Search results for form connectors

138 articles found

• 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

• Contact Reporting

  Upon selecting the "Contacts" tab a report specifically for Contacts is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time

• Why are my contacts "unconfirmed?"

  The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

• Merging Companies

  Merging duplicate company records in Groundhogg is essential for maintaining a streamlined database, enhancing team efficiency, and optimizing marketing strategies. Here's a comprehensive guide to

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• Tasks

  You can create tasks for Contacts, Companies, and Deals. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call In addition to the task

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• 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

• 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

• Adding custom reports

  Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

• 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

• 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

• 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

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Activity Site Post Compliance Email Other Formatting Custom Fields As you

• Custom Fields

  With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

• 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

• Caching Compatibility

  If you have a caching plugin (please only use one at a time) or any sort of system caching on your website or may notice Groundhogg not quite working as well and as quickly as you had hoped. There

• 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

• GiveWP Integration: Reporting

  GiveWP Reporting If you are looking to create reports for your donation forms created in GiveWP, follow the Custom Reports help document.

• 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

• Custom Step Titles

  Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive Groundhogg generated User generated You can enable the ability to

• 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

• ZeroBounce: Introduction

  Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help you.

• 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

• 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

• Really Simple Payments: Initial set up

  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

• 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

• 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

• Really Simple Payments: Adding webhook manually

  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

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• 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