Search results for exporting contacts

301 articles found

  • Introduction à Groundhogg(French)

    Si tu connais déjà les CRM et l'automatisation marketing, alors beaucoup de ces termes te seront sûrement familiers. Sinon, cet article te mettra au courant de ce que tu dois savoir sur les

  • Branching: Multi Branch

    Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.

  • 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

  • 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:

  • 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

  • Replacement Code: {files}

    The Files replacement code can be used to add a list of files that are added to the Contacts record {files} Example output:

  • Event Log

    In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view

  • 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,

  • Frequently Asked Questions

    Q. Will the existing records be updated if I perform another import that includes email addresses that match contacts already in the system, but with new data(Phone numbers, addresses, etc.)? A. Yes,

  • Restore Missing Funnel Events

    Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

  • Replacement Codes With Arguments

    Some codes require an argument to function. For example the {date} , {meta} and {GET} codes. You can specify an argument using a period . For example: {date.Y-m-d|today} The date uses PHP Date

  • 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

  • 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

  • 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

  • Email Archives

    Emails that are sent to Contacts can be provided for their review in three ways Direct link http://groundhogg.local/gh/archive/ - you can include this in an email or page. If you have the "Enable

  • Easy Digital Downloads Integration: Tools

    Sync EDD Orders If you were using Easy Digital Downloads before installing Groundhogg then the Easy Digital Downloads orders won’t be synced with the Groundhogg contacts. You can sync them using our

  • 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

  • REST API Playground

    The REST API Playground is a state-of-the-art, interactive platform that allows developers to experiment with various REST API endpoints in a controlled and educational setting. It is designed to

  • What is the List-Unsubscribe header?

    The List-Unsubscribe header will improve email deliverability as ISPs like Gmail and Outlook will recognize it as an email best practice. In Gmail, if you are a good sender, this will appear in your

  • [gh_does_not_have_tags] Shortcode

    This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

  • Error: Failure Reason: funnel_inactive: The funnel is not active.

    While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,

  • 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,

  • Database

    Groundhogg settings are stored in the WordPress wp_options table Groundhogg has its own set of tables. These are the core tables, extensions can add additional tables to the database. Table Name

  • 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

  • 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

  • Refactored Optin Status - 2020-02-12

    In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

  • Getting Started

    Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

  • Getting Started

    Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

  • [gh_has_tags] Shortcode

    You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

  • Zapier Integration: Getting started

    Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

  • Lead Scoring: Introduction

    Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

  • MemberPress: Sync previous order and customer status with Groundhogg

    The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

  • 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

  • Twilio Integration: Receiving messages & replies

    You can now receive messages and replies via SMS and WhatsApp with Twilio! Groundhogg now offers limited 2-way communication that allows you to create simple SMS/WhatsApp-based funnels. Configuring

  • SendGrid Integration: Create webhook event listener

    SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The

  • Preferences Page: Communication Preferences

    Email Preferences By clicking the "Change my preferences →" the Contact can manage their communications. By default, they will be presented with the option to unsubscribe from " Marketing" emails.

  • 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,

  • 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

  • Page Tracking

    In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

  • Email Countdown Timer: Introduction

    Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

  • Email Blocks: Countdown

    Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

  • 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

  • WooCommerce: Reporting

    Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many

  • 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

  • REST API V4 / Deals

    The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

  • Preventing Spam in Web Forms

    If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

  • 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

  • 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

  • WooCommerce: Replacement codes

    The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

  • Easy Digital Downloads Integration: Replacement codes

    The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.