Introduction to Benchmarks
Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones depending on what extensions you have installed.
Web form:
This is the default form that Groundhogg has. If you create a form it can only be used in the funnel it’s created in.
The form can be placed on your site using many different ways.
User created:
This runs whenever a new user is created. The creation of the user can be triggered by other plugins or the core WordPress user creation.
Creating a contact via a form or adding a contact to Groundhogg does not automatically create a user for your WordPress site.
In order to create a user you must use the Create User action.
Email confirmed:
This runs when a contact has confirmed their email address by clicking on the confirmation link in your email. There are 3 ways to confirm an email address.
Link click:
This runs when a link in an email is clicked and redirects the user to a URL that you have setup.
For example, if you want to know if a contact has clicked on a link to signup for a course you are running, you can include this in a funnel and if a contact does click then you can tag them.
In this example, we are saying we want to redirect someone to example.com. We are going to copy the link that Groundhogg tells us to copy and put it into an email.
When someone (who gets the email) clicks on that link, they will be put into the funnel where this link click benchmark is, and will get redirected to the site.
There are many ways this could be used, did you want the contact’s to not get anymore emails after clicking that link, did you want to offer them a discount by email, did you want to email them a link to your calendar to book a call? All of these can be done because they will happen next in the funnel.
You can see a report of how many people have clicked the link, by going into the report for the funnel.
What’s the difference between this and a superlink? If you want a contact to continue to go through a process after clicking the link, like for example offering 10% discount by email, then you should have it as a benchmark in a funnel. If you don’t care what the contact does after clicking on the link then do the link as a superlink.
Tag applied:
This runs when any specified tags is added to a contact.
Why would you want this? If you have a store, you can use Woocommerce and Groundhogg together. Woocommerce can tag a contact when a specific item is bought, then you can use Groundhogg to send emails to cross-sell or upsell other things you offer, or tips to better use the item, or ask for a review.
Tag removed:
This runs when any specified tags is removed from a contact.
Why would you want this? If a paying member doesn’t renew then the funnel can send them an email to see if anything is wrong or if there is a reason they aren’t renewing, which will help with retention.
Page visited:
You need to have the advanced features extension to use this.
With this you can select when a contact visits a certain page, and when they do, the rest of the funnel continues.
For example, if you are offering a special event and you want to know who visits the page but doesn’t sign up. That you can target them with emails to see why they haven’t signed up yet and find out what’s holding them back.
Webhook listener:
You need to have the advanced feature extension to use this.
Want to bring in something from another website to Groundhogg using webhook? Using the webhook listener you can do so. You can even map fields from the other site into Groundhogg.
Contact birthday:
Want to automatically get in touch with a contact when it’s their birthday? With the Contact Birthday extension you can do that.
For example, you could send an email and text message on the contact’s birthday.
Deal moved:
You will need the Sales Pipeline extension for this to work.
If a deal inside of a pipeline is moved from one stage to another then this benchmark is triggered. An example is, if the contact now needs to pay the rest of their remaining balance then an email can go to the billing department with the information of the contact so they can be reminded to contact them.
