Search results for custom implementation pre 2.0

248 articles found

• How do I prevent emails from going out on a staging site?

  If you're working on a staging site and wish to prevent emails from being sent via Groundhogg, follow these steps: Navigate to Groundhogg > Settings > Email > Outgoing Email. Set the WordPress Email,

• Action: Add Note

  The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it

• 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

• How to add CC addresses to your emails

  If you want to CC an email address, like from a custom field, to an email that you are sending you can use the email Custom Headers feature which is located underneath the email content section. To

• Sales Pipeline: Replacement Codes

  The Sales Pipeline Extension has four replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel

• Email Blocks: Columns

  Columns Block Tab Layout The Columns block comes with 9-column layouts an a custom (Default: 2-column layout The gap between the columns can be set based on pixels(Default:10px) You can also set the

• 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:

• 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

• Email Blocks: Socials

  Socials Block Tab Social Media Theme - Select a theme(Brand Color Square, Black Boxed, Gray Boxed, Light Gray Boxed, White Boxed, Brand Color Circular, Black Circular, Gray Circular, Light Gray

• eLearnCommerce Integration: Introduction

  eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,

• 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

• groundhogg/steps/init

  This Groundhogg WordPress hook is used to add custom actions when the steps are loaded. You can use this action to add custom steps. do_action( 'groundhogg/steps/init', $this ); This action provides

• 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 );

• Adding a tag on an action

  One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

• 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/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(

• What Are Email Headers

  Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

• 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.

• Sales Pipeline: Deals

  Add a deal Move a deal Edit a deal Add notes to a deal Mark deal as won or lost Manage custom properties for a deal Search for deals Send email to contacts associated with a deal Add a deal using a

• HelpScout Integration: Setup contact record siderbar widget

  You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for

• 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

• 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

• WooCommerce: Adding data from the Checkout Field Editor

  If you utilize WooCommerce along with the " Checkout field editor" to incorporate additional fields into your checkout form and aim to gather data to append to your Contact, here's what you need to

• Email Blocks: Footer

  Footer Block Tab Footer Alignment(Left, Center, Right) Phone Number - Display ( On / Off ) Privacy Policy - Display ( On / Off ) Term - Display ( On / Off ) Font Style Font(The globe gives you access

• How Do I Import My List?

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of contacts. You can add this list to Groundhogg easily. Step 1 Make sure you have a valid CSV file

• 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

• Companies: Import from a CSV file

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

• Email Blocks: Advanced

  AdvanceTab Layout Provides: Padding(based on pixels and you can link/unlink the setting) Border Provides: Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: None)

• Task Outcomes

  Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing

• 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 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

• 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

• Connect Bricks Builder Forms to Groundhogg

  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

• 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' );

• 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.

• 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/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/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' );

• 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

• 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' );