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

615 articles found

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  If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue.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

• 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

• 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

• 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

• 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

• 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

• [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

• 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: 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

• 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

• 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.

• 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

• 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

• 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

• 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

• 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

• 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,

• 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.

• 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

• 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

• 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

• 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,

• 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,

• 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

• 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:

• 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.

• 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

• 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',

• 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

• 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

• 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

• 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

• 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

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs