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

612 articles found

  • 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/form/shortcode/after

    This function is used to add custom code after the form shortcode is processed by the Groundhogg form builder. do_action( 'groundhogg/form/shortcode/after', $this ); This hook provides the object of

  • groundhogg/form/shortcode/before

    This function is used to add custom code before the form shortcode is processed by the Groundhogg form builder. do_action( 'groundhogg/form/shortcode/before', $this ); This hook provides the object

  • groundhogg/steps/benchmarks/form/extra_settings

    This action hook is used to add custom settings at the end of the form. do_action( 'groundhogg/steps/benchmarks/form/extra_settings' );

  • 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.

  • Meta Conversions API Integration: Introduction

    With Groundhogg’s Meta Conversions API Integration, you can send conversion events directly from your funnels to Meta (Facebook) for better tracking, optimization, and retargeting. Follow these steps

  • groundhogg/admin/tags/edit/form

    This hook is used to add custom code in the tag's edit page. do_action( 'groundhogg/admin/tags/edit/form', $id ); This hook provides tag ID as an argument to work with.

  • groundhogg/admin/tags/add/form

    This hook is used to add custom code in the form of adding tags before the submit button on the tag page. do_action( 'groundhogg/admin/tags/add/form' );

  • 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

  • Replacement Code: {auto_login}

    The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

  • groundhogg/admin/{slug}

    This hook is used to add custom code on the top of the admin pages when pages are using tab page architecture. do_action( "groundhogg/admin/{$this->get_slug()}", $this ); This hook comes with an

  • Why are my contacts "unconfirmed?"

    The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

  • [gh_is_not_contact] Shortcode

    You can use this shortcode to conditionally display content if the current visitor is not a contact. [gh_is_not_contact] Show this content if the visitor is not a contact.[/gh_is_not_contact]

  • Why are My Contacts Unmarketable?

    What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

  • 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

  • Email Blocks: Query Loop

    Block Settings Layout Query Reference Layout Columns (Default: 2) Select the number of columns Gap (Default: 10px) Adjust the gap between columns Thumbnail Size(Thumbnail, Medium, Large, and any

  • 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

  • groundhogg/form/submission_handler/before_create_contact

    This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

  • Why are Tracking (and Other) Links Not Working?

    If you have just installed Groundhogg and have sent a few emails, you may have noticed that your tracking links may be leading to a page not found (also known as a 404 page, that says the page can't

  • Why are tag and email dropdowns not loading?

    If you have just installed Groundhogg and you are unable to select tags or emails from dropdowns it may be because there is an issue with the REST API on your site. This generally happens because of

  • Note Templates

    Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

  • Task Templates

    Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

  • 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: Create User

    If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

  • Twilio Integration: Introduction

    Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

  • 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

  • PHP Fatal error: Allowed memory size exhausted.

    PHP Fatal error: Allowed memory size of xxxxxxxxx bytes exhausted. This message indicates a PHP Fatal Error due to the exhaustion of the allowed memory. Exhaustion of PHP memory limit is a common

  • Caching Compatibility

    If you have a caching plugin (please only use one at a time) or any sort of system caching on your website or may notice Groundhogg not quite working as well and as quickly as you had hoped. There

  • Action: Edit Meta

    The action allows you to update any metadata that is attached to a contact or user profile. What you want to do is add Edit Meta to the funnel, by dragging it from the right-hand side over to the

  • [gh_does_not_have_tags] Shortcode

    This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

  • Funnel Reporting

    Upon selecting the "Funnels" tab, a comprehensive list of all existing funnels will be displayed. From this interface, you may generate a detailed report for a specific funnel by clicking its name,

  • 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

  • AWS Integration: Creating IAM credentials

    To use the AWS integration you must generate IAM credentials. 1. Open the IAM tool in the AWS Console 2. Go to Users 3. Add a new user 4. Give the user a name, for example, Groundhogg and select

  • REST API V4 / Notes

    The notes API allows you to fetch, add, edit, and delete notes. Note Properties Attribute Type Description ID integer The system ID of the note data object The core properties of the note containing

  • Troubleshooting: Why is my license not being recognized?

    If you are getting licensing errors and your license is not being recognized it may be because your site was not initially authorized to use the license. This can happen becuase: The URL of your site

  • groundhogg/scripts/after_register_frontend_styles

    This hook is used to add custom front end stylesheet into Groundhogg. do_action('groundhogg/scripts/after_register_frontend_styles');

  • What is the List-Unsubscribe header?

    The List-Unsubscribe header will improve email deliverability as ISPs like Gmail and Outlook will recognize it as an email best practice. In Gmail, if you are a good sender, this will appear in your

  • What cookies does Groundhogg create?

    Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

  • Tutorials: Importing contacts into a funnel

    How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

  • Saved Replies

    You can compose and send an email directly from the Contact record. In the email editor, you also have the option to use a saved reply. Click the Saved Replies icon to open a window where you can

  • Getting Started: Form connectors

    Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

  • groundhogg/admin/tags/add

    This hook is executed when the admin adds new tag using the tag page of admin panel. do_action( 'groundhogg/admin/tags/add', $id ); This hook provides tag id as an argument.

  • Action: Remove Tag

    If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of

  • Action: Apply Tag

    If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the

  • Advanced Features: Enable the Advanced Email Editor

    If you want to design better emails and newsletters, you can use the Advanced Email Editor. After installing the Advanced Features extension, go to the settings area and enable the Advanced Email

  • Action: Webhook

    Groundhogg provides webhooks that you can use to communicate with other software or instances where Groundhogg is located on another website. You want to add Webhook to the funnel by dragging it from

  • What Are Email Headers

    Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

  • Email Blocks: Footer

    Footer Block Tab Footer Alignment(Left, Center, Right) Phone Number - Display ( On / Off ) Privacy Policy - Display ( On / Off ) Term - Display ( On / Off ) Font Style Font(The globe gives you access

  • Where do I download the system status file?

    When requesting support you may be asked for a copy of your system status file. This can be downloaded and attached to an email. Go to Groundhogg > Tools and you will be able to scroll down and