Search results for 2. basic setup & settings

249 articles found

• Tutorials: How to connect MailHawk

  MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

• 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

• What Are Email Headers

  Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

• 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

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• Add an external cron-job: SiteGround

  If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

• 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

• Booking Calendar: Change appointment length

  With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• Action: Add Note

  The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it

• Running CRON via WP CLI

  Running CRON jobs via WP-CLI in WordPress is a powerful way to ensure that scheduled tasks are executed reliably and on time, without relying on visitors to trigger events. With WP-CLI, you can

• Sales Pipeline: Actions

  Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

• 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.

• Email Log

  By default, Email logging is not enabled. How to enable logging. You will be presented with a notification. You can click the [ Settings ] button or the "email settings" link to be taken to the

• 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

• 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

• 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

• Getting Started: Form connectors

  Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• 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

• Advanced Features: Disable Page Tracking Script

  If the page tracking script is having a negative impact on your site speed you can disable it! Go to Groundhogg > Settings > Advanced Features and enable the option to disable the script.

• 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

• 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

• Easy Digital Downloads Integration: Compliance

  Compliance To provide a marketing consent checkbox on the checkout page, visit Groundhogg's Settings > Compliance tab. Check the Enable GDPR features Scroll down to the bottom of this page and enter

• 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

• 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

• LearnDash Integration: Actions

  Actions LearnDash currently comes with one action: Change Enrollment Change Enrollment When the Change Enrollment action is used as a step in a funnel you can enroll or unenroll students from courses

• 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 |

• 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

• 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

• 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

• Benchmark: Custom Activity

  So it's really for developers and third-party usage using our track_activity function A new version of WPFusion will also make it useful, but it's not useful on its own without code at the moment.

• Advanced Features: Enable the Advanced Email Editor

  If you want to design better emails and newsletters, you can use the Advanced Email Editor. After installing the Advanced Features extension, go to the settings area and enable the Advanced Email

• 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

• Branching: Yes/No

  Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

• Preferences Page: Email Archive

  Email Archive This card provides a button to have a link sent to the Contact with a list(archive) of all emails sent. They can also browse emails that are set to public in the Campaign settings. If

• Benchmark: Task Completed

  The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). This benchmark is specifically for Contacts. Drag and drop the "Task" Benchmark over into the flow on the

• 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,

• Disable tracking links in emails

  There could be multiple reasons why you don’t want tracking links to be in your emails, from privacy, to using another product for tracking purposes, to using an email provider that also does

• How to uninstall Groundhogg

  To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

• 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

• 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

• White Label Branding: Shipping custom funnel and email templates

  With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

• Action: Remove Tag

  If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of

• Action: Apply Tag

  If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the

• 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

• Tutorials: Add your affiliate link to your Groundhogg emails!

  Earn passive commissions by adding a Groundhogg affiliate link to your emails in just a few clicks. Not an affiliate? Become an affiliate and earn 10% recurring commissions on all purchases! For this