Search results for contact api

255 articles found

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Site Post Compliance Email Other As you add extensions additional

• Companies: Introduction

  The Companies addon provides an organizational framework for associating multiple contacts to one or more company records within the CRM. From a company record, you can see all associated contact

• Introduction to Benchmarks

  Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• 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

• 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

• 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

• Action: Admin Notification

  If you would like to have an email sent to Contact, Contact Owner, or Administrator as one of the steps in a funnel you can use the Admin Notification action What you want to do, is add Admin

• 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

• Introduction to Groundhogg

  If you are already familiar with CRMs and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

• Introduction à Groundhogg(French)

  Si tu connais déjà les CRM et l'automatisation marketing, alors beaucoup de ces termes te seront sûrement familiers. Sinon, cet article te mettra au courant de ce que tu dois savoir sur les

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• How to add a note through a funnel or internal form

  HOW TO: WEB FORM BENCHMARK & NOTES Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want

• How To Confirm An Email Address

  Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

• 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

• Bricks Builder Forms Integration

  Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

• Advanced Features: How to use Superlinks

  Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

• Custom Fields in Forms(Legacy)

  You can collect custom information about a contact using custom fields. As an example, add an "input" field in the form builder. Clicking the button will bring up the field UI where you can give your

• [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

• How funnels work

  The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• How to Remain Compliant with GDPR

  In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• 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

• Meta Replacement Codes

  Groundhogg can store additional information associated with contacts as metadata. To display metadata you can use replacement codes, for example: {profile_picture} or {note} You can find the

• Advanced Features: Introduction to field changed

  Groundhogg provides the functionality to add custom fields for a contact. Users can add custom fields using the custom info section of contact. In some cases, custom information for the contact is

• 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

• groundhogg/email_notification/run/before

  This hook is used to add custom code before an email notification sends to a customer. do_action( 'groundhogg/email_notification/run/before', $this, $contact, $event ); This hook provides three

• groundhogg/email_notification/run/after

  This hook is used to add custom code after email notification sends to a customer. do_action( 'groundhogg/email_notification/run/after', $this, $contact, $event ); This hook provides three objects to

• Preventing Spam in Web Forms

  If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

• 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.

• groundhogg/form/submission_handler/after

  This Groundhogg hook executes after the submission handler successfully handled the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); This

• 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

• 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

• Presto Player Integration: Introduction

  Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• Booking Calendar: How to add custom notes to appointment card

  The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

• Advanced Email Preferences: Updating your optin forms

  Important information regarding consent verification, optin-status, and GDPR compliance. Groundhogg diligently strives to ensure that you have the tools needed to make sure your business

• Conditional Logic: Introduction

  The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom

• [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

• 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

• Benchmark: Webhook Listener

  The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented

• The Admin Bar Widget

  When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg admin bar widget. After clicking on the icon, you will

• What are the "Marketable" and "Non-marketable" tags?

  The Marketable and Un-marketable tags are special opt-in status tags that cannot be applied or removed from a contact as they are a reflection of the contact's current opt-in status and compliance

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• 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,

• 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 First, you will need to perform your

• Booking Calendar: How to send admin notifications for appointments

  Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into

• Introduction to Custom Meta

  Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send