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

521 articles found

• 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

• Advanced Features: Introduction to the Advance Timer

  The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

• Bricks Builder Forms Integration

  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

• 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

• How to Check for Errors

  If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a

• How to change your profile

  Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method

• How To Send Transactional Email

  Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

• How To Schedule a Broadcast

  Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

• 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

• 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:

• 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

• 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

• 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

• Installation: How to Install Groundhogg manually

  If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from

• How to Remain Compliant with CASL

  CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC

• How To Confirm An Email Address

  Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

• How to Remain Compliant with GDPR

  In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

• How To Update Your Payment Method

  If you signed up for Groundhogg with a credit card, you might need to update your payment method if your card expired, or was canceled. You can do this by logging into your account and going to your

• Advanced Features: How to use Superlinks

  Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

• 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

• 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

• 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

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• AWS Integration: How to answer questions when moving from SES Sandbox to production

  AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

• Postmark Integration: Connect to Postmark with the email API

  Basic SMTP can be slow, so Postmark has a REST API that can deliver emails much faster! How to setup Postmark Integration (included in plus plan or above) to deliver emails via the Postmark API.

• What to do if the gh-cron is not verifying?

  If you are unable to verify the Groundhogg cron job gh-cron.php then you will have to rely on the WordPress cron wp-cron.php. This is not a big deal but will result in a slight performance hit on

• SendGrid Integration: Connect to SendGrid with the email API

  Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the

• How To Translate Groundhogg using Loco Translate

  Loco Translate is a free WordPress plugin that allows you to translate text from other plugins in your WordPress dashboard. 1. Get Loco Translate Download and install Loco Translate in your WordPress

• Backup & Restore: How to backup Groundhogg

  The Backup & Restore extension provides a simple way for you to backup Groundhogg safely and restore it without having to make any other changes to your site. Backing up Groundhogg To backup

• Booking Calendar: How to manage appointment availability

  If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

• Booking Calendar: How to Sync Google Calendar

  Please follow the step below to configure two-way sync with Google Calendar. Navigate to the calendar you want to sync, then go Integration, then click connect to another Google account. After you

• 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 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

• 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

• 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' );