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602 articles found

  • Booking Calendar: How to manage appointment availability

    If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

  • Booking Calendar: How to disconnect Google Integration

    To disconnect Groundhogg Booking Calendar from Google Go to your Google Account, click the profile, and [ Manage your Google Account ] Select "Security" from the menu on the left Scroll down to "Your

  • Booking Calendar: How to Sync Google Calendar

    Please follow the step below to configure two-way sync with Google Calendar. Navigate to the calendar you want to sync, then go Integration, then click connect to another Google account. After you

  • AWS Integration: How to answer questions when moving from SES Sandbox to production

    AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

  • 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

  • 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:

  • 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

  • How to Use Emojis in Email Subject Lines

    If you're looking to spice up your email subject lines emojis are a very popular way to do just that! Follow the instructions below to insert emojis into your subject line. Choose the Emoji You Want!

  • Booking Calendar: How to integrate with Google calendar

    Groundhogg booking calendar allows you to integrate with Google if you wish to do so. How to integrate with Google Calendar: Log into your WordPress install. Click on Groundhogg > Calendars: Navigate

  • How to Send Email from within the Contact

    Within the Contact record, you can create a specific email for that Contact. Simply click the envelope action icon to reveal the following options: Compose Use Template Compose A window will open

  • 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 do I redirect a contact after they have confirmed their email?

    If you want to redirect the contact to a landing page after they have confirmed their email address you can do so with the following replacement code syntax. Formatted link:

  • 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,

  • Booking Calendar: How to send admin notifications for appointments

    Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into

  • 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

  • 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

  • Divi Integration: How to connect the divi contact form

    To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

  • 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

  • Booking Calendar: How to send contacts SMS notifications for appointments

    Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

  • 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

  • Troubleshooting: How To Get Your Extensions After Upgrading Your License

    If you have recently upgraded your license, your new access may not be reflected in your site right away if you use the extension installer to download your extensions. To see an updated list of

  • Booking Calendar: How to send contacts email notifications for appointments

    Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

  • 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

  • Tutorials: How to delete plugin folder via FTP or cPanel

    If you remove a plugin using the WordPress dashboard and try to reinstall it but aren’t able to activate it because of an error you will need to delete the plugin folder before you can install it

  • 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

  • Introducción a Groundhogg(Spanish)

    Si ya estás familiarizado con los CRMs y la automatización de marketing, es posible que muchos de estos términos ya te resulten familiares. Si no es así, este artículo te pondrá al día sobre lo que

  • 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

  • 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,

  • 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

  • What is a suppression list?

    A suppression list is a collection of email addresses or domains that are excluded from your email marketing campaigns or communications. They can also be labeled as "inactive". Different SMTP

  • 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

  • Sales Pipeline: Filters

    Groundhogg's Sales Pipeline provides filters to allow you to filter based on: Deal Value Close Probability Deal Owner Projected Close Date Date Closed Date Created *You can use these filters together

  • 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

  • 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

  • Tutorials: Importing contacts into a funnel

    How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

  • Companies: Import from a CSV file

    If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

  • AWS Integration: Adding a domain sender identity

    If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

  • Where Do I Submit A Support Ticket?

    Need technical support from the Groundhogg team? Open a support ticket and we'll help you resolve your answer ASAP. Premium Support access requires an active support license or premium plan. Open a

  • Can I have Groundhogg on a subdomain?

    Yes, you can have Groundhogg on your subdomains. If your subdomains are separate installs of the WordPress application, it is important to know that many of the integrations with other plugins may

  • Embed a web form on another site

    Once you’ve created a web form in Groundhogg, you can easily share it beyond your WordPress site using embedding options. These options, all accessible from the funnel builder’s "Web Form" benchmark,

  • 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

  • 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

  • Guide to selecting and sending an email to unengaged contacts

    Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

  • 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

  • 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.

  • Text Messaging (SMS): Create a custom SMS integration

    Want to add your own custom SMS integration? You can do that. Copy the code below and add it to a custom plugin file on your site. Once you add the code your custom SMS service will show in the SMS

  • Companies: Create company records with a form submission

    Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

  • AWS Integration: Using a custom Mail From domain

    You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

  • Task Outcomes

    Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing