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

612 articles found

• How To Send A Plain Text Version Of An Email

  Email deliverability increases if the emails you send contain a plain-text version of the email. Groundhogg supports automatically generated plain-text versions of the emails you send and attaches

• How to allow uploading & downloading of CSVs on multisite

  If you can't upload or download CSV files on your multisite it's because you have to add CSV as a supported file type in your network settings. Go to your Network Settings. Scroll down till you find

• Troubleshooting: How To Get Your Extensions After Upgrading Your License

  If you have recently upgraded your license, your new access may not be reflected in your site right away if you use the extension installer to download your extensions. To see an updated list of

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

  Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

• Advanced Features: How to connect Groundhogg on two different sites

  Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

• Backup & Restore: How to restore Groundhogg from a backup

  Need to restore a Groundhogg Backup? Make sure you have the Backup & Restore extension installed. Restore Groundhogg. Go to Groundhogg > Tools > Backup & Restore. At the bottom of the form, select

• Tutorials: How to delete plugin folder via FTP or cPanel

  If you remove a plugin using the WordPress dashboard and try to reinstall it but aren’t able to activate it because of an error you will need to delete the plugin folder before you can install it

• Custom Replacement Codes: Use replacement codes

  Once you have successfully added a replacement code inside the database you will be able to view all the newly added replacement code in the replace code section. You can copy the code name from this

• Custom Replacement Codes: Edit replacement code

  Groundhogg provides the functionality to edit and delete custom codes generated by the users. To edit an existing replacement code all you need to do is click on the edit button under the replacement

• Glossary of Terms

  This page provides explanations of terms used throughout our documentation and plugin, listed in alphabetical order. Index A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S |

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• groundhogg/admin/contacts/add/form/tags

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

• groundhogg/admin/contacts/add/form/name

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

• groundhogg/admin/contacts/add/form/notes

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

• groundhogg/admin/contacts/add/form/after

  This hook is used to add extra code after the add contact from. do_action( 'groundhogg/admin/contacts/add/form/after' );

• Advanced Features: Introduction to field timer

  What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

• Advanced Features: How to tag contacts who opened a broadcast email

  1. After your Broadcast has been successfully sent, click on “Broadcasts” then go to Sent Tab 2. Under the “Stats” heading, click on the number beside “Sent”. Note: You can also follow the same

• 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

• Companies: Import from a CSV file

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

• Action: Admin Notification

  The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• 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

• Tutorials: How to setup a lead magnet download funnel in 7 steps

  A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

• Meta Replacement Codes

  Groundhogg can store additional information associated with contacts as metadata. To display metadata you can use replacement codes, for example: {profile_picture} or {note} You can find the

• Booking Calendar: Use a custom form for bookings

  Groundhogg Booking Calendar provides functionality to create a custom form that the user needs to fill while booking an appointment. Booking Calendar uses the Groundhogg form to achieve this task.

• Text Messaging (SMS): Create a custom SMS integration

  Want to add your own custom SMS integration? You can do that. Copy the code below and add it to a custom plugin file on your site. Once you add the code your custom SMS service will show in the SMS

• AWS Integration: Using a custom Mail From domain

  You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

• Connect Kadence Forms to Groundhogg

  Kadence is a premium WordPress theme that lets you visually build WordPress sites and uses blocks. The Kadence “Form” block allows the building and placement of forms on any page built with Kadence.

• How the List-Unsubscribe header works

  You may be here because you heard that GMail is now enforcing best practices for bulk senders, including adding the List-Unsubscribe header to your emails. Since Groundhogg always follows best

• Funnel: Filters

  Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

• BuddyBoss Integration: Are your open stats and click stats the same?

  If your open rate is the same as your click rate and you have BuddyBoss or any other redirect plugin installed you may need to follow these steps to ensure your analytics are correct. Navigate to the

• Booking Calendar: Calendar Settings

  Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

• eLearnCommerce Integration: Introduction

  eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,

• Connect Brizy Forms to Groundhogg

  Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with

• Register an additional email service

  Register an additional SendGrid email service that uses a custom API key when the contact is unconfirmed and the email type is marketing. Add this code to your theme's functions.php file or use a

• Adding a tag on an action

  One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

• Connect Breakdance Forms to Groundhogg

  Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of

• Introduction to Help

  Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• Introduction to Groundhogg

  If you are already familiar with CRM's and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

• Introduction to Benchmarks

  Benchmarks are a core component of Groundhogg. They serve as the starting points or triggers within your funnels, enabling you to automate workflows based on specific actions or events. Whether a

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• Add a server cron-job: Kinsta

  If you are using Kinsta for hosting your website there are two ways to set up a cron-job for your website. First you need to run through the Groundhogg cron setup to make sure the files are put in

• Add a server cron-job: Cpanel

  If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

• Add an external cron-job: SiteGround

  If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• Zapier Integration: Zap listener

  The Zap Listener is a benchmark that can listen for POSTS from Zapier to your site which contains contact information. You can place a Zap Listener anywhere in your funnel, but if the contact does

• Contacts: Profile Picture

  A contact’s profile picture adds a visual touch to their record in Groundhogg, making it easier to recognize them in your contact list or reports. By default, Groundhogg uses the WordPress Gravatar

• WP Simple Pay Integration (Stripe): Introduction

  WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You