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

522 articles found

• WooCommerce: Tools

  Sync WooCommerce Orders If you were using WooCommerce before installing Groundhogg then the WooCommerce orders won’t be synced with the Groundhogg contacts. You can sync them using our Sync

• [gh_has_tags] Shortcode

  You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

• WooCommerce Integration: Introduction

  WooCommerce is one of many eCommerce solutions that are available for WordPress. Groundhogg has an integration with WooCommerce. The WooCommerce integration is available as part of our Pro plan, or

• WooCommerce: Replacement codes

  The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

• GiveWP Integration: Tools

  Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations

• Email Blocks: Text

  Text Apply styles to content in this block Make the text bold or italic Change the text color Add or remove a hyperlink Align the text to the left, right, center, or make it justified Use a bullet or

• Easy Digital Downloads Integration: Introduction

  Easy Digital Downloads (EDD) is a Top Tier eCommerce solution for companies exclusively selling digital products (Audio Files, PDFs, WordPress Plugins, Apps) and Groundhogg provides direct

• Easy Digital Downloads Integration: Replacement codes

  The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

• ThriveCart Integration: Introduction

  The ThriveCart integration allows you to listen for requests from ThriveCart to start automation in Groundhogg! You will need the ThriveCart Groundhogg extension or need to have the pro plan (or

• Email Countdown Timer: Introduction

  The Email Countdown Timer is an excellent addition to Groundhogg’s email builder. This add-on allows you to add engaging countdown timers in your emails in a split second. Adding this add-on brings

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• Easy Digital Downloads Integration: Tools

  Sync EDD Orders If you were using Easy Digital Downloads before installing Groundhogg then the Easy Digital Downloads orders won’t be synced with the Groundhogg contacts. You can sync them using our

• BuddyBoss Integration: Tracking link compatibility

  What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

• Campaigns

  Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

• groundhogg/broadcast/{broadcast_type}/before

  Execute a block of code before sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/before", $this, $contact, $event ); Here, broadcast_type will be replaced with

• groundhogg/broadcast/{broadcast_type}/after

  Execute a block of code after sending a specific type of broadcast. do_action( "groundhogg/broadcast/{broadcast_type}/after", $this, $contact, $event ); Here, broadcast_type will be replaced with the

• Zapier Integration: Getting started

  Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

• MemberPress: Integration with Groundhogg

  The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the

• Companies: Notes

  A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

• groundhogg/form/submission_handler/after

  This Groundhogg hook executes after the submission handler successfully handled the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); This

• groundhogg/step/email/confirmed

  This action is very useful in some cases for the Groundhogg developer. This action runs when the user confirms the email address by clicking on the confirmation link.

• Import HTML

  You can now import HTML email templates from third-party platforms! Visit Groundhogg > Emails and click [ Import HTML ] Click [ Choose File ] and browse your computer for a .htm, .html file The HTML

• AWS Integration: Setup

  AWS is a powerful service that allows you to send both email and SMS directly from your site. Our integration provides several useful features such as... Send emails through SES Send SMS through SNS

• Really Simple Payments: Creating PayPal test account

  If you want to test really simple payment you can do that using the test account of PayPal. If you already have a Paypal account then you can skip this step and move to the next one. if you don't

• GiveWP Integration: Benchmarks

  GiveWP has one benchmark. This benchmark is used to automate funnels and send automated emails based on the contact's actions. Before using this benchmark you will want to create a donation form in

• Constants

  In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• AffiliateWP Integration: Replacement codes

  The AffiliateWP extension has four replacement codes. Affiliate URL {affiliate_url} Returns the URL of the affiliate. Affiliate Rate {affiliate_rate} Returns the rate of affiliate. Affiliate ID

• Companies: Files

  The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

• Remove "powered by Groundhogg"

  To remove add the code provided below to your theme's functions.php file or a snippets plugin. //Remove "powered by groundhogg" and link add_filter( 'groundhogg/proof/show_proof/credit_link_atts',

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• Why is my email address not being confirmed?

  Are you unable to confirm an email address while testing a funnel? Groundhogg by default treats the logged-in user's email as the priority email for tracking. This means if you're testing while

• Action: Loop

  If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

• WooCommerce: Tagging

  Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete

• Background Tasks Log

  In the Background Tasks log, you have the flexibility to sort these tasks. You can sort them as Pending, In Progress, Done and Cancelled. When reviewing the log, in the list view you will see the

• Cloudflare Compatibility

  If you are using Cloudflare, you must make several tweaks so that Groundhogg and other highly dynamic WordPress plugins work as expected. Set Max Browser Cache TTL The max TTL is, "the amount of time

• Action: Send Email

  If you want an email to be sent right after something happens then you can use Send Email to have any email be sent. What you want to do, is add Send Email to the funnel, by dragging it from the

• Why Are My Emails Not Sending?

  There can be various reasons why your emails are not sending. Listed below are some of the most common problems and how to solve them. Did you set up your Cron job? Email in Groundhogg is sent based

• Email Editor Controls

  The Editor Controls contain global settings. Global Fonts Color Palettes Social Global Fonts Adjust/add font configuration for the text block. By default, paragraphs, H1, H2, and H3 have been set.

• Elastic Email Integration: Connect email API

  Elastic Email says they can send emails faster and more reliably, you can make use of their REST API within Groundhogg to know yourself. One of the cool things about our integration is that with it,

• Introduction: Tags

  In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several

• Tutor LMS Integration: Introduction

  Tutor LMS is a feature-rich, easy to use learning platform. With our Tutor LMS integration, you will be able to make it even MORE powerful. The Goundhogg integrations include actions for courses: Add

• WooCommerce: Compliance

  If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

• WooCommerce: Examples

  Example Funnel Let’s take for example a customer that adds anything to their shopping cart, then empty’s it. Here’s an example on how your funnel may go. This way, the customer is reminded (by an

• Why Do I Need An SMTP Service?

  What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility

• Really Simple Payments: Initial set up

  Really Simple Payments is another plugin created by the Groundhogg team which makes collecting payments easier and faster for users. It is also included in the plus plan or above. Using Groundhogg's

• Email Editor: View in Browser Link

  Q. How do I modify the appearance of the "View this email in your Browser" link, including its text? A. Verify that the "Enable browser view" setting is off by default it is off Drag a Text Block*

• Can I send emails from my hosting account?

  Groundhogg can use your hosting e-mail service for sending emails. However, when setting up you need to see what limits your hosting company has, and if the emails go into spam or not. You should see