Search results for how to add custom tabs and fields to the contact screen
612 articles found
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LifterLMS Integration: Replacement codes
LifterLMS Extension has two replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel editor.
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Benchmark: Logs In
The Benchmark "Logs In" can trigger action(s) when a user logs in. Drag and drop the "User Created" Benchmark over into the flow on the left. You will be presented with some setting options. Run when
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Benchmark: Download Purchased
The Benchmark "Download Purchased" can trigger action(s) when a download is purchased in Easy Digital Downloads. Drag and drop the "Download Purchased" Benchmark over into the flow on the left. You
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Easy Digital Downloads Integration: Examples
Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back
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What is a suppression list?
A suppression list is a collection of email addresses or domains that are excluded from your email marketing campaigns or communications. They can also be labeled as "inactive". Different SMTP
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GiveWP Integration: Replacement Codes
GiveWP Extension has six replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel editor.
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Example: Send Broadcast
Sample code for sending a broadcast via Groundhogg's API. Ensure you have an email set up and its corresponding ID before using this code. <?php // Define your Groundhogg API credentials $api_url =
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AffiliateWP Integration: Filters
Groundhogg's AffiliateWP Integration provides filters to allow you to Affiliate Status Referral History Paid Earnings Unpaid Earnings Number of referrals *You can use these filters together in
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Sales Pipeline: Filters
Groundhogg's Sales Pipeline provides filters to allow you to filter based on: Deal Value Close Probability Deal Owner Projected Close Date Date Closed Date Created *You can use these filters together
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GiveWP Integration: Filters
Groundhogg's GiveWP Integrations provide filters to allow you to Recent Donations Number of donations Total Donation Value *You can use these filters together in combination Recent Donations Select a
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Email: Filters
Title Subject Content Message Type From User Author Funnel Campaigns *You can use these filters together in combination Title Click the ✓ to apply the filter Click the trash can to remove the filter
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Searching Funnels
Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu
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Frequently Asked Questions
Q. Will the existing records be updated if I perform another import that includes email addresses that match contacts already in the system, but with new data(Phone numbers, addresses, etc.)? A. Yes,
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REST API V3 / SMS / Get
URL GET /wp-json/gh/v3/sms 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 to
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REST API V3 / Tags / Delete
URL DELETE /wp-json/gh/v3/tags Method This endpoint supports the DELETE method. Request To delete a tag you must pass these arguments. PARAM TYPE REQUIRED DESCRIPTION tag_id int yes The ID of the tag
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Understanding Time zones
Setting up your desired time zone. The Groundhogg booking calendar takes into consideration two distinct time zone settings. The first one is the time your WordPress site is set to. That setting can
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REST API V3 / Emails / Get
URL GET /wp-json/gh/v3/emails 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
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Enable Extension Beta Version Updates
Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before
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When sending a Broadcast only some emails are sending
With the release of Groundhogg 3.0, Broadcasts are scheduled in the background using WordPress Cron. This is different than the gh-cron.php . If WordPress cron is not running, then the broadcasts
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Disable tracking links in emails
There could be multiple reasons why you don’t want tracking links to be in your emails, from privacy, to using another product for tracking purposes, to using an email provider that also does
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groundhogg/tracking/email/opened
This hook is fired when Groundhogg detected that the email is open by the user. Groundhogg uses this matrix to display opened emails in the list of broadcasts. do_action(
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Why are my emails stuck in "pending?"
If your emails are stuck in the pending status it's because you have failed to create a cronjob, or you set up your cronjob incorrectly. To solve this, follow the instructions in these articles:
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groundhogg/event/complete
Used to run a block of code when the event status changed to complete. do_action('groundhogg/event/complete', $this); You will receive the object of an event class as an argument.
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groundhogg/event/in_progress
Used to run a block of code when the event before event goes to in progress mode. do_action('groundhogg/event/in_progress', $this); You will receive the object of an event class as an argument.
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Can I have Groundhogg on a subdomain?
Yes, you can have Groundhogg on your subdomains. If your subdomains are separate installs of the WordPress application, it is important to know that many of the integrations with other plugins may
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groundhogg/event/pause
Used to run a block of code when event status changed to pause. do_action('groundhogg/event/pause', $this); You will receive the object of an event class as an argument.
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Why Is My Login Information Not Working?
