Search results for standard meta fields

116 articles found

• Introduction to field mapping

  The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

• Introduction to Custom Meta

  Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

• Meta Replacement Codes

  Groundhogg can store additional information associated with contacts as metadata. To display metadata you can use replacement codes, for example: {profile_picture} or {note} You can find the

• Companies: Custom Fields

  When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

• Adding custom tabs and fields to the contact screen

  Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab

• 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

• Custom Fields: Filters

  Groundhogg generates filters based on the custom fields you have created: Depending on the type of field, different filter choices will be available. *You can use these filters together in

• Custom Fields in Forms(Legacy)

  You can collect custom information about a contact using custom fields. As an example, add an "input" field in the form builder. Clicking the button will bring up the field UI where you can give your

• Custom fields in the list view

  Custom fields you create will show in the contact list view by default. You can hide/show custom fields by clicking on Screen Options and selecting which columns you want to see in the table. Your

• Custom fields disappeared after updating to 2.6

  If your custom fields disappeared after updating to 2.6 this is how you can fix it quickly. Go to Groundhogg > Tools > Install & Updates Select Groundhogg from the dropdown and click view updates

• 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

• 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

• REST API V4 / Contacts

  The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• How Do I Import My List?

  If you are coming from another CRM (or maybe your excel sheet) you may already have a list of contacts. You can add this list into Groundhogg easily. Step 1 Make sure you have a valid CSV file

• Companies: Import from a CSV file

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

• 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

• Advanced Features: How to use Superlinks

  Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

• REST API V4 / Deals

  The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

• groundhogg/form/fields/init

  This action hook is used to add form controls via hook. This hook is executed when all the controls of the form loaded. do_action( 'groundhogg/form/fields/init', $this ); This hook returns the object

• Contact Reporting

  When you arrive at the Contact Reporting page you will be presented with a line graph of "New Contacts" for the last 30 days. You can hover your mouse anywhere along the line to see the total count

• 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

• 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

• WooCommerce: Contact Metadata

  Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

• GiveWP Integrations: Contact Metadata

  Additional information about a Contact's donations can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Payments Donation ID Donation Status Donation

• AffiliateWP Integration: Contact Metadata

  Additional information about a Contact's affiliate details can be found in the metadata box in the right column of each Contact. Affiliate ID (Links to AffiliateWP Record & Affiliate Report) Status

• 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

• Easy Digital Downloads Integration: Contact Metadata

  Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Site Post Compliance Email Other As you add extensions additional

• How to Sync Users With Contacts

  Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• How to add a note through a funnel or internal form

  HOW TO: WEB FORM BENCHMARK & NOTES Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want

• 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

• 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,

• 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

• 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

• Advanced Features: Introduction to field timer

  What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

• Replacement Code Defaults

  To provide a default value for a replacement code that does not return anything, use the following syntax. {replacement::deafult} For example, to provide a default for the first name of a contact you

• 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

• 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

• How Do I Export My List?

  We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

• 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

• Really Simple Payments: Setting up Payments

  Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

• 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

• Advanced Email Preferences: Updating your optin forms

  Important information regarding consent verification, optin-status, and GDPR compliance. Groundhogg diligently strives to ensure that you have the tools needed to make sure your business

• 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

• Zapier Integration: Zap listener

  The Zap Listener is a benchmark that can listen for POSTS from Zapier to your site which contains contact information. You can place a Zap Listener anywhere in your funnel, but if the contact does

• Elementor Integration: How to Connect to Groundhogg

  Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

• 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