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

520 articles found

• 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

• Advanced Features: Introduction to field timer

  What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

• 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

• 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,

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• 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

• 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

• How the List-Unsubscribe header works

  You may be here because you heard that GMail is now enforcing best practices for bulk senders, including adding the List-Unsubscribe header to your emails. Since Groundhogg always follows best

• BuddyBoss Integration: Are your open stats and click stats the same?

  If your open rate is the same as your click rate and you have BuddyBoss or any other redirect plugin installed you may need to follow these steps to ensure your analytics are correct. Navigate to the

• Brizy Forms Integration

  Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with

• Breakdance Forms Integration

  Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of

• Zapier Integration: Zap listener

  The Zap Listener is a benchmark that can listen for POSTS from Zapier to your site which contains contact information. You can place a Zap Listener anywhere in your funnel, but if the contact does

• Benchmark: Web Form

  Want information on someone? Or want them to register for something? A Groundhogg web form may work for you. To create a form there is a step in a funnel called Web Form which is under Benchmarks.

• Introduction to Benchmarks

  Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

• Introduction to Groundhogg

  If you are already familiar with CRMs and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

• Introduction to Help

  Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• groundhogg/email_notification/run/before

  This hook is used to add custom code before an email notification sends to a customer. do_action( 'groundhogg/email_notification/run/before', $this, $contact, $event ); This hook provides three

• groundhogg/email_notification/run/after

  This hook is used to add custom code after email notification sends to a customer. do_action( 'groundhogg/email_notification/run/after', $this, $contact, $event ); This hook provides three objects to

• Where to see a contact's previous form submissions

  Go to edit the contact record in question and click on the activity tab. The scroll to the bottom to see all the form submissions for that contact. This applies to forms made with the Groundhogg form

• WP Simple Pay Integration (Stripe): Introduction

  WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

• Action: Admin Notification

  If you would like to have an email sent to Contact, Contact Owner, or Administrator as one of the steps in a funnel you can use the Admin Notification action What you want to do, is add Admin

• 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

• 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

• Intro to Replacement Codes

  You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as

• SMTP: Connect to Sendgrid

  If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and

• SMTP: Connect to Zoho

  If you plan to use Zoho to send out emails follow the steps below. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin, or get it as part of the

• Create a Web Form

  You can use Web Forms to collect contact information and start funnels. This is generally the most common tool to capture contact data. Groundhogg has a simple built-in form builder that will serve

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• Tutorials: Importing Just A List of Phone Numbers

  Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

• Really Simple Payments: Setting up Payments

  Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

• 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

• Social Proof: Introduction

  Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.

• Advanced Features: Introduction To Webhooks

  Webhooks is included in the basic plan of Groundhogg and you will need to install the advanced features plugin to use webhook's. Groundhogg provides webhooks that you can use to communicate with

• Advanced Email Preferences: Updating your optin forms

  Important information regarding consent verification, optin-status, and GDPR compliance. Groundhogg diligently strives to ensure that you have the tools needed to make sure your business

• Booking Calendar: Connect your Zoom account

  If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

• Filters

  Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Funnel Broadcast Query *You can use these filters together in combination NOTE: You will have

• Why are Emails Going to Spam?

  Email is a tricky business. Email service providers like Gmail and Yahoo are constantly tweaking their algorithms to ensure users only see relevant emails in their inbox. Here are some things you can

• Signed Contracts: Introduction

  Groundhogg Signed Contracts is an alternative to expensive digital signing platforms like DocuSign. Using this add-on your customers can sign digital contracts directly from your website. You can

• 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

• Twilio Integration: Receiving messages & replies

  You can now receive messages and replies via SMS and WhatsApp with Twilio! Groundhogg now offers limited 2-way communication that allows you to create simple SMS/WhatsApp-based funnels. Configuring

• What to do when extension aren't updating?

  When you get the "download failed: unauthorized" message when trying to update it means 1 of 2 things The license is invalid, you need to renew or upgrade In this case, you need to log into your

• Advanced Features: Resend broadcast email to unopened

  This feature included in the Advanced Features extension allows you to resend a broadcast email to anyone who did not open it. Simply go to Groundhogg > Broadcasts > Sent and click Resend to Unopened.

• AWS Integration: Bounce & Complaint Management

  The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the

• ZeroBounce: Introduction

  Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help you.

• What To Do If Events Are Stuck Waiting

  If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the