Search results for how to add custom tabs and fields to the contact screen

513 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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

  • 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 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

  • 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[

  • 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

  • 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

  • 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 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 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

  • 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

  • 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

  • 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/

  • 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

  • Installation: How to Install and License an Extension

    Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our

  • How to Change the From Email Address

    While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

  • How to disable the built-in WP-Cron system

    To experience the best Groundhogg and WP performance, you need to disable the built-in WP-Cron system. To disable WP-Cron, add the following to your wp-config.php file, just before the line that says

  • What is a Shortcode and how to use it

    A WordPress shortcode is a small piece of code that communicates with another part of WordPress or any plugin that offers it, and gives it instructions on what to show and do. The shortcode can be

  • Divi Integration: How to connect the divi optin module

    To connect the Divi optin module you must use tags. Follow these steps to connect to the Divi optin module. Connect Divi to Groundhogg There are several steps to connect Groundhogg to the optin

  • 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

  • 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

  • Booking Calendar: How to manage appointments via the admin area

    In order to manage your appointments with the Groundhogg Booking calendar, you will have to navigate to the appointments menu item. How to check and edit your upcoming appointments: You can check

  • Guide to selecting and sending an email to unengaged contacts

    Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

  • 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

  • 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

  • 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)

  • Add an external cron-job: Mac OSX and Linux

    If you are using Mac or Linux operating systems then you can access the Cron Job scheduler using the following command. crontab -e This system uses specific syntax to schedule Cron Job. Use the

  • 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

  • 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 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

  • 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

  • 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

  • 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 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