Search results for account created %2F new user

343 articles found

• Benchmark: User Created

  The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

• 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

• 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

• 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

• 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

• Creating a new contact record

  You can create new \Groundhogg\Contact objects on the fly by passing in an array of parameters. Duplicates will be avoided. $first_name = $_POST[ 'first' ]; $email = $_POST[ 'email' ]; $contact = new

• 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

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automation. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• Booking Calendar: Connect your Zoom account

  If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

• Really Simple Payments: Creating PayPal test account

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Booking Calendar: How to create a new booking calendar

  Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

• Booking Calendar: How to connect your Zoom account

  Groundhogg booking calendar allows you to connect with Zoom if you wish to do so. How to connect to your Zoom account: Log into your WordPress install. Click on the Groundhogg/calendars link:

• 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

• Really Simple Payments: Adding webhook manually

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• 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

• 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

• Tutorials: How to connect to Zendesk

  Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based

• Contacts: Profile Picture

  A contact’s profile picture adds a visual touch to their record in Groundhogg, making it easier to recognize them in your contact list or reports. By default, Groundhogg uses the WordPress Gravatar

• Google Calendar Sync Explained

  Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with

• Booking Calendar: Use a custom form for bookings

  Groundhogg Booking Calendar provides functionality to create a custom form that the user needs to fill while booking an appointment. Booking Calendar uses the Groundhogg form to achieve this task.

• 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

• 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

• Preferences Page

  Groundhogg includes a page called the "Preference Page", which is automatically created during installation and is essential for Groundhogg to function correctly. You can find it at

• Twilio Integration: Introduction

  Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

• How Do I Provide Support Admin Access?

  If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

• Funnel: Filters

  Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

• Funnel Template: Basics

  Groundhogg comes with seven funnel templates. Contact Form with follow-up Footer subscriber Free lead magnet download Long term nurture New customer onboarding New lead onboarding Request a review

• 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

• 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

• Connect Google Forms to Groundhogg

  This guide will walk you through the process of integrating a Google Form with Groundhogg by sending form responses to Groundhogg’s Webhook Listener. Once connected, you can trigger automations,

• 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,

• Really Simple Payments: Initial set up

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• Creating custom reports

  Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

• Action: Create Task

  This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

• 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. You can cancel or Run now, by hovering over a task. When

• 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

• Replacement Code: {auto_login}

  The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

• Create a Web Form

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. Whether you're capturing leads or growing your email list, this built-in form builder

• Filters

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

• Benchmark: Logs In

  The Benchmark "Logs In" can trigger action(s) when a user logs in. Drag and drop the "User Created" Benchmark over into the flow on the left. You will be presented with some setting options. Run when

• Custom Step Titles

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

• AWS Integration: Troubleshooting SES

  If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

• Sales Pipeline: Deals

  Add a deal Move a deal Edit a deal Add notes to a deal Mark deal as won or lost Manage custom properties for a deal Search for deals Send email to contacts associated with a deal Add a deal using a

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• HelpScout Integration: Introduction

  Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

• What cookies does Groundhogg create?

  Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

• AWS Integration: Creating IAM credentials

  To use the AWS integration you must generate IAM credentials. 1. Open the IAM tool in the AWS Console 2. Go to Users 3. Add a new user 4. Give the user a name, for example, Groundhogg and select

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

• Connect TypeForm to Groundhogg

  This guide will walk you through the process of integrating TypeForm with Groundhogg by setting up a webhook in TypeForm to send form submission data to Groundhogg's Webhook Listener. This allows you

• Companies: Introduction

  "The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated