Search results for how to add custom contact table columns

502 articles found

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• REST API V3 / Contact / Create

  URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE

• Custom Replacement Codes: Use replacement codes

  Once you have successfully added a replacement code inside the database you will be able to view all the newly added replacement code in the replace code section. You can copy the code name from this

• Custom Replacement Codes: Edit replacement code

  Groundhogg provides the functionality to edit and delete custom codes generated by the users. To edit an existing replacement code all you need to do is click on the edit button under the replacement

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• How to Search for Contacts

  Need to find a contact or group of contacts? Here is how you can search for them. Advanced Search You can perform an advanced search with multiple criteria by clicking on the filter contacts button

• How to Import Confirmed Contacts

  If you are importing a list of contacts you have previously confirmed during an import, you can select the option to verify that the list you are importing has been previously confirmed. Once the

• How To Mass Delete Contacts

  If you want to delete a large group of contacts you can do so by using the Contact's Advance Search Go to Groundhogg > Contacts Click [ Filter Contacts ] button then the "+" sign - Add a filter You

• How To Bulk Edit Contacts

  To bulk edit your contacts, go to the contacts screen and make a search for the contacts you want to edit. Next to the bulk actions screen, there is a More Actions dropdown which you can click to

• groundhogg/contact/note/added

  This Groundhogg hook executes when any note is added to the contact. do_action( 'groundhogg/contact/note/added', $this->ID, $note, $this ); This hook comes with three arguments which is: contact_id:

• 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

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• 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/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/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/after

  This hook is used to add extra code after the add contact from. do_action( 'groundhogg/admin/contacts/add/form/after' );

• How to Sync Users With Contacts

  Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

• Booking Calendar: Use a custom form for bookings

  Groundhogg Booking Calendar provides functionality to create a custom form that the user needs to fill while booking an appointment. Booking Calendar uses the Groundhogg form to achieve this task.

• Text Messaging (SMS): Create a custom SMS integration

  Want to add your own custom SMS integration? You can do that. Copy the code below and add it to a custom plugin file on your site. Once you add the code your custom SMS service will show in the SMS

• AWS Integration: Using a custom Mail From domain

  You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

• 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

• Create your own custom benchmark using the Plugin API

  You could create your own custom benchmark, but as we routinely update the registration flow, and backwards compatibility is not always guaranteed. However, we do provide a future-proof method to

• White Label Branding: Shipping custom funnel and email templates

  With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

• 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

• Booking Calendar: How to create a new booking calendar

  Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

• How to remove inactive subscribers

  Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if 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

• 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)

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• Add a server cron-job: Kinsta

  If you are using Kinsta for hosting your website there are two ways to set up a cron-job for your website. First you need to run through the Groundhogg cron setup to make sure the files are put in

• Add a server cron-job: Cpanel

  If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

• Add an external cron-job: SiteGround

  If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• Elementor Integration: How to Connect to Groundhogg

  Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

• 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 uninstall Groundhogg

  To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• How To Change a User to an Administrator

  If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

• Add an external cron-job: Windows Server

  Windows calls their time-based scheduling system the "Task Scheduler." It can be accessed via the Administrative Tools in the control panel. How you set up the task varies with the server setup. One

• How to Enable Safe Mode

  If you are experiencing issues in Groundhogg there is an easy troubleshooting method to help you. Sometimes there are conflicts with other plugins (We can't think of everything). If this happens it

• How to implement cookie consent

  Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

• How To Generate An Invoice

  If you need to generate an invoice for a previous Groundhogg payment you can do so right within your account! Login to your account and click on the Purchases tab. There is an option to generate an

• How to Test Your Funnel

  If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

• How to Import GDPR Consent

  If you are importing your list and have previously collected GDPR consent, you will want to carry that consent forward into Groundhogg. Add a column to your CSV file called gdpr_consent. For the

• How to auto-fill web forms.

  If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

• How To Reschedule Failed Events

  If you had a number of events fail, for example, a broadcast email, you may want to retry those emails. This can be done easily. Go to Admin > Groundhogg > Events > Failed. Select the events you'd

• Tutorials: How to connect MailHawk

  MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

• How to export a Funnel.

  One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Direct export. To export your funnel, go to the main funnels list and hover over the

• How to enable email logging

  If you want to keep a record of all emails that are sent from your site you can enable the Email Logging feature. Enable email logging To enable it, go to Groundhogg > Settings > Email and scroll to

• How to Import a Funnel

  If you have a funnel export file (ends in ".funnel") you can import it into Groundhogg. Go to Groundhogg > Funnels > Add New and navigate to the "Import Tab" From here you can select your funnel and