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

522 articles found

  • groundhogg/admin/{slug}/before

    This hook used to add content to display on the admin page of the specific page at the top of the page. This hook accepts the slug of the page for unique identification.

  • groundhogg/admin/{slug}/after

    This hook used to add content to display on the admin page of the specific page at the end of the page. This hook accepts the slug of the page for unique identification.

  • Replacement Code: {files}

    The Files replacement code can be used to add a list of files that are added to the Contacts record {files} Example output:

  • Tutorials: Deactive all funnels

    If you need to stop all funnels on a website (it could be a testing site, or because something is not working) you can do that without having to go into each funnel to deactivate them. Go into the

  • Email Log

    By default, Email logging is not enabled. How to enable logging. You will be presented with a notification. You can click the [ Settings ] button or the "email settings" link to be taken to the

  • Twilio Integration: Getting started with WhatsApp

    We are pleased to now offer an integration with the WhatsApp Business API via Twilio! This new integration allows limited 2-way communication with your customers via the popular chat app. Getting

  • groundhogg/import/form/after

    This hook is used to add code after the import section on the tools page. do_action('groundhogg/import/form/after' );

  • groundhogg/import/form/before

    This hook is used to add code before the import section on the tools page. do_action('groundhogg/import/form/after' );

  • groundhogg/admin/tags/edit

    This hook is executed when the admin updates the tag from the edit screen of the tag page. do_action( 'groundhogg/admin/tags/edit', $id ); This hook provides a tag id as an argument.

  • groundhogg/bulk_jobs/init

    This action is used to add bulk jobs inside Groundhogg. do_action( 'groundhogg/bulk_jobs/init', $this ); You will get the object of the bulk job manager as an argument.

  • Styling Web Forms

    Groundhogg's Web Form Benchmark uses the active theme's styles. You can add your own styling by adding the following code to either the theme's functions.php file or using a code snippet plugin.

  • Introduction à Groundhogg(French)

    Si tu connais déjà les CRM et l'automatisation marketing, alors beaucoup de ces termes te seront sûrement familiers. Sinon, cet article te mettra au courant de ce que tu dois savoir sur les

  • Companies: Create company records with a form submission

    Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

  • groundhogg/scripts/after_register_frontend_scripts

    This hook is useful to add front end script in Groundhogg. do_action('groundhogg/scripts/after_register_frontend_scripts', $this->is_script_debug_enabled(), $dot_min );

  • Having trouble activating a license or installing an extension? It's not just you

    If you try to activate a Groundhogg license or install an extension through the Groundhogg helper, you may get an error message saying “cURL error 60: SSL certificate problem: certificate has

  • GiveWP Integrations: Tagging

    Segment your donors with tags Apply or delete tags for a contact each time they donate through a specific form.

  • Easy Digital Downloads Integration: Tags

    Tag Management Groundhogg's Easy Digital Downloads Integration can: Add tags Remove tags Reverse tags on refund These actions are implemented individually for each download. They take effect upon the

  • Booking Calendar: Change appointment length

    With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

  • Putting a YouTube Video Into a Email

    If you want your subscribers to watch a YouTube video you may want to take the embed code of a YouTube video, create a HTML block, and paste that embed code. And while that would work on a website,

  • Really Simple Payments: Collecting PayPal payments

    Using Groundhogg's really simple payments (which is also included in the plus plan or above) now users will be able to collect payments using PayPal. With the plugin update, you can see a new section

  • SendGrid Integration: Create webhook event listener

    SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The

  • Restore Missing Funnel Events

    Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

  • Manage Logs

    In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as

  • Where Do I Submit A Support Ticket?