The Groundhogg Academy Site is actually a different site than Groundhogg.io. You may need to create a new account so that you can participate in courses, it is free to create an account.
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groundhogg/submission_handler/setup
This hook executed when the Groundhogg form is submitted. This hook is useful to perform operations on the data. do_action( 'groundhogg/submission_handler/setup', $this ); This hook provides the
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groundhogg/tracking/email/click
This hook is executed When tracking a link click redirect the user to the destination after performing the necessary tracking. do_action( 'groundhogg/tracking/email/click', $this ); This function
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Sales Pipeline: Settings
The Sales Pipeline has settings available located at Groundhogg > Settings - Pipeline tab Currency - Select the currency of the appropriate country. Separators - Check the checkbox to use a comma as
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groundhogg/event/queued
Used to run a block of code when the event is put in an execution queue by the Groundhogg plugin. do_action('groundhogg/event/queued', $this); You will receive the object of an event class as an
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Sales Pipeline: Reporting
To view reporting, click the 3 dots in the top right of any pipeline. Select Reporting
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Companies Logo
The company recor by default will fetch the Favicon from the website entered for that company. But also available is a Logo upload field in the General tab to provide the logo. Visit the company
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groundhogg/event/cancelled
Used to run a block of code when the event is cancelled. do_action('groundhogg/event/cancelled', $this); You will receive the object of an event class as an argument.
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groundhogg/event/skipped
Used to run a block of code when the event marked as a skipped event. do_action('groundhogg/event/skipped', $this); You will receive the object of an event class as an argument.
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REST API V3 / Tags / Create
URL POST /wp-json/gh/v3/tags Method This endpoint supports the POST method. Request You can create single or multiple tags using this endpoint. PARAM TYPE REQUIRED DESCRIPTION tags array yes Tag
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Refresh Opt-in Status Tags
Under Tools > Misc is a utility to Refresh Opt-in Status Tags. Click the [ Process ] button. What are opt-in status tags?
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Cron Events
Groundhogg has seven Cron Events that are scheduled. Groundhogg Process Queue | Every Minute Background Tasks | Every Minute Cleanup | Once Hourly Bounce Checker Fix Unprocessed Events Fix
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System Info & Debug
System Info & Debug tab contains the following tools: Download System Info Safe Mode Install Help Previous Update Reset Click to see a larger version
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groundhogg/event/failed
Used to run a block of code when groundhogg event failed. do_action('groundhogg/event/failed', $this); You will receive the object of an event class as an argument.
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groundhogg/event_queue/process/after
Used to run a block of code before any event completed. do_action('groundhogg/event/run/before', $this); You will receive the object of an event class as an argument.
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groundhogg/event/run/after
Used to run a block of code after any event completed. do_action('groundhogg/event/run/after', $this); You will receive the object of an event class as an argument.
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Install Help
Under Tools > Misc > Install help is a utility to reinstall Groundhogg or its installed extensions In the event there were installation issues. It does not affect your data.
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[gh_replacements] Shortcode
You can use this shortcode to merge replacement codes into your content. [gh_replacements]Hi {first}[/gh_replacements] If you are feeling a bit lazy, you can use the shorthand version as well.
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Download System Info
Under Tools > Download System Info is a utility that provides system information for support. There are two options, that create the same info: Download System Info(.txt) View system Info Example:
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Sales Pipeline: Roles & Capabilities
Capabilities Table Capability Administrator Marketer Sales Manager Sales Rep view_pipelines ✅ ✅ ✅ ✅ edit_pipelines ✅ ✅ ❌ ❌ add_pipelines ✅ ✅ ❌ ❌ delete_pipelines ✅ ✅ ❌ ❌ add_deals ✅ ✅ ✅ ✅ view_deals
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REST API Errors
When working with REST APIs, common errors include: Client-Side Errors 1. 400 Bad Request: Malformed JSON, missing/invalid parameters. 2. 401 Unauthorized: Incorrect/missing authentication
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Companies: Replacement codes
The Companies Extension has six replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel editor.
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Why Can't I Upload My Funnel Template?
Having issues uploading your funnel template? Sometimes the WordPress file upload system can be a little finicky. If you are receiving the above error follow these steps. Open your funnel template
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Database Issues
If you are experiencing database issues then it's most likely a result of the databases not being installed properly during activation. You can manually re-install them from the tools section if this