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• 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

• Styling Web Forms

  Customizing the appearance of your web form in Groundhogg is simple and flexible. Whether you want a quick, pre-built look or a fully tailored design, the "Web Form" settings offer options to match

• Branching: Split (A/B) Test

  Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.

• 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

• Tutorials: How to connect to Amelia

  To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

• LearnDash Integration: Introduction

  LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in

• Snippets

  These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:

• 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

• 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

• Text Messaging (SMS): Settings

  The SMS Extension has settings available located at Groundhogg > Settings - SMS tab NOTE: You will need at least one service plugin to send SMS to contact.(ex: Twilio, AWS, SMS77 etc.) Transactional

• Booking Calendar: Calendar Settings

  Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

• Really Simple Payments: Collecting PayPal payments

  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

• 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

• Benchmark: Email Confirmed

  When an email is confirmed, the Benchmark "Email Confirmed" can trigger an action(s). Drag and drop the "Email Confirmed" Benchmark over into the flow on the left. You will be presented with some

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• Setting Up Custom Email Footer

  Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

• Booking Calendar: How to manage appointments via the admin area

  In order to manage your appointments with the Groundhogg Booking calendar, you will have to navigate to the appointments menu item. How to check and edit your upcoming appointments: You can check

• 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

• 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

• Benchmark: Role Changed

  The Benchmark "Role Changed" can trigger action(s) based on detecting when users have selected roles. Drag and drop the "Role Changed" Benchmark over into the flow on the left. You will be presented

• 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

• How to disable the built-in WP-Cron system

  To experience the best Groundhogg and WP performance, you need to disable the built-in WP-Cron system. To disable WP-Cron, add the following to your wp-config.php file, just before the line that says

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• Benchmark: Post Published

  The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

• 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

• Benchmark: Page Visited

  The Benchmark "Page Visited" can trigger action(s) when a contact visits pages matching specific rules. Drag and drop the "Page Visited" Benchmark over into the flow on the left. You will be

• 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

• Benchmark: Plugin API Benchmark

  The Benchmark "Plugin API Benchmark" provides a way to create your own custom benchmark. Drag and drop the "Plugin API Benchmark" Benchmark over into the flow on the left. You will be presented with

• Constants

  In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

• Benchmark: Download Purchased

  The Benchmark "Download Purchased" can trigger action(s) when a download is purchased in Easy Digital Downloads. Drag and drop the "Download Purchased" Benchmark over into the flow on the left. You

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• Introduction to Benchmarks

  Benchmarks are a core component of Groundhogg. They serve as the starting points or triggers within your funnels, enabling you to automate workflows based on specific actions or events. Whether a

• Benchmark: Field Changed

  The Benchmark "Field Changed" can trigger action(s) based on a custom field being changed. Drag and drop the "Field Changed" Benchmark over into the flow on the left. You will be presented with some

• AWS Integration: Bounce & Complaint Management

  The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the

• seven Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg Seven add-on is a plugin that lets you send messages using seven.io services. This documentation will help you set up your

• 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: 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

• 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

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• 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

• Email Editor: Convert to post

  How to Convert Emails to Blog Posts in One Click If you’ve put a lot of effort into crafting an email, it’s only natural that you might want to share it as a blog post as well. Groundhogg makes this

• Funnel Reporting

  Upon selecting the "Funnels" tab, a comprehensive list of all existing funnels will be displayed. From this interface, you may generate a detailed report for a specific funnel by clicking its name,

• Really Simple Payments: Reporting

  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

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• Contact Files

  What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

• Cloudflare Compatibility

  If you are using Cloudflare, you must make several tweaks so that Groundhogg and other highly dynamic WordPress plugins work as expected. Set Max Browser Cache TTL The max TTL is, "the amount of time

• 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

• 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