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

615 articles found

• Why Do I Need To Create An External Cron Job?

  Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

• Sorry, you are not allowed to upload this file type.

  If you are attempting to import a CSV file and receive an error: The error may arise from specific HTML tags in your .CSV file, which WordPress restricts for security purposes during the import

• Error: You do not have permission to view this file

  If you are encountering the "You do not have permission to view this file" error in WordPress, there are a few steps you can take to resolve the issue: Check file permissions: Make sure that the file

• Benchmark: Field Changed

  The Benchmark "Field Changed" can trigger action(s) based on a custom field being changed. Drag and drop the "Field Changed" Benchmark over into the flow on the left. You will be presented with some

• Action: Field Timer

  Content Content

• MemberPress: Sync previous order and customer status with Groundhogg

  The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

• groundhogg/steps/settings/before

  This Groundhogg hook used to add a custom setting before each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/before", $this

• groundhogg/steps/settings/after

  This Groundhogg hook used to add a custom setting after each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/after", $this );

• groundhogg/steps/reporting/after

  This Groundhogg hook used to add a custom code after each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

• groundhogg/steps/reporting/before

  This Groundhogg hook used to add a custom code before each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

• 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

• Email Blocks: Socials

  Socials Block Tab Social Media Theme - Select a theme(Brand Color Square, Black Boxed, Gray Boxed, Light Gray Boxed, White Boxed, Brand Color Circular, Black Circular, Gray Circular, Light Gray

• LearnDash Integration: Introduction

  LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in

• [gh_form] Shortcode

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. The [gh_form] shortcode is a quick and easy way to display these forms on WordPress

• Benchmark: Post Published

  The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

• groundhogg/steps/init

  This Groundhogg WordPress hook is used to add custom actions when the steps are loaded. You can use this action to add custom steps. do_action( 'groundhogg/steps/init', $this ); This action provides

• Merging Companies

  Merging duplicate company records in Groundhogg is essential for maintaining a streamlined database, enhancing team efficiency, and optimizing marketing strategies. Here's a comprehensive guide to

• Email Blocks: Columns

  Columns Block Tab Layout The Columns block comes with 9-column layouts an a custom (Default: 2-column layout The gap between the columns can be set based on pixels(Default:10px) You can also set the

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• [gh_contact] Shortcode

  This shortcode allows you to merge contact data into your content. This code works on a per-field basis, and you can also pass a default parameter in the event that the field doesn’t exist.

• Groundhogg's Logs

  *Click the tabs in the menu to view more information. These logs can be very helpful in reviewing and troubleshooting the activity in Groundhogg.

• Fixed segment and Dynamic segment.

  Broadcasts have two scheduling options: Fixed and Dynamic. By default, Fixed Segment is selected, which means the broadcast is sent only to the contacts currently in the selected segment. If

• Funnel: Copy and Paste Step

  Here’s a concise, step-by-step guide to copy and paste a step in a funnel: Locate the Step: Find the specific step in your funnel that you want to copy. Click the Step: Left-click on the step to

• groundhogg/form/embed/before

  This function is used to add custom code before the embedded code. Embedded code is the HTML code which users can copy and paste from other sites to Groundhogg's form builder. do_action(

• groundhogg/steps/{type}/reporting/before

  This Groundhogg hook used to add a custom data in the reporting view of the step before the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

• groundhogg/steps/{type}/reporting/after

  This Groundhogg hook used to add a custom data in the reporting view of the step after the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

• groundhogg/steps/{type}/settings/before

  This Groundhogg hook used to add a custom setting before specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action(

• groundhogg/steps/{type}/settings/after

  This Groundhogg hook used to add a custom setting after specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action( "groundhogg/steps/{type}/settings/after",

• Replacement Code Defaults

  To provide a default value for a replacement code that does not return anything, use the following syntax. {replacement::deafult} For example, to provide a default for the first name of a contact you

• Using Web Forms As Internal Forms

  All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

• groundhogg/form/embed/after

  This function is used to add custom code after the embedded code. Embedded code is the HTML code which users can copy and paste on other sites form groundhogg form builder. do_action(

• Adding HTML Columns Inside Emails

  Sometimes the built-in elements of Groundhogg are not enough for creating the wondrous emails you want to create. That’s why Groundhogg comes with an HTML editor that users can use to edit the HTML

• Trigger when Tags are changed, any tags, not one specific tag

  Scenario: Create a benchmark that triggers a funnel when tags are changed, any tags, not one specific tag. Using the Plugin API Benchmark. You will need to add this snippet of code to either your

• Email Blocks: Shortcode

  Shortcode Block Tab Shortcde Basic and email-specific shortcodes can be used script and form elements will be stripped out automatically. Shortcodes will not load any JavaScript or CSS dependencies.

• Email Blocks: Advanced

  AdvanceTab Layout Provides: Padding(based on pixels and you can link/unlink the setting) Border Provides: Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: None)

• groundhogg/admin/{slug}/display/{current_action}

  This is used to add custom actions inside groundhogg admin area. This hook accepts the slug of the page and current action for which users are writing handlers.

• Marketability explained

  Contacts can either be Marketable, or Unmarketable. These two states are a reflection of several criteria that factor in a contact's activity, metadata, and your site's level of compliance. How

• 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

• Booking Calendar: Frontend design and display

  There are a few elements of the frontend design of the calendar which you can influence. The logo The calendar logo is pulled directly from your Theme's settings if your theme provides support for

• Really Simple Payments: Payments and refunds

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Action: Plugin API Action

  If you would like to create your own custom Action use the Plugin API Action. To add the Plugin API Action to the funnel flow, either click the "+" at the branch and click the Plugin API Action step

• AWS Integration: Adding an email sender identity

  AWS allows you to individually verify ownership of an email address. This is good in the event you do not have access to your DNS zone. Follow these steps to set up an email address for sending. 1.

• groundhogg/contact/preferences/updated

  This hook executes when the contact's preference is changed. do_action( 'groundhogg/contact/preferences/updated', $this->ID, $preference, $old_preference ); This hook comes with three arguments: ID

• groundhogg/contact/preferences/unsubscribed

  This hook executes when the contact changes its preference to unsubscribed. do_action( 'groundhogg/contact/preferences/unsubscribed', $this->ID, $preference, $old_preference ); This hook comes with

• groundhogg/contact/tag_removed

  This hook executes when the tag is removed from the contact. do_action( 'groundhogg/contact/tag_removed', $this, $tag_id ); This operation provides two arguments which are: the object of contact and

• Create Users From Contacts

  If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

• [gh_is_contact] Shortcode

  You can use this shortcode to conditionally display content that is dependent on if the current site visitor is a contact. [gh_is_contact] Show this content if the visitor is a

• Action: Delay Timer

  This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay. What

• AWS Integration: Adding a domain sender identity

  If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

• Event Log

  In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view