Search results for how to add a tag on an action

614 articles found

  • Adding a tag on an action

    One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

  • Action: Add Note

    The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it

  • Action: Remove Tag

    If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of

  • Action: Apply Tag

    If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the

  • Advanced Features: How to tag contacts who opened a broadcast email

    1. After your Broadcast has been successfully sent, click on “Broadcasts” then go to Sent Tab 2. Under the “Stats” heading, click on the number beside “Sent”. Note: You can also follow the same

  • How to add contacts to a funnel

    If you want to add contacts to a funnel in bulk, there are two ways Through the Contacts Bulk Actions Add contacts to this funnel wizard Contacts - Bulk Actions First, search for your contacts in the

  • 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 add a note through a funnel or internal form

    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 to work with Click to see a larger

  • How to Include a Video in an Email

    Incorporating video into your emails can boost engagement, increase click-through rates, and provide a more dynamic experience for your audience. However, embedding a video directly into an email can

  • Can I add an attachment to my emails?

    When it comes to attaching files to marketing emails, we recommend the following: Don’t Do It! Here are a few reasons why... ISPs may flag your marketing emails as spam, especially if they contain

  • Action: Plugin API Action

    If you would like to create your own custom Action use the Plugin API Action. To add the Plugin API Action to the funnel flow, either click the "+" at the branch and click the Plugin API Action step

  • How To Send A Plain Text Version Of An Email

    Email deliverability increases if the emails you send contain a plain-text version of the email. Groundhogg supports automatically generated plain-text versions of the emails you send and attaches

  • 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

  • Add an external cron-job: SiteGround

    If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

  • Add an server cron-job: Cloudways

    If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

  • Action: Loop

    If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

  • Action: Webhook

    Groundhogg provides webhooks that you can use to communicate with other software or instances where Groundhogg is located on another website. You want to add Webhook to the funnel by dragging it from

  • How To Generate An Invoice

    If you need to generate an invoice for a previous Groundhogg payment you can do so right within your account! Login to your account and click on the Purchases tab. There is an option to generate an

  • Add an external cron-job: Windows Server

    Windows calls their time-based scheduling system the "Task Scheduler." It can be accessed via the Administrative Tools in the control panel. How you set up the task varies with the server setup. One

  • How to add CC addresses to your emails

    If you want to CC an email address, like from a custom field, to an email that you are sending you can use the email Custom Headers feature which is located underneath the email content section. To

  • Benchmark: Tag Applied

    The Benchmark "Tag Applied" can trigger action(s) based on applied tags. Drag and drop the "Tag Applied" Benchmark over into the flow on the left. You will be presented with some setting options. Run

  • Benchmark: Tag Removed

    The Benchmark "Tag Removed" can trigger action(s) based on removed tags. Drag and drop the "Tag Removed" Benchmark over into the flow on the left. You will be presented with some setting options. Run

  • WooCommerce: Filters

    Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

  • Action: Send Email

    If you want an email to be sent right after something happens then you can use Send Email to have any email be sent. What you want to do, is add Send Email to the funnel, by dragging it from the

  • 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

  • Action: Date Timer

    If you would like to have something happen at a very specific date and time then you can use the Date Timer action. What you want to do, is add the Date Timer action to the funnel, by dragging it

  • Action: Assign Owner

    If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps

  • 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

  • Action: Admin Notification

    The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

  • Action: Delay Timer

    This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay. What

  • Action: Edit Meta

    The action allows you to update any metadata that is attached to a contact or user profile. What you want to do is add Edit Meta to the funnel, by dragging it from the right-hand side over to the

  • Action: Field Timer

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  • How to add multiple outgoing STMP services

    If you are sending a high volume of email, you may want to differentiate the service you use for Transactional email and Marketing email. Definitions: Don't know the difference between transactional

  • 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

  • Zapier Integration: Zap action

    Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

  • Booking Calendar: How to add custom notes to appointment card

    The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

  • Add an external cron-job: Mac OSX and Linux

    If you are using Mac or Linux operating systems then you can access the Cron Job scheduler using the following command. crontab -e This system uses specific syntax to schedule Cron Job. Use the

  • Installation: How to Install and License an Extension

    Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our

  • Add To Calendar

    This simple utility plugin will generate Google Calendar event links. You can download this add-on from the Groundhogg website or as part of a plan and install it on your website. After

  • Booking Calendar: How to create an appointment booking page

    You can create the front end of your appointment solutions by embedding the Google calendar into a page by using the automatically generated shortcode. To find the shortcode you need to follow the

  • Add a server cron-job: Kinsta

    If you are using Kinsta for hosting your website there are two ways to set up a cron-job for your website. First you need to run through the Groundhogg cron setup to make sure the files are put in

  • Add a server cron-job: Cpanel

    If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

  • How to Import a Funnel

    If you have a funnel export file (ends in ".funnel") you can import it into Groundhogg. Go to Groundhogg > Funnels > Add New and navigate to the "Import Tab" From here you can select your funnel and

  • How To Schedule a Broadcast

    Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

  • How to export a Funnel.

    One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Follow the steps below to export a funnel or share it with others. Exporting a Funnel

  • Why are tag and email dropdowns not loading?

    If you have just installed Groundhogg and you are unable to select tags or emails from dropdowns it may be because there is an issue with the REST API on your site. This generally happens because of

  • How to allow uploading & downloading of CSVs on multisite

    If you can't upload or download CSV files on your multisite it's because you have to add CSV as a supported file type in your network settings. Go to your Network Settings. Scroll down till you find

  • Advanced Features: How to connect Groundhogg on two different sites

    Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

  • How do I prevent emails from going out on a staging site?

    If you're working on a staging site and wish to prevent emails from being sent via Groundhogg, follow these steps: Navigate to Groundhogg > Settings > Email > Outgoing Email. Set the WordPress Email,

  • Advanced Features: How to add custom HTML email templates from third party platforms

    If you are using a third-party platform to design your emails, you can use the Import HTML Template feature to send the email with Groundhogg. When adding a new email, click the Import HTML Template