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

612 articles found

• WooCommerce: Reporting

  Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many

• 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

• Replacement Codes With Arguments

  Some codes require an argument to function. For example the {date} , {meta} and {GET} codes. You can specify an argument using a period . For example: {date.Y-m-d|today} The date uses PHP Date

• Benchmark: Opt-in status change

  The Benchmark "Opt-in status change" can trigger action(s) whenever a Opt-in status changes. Drag and drop the "Opt-in status change" Benchmark over into the flow on the left. You will be presented

• Manage Logs

  In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as

• Where Do I Submit A Support Ticket?

  Need technical support from the Groundhogg team? Open a support ticket and we'll help you resolve your answer ASAP. Premium Support access requires an active support license or premium plan. Open a

• Booking Calendar: Introduction

  To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

• Web Form: Dynamic Redirect

  The Web Form benchmark includes an "after submit" section where you can choose to either stay on the current page and display a response or redirect users to another page via a specified URL. It also

• BuddyBoss Integration: Sync Members with Groundhogg

  The Pro or above Groundhogg plan has integration with BuddyBoss so you will need that paid plan or above in order to get the integration. If you have used BuddyBoss in the past and started to use

• Enable Core Beta Version Updates

  If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

• Cron Setup

  Under Tools > Cron Setup is a wizard to help you get your Cron Jobs up and running. Click [ Get Started ] It's recommended to click the [ Install Automatically! ] button.A file named gh-cron.php will

• Refund Request

  We have full confidence in our products, yet we acknowledge that they may not meet every individual's expectations all the time. If you find our product doesn't meet your needs, we're delighted to

• UTM Parameters in emails

  What are UTM Parameters? UTM parameters help you understand where your website traffic is coming from by providing detailed information about the source, medium, campaign, and other attributes of a

• What Is Transactional Email

  Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

• Replacements Keyboard Shortcut

  Replacement codes are very useful and merge in user data to whichever supported content you want, such as emails, notifications, text messages and more. There is a keyboard shortcut to bring up the

• SendGrid Integration: Disable tracking links on SendGrid

  Groundhogg will provide open and click tracking statistics for you. It is known that SendGrid's internal tracking system interferes with Groundhogg's tracking links. You need to disable the SendGrid

• Easy Digital Downloads Integration: Reporting

  Reporting Groundhogg added an attractive reporting dashboard in version 2.2 and Groundhogg's EDD plugin makes use of it. On the Reports dashboard page you will be able to see the EDD tab which

• REST API V3 / Tags / Edit

  URL PUT /wp-json/gh/v3/tags Method This endpoint supports the PUT method. Request This endpoint provides functionality to edit tags. PARAM TYPE REQUIRED DESCRIPTION tag_id int yes ID of a tag that

• Easy Digital Downloads Integration: Compliance

  Compliance To provide a marketing consent checkbox on the checkout page, visit Groundhogg's Settings > Compliance tab. Check the Enable GDPR features Scroll down to the bottom of this page and enter

• Export an email template

  To export an existing template for use on another site or as a backup, follow these steps: Navigate to Groundhogg > Emails. Open the email you want to export. In the top right corner click the "kebab

• Change Your Language In Groundhogg

  By default, Groundhogg is available in US English. But with clients on several continents, we have built Groundhogg to support many different languages. A list of all translations included with

• LifterLMS Integration: Introduction

  LifterLMS is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With our LifterLMS integration, you will be able to make it even MORE

• GiveWP Integration: Introduction

  GiveWP is one of the most popular donation plugins for WordPress, with over 100,000 active users. GiveWP offers a wide range of features, including Multiple payment gateways, Recurring donations,

• Reset

  Under Tools > Misc > Reset Do you need to start over? Remove the data stored in Groundhogg, use this Reset utility. We recommend you backup Groundhogg, just in case you need the data before using

• SMTP: Troubleshooting errors

  SMTP ERROR: Data not accepted. If you are receiving this error this means that your SMTP provider did not like the SMTP request sent by Groundhogg. There are various reasons why this may occur.

• AffiliateWP Integration: Benchmarks

  AffiliateWP has two benchmarks. These benchmarks are used to trigger actions. Affiliate Status Changed: This benchmark executes when the affiliate status changes to... ( Active, Inactive, Pending,

• HelpScout Integration: Find your Mailbox ID

  To filter events for the HelpScout benchmark you can specify one or more Mailbox IDs. To find the Mailbox ID of your HelpScout mailbox you must open the mailbox in question in HelpScout and then open

• Running CRON via WP CLI

  Running CRON jobs via WP-CLI in WordPress is a powerful way to ensure that scheduled tasks are executed reliably and on time, without relying on visitors to trigger events. With WP-CLI, you can

• Easy Digital Downloads Integration: Filters

  Groundhogg's Easy Digital Downloads Integrations provide filters to allow you to Purchased History Download History Lifetime Customer Value Number of Payments License Status Subscription Status *You

• Advanced Features: Disable Page Tracking Script

  If the page tracking script is having a negative impact on your site speed you can disable it! Go to Groundhogg > Settings > Advanced Features and enable the option to disable the script.

• Funnel: Enable legacy steps

  To enable legacy steps in the funnel builder, go to Groundhogg > Settings > Misc > Interface and toggle the Enable Lefacy Funnel Steps option. The following steps are considered legacy: Email Opened

• Email Editor: Keyboard Shortcut

  You can use keyboard shortcuts in Groundhogg's Email Editor to maintain a smooth writing and editing flow without needing to reach for a mouse. To delete a block: Use the Delete key. To copy a block:

• What cron-jobs must be created for Groundhogg?

  You may be confused about Cron Jobs, which is understandable as they are a tricky subject sometimes. So in this article, I will tell you the ones which are essential, and some optional ones as well

• Email Blocks: Button

  Button Block Tab Content Text(Enter the text for the button, Replacement code) Link(Insert a URL, Replacement code) Size(Small, Medium, Large - Default: Medium) Alignment(Right, Center, Left -

• [gh_email] Shortcode

  You can use this shortcode to embed email content into posts either as iFrame or HTML. Go to any saved email and click the verticle ellipse menu in the top right. Click this Embed option. You can

• Replacement Codes Without Arguments

  This is the majority of codes, simply copy and paste and you’re off to the races.

• Booking Calendar: Styling your calendar

  By default, the Booking Calendar is styled with "Helvetica' for the font and shades of blue. You may want to match the styling of your website and this can be accomplished using the example below.

• Email Blocks: Image

  Image Block Tab Image Image Picker(Select an image from the Media library, upload an image or use a replacement code.) Width(based on pixels) Alt Text or replacement code Alignment(Left, Center,

• SMTP: Why you shouldn't send email with G-Suite/Gmail!

  Sending email with GSuite is NOT RECOMMENDED, Gsuite is an excellent mailbox tool, but it is NOT an SMTP service (even though it has one). Problems with GSuite: Poor deliverability, your emails will

• REST API V3 / Tags / Get

  URL GET /wp-json/gh/v3/tags Method This endpoint supports the GET method. Request You can pass the search string to get SMS with that string. PARAM TYPE REQUIRED DESCRIPTION search string no String

• Email opens are showing zero

  Is there an option enabled that restricts access to the entire site for users who aren't logged in? If so, this setting may conflict with Groundhogg. Consider disabling it and restricting only

• Email Editor: Block Inspector | Desktop Preview | Mobile Preview

  A mini menu is available to the left of the block selector. The menu contains three selections: Block Inspector Desktop Preview Mobile Preview Block Inspector When hovering over blocks in the

• Benchmark: Email Confirmed

  When an email is confirmed, the Benchmark "Email Confirmed" can trigger an action(s). Drag and drop the "Email Confirmed" Benchmark over into the flow on the left. You will be presented with some

• groundhogg/{object_type}/pre_update

  This hook is one of the core hooks of Groundhogg. This hook is executed before the update operation in the database. This hook accepts object type in it so it will run for that specific object only.

• Sales Pipeline: Benchmarks

  Benchmarks Sales Pipeline currently comes with one benchmark: Deal Moved Deal Moved When the 'Deal Moved' benchmark is used as a funnel step, it will trigger the funnel with these settings: Run when

• groundhogg/{object_type}/post_update

  This hook is one of the core hooks of Groundhogg. This hook is executed when an updated operation completed. This hook accepts object type in it so it will run for that specific object only.

• Benchmark: Tag Applied

  The Benchmark "Tag Applied" can trigger action(s) based on applied tags. Drag and drop the "Tag Applied" Benchmark over into the flow on the left. You will be presented with some setting options. Run

• Benchmark: Tag Removed

  The Benchmark "Tag Removed" can trigger action(s) based on removed tags. Drag and drop the "Tag Removed" Benchmark over into the flow on the left. You will be presented with some setting options. Run

• Benchmark: Role Changed

  The Benchmark "Role Changed" can trigger action(s) based on detecting when users have selected roles. Drag and drop the "Role Changed" Benchmark over into the flow on the left. You will be presented