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• 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

• 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

• Email Editor: Keyboard Shortcut

  You can use keyboard shortcuts in Groundhogg's Email Editor to maintain a smooth writing and editing flow without needing to reach for a mouse. To delete a block: Use the Delete key. To copy a block:

• REST API Errors

  When working with REST APIs, common errors include: Client-Side Errors 1. 400 Bad Request: Malformed JSON, missing/invalid parameters. 2. 401 Unauthorized: Incorrect/missing authentication

• Companies: Filters

  Groundhogg's Companies Integrations provide filters to allow you to Name Address Industry Phone Website Date Created Contacts Number of Contacts *You can use these filters together in combination

• Email: Filters

  Title Subject Content Message Type From User Author Funnel Campaigns *You can use these filters together in combination Title Click the ✓ to apply the filter Click the trash can to remove the filter

• Easy Digital Downloads Integration: Replacement codes

  The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

• Custom fields in the list view

  Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

• Replacement Code: Blocks(Gutenberg blocks)

  Groundhogg enables the activation of replacement codes within designated blocks in WordPress posts and pages. These blocks will contain the trigger to enable Replacement codes: Buttons Columns

• 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

• 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

• Searching Funnels

  Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu

• AffiliateWP Integration: Filters

  Groundhogg's AffiliateWP Integration provides filters to allow you to Affiliate Status Referral History Paid Earnings Unpaid Earnings Number of referrals *You can use these filters together in

• Refund Request

  We have full confidence in our products, yet we acknowledge that they may not meet every individual's expectations all the time. If you find our product doesn't meet your needs, we're delighted to

• Restore Missing Funnel Events

  Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

• Why are my emails stuck in "pending?"

  If your emails are stuck in the pending status it's because you have failed to create a cronjob, or you set up your cronjob incorrectly. To solve this, follow the instructions in these articles:

• SMTP: Troubleshooting errors

  SMTP ERROR: Data not accepted. If you are receiving this error this means that your SMTP provider did not like the SMTP request sent by Groundhogg. There are various reasons why this may occur.

• Easy Digital Downloads Integration: Examples

  Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back

• Pipelines Reporting

  When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You

• Refactored Optin Status - 2020-02-12

  In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

• LifterLMS Integration: Replacement codes

  LifterLMS Extension has two replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel editor.

• [gh_is_not_contact] Shortcode

  You can use this shortcode to conditionally display content if the current visitor is not a contact. [gh_is_not_contact] Show this content if the visitor is not a contact.[/gh_is_not_contact]

• 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

• Download System Info

  Under Tools > Download System Info is a utility that provides system information for support. There are two options, that create the same info: Download System Info(.txt) View system Info Example:

• Reset

  Under Tools > Misc > Reset Do you need to start over? Remove the data stored in Groundhogg, use this Reset utility. We recommend you backup Groundhogg, just in case you need the data before using

• Email Editor: Block Inspector | Desktop Preview | Mobile Preview

  A mini menu is available to the left of the block selector. The menu contains three selections: Block Inspector Desktop Preview Mobile Preview Block Inspector When hovering over blocks in the

• Sales Pipeline: Benchmarks

  Benchmarks Sales Pipeline currently comes with one benchmark: Deal Moved Deal Moved When the 'Deal Moved' benchmark is used as a funnel step, it will trigger the funnel with these settings: Run when

• Sales Pipeline: Deals Widget

  Deals A list of deals with Progress flags("in progress", "past close", "closing soon") Total ($) of deals Deal name Contact name Deal value When closing Step indicator Click deal to go to details

• Sales Pipeline: Settings

  The Sales Pipeline has settings available located at Groundhogg > Settings - Pipeline tab Currency - Select the currency of the appropriate country. Separators - Check the checkbox to use a comma as

• Booking Calendar: Styling your calendar

  By default, the Booking Calendar is styled with "Helvetica' for the font and shades of blue. You may want to match the styling of your website and this can be accomplished using the example below.

• BuddyBoss Integration: Sync Members with Groundhogg

  The Pro or above Groundhogg plan has integration with BuddyBoss so you will need that paid plan or above in order to get the integration. If you have used BuddyBoss in the past and started to use

• HelpScout Integration: Setup contact record siderbar widget

  You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for

• Understanding Time zones

  Setting up your desired time zone. The Groundhogg booking calendar takes into consideration two distinct time zone settings. The first one is the time your WordPress site is set to. That setting can

• GiveWP Integration: Filters

  Groundhogg's GiveWP Integrations provide filters to allow you to Recent Donations Number of donations Total Donation Value *You can use these filters together in combination Recent Donations Select a

• System Info & Debug

  System Info & Debug tab contains the following tools: Download System Info Safe Mode Install Help Previous Update Reset Click to see a larger version

• Install Help

  Under Tools > Misc > Install help is a utility to reinstall Groundhogg or its installed extensions In the event there were installation issues. It does not affect your data.

• [gh_replacements] Shortcode

  You can use this shortcode to merge replacement codes into your content. [gh_replacements]Hi {first}[/gh_replacements] If you are feeling a bit lazy, you can use the shorthand version as well.

• 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

• Custom Replacement Codes: Use replacement codes

  Once you have successfully added a replacement code inside the database you will be able to view all the newly added replacement code in the replace code section. You can copy the code name from this

• REST API V3 / Contact / Delete

  URL DELETE /wp-json/gh/v3/contacts Method This endpoint supports the DELETE method. Request To delete a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string |

• Email Blocks: Divider

  Divider Block Tab Divider Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: Solid) Height(based on pixels - Default: 3px) Width(based on percentage - Default: 100%)

• Email Blocks: Spacer

  Spacer Block Tab Spacer Height(based on pixels) Example:

• LearnDash Integration: Benchmarks

  Benchmarks LearnDash currently comes with one benchmark: LearnDash Progress LearnDash Progress This benchmark executes: When a contact... (Enrolls in a course, Completes a course, Completes a lesson)

• Signed Contracts: Replacement Codes

  Signed Contracts have two replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button, which can be found in the e-mail editor and funnel editor.

• HelpScout Integration: Find your Mailbox ID

  To filter events for the HelpScout benchmark you can specify one or more Mailbox IDs. To find the Mailbox ID of your HelpScout mailbox you must open the mailbox in question in HelpScout and then open

• [preferenes-file] Shortcode

  When you install Groundhogg it creates a page called Preference Center which contains a short code [preferences-center] [preferences-center]

• Do you offer Two-Factor Authentication

  Groundhogg's Account Dashboard can be set up with Two-Factor Authentication(2FA) which significantly improves login security. Groundhogg uses WordFence for its 2FA. 2FA works with a number of

• Previous Update

  Under Tools > Misc > Previous Update, run the previous update in case of a failed update.

• HelpScout Integration: Setup webhook event listener

  For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

• 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