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

612 articles found

  • How To Change a User to an Administrator

    If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

  • How To Bulk Edit Contacts

    Bulk editing contacts in Groundhogg lets you update multiple contact records at once—saving you time when managing tags, custom fields, or statuses. Whether you’re adding a “VIP” tag to top

  • Advanced Features: Introduction to field changed

    Groundhogg provides the functionality to add custom fields for a contact. Users can add custom fields using the custom info section of contact. In some cases, custom information for the contact is

  • How Do I Import My List?

    If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of contacts. You can add this list to Groundhogg easily. Step 1 Make sure you have a valid CSV file

  • How to uninstall Groundhogg

    To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

  • Contact Birthdays: Introduction

    Wishing a Happy Birthday to your clients opens up a new possibility for the business and Groundhogg has got you covered with the Contacts Birthday plugin. Groundhogg's contact plugin can be used to

  • WooCommerce: Contact Metadata

    Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

  • Advanced Features: Introduction to the Advance Timer

    The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

  • WooCommerce: Adding data from the Checkout Field Editor

    If you utilize WooCommerce along with the " Checkout field editor" to incorporate additional fields into your checkout form and aim to gather data to append to your Contact, here's what you need to

  • How to Search for Contacts

    Need to find a contact or group of contacts? Here is how you can search for them. Advanced Search You can perform an advanced search with multiple criteria by clicking on the filter contacts button

  • How to Import Confirmed Contacts

    If you are importing a list of contacts you have previously confirmed during an import, you can select the option to verify that the list you are importing has been previously confirmed. Once the

  • How To Mass Delete Contacts

    If you want to delete a large group of contacts you can do so by using the Contact's Advance Search Go to Groundhogg > Contacts Click [ Filter Contacts ] button then the "+" sign - Add a filter You

  • How To Generate An Invoice

    If you need to generate an invoice for a previous Groundhogg payment you can do so right within your account! Login to your account and click on the Purchases tab. There is an option to generate an

  • How to Import GDPR Consent

    If you are importing your list and have previously collected GDPR consent, you will want to carry that consent forward into Groundhogg. Add a column to your CSV file called gdpr_consent. For the

  • How to auto-fill web forms.

    If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

  • How To Reschedule Failed Events

    If you had a number of events fail, for example, a broadcast email, you may want to retry those emails. This can be done easily. Go to Admin > Groundhogg > Events > Failed. Select the events you'd

  • Tutorials: How to connect MailHawk

    MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

  • How to enable email logging

    If you want to keep a record of all emails that are sent from your site you can enable the Email Logging feature. Enable email logging To enable it, go to Groundhogg > Settings > Email and scroll to

  • How to Import a Funnel

    If you have a funnel export file (ends in ".funnel") you can import it into Groundhogg. Go to Groundhogg > Funnels > Add New and navigate to the "Import Tab" From here you can select your funnel and

  • How to Check for Errors

    If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a

  • How to change your profile

    Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method

  • How To Send Transactional Email

    Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

  • How to remove inactive subscribers

    Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if the

  • How to implement cookie consent

    Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

  • How to Install/update Groundhogg manually

    If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from

  • How to Test Your Funnel

    If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

  • How to Enable Safe Mode

    If Groundhogg is crashing, throwing errors, or acting buggy, Safe Mode is an easy way to troubleshoot. It temporarily disables all non-Groundhogg plugins, helping you pinpoint conflicts with other

  • How To Schedule a Broadcast

    Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

  • How to export a Funnel.

    One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Follow the steps below to export a funnel or share it with others. Exporting a Funnel

  • How do I redirect a contact after they have confirmed their email?

    If you want to redirect the contact to a landing page after they have confirmed their email address you can do so with the following replacement code syntax. Formatted link:

  • groundhogg/form/submission_handler/after

    This Groundhogg hook executes after the submission handler successfully handles the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); To use

  • Connect Bricks Builder Forms to Groundhogg

    Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

  • Preferences Page

    Groundhogg includes a page called the "Preference Page", which is automatically created during installation and is essential for Groundhogg to function correctly. You can find it at

  • GiveWP Integrations: Contact Metadata

    Additional information about a Contact's donations can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Payments Donation ID Donation Status Donation

  • AffiliateWP Integration: Contact Metadata

    Additional information about a Contact's affiliate details can be found in the metadata box in the right column of each Contact. Affiliate ID (Links to AffiliateWP Record & Affiliate Report) Status

  • Companies: Introduction

    "The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated

  • REST API V4 / Contacts

    The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

  • How to Sync Users With Contacts

    Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

  • How to Remain Compliant with GDPR

    In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

  • Advanced Features: How to use Superlinks

    Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

  • How To Update Your Payment Method

    If you signed up for Groundhogg with a credit card, you might need to update your payment method if your card expired, or was canceled. You can do this by logging into your account and going to your

  • How To Confirm An Email Address

    Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

  • How to Remain Compliant with CASL

    CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC

  • Postmark Integration: Connect to Postmark with the email API

    Basic SMTP can be slow, so Postmark has a REST API that can deliver emails much faster! How to setup Postmark Integration (included in plus plan or above) to deliver emails via the Postmark API.

  • SendGrid Integration: Connect to SendGrid with the email API

    Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the

  • What to do if the gh-cron is not verifying?

    If you are unable to verify the Groundhogg cron job gh-cron.php then you will have to rely on the WordPress cron wp-cron.php. This is not a big deal but will result in a slight performance hit on

  • Create a Web Form

    Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. Whether you're capturing leads or growing your email list, this built-in form builder

  • Creating a new contact record

    You can create new \Groundhogg\Contact objects on the fly by passing in an array of parameters. Duplicates will be avoided. $first_name = $_POST[ 'first' ]; $email = $_POST[ 'email' ]; $contact = new

  • Adding custom reports

    Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

  • Creating custom reports

    Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a