress Email,

• Tutor LMS Integration: Introduction

  Tutor LMS is a feature-rich, easy to use learning platform. With our Tutor LMS integration, you will be able to make it even MORE powerful. The Goundhogg integrations include actions for courses: Add

• Broadcast Reporting

  Upon selecting the "Broadcasts" tab, a comprehensive list of all existing Broadcasts will be displayed. From this interface, you may generate a detailed report for a specific broadcast by clicking

• Introduction: Tags

  In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several

• Funnel Template: Basics

  Groundhogg comes with seven funnel templates. Contact Form with follow-up Footer subscriber Free lead magnet download Long term nurture New customer onboarding New lead onboarding Request a review

• Why Are My Emails Not Sending?

  There can be various reasons why your emails are not sending. Listed below are some of the most common problems and how to solve them. Did you set up your Cron job? Email in Groundhogg is sent based

• Background Tasks

  Groundhogg's Background Tasks are a powerful feature that ensures smooth operations by handling heavy processing tasks asynchronously. These tasks are executed in the background to maintain

• WooCommerce: Examples

  Example Funnel Let’s take for example a customer who adds anything to their shopping cart, and then empties it. Here’s an example of how your funnel may go. This way, the customer is reminded (by an

• Sales Pipeline: Deals Widget

  Deals A list of deals with Progress flags("in progress", "past close", "closing soon") Total ($) of deals Deal name Contact name Deal value When closing Step indicator Click deal to go to details

• LearnDash Integration: Benchmarks

  Benchmarks LearnDash currently comes with one benchmark: LearnDash Progress LearnDash Progress This benchmark executes: When a contact... (Enrolls in a course, Completes a course, Completes a lesson)

• groundhogg/admin/{slug}/before

  This hook used to add content to display on the admin page of the specific page at the top of the page. This hook accepts the slug of the page for unique identification.

• groundhogg/admin/{slug}/after

  This hook used to add content to display on the admin page of the specific page at the end of the page. This hook accepts the slug of the page for unique identification.

• Replacement Code: {files}

  The Files replacement code can be used to add a list of files that are added to the Contacts record {files} Example output:

• Why Do I Need An SMTP Service?

  What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility

• REST API Playground

  The REST API Playground is a state-of-the-art, interactive platform that allows developers to experiment with various REST API endpoints in a controlled and educational setting. It is designed to

• Really Simple Payments: Initial set up

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Email Editor: View in Browser Link

  Q. How do I modify the appearance of the "View this email in your Browser" link, including its text? A. Verify that the "Enable browser view" setting is off by default it is off Drag a Text Block*

• groundhogg/import/form/after

  This hook is used to add code after the import section on the tools page. do_action('groundhogg/import/form/after' );

• groundhogg/import/form/before

  This hook is used to add code before the import section on the tools page. do_action('groundhogg/import/form/after' );

• Can I send emails from my hosting account?

  Groundhogg can use your hosting e-mail service for sending emails. However, when setting up you need to see what limits your hosting company has, and if the emails go into spam or not. You should see

• groundhogg/bulk_jobs/init

  This action is used to add bulk jobs inside Groundhogg. do_action( 'groundhogg/bulk_jobs/init', $this ); You will get the object of the bulk job manager as an argument.

• Email Log

  By default, Email logging is not enabled. How to enable logging. You will be presented with a notification. You can click the [ Settings ] button or the "email settings" link to be taken to the

• Tutorials: Deactive all funnels

  If you need to stop all funnels on a website (it could be a testing site, or because something is not working) you can do that without having to go into each funnel to deactivate them. Go into the

• Twilio Integration: Getting started with WhatsApp

  We are pleased to now offer an integration with the WhatsApp Business API via Twilio! This new integration allows limited 2-way communication with your customers via the popular chat app. Getting

• groundhogg/admin/tags/edit

  This hook is executed when the admin updates the tag from the edit screen of the tag page. do_action( 'groundhogg/admin/tags/edit', $id ); This hook provides a tag id as an argument.

• Introduction à Groundhogg(French)

  Si tu connais déjà les CRM et l'automatisation marketing, alors beaucoup de ces termes te seront sûrement familiers. Sinon, cet article te mettra au courant de ce que tu dois savoir sur les

• Companies: Create company records with a form submission

  Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• groundhogg/scripts/after_register_frontend_scripts

  This hook is useful to add front end script in Groundhogg. do_action('groundhogg/scripts/after_register_frontend_scripts', $this->is_script_debug_enabled(), $dot_min );

• WooCommerce: Filters

  Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

• GiveWP Integrations: Tagging

  Segment your donors with tags Apply or delete tags for a contact each time they donate through a specific form.

• Having trouble activating a license or installing an extension? It's not just you

  If you try to activate a Groundhogg license or install an extension through the Groundhogg helper, you may get an error message saying “cURL error 60: SSL certificate problem: certificate has

• Advanced Features: Funnels

  The Advance Features Extension adds 6 additional funnels Login Reminders Refer a Friend Referral Reward United States Holidays Weekly recurring blog posts Weekly recurring email Login Reminders

• Easy Digital Downloads Integration: Tags

  Tag Management Groundhogg's Easy Digital Downloads Integration can: Add tags Remove tags Reverse tags on refund These actions are implemented individually for each download. They take effect upon the

• Companies: Filters

  Groundhogg's Companies Integrations provide filters to allow you to Name Address Industry Phone Website Date Created Contacts Number of Contacts *You can use these filters together in combination

• Restore Missing Funnel Events

  Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

• Sales Pipeline: Introduction

  The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation. It allows you to easily manage your leads manually or automatically with Groundhogg so you don’t

• SendGrid Integration: Create webhook event listener

  SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The

• Why we don't offer monthly payment options

  Unlike our SaaS competitors, we only offer annual billing options and not monthly billing. Annual billing is typical of most WordPress plugins. It's easy to forget that Groundhogg is simply a

• Booking Calendar: Change appointment length

  With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

• Really Simple Payments: Collecting PayPal payments

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Email Archives

  Emails that are sent to Contacts can be provided for their review in three ways Direct link http://groundhogg.local/gh/archive/ - you can include this in an email or page. If you have the "Enable

• WYSIWYG Editor

  The WYSIWYG (What You See Is What You Get) editor is an intuitive, user-friendly tool embedded in various sections of Grondhogg, such as Notes, Tasks, and more. Features of a WYSIWYG Editor Real-Time

• Really Simple Payments: Reporting

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Groundhogg not loading

  If you encounter issues such as pages failing to load, an ongoing spinner, email templates not displaying, or encountering an error message stating "No route was found matching the URL and request

• White Label Branding: Introduction

  Groundhogg’s White Label Branding feature allows you to customize the Groundhogg CRM to match your brand identity. This includes changing the Brand Name, Author Name, Author URI, Plugin URI, and

• Benchmark: Task Completed

  The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). This benchmark is specifically for Contacts. Drag and drop the "Task" Benchmark over into the flow on the