Search results for custom action

328 articles found

• Adding custom tabs and fields to the contact screen

  Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab

• 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

• 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

• LearnDash Integration: Actions

  Actions LearnDash currently comes with one action: Change Enrollment Change Enrollment When the Change Enrollment action is used as a step in a funnel you can enroll or unenroll students from courses

• Advanced Features: How to add custom HTML email templates from third party platforms

  If you are using a third-party platform to design your emails, you can use the Import HTML Template feature to send the email with Groundhogg. When adding a new email, click the Import HTML Template

• 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

• groundhogg/steps/{type}/settings/before

  This Groundhogg hook used to add a custom setting before specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action(

• groundhogg/steps/{type}/settings/after

  This Groundhogg hook used to add a custom setting after specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action( "groundhogg/steps/{type}/settings/after",

• groundhogg/steps/settings/before

  This Groundhogg hook used to add a custom setting before each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/before", $this

• groundhogg/steps/settings/after

  This Groundhogg hook used to add a custom setting after each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/after", $this );

• groundhogg/steps/{type}/reporting/before

  This Groundhogg hook used to add a custom data in the reporting view of the step before the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

• groundhogg/steps/reporting/after

  This Groundhogg hook used to add a custom code after each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

• groundhogg/steps/reporting/before

  This Groundhogg hook used to add a custom code before each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

• groundhogg/steps/{type}/reporting/after

  This Groundhogg hook used to add a custom data in the reporting view of the step after the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

• 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' );

• 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

• 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

• groundhogg/form/fields/init

  This action hook is used to add form controls via hook. This hook is executed when all the controls of the form loaded. do_action( 'groundhogg/form/fields/init', $this ); This hook returns the object

• 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

• Booking Calendar: Calendar Settings

  Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

• Funnel: Filters

  Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

• REST API V4 / Contacts

  The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

• Tutorials: How to connect to Zendesk

  Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• Funnel Template: Basics

  Groundhogg comes with seven funnel templates. Contact Form with follow-up Footer subscriber Free lead magnet download Long term nurture New customer onboarding New lead onboarding Request a review

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• Snippets

  These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

• Branching: Yes/No

  Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

• 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

• Companies: Introduction

  "The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated

• How Do I Export My List?

  We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

• Merging Companies

  Merging duplicate company records in Groundhogg is essential for maintaining a streamlined database, enhancing team efficiency, and optimizing marketing strategies. Here's a comprehensive guide to

• How To Bulk Edit Contacts

  Bulk editing contacts in Groundhogg lets you update multiple contact records at once—saving you time when managing tags, custom fields, or statuses. Whether you’re adding a “VIP” tag to top

• groundhogg/admin/{slug}/{current_tab}

  This hook is used to add custom code in the tab layout page. This hook accepts the current tab value in tab thus users will be able to display custom code for a specific tab on the page. do_action(

• 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

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• LifterLMS Integration: Introduction

  LifterLMS is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With our LifterLMS integration, you will be able to make it even MORE

• 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

• Register an additional email service

  Register an additional SendGrid email service that uses a custom API key when the contact is unconfirmed and the email type is marketing. Add this code to your theme's functions.php file or use a

• Benchmark: Post Published

  The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

• 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');

• Tutorials: How to connect to Amelia

  To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

• groundhogg/admin/contacts/add/form/name

  This hook is used to add custom code after the name section of contact on the add contact page. do_action( 'groundhogg/admin/contacts/add/form/name' );

• groundhogg/admin/contacts/add/form/tags

  This hook is used to add custom code after the segmentation section of the contact on the add contact page. do_action( 'groundhogg/admin/contacts/add/form/tags' );

• groundhogg/admin/contacts/add/form/notes

  This hook is used to add custom code in the Notes section of the contact on the add contact page. do_action( 'groundhogg/admin/contacts/add/form/notes' );

• groundhogg/admin/contacts/add/form/contact_info

  This hook is used to add custom code after the contact info section of contact on the add contact page. do_action( 'groundhogg/admin/contacts/add/form/contact_info' );

• 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' );

• groundhogg/replacements/init

  Used to add custom replacement code inside Groundhogg. do_action( 'groundhogg/replacements/init', $this ); This hook provides the object of the replacement class as an argument to work with.

• 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.