Search results for how to add custom contact table columns

502 articles found

• Adding custom contact table columns

  This code is used to add the custom column inside Groundhogg's contact table. <?php add_action( 'groundhogg_contact_columns', 'add_my_custom_column' ); function add_my_custom_column( $cols ){ $cols[

• Email Blocks: Columns

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

• Introduction to Reporting

  The Groundhogg reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can get to the dashboard by clicking on

• 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

• 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

• 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

• Custom Replacement Codes: Add replacement code

  To add a custom replacement code go to the Replacements tab under the Groundhogg menu. Once you click on the tab, you will be able to view the page that allows you to add custom codes. You will also

• Divi Integration: How to connect the divi contact form

  To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

• Adding HTML Columns Inside Emails

  Sometimes the built-in elements of Groundhogg are not enough for creating the wondrous emails you want to create. That’s why Groundhogg comes with an HTML editor that users can use to edit the HTML

• How to add contacts to a funnel

  If you want to add contacts to a funnel in bulk, follow these steps. First, search for your contacts in the contacts area, using either quick search, advanced search, saved search, or optin status

• 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

• How to add multiple outgoing STMP services

  If you are sending a high volume of email, you may want to differentiate the service you use for Transactional email and Marketing email. Definitions: Don't know the difference between transactional

• 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

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• Adding custom code to Groundhogg

  The best place to add custom code in Groundhogg is in a custom plugin, that way you can deactivate it if you make a mistake or your code stops working. Download our example plugin from Github and

• Custom fields in the list view

  Custom fields you create will show in the contact list view by default. You can hide/show custom fields by clicking on Screen Options and selecting which columns you want to see in the table. Your

• Editing Contact List to show what you want

  Overwhelmed with how much is in the contacts list? Want it to show less or more information? You can do that. What you want to do first is go to your contacts list and look for the screen options (in

• Add To Calendar

  This simple utility plugin will generate Google Calendar event links. You can download this add-on from the Groundhogg website or as part of a plan and install it on your website. After

• Custom fields disappeared after updating to 2.6

  If your custom fields disappeared after updating to 2.6 this is how you can fix it quickly. Go to Groundhogg > Tools > Install & Updates Select Groundhogg from the dropdown and click view updates

• 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

• Contact Notes

  You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

• Contact Tasks

  You can create tasks by using the Contact Tasks feature. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call with a contact In

• Contact Files

  What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

• Contact Reporting

  When you arrive at the Contact Reporting page you will be presented with a line graph of "New Contacts" for the last 30 days. You can hover your mouse anywhere along the line to see the total count

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits Funnels

• Contact marketability explained

  Contacts can either be Marketable, or Unmarketable. These two states are a reflection of several criteria that factor in a contact's activity, metadata, and your site's level of compliance. How

• Contact Birthdays: Introduction

  Wishing a Happy Birthday to your clients opens up a new possibility for the business and Groundhogg has got you covered with the Contacts Birthday plugin. Groundhogg's contact plugin can be used to

• WooCommerce: Contact Metadata

  Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

• How do I redirect a contact after they have confirmed their email?

  If you want to redirect the contact to a landing page after they have confirmed their email address you can do so with the following replacement code syntax. Formatted link:

• Custom Fields in Groundhogg 2.6

  With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

• 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 into Groundhogg easily. Step 1 Make sure you have a valid CSV file

• GiveWP Integrations: Contact Metadata

  Additional information about a Contact's donations can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Payments Donation ID Donation Status Donation

• AffiliateWP Integration: Contact Metadata

  Additional information about a Contact's affiliate details can be found in the metadata box in the right column of each Contact. Affiliate ID (Links to AffiliateWP Record & Affiliate Report) Status

• Fix Contact Birthday Formatting

  Under Tools > Misc > Fix Birthdays is a utility to correct Birthday formatting Converting the birthday PHP date function from: "YnJ" - 2023518 "Y" represents the full year "n" represents the month

• Creating custom reports

  Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

• Custom Step Titles

  Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive You can enable the ability to customize the titles for Benchmarks and

• Adding custom reports

  Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

• Custom Fields: Filters

  Groundhogg generates filters based on the custom fields you have created: Depending on the type of field, different filter choices will be available. *You can use these filters together in

• Companies: Custom Fields

  When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

• Creating a new contact record

  You can create new \Groundhogg\Contact objects on the fly by passing in an array of parameters. Duplicates will be avoided. $first_name = $_POst[ 'first' ]; $email = $_POST[ 'email' ]; $contact = new

• Replacement Code: {posts}

  The {posts} replacement code can be used to add posts to your emails! With several different formatting options, you can find one that matches every use case. Querying posts The posts replacement

• Easy Digital Downloads Integration: Contact Metadata

  Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

• 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

• Custom Roles and Capabilities

  If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

• Custom Replacement Codes: Introduction

  Groundhogg provides the functionality to use replacement codes. Instead of users being dependent on using built-in replacement code, Groundhogg users are able to create their own replacement codes by

• 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' );

• Tutorials: Add your affiliate link to your Groundhogg emails!

  Earn passive commissions by adding a Groundhogg affiliate link to your emails in just a few clicks. Not an affiliate? Become an affiliate and earn 10% recurring commissions on all purchases! For this

• 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

• REST API V3 / Contact / Get

  URL GET /wp-json/gh/v3/contacts Method This endpoint supports the GET method Request This endpoint provides multiple ways of searching and retrieving contact information. Here are the parameters you

• REST API V3 / Contact / Delete

  URL DELETE /wp-json/gh/v3/contacts Method This endpoint supports the DELETE method. Request To delete a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string |