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

614 articles found

• 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

• Twilio Integration: Receiving messages & replies

  You can now receive messages and replies via SMS and WhatsApp with Twilio! Groundhogg now offers limited 2-way communication that allows you to create simple SMS/WhatsApp-based funnels. Configuring

• How Do I Import Notes?

  If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to

• 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

• Third Party Integrations

  Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions FuseWP Connect FuseWP to Groundhogg Hyperise

• 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(

• 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

• 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.

• 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

• 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: 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

• 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",

• 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'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.

• 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

• 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/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(

• 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

• 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.

• 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

• 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

• 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

• 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.

• 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: 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

• 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

• 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

• Do you support WPML/WooCommerce Stores and RTL?

  We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

• 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

• MailHawk - The From address is not authorised

  If you are using MailHawk with Groundhogg and have emails that are not sending because of the "The From address is not authorised" error. You may need to change the From address to the one(s)

• groundhogg/replacements/init

  Used to add custom replacement code inside Groundhogg. do_action( 'groundhogg/replacements/init', $this ); This hook provides the object of the replacement class as an argument to work with.

• 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