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

522 articles found

• Increase max_input_vars

  The max_input_vars is the number of variables that your website can use to run a function. You may already know this, but if someone gets an error similar to "PHP Warning: Unknown: Input variables

• What are opt-in status tags?

  What are they? Optin status tags are an easy way to reference a group of contacts with a certain opt-in status. These tags are set automatically upon installation, but you can change them if need be.

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• Advanced Features: Enable the Advanced Email Editor

  If you want to design better emails and newsletters, you can use the Advanced Email Editor. After installing the Advanced Features extension, go to the settings area and enable the Advanced Email

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automations. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• REST API V3 / Contacts / Tags / Get

  URL GET /wp-json/gh/v3/contacts/tags Method This endpoint supports the GET method. Request This endpoint provides functionality to get all the tags applied to the contact. PARAM TYPE REQUIRED

• Make Replacement Code link look pretty

  If you don’t want the full replacement code link to appear in your email you can include it as a link anywhere in your email. Here’s how to do this: When you have your email open (and are editing

• How Do I Claim a Course Voucher?

  If you have received a voucher code for a course, here is how you can claim it. Already have an account? In your dashboard, click on Redeem a Voucher Then enter your voucher code and click submit.

• How Fast Are My Emails Sent?

  If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You

• HelpScout Integration: Introduction

  Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

• HelpScout Integration: Setup webhook event listener

  For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

• REST API V3 / Emails / Send

  URL POST /wp-json/gh/v3/emails/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send email to the contact. PARAM TYPE REQUIRED DESCRIPTION

• Where do I download the system status file?

  When requesting support you may be asked for a copy of your system status file. This can be downloaded and attached to an email. Go to Groundhogg > Tools and you will be able to scroll down and

• Modify or remove the '[name] from Somewhere Sunny'.

  The Social Proof extensions will usually output the Contact's first name from Contact's City and Contact's State/Region. If there is no city or state/region it will default to Somewhere Sunny. To

• groundhogg/steps/{type}/run/before

  This Groundhogg hook used to run custom code before the action. It requires a type of action for hooking into the process. do_action( "groundhogg/steps/{type}/run/before", $this ); This hook provides

• groundhogg/steps/{type}/run/after

  This Groundhogg hook used to run custom code after the action. It requires a type of action for hooking into the process. do_action( "groundhogg/steps/{type}/run/after", $this ); This hook provides

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

  This hook is useful for creating the custom method to execute on a specific tabbed page. This hook accepts the slug of the page and method name to execute. do_action(

• Event Log

  In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view

• Opt-in Status Definitions

  New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has

• Broadcast Reporting

  Once you have sent a broadcast you can see the results in a report so you can validate its effectiveness. To see the results of a broadcast go to the Groundhogg reporting dashboard and click on the

• Error: Failure Reason: funnel_inactive: The funnel is not active.

  While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,

• AWS Integration: Troubleshooting SES

  If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• GDPR Cookies

  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

• Google Calendar Sync Explained

  Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with

• Plugin API REST Endpoint

  You can use the Plugin API REST endpoint as an alternative to the Webhook Listener if the contact has already been registered on your site. You can send a webhook request to this endpoint call_name,

• REST API V3 / Tags / Manage

  URL Apply Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/apply Remove Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/remove Method This endpoint

• groundhogg/event_queue/process/before

  This action hook is used to run custom code before the event is processed by the event queue of Groundhogg. do_action( 'groundhogg/event_queue/process/before', $event_ids ); Using this hook developer

• Page Tracking

  In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

• REST API V3 / SMS / Send

  URL POST /wp-json/gh/v3/sms/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send SMS to the contact. PARAM TYPE REQUIRED DESCRIPTION id_or_email

• Booking Calendar: Replacement Codes

  The Booking Calendar comes with these replacement codes. Time to appointment {time_to_appointment} The time difference to the start of the appointment Contact Appointment Start Time

• Does Groundhogg track UTM parameters?

  UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

• groundhogg/event/post_setup

  Used to do any actions after the event setup is completed. do_action( 'groundhogg/event/post_setup', $this ); it returns the object of an event as an argument. Ideal for storing custom information

• groundhogg/event/run/before

  This action hook is used to run custom code after the event is processed by the event queue of Groundhogg. do_action( 'groundhogg/event_queue/process/after', $this ); Using this hook developer can

• GiveWP Integration: Reporting

  GiveWP Reporting If you are looking to create reports for your donation forms created in GiveWP, follow the Custom Reports help document.

• Troubleshooting: Why can't I activate my WaaS license on subsites?

  If you have a WaaS license, you only need to activate it on the main site of the network. Then, you install the white label plugin which comes with your license and all of the subsites will be

• AffiliateWP Integration: Introduction

  AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate

• groundhogg/event_queue/process/after

  This action hook is used to run custom code once Groundhogg has completed the execution of an event using the event queue. do_action( 'groundhogg/event_queue/process/after', $this ); Using this hook

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• Easy Digital Downloads Integration: Benchmarks

  Easy Digital downloads have five benchmarks. These benchmarks are used to automate funnels and send automated emails based on the contact's actions. Cart Updated: This benchmark executes when the

• Appointment Notification

  The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

• How do I reset my password?

  To reset your password for your Groundhogg account, you can follow these steps: Go to the Groundhogg login page. Click on the "Lost your password?" link located below the login form. Enter your

• Replacement Code: {date}

  The date replacement code is a handy one that allows you to reformat any date into a nice presentable string. The syntax is the date format followed by a string representation of the date compatible

• How do I renew my license?

  If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue. You may instead be looking to change your

• How do I become an affiliate

  Promote Grounhogg and earn a commission on every sale! Earn 20% Recurring Commissions Earnings are paid out within 60 days You will receive Brand Assets(Logos & Banners) Step by step guides 30 day

• How do I upgrade my license?

  Time to upgrade and get more features? It's super easy and will only take you a few minutes. Go to your licenses in the account dashboard. Click View upgrades for the license you wish to upgrade.

• Refactored Optin Status - 2020-02-12

  In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

• SMS77 Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg SMS77 add-on is a plugin that lets you send messages using SMS77.io services. This documentation will help you to set up your

• Sales Pipeline: Managing Products

  It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

• Really Simple Payments: Adding webhook manually

  When a user installs Really Simple Payments and tries to connect with Stripe, Groundhogg tries to create a webhook for Stripe and subscribes to it when user access keys are added inside Really Simple