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• Zapier Integration: How to integrate Groundhogg with Thriveleads

  Integrating with Thrive Leads can be accomplished in two ways. 1. You can use the Zapier addon (which is included in the Pro plan or above) from Groundhogg and set up a Zap. Documentation for the

• 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

• 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

• Tutorials: Importing Just A List of Phone Numbers

  Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

• 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

• WPForms Integration

  Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or

• WP Simple Pay Integration (Stripe): Introduction

  WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

• groundhogg/submission_handler/setup

  This hook executed when the Groundhogg form is submitted. This hook is useful to perform operations on the data. do_action( 'groundhogg/submission_handler/setup', $this ); This hook provides the

• How to Remain Compliant with GDPR

  In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

• 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

• Glossary of Terms

  This page provides explanations of terms used throughout our documentation and plugin, listed in alphabetical order. Index A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S |

• GiveWP Integration: Replacement Codes

  GiveWP Extension has six 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.

• Booking Calendar: Introduction

  To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

• 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

• How do I reset my password?

  To reset your password for your Groundhogg account, you can follow these steps: Go to the Groundhogg login page. Click on the "Lost your password?" link located below the login form. Enter your

• Tutorials: How to setup a lead magnet download funnel in 7 steps

  A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

• Divi Integration: How to connect the divi optin module

  To connect the Divi optin module you must use tags. Follow these steps to connect to the Divi optin module. Connect Divi to Groundhogg There are several steps to connect Groundhogg to the optin

• 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,

• What is a Shortcode and how to use it

  A WordPress shortcode is a small piece of code that communicates with another part of WordPress or any plugin that offers it, and gives it instructions on what to show and do. The shortcode can be

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits

• 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

• Really Simple Payments: Setting up 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

• GiveWP Integrations: Tagging

  Segment your donors with tags Apply or delete tags for a contact each time they donate through a specific form.

• 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

• Funnel: Enable legacy steps

  To enable legacy steps in the funnel builder, go to Groundhogg > Settings > Misc > Interface and toggle the Enable Lefacy Funnel Steps option. The following steps are considered legacy: Email Opened

• Email Blocks: Shortcode

  Shortcode Block Tab Shortcde Basic and email-specific shortcodes can be used script and form elements will be stripped out automatically. Shortcodes will not load any JavaScript or CSS dependencies.

• Backup & Restore: How to restore Groundhogg from a backup

  Need to restore a Groundhogg Backup? Make sure you have the Backup & Restore extension installed. Restore Groundhogg. Go to Groundhogg > Tools > Backup & Restore. At the bottom of the form, select

• Introduction to Groundhogg

  If you are already familiar with CRM's and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

• WooCommerce: Funnel Templates

  WooCommerce Integration extension comes with two funnel templates. Request a review Subscribe and Send Discount Request a review Contains: NEW ORDER Benchmark, DELAY TIMER Action, SEND EMAIL Action,

• 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

• GiveWP Integration: Tools

  Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• 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

• 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

• 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

• 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:

• WooCommerce: Adding data from the Checkout Field Editor

  If you utilize WooCommerce along with the " Checkout field editor" to incorporate additional fields into your checkout form and aim to gather data to append to your Contact, here's what you need to

• Advanced Features: Introduction to field timer

  What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

• Why are My Contacts Unmarketable?

  What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

• GiveWP Integration: Benchmarks

  GiveWP has two benchmarks. Before using this benchmark you will want to create a donation form in GiveWP Drag and Drop the GiveWP Benchmark into the flow New Donation: This benchmark executes when a

• Note Templates

  Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Task Templates

  Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Contact Birthdays: Introduction

  Wishing a Happy Birthday to your clients opens up a new possibility for the business and Groundhogg has got you covered with the Contacts Birthday plugin. Groundhogg's contact plugin can be used to

• Advanced Features: Funnels

  The Advance Features Extension adds 6 additional funnels Login Reminders Refer a Friend Referral Reward United States Holidays Weekly recurring blog posts Weekly recurring email Login Reminders

• 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

• 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

• 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

• 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

• Admin Tool Bar Widget

  When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg Admin Tool Bar Widget. Clicking on the icon displays the

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect