Search results for how to add a tag on an action
614 articles found
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How to Import Confirmed Contacts
If you are importing a list of contacts you have previously confirmed during an import, you can select the option to verify that the list you are importing has been previously confirmed. Once the
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How to Check for Errors
If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a
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How To Mass Delete Contacts
If you want to delete a large group of contacts you can do so by using the Contact's Advance Search Go to Groundhogg > Contacts Click [ Filter Contacts ] button then the "+" sign - Add a filter You
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How to change your profile
Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method
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How To Send Transactional Email
Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use
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How to remove inactive subscribers
Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if the
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How to implement cookie consent
Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result
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How to Install/update Groundhogg manually
If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from
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How to Test Your Funnel
If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive
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How to Enable Safe Mode
If Groundhogg is crashing, throwing errors, or acting buggy, Safe Mode is an easy way to troubleshoot. It temporarily disables all non-Groundhogg plugins, helping you pinpoint conflicts with other
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How To Bulk Edit Contacts
Bulk editing contacts in Groundhogg lets you update multiple contact records at once—saving you time when managing tags, custom fields, or statuses. Whether you’re adding a “VIP” tag to top
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Adding HTML Columns Inside Emails
Sometimes the built-in elements of Groundhogg are not enough for creating the wondrous emails you want to create. That’s why Groundhogg comes with an HTML editor that users can use to edit the HTML
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Register an additional email service
Register an additional SendGrid email service that uses a custom API key when the contact is unconfirmed and the email type is marketing. Add this code to your theme's functions.php file or use a
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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
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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
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Introduction: Tags
In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several
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WooCommerce: Tagging
Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete
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MemberPress: Integration with Groundhogg
The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the
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How to Sync Users With Contacts
Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the
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How to Remain Compliant with GDPR
In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply
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How To Update Your Payment Method
If you signed up for Groundhogg with a credit card, you might need to update your payment method if your card expired, or was canceled. You can do this by logging into your account and going to your
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How to Remain Compliant with CASL
CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC
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What are the "Marketable" and "Non-marketable" tags?
The Marketable and Un-marketable tags are special opt-in status tags that cannot be applied or removed from a contact as they are a reflection of the contact's current opt-in status and compliance
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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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Does Groundhogg offer an Lifetime Deal?
Groundhogg does not have an lifetime deal license. Right now we offer yearly pricing with a 14-day money back guarantee.
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REST API V3 / Contact / Create
URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE
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groundhogg/form/submission_handler/after
This Groundhogg hook executes after the submission handler successfully handles the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); To use
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AWS Integration: Adding an email sender identity
AWS allows you to individually verify ownership of an email address. This is good in the event you do not have access to your DNS zone. Follow these steps to set up an email address for sending. 1.
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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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How to Change the From Email Address
While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new
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How to disable the built-in WP-Cron system
To experience the best Groundhogg and WP performance, you need to disable the built-in WP-Cron system. To disable WP-Cron, add the following to your wp-config.php file, just before the line that says
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How To Translate Groundhogg using Loco Translate
Loco Translate is a free WordPress plugin that allows you to translate text from other plugins in your WordPress dashboard. 1. Get Loco Translate Download and install Loco Translate in your WordPress
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Backup & Restore: How to backup Groundhogg
The Backup & Restore extension provides a simple way for you to backup Groundhogg safely and restore it without having to make any other changes to your site. Backing up Groundhogg To backup
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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
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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
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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
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Why Do I Need An SMTP Service?
What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility
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Email Blocks: Advanced
AdvanceTab Layout Provides: Padding(based on pixels and you can link/unlink the setting) Border Provides: Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: None)
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GiveWP Integrations: Tagging
Segment your donors with tags Apply or delete tags for a contact each time they donate through a specific form.
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Adding custom tabs and fields to the contact screen
Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab
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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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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
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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
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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:
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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!
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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
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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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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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Conditional Logic: Introduction
The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom
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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