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

612 articles found

• Modify or remove the '[name] from Somewhere Sunny'.

  The Social Proof extensions will usually output the Contact's first name from Contact's City and Contact's State/Region. If there is no city or state/region it will default to Somewhere Sunny. To

• Tasks

  You can create tasks for Contacts, Companies, and Deals. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call In addition to the task

• How Do I Provide Support Admin Access?

  If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

• REST API V3 / Contacts / Tags / Get

  URL GET /wp-json/gh/v3/contacts/tags Method This endpoint supports the GET method. Request This endpoint provides functionality to get all the tags applied to the contact. PARAM TYPE REQUIRED

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• Email Reporting

  Upon selecting the " Email" tab a report specifically for Emails is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time period

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

• Error: Failure Reason: funnel_inactive: The funnel is not active.

  While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,

• Increase max_input_vars

  The max_input_vars is the number of variables that your website can use to run a function. You may already know this, but if someone gets an error similar to "PHP Warning: Unknown: Input variables

• Make Replacement Code link look pretty

  If you don’t want the full replacement code link to appear in your email you can include it as a link anywhere in your email. Here’s how to do this: When you have your email open (and are editing

• How Do I Claim a Course Voucher?

  If you have received a voucher code for a course, here is how you can claim it. Already have an account? In your dashboard, click on Redeem a Voucher Then enter your voucher code and click submit.

• HelpScout Integration: Setup webhook event listener

  For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

• How Fast Are My Emails Sent?

  If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You

• groundhogg/steps/{type}/run/before

  This Groundhogg hook used to run custom code before the action. It requires a type of action for hooking into the process. do_action( "groundhogg/steps/{type}/run/before", $this ); This hook provides

• groundhogg/steps/{type}/run/after

  This Groundhogg hook used to run custom code after the action. It requires a type of action for hooking into the process. do_action( "groundhogg/steps/{type}/run/after", $this ); This hook provides

• HelpScout Integration: Introduction

  Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

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

  This hook is useful for creating the custom method to execute on a specific tabbed page. This hook accepts the slug of the page and method name to execute. do_action(

• REST API V3 / Emails / Send

  URL POST /wp-json/gh/v3/emails/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send email to the contact. PARAM TYPE REQUIRED DESCRIPTION

• Dashboard

  Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

• SMTP: Introduction

  The SMTP extension plugin allows you to use any SMTP service to send emails through Groundhogg. *To monitor bounces and complaints, consider using one of Groundhogg's SMTP Integration extensions. To

• Opt-in Status Definitions

  New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has

• Benchmark: Plugin API Benchmark

  The Benchmark "Plugin API Benchmark" provides a way to create your own custom benchmark. Drag and drop the "Plugin API Benchmark" Benchmark over into the flow on the left. You will be presented with

• AWS Integration: Troubleshooting SES

  If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

• Database

  Groundhogg settings are stored in the WordPress wp_options table Groundhogg has its own set of tables. These are the core tables, extensions can add additional tables to the database. Table Name

• 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

• GDPR Cookies

  Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

• Google Calendar Sync Explained

  Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with

• 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

• Plugin API REST Endpoint

  You can use the Plugin API REST endpoint as an alternative to the Webhook Listener if the contact has already been registered on your site. You can send a webhook request to this endpoint call_name,

• groundhogg/event_queue/process/before

  This action hook is used to run custom code before the event is processed by the event queue of Groundhogg. do_action( 'groundhogg/event_queue/process/before', $event_ids ); Using this hook developer

• REST API V3 / Tags / Manage

  URL Apply Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/apply Remove Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/remove Method This endpoint

• 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

• 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,

• Does Groundhogg track UTM parameters?

  UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

• REST API V3 / SMS / Send

  URL POST /wp-json/gh/v3/sms/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send SMS to the contact. PARAM TYPE REQUIRED DESCRIPTION id_or_email

• groundhogg/event/post_setup

  Used to do any actions after the event setup is completed. do_action( 'groundhogg/event/post_setup', $this ); it returns the object of an event as an argument. Ideal for storing custom information

• groundhogg/event/run/before

  This action hook is used to run custom code after the event is processed by the event queue of Groundhogg. do_action( 'groundhogg/event_queue/process/after', $this ); Using this hook developer can

• Really Simple Payments: Adding webhook manually

  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

• GiveWP Integration: Reporting

  GiveWP Reporting If you are looking to create reports for your donation forms created in GiveWP, follow the Custom Reports help document.

• 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

• groundhogg/event_queue/process/after

  This action hook is used to run custom code once Groundhogg has completed the execution of an event using the event queue. do_action( 'groundhogg/event_queue/process/after', $this ); Using this hook

• How do I become an affiliate

  Promote Grounhogg and earn a commission on every sale! Earn 20% Recurring Commissions Earnings are paid out within 60 days You will receive Brand Assets(Logos & Banners) Step by step guides 30 day

• How do I reset my password?

  To reset your password for your Groundhogg account, you can follow these steps: Go to the Groundhogg login page. Click on the "Lost your password?" link located below the login form. Enter your

• How do I upgrade my license?

  Time to upgrade and get more features? It's super easy and will only take you a few minutes. Go to your licenses in the account dashboard. Click View upgrades for the license you wish to upgrade.

• How do I renew my license?

  If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue. You may instead be looking to change your

• WooCommerce: Tools

  Sync WooCommerce Orders If you were using WooCommerce before installing Groundhogg then the WooCommerce orders won’t be synced with the Groundhogg contacts. You can sync them using our Sync

• Sales Pipeline: Pipeline

  Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

• Good list hygiene

  Best Practices for Maintaining a Clean and Engaged Email List A clean, well-maintained email list is crucial for effective email marketing. Following these best practices will help you enhance

• Easy Digital Downloads Integration: Benchmarks

  Easy Digital downloads have five benchmarks. These benchmarks are used to automate funnels and send automated emails based on the contact's actions. Cart Updated: This benchmark executes when the

• GiveWP Integration: Tools

  Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations