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

612 articles found

• WooCommerce: Custom code

  Provided below is a code that can be added to accomplish different solutions for WooCommerce. Remove the WooCommerce meta box from the Contact based on the role. Remove the WooCommerce meta box Add

• Benchmark: Custom Activity

  So it's really for developers and third-party usage using our track_activity function A new version of WPFusion will also make it useful, but it's not useful on its own without code at the moment.

• Custom Step Titles

  Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive Groundhogg generated User generated You can enable the ability to

• AWS Integration: How to answer questions when moving from SES Sandbox to production

  AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

• Connect TypeForm to Groundhogg

  This guide will walk you through the process of integrating TypeForm with Groundhogg by setting up a webhook in TypeForm to send form submission data to Groundhogg's Webhook Listener. This allows you

• Connect Formsite to Groundhogg

  This guide will walk you through the process of integrating Formsite with Groundhogg by setting up a webhook in Formsite to send form submission data to Groundhogg's Webhook Listener. This allows you

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• How To Translate Groundhogg using Loco Translate

  Loco Translate is a free WordPress plugin that allows you to translate text from other plugins in your WordPress dashboard. 1. Get Loco Translate Download and install Loco Translate in your WordPress

• Backup & Restore: How to backup Groundhogg

  The Backup & Restore extension provides a simple way for you to backup Groundhogg safely and restore it without having to make any other changes to your site. Backing up Groundhogg To backup

• Booking Calendar: How to manage appointment availability

  If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

• Booking Calendar: How to disconnect Google Integration

  To disconnect Groundhogg Booking Calendar from Google Go to your Google Account, click the profile, and [ Manage your Google Account ] Select "Security" from the menu on the left Scroll down to "Your

• Booking Calendar: How to Sync Google Calendar

  Please follow the step below to configure two-way sync with Google Calendar. Navigate to the calendar you want to sync, then go Integration, then click connect to another Google account. After you

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Activity Site Post Compliance Email Other Formatting Custom Fields As you

• Sales Pipeline: Deals

  Add a deal Move a deal Edit a deal Add notes to a deal Mark deal as won or lost Manage custom properties for a deal Search for deals Send email to contacts associated with a deal Add a deal using a

• Introduction to field mapping

  The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

• Easy Digital Downloads Integration: 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

• Benchmark: Webhook Listener

  The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented

• groundhogg/admin/contacts/add/form/contact_info

  This hook is used to add custom code after the contact info section of contact on the add contact page. do_action( 'groundhogg/admin/contacts/add/form/contact_info' );

• groundhogg/admin/emails/add/{tab}

  This hook is used to add a new tab inside the add page of the email builder. This hook provides the functionality to manage the response. do_action( "groundhogg/admin/emails/add/{tab}" ); While using

• How funnels work

  The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be

• Custom Replacement Codes: Introduction

  Groundhogg provides the functionality to use replacement codes. Instead of users being dependent on using built-in replacement code, Groundhogg users are able to create their own replacement codes by

• Zapier Integration: How to integrate Groundhogg with Thriveleads

  Integrating with Thrive Leads can be accomplished in two ways. 1. You can use the Zapier addon (which is included in the Pro plan or above) from Groundhogg and set up a Zap. Documentation for the

• Booking Calendar: How to connect your Zoom account

  Groundhogg booking calendar allows you to connect with Zoom if you wish to do so. How to connect to your Zoom account: Log into your WordPress install. Click on the Groundhogg/calendars link:

• How to Use Emojis in Email Subject Lines

  If you're looking to spice up your email subject lines emojis are a very popular way to do just that! Follow the instructions below to insert emojis into your subject line. Choose the Emoji You Want!

• Booking Calendar: How to integrate with Google calendar

  Groundhogg booking calendar allows you to integrate with Google if you wish to do so. How to integrate with Google Calendar: Log into your WordPress install. Click on Groundhogg > Calendars: Navigate

• How to Include a Video in an Email

  Incorporating video into your emails can boost engagement, increase click-through rates, and provide a more dynamic experience for your audience. However, embedding a video directly into an email can

• Branching: Yes/No

  Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• WooCommerce: Compliance

  If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

• What are the "Marketable" and "Non-marketable" tags?

  The Marketable and Un-marketable tags are special opt-in status tags that cannot be applied or removed from a contact as they are a reflection of the contact's current opt-in status and compliance

• REST API V4 / Deals

  The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

• HelpScout Integration: Setup contact record siderbar widget

  You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for

• REST API V3 / Contact / Get

  URL GET /wp-json/gh/v3/contacts Method This endpoint supports the GET method Request This endpoint provides multiple ways of searching and retrieving contact information. Here are the parameters you

• REST API V3 / Contact / Delete

  URL DELETE /wp-json/gh/v3/contacts Method This endpoint supports the DELETE method. Request To delete a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string |

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• REST API V3 / Contact / Create

  URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE

• Setting Up Custom Email Footer

  Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

• Booking Calendar: How to send admin notifications for appointments

  Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into

• Booking Calendar: How to create an appointment booking page

  You can create the front end of your appointment solutions by embedding the Google calendar into a page by using the automatically generated shortcode. To find the shortcode you need to follow the

• Booking Calendar: How to create a new booking calendar

  Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automation. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• groundhogg/admin/emails/process_add/{tab}

  This hook is used to handle the process custom tag process. This hook provides the functionality to manage the response. do_action( "groundhogg/admin/emails/process_add/{$tab}", $this ); This hook

• Benchmark: Web Form

  A Web Form benchmark is your tool to gather information from visitors—like names, emails, or event RSVPs—and kick off automated workflows. To add a form to your funnel, use the Web Form benchmark

• Install and License Extensions Using the Groundhogg Helper

  Installing extensions for Groundhogg the old-fashioned way can be a bit of a pain in the butt. We've created a new extension to make installing and managing the rest of your extensions a breeze!

• Branching: Multi Branch

  Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• Connect Google Forms to Groundhogg

  This guide will walk you through the process of integrating a Google Form with Groundhogg by sending form responses to Groundhogg’s Webhook Listener. Once connected, you can trigger automations,

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• groundhogg/contact/note/added

  This Groundhogg hook executes when any note is added to the contact. do_action( 'groundhogg/contact/note/added', $this->ID, $note, $this ); This hook comes with three arguments which is: contact_id:

• Booking Calendar: How to send contacts SMS notifications for appointments

  Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts: