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

614 articles found

• Replacement Code: {date}

  The date replacement code is a handy one that allows you to reformat any date into a nice presentable string. The syntax is the date format followed by a string representation of the date compatible

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• AffiliateWP Integration: Introduction

  AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate

• Appointment Notification

  The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

• Easy Digital Downloads Integration: Tools

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

• Sales Pipeline: Managing Products

  It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

• Sales Pipeline: Stage

  Stages Add a Stage Edit a Stage Delete a Stage Add a stage Within any pipeline you can add more stages at any time. Go in the pipeline, then near the top click the plus icon to add a new stage. Give

• Replacement Code: Blocks(Gutenberg blocks)

  Groundhogg enables the activation of replacement codes within designated blocks in WordPress posts and pages. These blocks will contain the trigger to enable Replacement codes: Buttons Columns

• Troubleshooting: Why can't I activate my WaaS license on subsites?

  If you have a WaaS license, you only need to activate it on the main site of the network. Then, you install the white label plugin which comes with your license and all of the subsites will be

• Campaigns

  Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

• Refactored Optin Status - 2020-02-12

  In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

• MemberPress: Snippets

  Set opt-in status and consent when a member in MemberPress becomes active. Set Contact opt-in status and consent <?php add_action( 'mepr-account-is-active', 'set_contact_optin_status_and_consent', 11

• seven Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg Seven add-on is a plugin that lets you send messages using seven.io services. This documentation will help you set up your

• [gh_has_tags] Shortcode

  You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

• WooCommerce Integration: Introduction

  WooCommerce is one of many eCommerce solutions that are available for WordPress. Groundhogg has an integration with WooCommerce. The WooCommerce integration is available as part of our Pro plan, or

• Email Blocks: Text

  Text Apply styles to content in this block Make the text bold or italic Change the text color Add or remove a hyperlink Align the text to the left, right, center, or make it justified Use a bullet or

• Email Blocks: Menu

  Menu Block Tab Menu Links Add menu items with the name* and link *You can paste and include an emoji Using the 4 arrows drag and drop to sort Click the "X" to remove an item Add additional menu items

• ThriveCart Integration: Introduction

  The ThriveCart integration allows you to listen for requests from ThriveCart to start automation in Groundhogg! You will need the ThriveCart Groundhogg extension or need to have the pro plan (or

• WooCommerce: Replacement codes

  The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

• Easy Digital Downloads Integration: Replacement codes

  The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• BuddyBoss Integration: Tracking link compatibility

  What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

• Easy Digital Downloads Integration: Introduction

  Easy Digital Downloads (EDD) is a Top Tier eCommerce solution for companies exclusively selling digital products (Audio Files, PDFs, WordPress Plugins, Apps) and Groundhogg provides direct

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• MemberPress: Integration with Groundhogg

  The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the

• Why is my email address not being confirmed?

  Are you unable to confirm an email address while testing a funnel? Groundhogg by default treats the logged-in user's email as the priority email for tracking. This means if you're testing while

• Zapier Integration: Getting started

  Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

• Companies: Notes

  A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

• Preferences Page: Email Archive

  Email Archive This card provides a button to have a link sent to the Contact with a list(archive) of all emails sent. They can also browse emails that are set to public in the Campaign settings. If

• groundhogg/broadcast/{broadcast_type}/before

  Execute a block of code before sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/before", $this, $contact, $event ); Here, broadcast_type will be replaced with

• groundhogg/broadcast/{broadcast_type}/after

  Execute a block of code after sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/after", $this, $contact, $event ); Here, broadcast_type will be replaced with the

• Import HTML

  You can now import HTML email templates from third-party platforms! Visit Groundhogg > Emails and click [ Import HTML ] Click [ Choose File ] and browse your computer for a .htm, .html file The HTML

• AWS Integration: Setup

  AWS is a powerful service that allows you to send both email and SMS directly from your site. Our integration provides several useful features such as... Send emails through SES Send SMS through SNS

• Action: Date Timer

  If you would like to have something happen at a very specific date and time then you can use the Date Timer action. What you want to do, is add the Date Timer action to the funnel, by dragging it

• groundhogg/step/email/confirmed

  This action is very useful in some cases for the Groundhogg developer. This action runs when the user confirms the email address by clicking on the confirmation link.

• Constants

  In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

• Companies: Files

  The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

• Performance reports

  Stay Informed with Groundhogg Performance Reports Groundhogg’s performance reports keep you updated with key insights into your business’s growth and engagement. What You’ll Receive: Weekly Updates:

• Remove "powered by Groundhogg"

  To remove add the code provided below to your theme's functions.php file or a snippets plugin. //Remove "powered by groundhogg" and link add_filter( 'groundhogg/proof/show_proof/credit_link_atts',

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• GiveWP Integration: Benchmarks

  GiveWP has two benchmarks. Before using this benchmark you will want to create a donation form in GiveWP Drag and Drop the GiveWP Benchmark into the flow New Donation: This benchmark executes when a

• Action: Loop

  If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

• WooCommerce: Tagging

  Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete

• AffiliateWP Integration: Replacement codes

  The AffiliateWP extension has four replacement codes. Affiliate URL {affiliate_url} Returns the URL of the affiliate. Affiliate Rate {affiliate_rate} Returns the rate of affiliate. Affiliate ID

• AWS Integration: Troubleshooting SMS

  "Invalid parameter" error when sending PROMOTIONAL SMS The reason for the error is that the Sender ID is only configured to send Transactional SMS type. So when you send a Promotional SMS type you

• Embed a web form on another site

  Once you’ve created a web form in Groundhogg, you can easily share it beyond your WordPress site using embedding options. These options, all accessible from the funnel builder’s "Web Form" benchmark,

• Really Simple Payments: Creating PayPal test account

  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

• Cloudflare Compatibility

  If you are using Cloudflare, you must make several tweaks so that Groundhogg and other highly dynamic WordPress plugins work as expected. Set Max Browser Cache TTL The max TTL is, "the amount of time

• Action: Send Email

  If you want an email to be sent right after something happens then you can use Send Email to have any email be sent. What you want to do, is add Send Email to the funnel, by dragging it from the

• Branching: Split (A/B) Test

  Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.