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

522 articles found

  • Third Party Integrations

    Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions Hyperise Connect Groundhogg to Hyperise Pabbly

  • Action: Delay Timer

    This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay. What

  • Booking Calendar: Frontend design and display

    There are a few elements of the frontend design of the calendar which you can influence. The logo The calendar logo is pulled directly from your Theme's settings if your theme provides support for

  • Really Simple Payments: Payments and refunds

    Groundhogg provides the functionality to administer your payments and subscriptions from your admin area. These tabs provide advanced search functionalities which makes finding a specific transaction

  • AWS Integration: Adding an email sender identity

    AWS allows you to individually verify ownership of an email address. This is good in the event you do not have access to your DNS zone. Follow these steps to set up an email address for sending. 1.

  • groundhogg/contact/preferences/updated

    This hook executes when the contact's preference is changed. do_action( 'groundhogg/contact/preferences/updated', $this->ID, $preference, $old_preference ); This hook comes with three arguments: ID

  • groundhogg/contact/preferences/unsubscribed

    This hook executes when the contact changes its preference to unsubscribed. do_action( 'groundhogg/contact/preferences/unsubscribed', $this->ID, $preference, $old_preference ); This hook comes with

  • groundhogg/contact/tag_removed

    This hook executes when the tag is removed from the contact. do_action( 'groundhogg/contact/tag_removed', $this, $tag_id ); This operation provides two arguments which are: the object of contact and

  • Create Users From Contacts

    If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

  • [gh_is_contact] Shortcode

    You can use this shortcode to conditionally display content that is dependent on if the current site visitor is a contact. [gh_is_contact] Show this content if the visitor is a

  • Preventing Spam in Web Forms

    If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

  • AWS Integration: Adding a domain sender identity

    If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

  • groundhogg/replacements/init

    Used to add custom replacement code inside Groundhogg. do_action( 'groundhogg/replacements/init', $this ); This hook provides the object of the replacement class as an argument to work with.

  • Groundhogg's Tools

    *Click the tabs in the menu to view more information. Groundhogg provides many useful tools to accomplish

  • Replacement Code: {auto_login}

    The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

  • groundhogg/form/shortcode/after

    This function is used to add custom code after the form shortcode is processed by the Groundhogg form builder. do_action( 'groundhogg/form/shortcode/after', $this ); This hook provides the object of

  • groundhogg/form/shortcode/before

    This function is used to add custom code before the form shortcode is processed by the Groundhogg form builder. do_action( 'groundhogg/form/shortcode/before', $this ); This hook provides the object

  • groundhogg/steps/benchmarks/form/extra_settings

    This action hook is used to add custom settings at the end of the form. do_action( 'groundhogg/steps/benchmarks/form/extra_settings' );

  • groundhogg/admin/tags/edit/form

    This hook is used to add custom code in the tag's edit page. do_action( 'groundhogg/admin/tags/edit/form', $id ); This hook provides tag ID as an argument to work with.

  • groundhogg/admin/tags/add/form

    This hook is used to add custom code in the form of adding tags before the submit button on the tag page. do_action( 'groundhogg/admin/tags/add/form' );

  • Do you support WPML/WooCommerce Stores and RTL?

    We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

  • groundhogg/admin/{slug}

    This hook is used to add custom code on the top of the admin pages when pages are using tab page architecture. do_action( "groundhogg/admin/{$this->get_slug()}", $this ); This hook comes with an

  • groundhogg/form/submission_handler/before_create_contact

    This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

  • Twilio Integration: Introduction

    Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

  • Caching Compatibility

    If you have a caching plugin (please only use one at a time) or any sort of system caching on your website or may notice Groundhogg not quite working as well and as quickly as you had hoped. There

  • AWS Integration: Creating IAM credentials

    To use the AWS integration you must generate IAM credentials. 1. Open the IAM tool in the AWS Console 2. Go to Users 3. Add a new user 4. Give the user a name, for example, Groundhogg and select

  • PHP Fatal error: Allowed memory size exhausted.

    PHP Fatal error: Allowed memory size of xxxxxxxxx bytes exhausted. This message indicates a PHP Fatal Error due to the exhaustion of the allowed memory. Exhaustion of PHP memory limit is a common

  • Why are my contacts "unconfirmed?"

    The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

  • [gh_is_not_contact] Shortcode

    You can use this shortcode to conditionally display content if the current visitor is not a contact. [gh_is_not_contact] Show this content if the visitor is not a contact.[/gh_is_not_contact]

  • Why are My Contacts Unmarketable?

    What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

  • Troubleshooting: Why is my license not being recognized?

    If you are getting licensing errors and your license is not being recognized it may be because your site was not initially authorized to use the license. This can happen becuase: The URL of your site

  • [gh_does_not_have_tags] Shortcode

    This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

  • Action: Create User

    If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

  • Text Messaging (SMS): Introduction

    Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

  • REST API V4 / Notes

    The notes API allows you to fetch, add, edit, and delete notes. Note Properties Attribute Type Description ID integer The system ID of the note data object The core properties of the note containing

  • Why are Tracking (and Other) Links Not Working?

    If you have just installed Groundhogg and have sent a few emails, you may have noticed that your tracking links may be leading to a page not found (also known as a 404 page, that says the page can't

  • Why are tag and email dropdowns not loading?

    If you have just installed Groundhogg and you are unable to select tags or emails from dropdowns it may be because there is an issue with the REST API on your site. This generally happens because of

  • MailHawk - The From address is not authorised

    If you are using MailHawk with Groundhogg and have emails that are not sending because of the "The From address is not authorised" error. You may need to change the From address to the one(s)

  • groundhogg/scripts/after_register_frontend_styles

    This hook is used to add custom front end stylesheet into Groundhogg. do_action('groundhogg/scripts/after_register_frontend_styles');

  • What cookies does Groundhogg create?

    Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

  • Tutorials: Importing contacts into a funnel

    How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

  • Action: Create Task

    This action will create a task for the contact. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

  • Getting Started: Form connectors

    Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

  • What is the List-Unsubscribe header?

    The List-Unsubscribe header will improve email deliverability as ISPs like Gmail and Outlook will recognize it as an email best practice. In Gmail, if you are a good sender, this will appear in your

  • Action: Remove Tag

    If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of

  • White Label Branding: Introduction

    Use your custom brand instead of "Groundhogg." The White Label addon is part of the Agency plan or WaaS plan. The White Label Branding addon will allow you to re-brand Groundhogg and all its

  • Email Blocks: Footer

    Footer Block Tab Footer Alignment(Left, Center, Right) Font Style Font(The globe gives you access to the global type settings, and the pencil edits specific Font Family, Font Size, Line Height, Font

  • How Do I Provide Support Admin Access?

    If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

  • groundhogg/admin/tags/add

    This hook is executed when the admin adds new tag using the tag page of admin panel. do_action( 'groundhogg/admin/tags/add', $id ); This hook provides tag id as an argument.

  • What Are Email Headers

    Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk