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

612 articles found

  • 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

  • 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

  • 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

  • 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

  • Web Form Widget(Block)

    The Groundhogg Web Form Widget is a WordPress block designed to simplify the process of embedding forms into your posts and pages. Prerequisites A WordPress site with the Groundhogg plugin installed

  • 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

  • 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

  • Sales Pipeline: Actions

    Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

  • 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

  • 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

  • Email Editor: Convert to post

    How to Convert Emails to Blog Posts in One Click If you’ve put a lot of effort into crafting an email, it’s only natural that you might want to share it as a blog post as well. Groundhogg makes this

  • 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

  • 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

  • Filters

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

  • Task Outcomes

    Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing

  • 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.

  • Really Simple Payments: Setting up Payments

    Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

  • Forms Reporting

    The Forms Report, found under the Forms tab in the Reporting section of the Groundhogg dashboard, offers a comprehensive analysis of form performance for lead capture and feedback collection within a

  • 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

  • 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.

  • 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

  • Styling Web Forms

    Customizing the appearance of your web form in Groundhogg is simple and flexible. Whether you want a quick, pre-built look or a fully tailored design, the "Web Form" settings offer options to match

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.

  • Sales Pipeline: Replacement Codes

    The Sales Pipeline Extension has four replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel

  • Branching: Weighted Distribution

    Weighted Distribution Settings offer a flexible and probabilistic approach to funnel design, allowing you to route contacts across multiple branches based on assigned "weights" rather than strict

  • 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

  • Benchmark: Field Changed

    The Benchmark "Field Changed" can trigger action(s) based on a custom field being changed. Drag and drop the "Field Changed" Benchmark over into the flow on the left. You will be presented with some

  • Action: Field Timer

    Content Content

  • 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

  • Admin Tool 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 Tool Bar Widget. Clicking on the icon displays the

  • 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(

  • 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

  • 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

  • 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

  • Pipelines Reporting

    When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You

  • 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