    Need technical support from the Groundhogg team? Open a support ticket and we'll help you resolve your answer ASAP. Premium Support access requires an active support license or premium plan. Open a

  • Really Simple Payments: Reporting

    Groundhogg provides two reporting views for payments that are collected by Really Simple Payments. You can view the total amount of earnings among all the payments that are collected, or you can view

  • Booking Calendar: Introduction

    To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

  • SMTP: Introduction

    The SMTP extension plugin allows you to use the SMTP server to send emails through Groundhogg. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin,

  • Email Archives

    Emails that are sent to Contacts can be provided for their review in three ways Direct link http://groundhogg.local/gh/archive/ - you can include this in an email or page. If you have the "Enable

  • BuddyBoss Integration: Sync Members with Groundhogg

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

  • Enable Core Beta Version Updates

    If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

  • WooCommerce: Reporting

    Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many

  • Cron Setup

    Under Tools > Cron Setup is a wizard to help you get your Cron Jobs up and running. Click [ Get Started ] It's recommended to click the [ Install Automatically! ] button.A file named gh-cron.php will

  • Refund Request

    We have full confidence in our products, yet we acknowledge that they may not meet every individual's expectations all the time. If you find our product doesn't meet your needs, we're delighted to

  • Getting Started

    Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

  • Replacements Keyboard Shortcut

    Replacement codes are very useful and merge in user data to whichever supported content you want, such as emails, notifications, text messages and more. There is a keyboard shortcut to bring up the

  • What cron-jobs must be created for Groundhogg?

    You may be confused about Cron Jobs, which is understandable as they are a tricky subject sometimes. So in this article, I will tell you the ones which are essential, and some optional ones as well

  • SendGrid Integration: Disable tracking links on SendGrid

    Groundhogg will provide open and click tracking statistics for you. It is known that SendGrid's internal tracking system interferes with Groundhogg's tracking links. You need to disable the SendGrid

  • UTM Parameters in emails

    What are UTM Parameters? UTM parameters help you understand where your website traffic is coming from by providing detailed information about the source, medium, campaign, and other attributes of a

  • What Is Transactional Email

    Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

  • Easy Digital Downloads Integration: Reporting

    Reporting Groundhogg added an attractive reporting dashboard in version 2.2 and Groundhogg's EDD plugin makes use of it. On the Reports dashboard page you will be able to see the EDD tab which

  • Replacement Codes With Arguments

    Some codes require an argument to function. For example the {date} , {meta} and {GET} codes. You can specify an argument using a period . For example: {date.Y-m-d|today} The date uses PHP Date

  • Funnel Reporting

    Go to the Groundhogg reporting dashboard and click on the funnels tab. From here you will be able to select which funnel you want the report for!

  • REST API V3 / Tags / Edit

    URL PUT /wp-json/gh/v3/tags Method This endpoint supports the PUT method. Request This endpoint provides functionality to edit tags. PARAM TYPE REQUIRED DESCRIPTION tag_id int yes ID of a tag that

  • Easy Digital Downloads Integration: Compliance

    Compliance To provide a marketing consent checkbox on the checkout page, visit Groundhogg's Settings > Compliance tab. Check the Enable GDPR features Scroll down to the bottom of this page and enter

  • Change Your Language In Groundhogg

    By default, Groundhogg is available in US English. But with clients on several continents, we have built Groundhogg to support many different languages. A list of all translations included with

  • Reset

    Under Tools > Misc > Reset Do you need to start over? Remove the data stored in Groundhogg, use this Reset utility. We recommend you backup Groundhogg, just in case you need the data before using

  • [gh_form] Shortcode

    The [gh_form] shortcode can be found inside a funnel by clicking on Web Form benchmark with the needed ID to show the form. Copy and paste it anywhere shortcodes are accepted to display the form.

  • SMTP: Troubleshooting errors

    SMTP ERROR: Data not accepted. If you are receiving this error this means that your SMTP provider did not like the SMTP request sent by Groundhogg. There are various reasons why this may occur.

  • AffiliateWP Integration: Benchmarks

    AffiliateWP has two benchmarks. These benchmarks are used to trigger actions. Affiliate Status Changed: This benchmark executes when the affiliate status changes to... ( Active, Inactive, Pending,

  • HelpScout Integration: Find your Mailbox ID

    To filter events for the HelpScout benchmark you can specify one or more Mailbox IDs. To find the Mailbox ID of your HelpScout mailbox you must open the mailbox in question in HelpScout and then open