Search results for role changed

128 articles found

• Advanced Features: Introduction to field changed

  Groundhogg provides the functionality to add custom fields for a contact. Users can add custom fields using the custom info section of contact. In some cases, custom information for the contact is

• Trigger when Tags are changed, any tags, not one specific tag

  Scenario: Create a benchmark that triggers a funnel when tags are changed, any tags, not one specific tag. Using the Plugin API Benchmark. You will need to add this snippet of code to either your

• 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

• How To Change a User to an Administrator

  If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

• How to Change the From Email Address

  While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

• Custom Roles and Capabilities

  If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

• Sales Pipeline: Roles & Capabilities

  Capabilities Table Capability Administrator Marketer Sales Manager Sales Rep view_pipelines ✅ ✅ ✅ ✅ edit_pipelines ✅ ✅ ❌ ❌ add_pipelines ✅ ✅ ❌ ❌ delete_pipelines ✅ ✅ ❌ ❌ add_deals ✅ ✅ ✅ ✅ view_deals

• 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

• Filters

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

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• 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

• 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

• How to change your profile

  Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method

• Custom Step Titles

  Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive You can enable the ability to customize the titles for Benchmarks and

• groundhogg/event/pause

  Used to run a block of code when event status changed to pause. do_action('groundhogg/event/pause', $this); You will receive the object of an event class as an argument.

• groundhogg/event/complete

  Used to run a block of code when the event status changed to complete. do_action('groundhogg/event/complete', $this); You will receive the object of an event class as an argument.

• 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

• 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

• 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,

• Benchmark: Webhook Listener

  The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented

• 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

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• 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

• 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

• How To Confirm An Email Address

  Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

• 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

• 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

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• 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

• 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

• How to implement cookie consent

  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

• Contact marketability explained

  Contacts can either be Marketable, or Unmarketable. These two states are a reflection of several criteria that factor in a contact's activity, metadata, and your site's level of compliance. How

• 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

• Custom Fields in Groundhogg 2.6

  With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

• 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

• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• REST API V3 / Contact / Get

  URL GET /wp-json/gh/v3/contacts Method This endpoint supports the GET method Request This endpoint provides multiple ways of searching and retrieving contact information. Here are the parameters you

• 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

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• REST API V3 / Contact / Create

  URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• Snippets

  These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

• How To Send Transactional Email

  Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

• 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.

• Contacts: Profile Picture

  The Contact's profile picture by default is using the WordPress Gravatar. If the Contact has a User associated with it and has Gravatar this will be displayed in the Contact record. 3 ways to change

• 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

• Backup & Restore: How to backup Groundhogg

  The Backup & Restore extension provides a simple way for you to backup Groundhogg safely and restore it without having to make any other changes to your site. Backing up Groundhogg To backup

• 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

• LifterLMS Integration: Introduction

  LifterLMS is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With our LifterLMS integration, you will be able to make it even MORE