Search results for contact api

316 articles found

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• Preventing Spam in Web Forms

  If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

• groundhogg/email_notification/run/before

  This hook is used to add custom code before an email notification sends to a customer. do_action( 'groundhogg/email_notification/run/before', $this, $contact, $event ); This hook provides three

• groundhogg/email_notification/run/after

  This hook is used to add custom code after email notification sends to a customer. do_action( 'groundhogg/email_notification/run/after', $this, $contact, $event ); This hook provides three objects to

• groundhogg/step/email/confirmed

  This action is very useful in some cases for the Groundhogg developer. This action runs when the user confirms the email address by clicking on the confirmation link.

• groundhogg/broadcast/{broadcast_type}/before

  Execute a block of code before sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/before", $this, $contact, $event ); Here, broadcast_type will be replaced with

• groundhogg/broadcast/{broadcast_type}/after

  Execute a block of code after sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/after", $this, $contact, $event ); Here, broadcast_type will be replaced with the

• Preferences Page: Consent & Compliance

  If you enable GDPR this card will be presented. Here the Contact can: Update Consent - Select if they agree to "storage and processing of my personal data" and "marketing offers and updates" Download

• Presto Player Integration: Introduction

  Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

• MemberPress: Snippets

  Set opt-in status and consent when a member in MemberPress becomes active. Set Contact opt-in status and consent <?php add_action( 'mepr-account-is-active', 'set_contact_optin_status_and_consent', 11

• 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

• 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.

• Booking Calendar: How to add custom notes to appointment card

  The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

• [gh_has_tags] Shortcode

  You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• Benchmark: Page Visited

  The Benchmark "Page Visited" can trigger action(s) when a contact visits pages matching specific rules. Drag and drop the "Page Visited" Benchmark over into the flow on the left. You will be

• Action: Assign Owner

  If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps

• Admin Tool Bar Widget

  When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg Admin Tool Bar Widget. Clicking on the icon displays the

• Benchmark: User Created

  The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

• 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

• Conditional Logic: Introduction

  The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom

• Forms Reporting

  The Forms Report, found under the Forms tab in the Reporting section of the Groundhogg dashboard, offers a comprehensive analysis of form performance for lead capture and feedback collection within a

• Action: Create Task

  This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

• Page Tracking

  In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

• Email Countdown Timer: Introduction

  Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

• Email Blocks: Countdown

  Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

• 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

• AWS Integration: Bounce & Complaint Management

  The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the

• Text Messaging (SMS): Settings

  The SMS Extension has settings available located at Groundhogg > Settings - SMS tab NOTE: You will need at least one service plugin to send SMS to contact.(ex: Twilio, AWS, SMS77 etc.) Transactional

• Booking Calendar: How to manage appointments via the admin area

  In order to manage your appointments with the Groundhogg Booking calendar, you will have to navigate to the appointments menu item. How to check and edit your upcoming appointments: You can check

• Introduction to Custom Meta

  Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

• Lead Scoring: Introduction

  Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

• 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

• Saved Searches

  If you regularly search for contacts with specific search criteria, you can save yourself time by saving the search criteria and reusing it later. Saving a search Loading a search Delete a search

• 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

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• Sales Pipeline: Actions

  Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

• Tutorials: Importing Just A List of Phone Numbers

  Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

• Booking Calendar: Replacement Codes

  The Booking Calendar comes with these replacement codes. Time to appointment {time_to_appointment} The time difference to the start of the appointment Contact Appointment Start Time

• 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

• Tutorials: How to connect to Zendesk

  Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

• GiveWP Integrations: Tagging

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

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• 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

• 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

• AffiliateWP Integration: Replacement codes

  The AffiliateWP extension has four replacement codes. Affiliate URL {affiliate_url} Returns the URL of the affiliate. Affiliate Rate {affiliate_rate} Returns the rate of affiliate. Affiliate ID

• How Do I Export My List?

  We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

• Signed Contracts: Introduction

  Groundhogg Signed Contracts is an alternative to expensive digital signing platforms like DocuSign. Using this add-on your customers can sign digital contracts directly from your website. You can

• Connect forms.app Forms to Groundhogg

  forms.app is an accessible online form builder that streamlines the creation of personalized forms, including surveys, contact forms, and registration forms. This comprehensive guide demonstrates how