Search results for how to remain compliant
573 articles found
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How to create a custom countdown timer theme
Steps to Create the Plugin: 1. Create the Plugin Folder: Go to your WordPress installation directory. Navigate to /wp-content/plugins/. Create a new folder for your plugin, for example:
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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:
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Introduction to Help
Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,
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Introduction to Actions
Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions
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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
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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
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Introduction to Reporting
Groundhogg's reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can access the Reporting dashboard by selecting "
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How funnels work
The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be
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Introduction to Custom Meta
Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send
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Introduction to field mapping
The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by
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SMTP: Connect to Zoho
If you plan to use Zoho to send out emails follow the steps below. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin, or get it as part of the
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Intro to Replacement Codes
You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as
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SMTP: Connect to Sendgrid
If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and
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Connect Formsite to Groundhogg
This guide will walk you through the process of integrating Formsite with Groundhogg by setting up a webhook in Formsite to send form submission data to Groundhogg's Webhook Listener. This allows you
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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
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Advanced Features: Introduction To Webhooks
Webhooks is included in the basic plan of Groundhogg and you will need to install the advanced features plugin to use webhook's. Groundhogg provides webhooks that you can use to communicate with
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Introduction to Groundhogg Custom Extension
Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some
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Adding custom code to Groundhogg
The best place to add custom code in Groundhogg is in a custom plugin, that way you can deactivate it if you make a mistake or your code stops working. Download our example plugin from Github and
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Connect Google Forms to Groundhogg
This guide will walk you through the process of integrating a Google Form with Groundhogg by sending form responses to Groundhogg’s Webhook Listener. Once connected, you can trigger automations,
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Connect forms.app Forms to Groundhogg
forms.app is an accessible online form builder that streamlines the creation of personalized forms, including surveys, contact forms, and registration forms. This comprehensive guide demonstrates how
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Connect Breakdance Forms to Groundhogg
Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of
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Connect Brizy Forms to Groundhogg
Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with
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Connect Kadence Forms to Groundhogg
Kadence is a premium WordPress theme that lets you visually build WordPress sites and uses blocks. The Kadence “Form” block allows the building and placement of forms on any page built with Kadence.
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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,
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How Do I Import Notes?
If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to
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How the List-Unsubscribe header works
You may be here because you heard that GMail is now enforcing best practices for bulk senders, including adding the List-Unsubscribe header to your emails. Since Groundhogg always follows best