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

522 articles found

  • Advanced Email Preferences: Introduction to advanced email preferences

    By default, Groundhogg offers a global unsubscribe and other preference options. With this extension, you can extend the preferences center to allow contacts to opt-out or into specific tags that you

  • No dates are showing in my groundhogg contacts and events

    Are you missing dates in your contacts and events tables? Here is a quick troubleshooting tip! Log into your WordPress site Click on the Settings link Make sure you have the default settings for

  • Setting Up Email Bounce Handling

    Groundhogg has a basic system for bounce handling if you send an email to an address that does not exist. Setting up bounce handling is not required if using the AWS SES integration plugin. The

  • Presto Player Integration: Introduction

    Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

  • Form Reporting

    When you arrive at the Form Reporting page you will be presented with a list of active forms. Click on the name of the form to be taken to that specific form. The report provides data for Unique

  • How Do I Import Notes?

    If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to

  • groundhogg/form/fields/init

    This action hook is used to add form controls via hook. This hook is executed when all the controls of the form loaded. do_action( 'groundhogg/form/fields/init', $this ); This hook returns the object

  • WPForms Integration

    Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or

  • Lead Scoring: Introduction

    Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

  • Fluent Forms Integration

    Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the

  • Importing Contacts with Their Opt-in Status

    By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the

  • Preventing Spam in Web Forms with Google reCaptcha

    If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys

  • Why Do I Need To Create An External Cron Job?

    Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

  • Sorry, you are not allowed to upload this file type.

    If you are attempting to import a CSV file and receive an error: The error may arise from specific HTML tags in your .CSV file, which WordPress restricts for security purposes during the import

  • Error: You do not have permission to view this file

    If you are encountering the "You do not have permission to view this file" error in WordPress, there are a few steps you can take to resolve the issue: Check file permissions: Make sure that the file

  • MemberPress: Sync previous order and customer status with Groundhogg

    The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

  • groundhogg/steps/settings/before

    This Groundhogg hook used to add a custom setting before each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/before", $this

  • groundhogg/steps/settings/after

    This Groundhogg hook used to add a custom setting after each and every step inside the funnel builder. Here, steps can be a benchmark or action. do_action( "groundhogg/steps/settings/after", $this );

  • Email Reporting

    When you arrive at the Email Reporting page you will be presented with a line graph of "Email Activity" for the last 30 days. This graph displays Emails sent, Emails Opened, and Emails Clicked. You

  • groundhogg/steps/reporting/after

    This Groundhogg hook used to add a custom code after each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

  • groundhogg/steps/reporting/before

    This Groundhogg hook used to add a custom code before each and every step inside the funnel builder's reporting view. Here, steps can be a benchmark or action. do_action(

  • Email Blocks: Socials

    Socials Block Tab Social Media Theme - Select a theme(Brand Color Square, Black Boxed, Gray Boxed, Light Gray Boxed, White Boxed, Brand Color Circular, Black Circular, Gray Circular, Light Gray

  • Conditional Logic: Introduction

    The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom

  • Zapier Integration: Create zap triggers

    Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

  • LearnDash Integration: Introduction

    LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in

  • Benchmark: Post Published

    The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

  • groundhogg/steps/init

    This Groundhogg WordPress hook is used to add custom actions when the steps are loaded. You can use this action to add custom steps. do_action( 'groundhogg/steps/init', $this ); This action provides

  • Testing Funnels and Emails

    Testing Emails Testing Funnels

  • Contacts: Profile Picture

    The Contact's profile picture by default is using the WordPress Gravatar. If the Contact has a User associated with it and has Gravatar this will be displayed in the Contact record. 3 ways to change

  • 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,

  • [gh_contact] Shortcode

    This shortcode allows you to merge contact data into your content. This code works on a per-field basis, and you can also pass a default parameter in the event that the field doesn’t exist.

  • List of Replacement Codes

    When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Site Post Compliance Email Other As you add extensions additional

  • Trigger when Tags are changed, any tags, not one specific tag

    Scenario: Create a benchmark that triggers a funnel when tags are changed, any tags, not one specific tag. Using the Plugin API Benchmark. You will need to add this snippet of code to either your

  • groundhogg/admin/{slug}/{current_tab}

    This hook is used to add custom code in the tab layout page. This hook accepts the current tab value in tab thus users will be able to display custom code for a specific tab on the page. do_action(

  • groundhogg/form/embed/before

    This function is used to add custom code before the embedded code. Embedded code is the HTML code which users can copy and paste from other sites to Groundhogg's form builder. do_action(

  • Setting Up Email Footer

    Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

  • Using Web Forms As Internal Forms

    All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

  • Replacement Code Defaults

    To provide a default value for a replacement code that does not return anything, use the following syntax. {replacement::deafult} For example, to provide a default for the first name of a contact you

  • groundhogg/steps/{type}/reporting/before

    This Groundhogg hook used to add a custom data in the reporting view of the step before the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

  • groundhogg/steps/{type}/reporting/after

    This Groundhogg hook used to add a custom data in the reporting view of the step after the inbuilt reporting view. Here, type can be a benchmark or action. do_action(

  • groundhogg/steps/{type}/settings/before

    This Groundhogg hook used to add a custom setting before specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action(

  • groundhogg/steps/{type}/settings/after

    This Groundhogg hook used to add a custom setting after specific step settings inside the funnel builder. Here, type can be a benchmark or action. do_action( "groundhogg/steps/{type}/settings/after",

  • 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)

  • Groundhogg's Logs

    *Click the tabs in the menu to view more information. These logs can be very helpful in reviewing and troubleshooting the activity in Groundhogg.

  • groundhogg/form/embed/after

    This function is used to add custom code after the embedded code. Embedded code is the HTML code which users can copy and paste on other sites form groundhogg form builder. do_action(

  • Snippets

    These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

  • 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

  • The Admin Bar Widget

    When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg admin bar widget. After clicking on the icon, you will

  • groundhogg/admin/{slug}/display/{current_action}

    This is used to add custom actions inside groundhogg admin area. This hook accepts the slug of the page and current action for which users are writing handlers.

  • Saved Searches

    If you regularly search for contacts with specific search criteria, you can save yourself time by saving the search criteria and reusing it later. Saving a search First, you will need to perform your