Search results for what are actions

431 articles found

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • BuddyBoss Integration: Tracking link compatibility

    What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

  • 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.

  • Dashboard

    Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

  • Booking Calendar: Replacement Codes

    The Booking Calendar comes with these replacement codes. Time to appointment {time_to_appointment} The time difference to the start of the appointment Contact Appointment Start Time

  • 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

  • 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

  • Sales Pipeline: Pipeline

    Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

  • Add a server cron-job: Kinsta

    If you are using Kinsta for hosting your website there are two ways to set up a cron-job for your website. First you need to run through the Groundhogg cron setup to make sure the files are put in

  • Why is my email address not being confirmed?

    Are you unable to confirm an email address while testing a funnel? Groundhogg by default treats the logged-in user's email as the priority email for tracking. This means if you're testing while

  • MailHawk - The From address is not authorised

    If you are using MailHawk with Groundhogg and have emails that are not sending because of the "The From address is not authorised" error. You may need to change the From address to the one(s)

  • Refresh Opt-in Status Tags

    Under Tools > Misc is a utility to Refresh Opt-in Status Tags. Click the [ Process ] button. What are opt-in status tags?

  • 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

  • Why Do I Need To Create An External Cron Job?

    Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

  • 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

  • Booking Calendar: Frontend design and display

    There are a few elements of the frontend design of the calendar which you can influence. The logo The calendar logo is pulled directly from your Theme's settings if your theme provides support for

  • 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

  • Companies: Custom Fields

    When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

  • Make Replacement Code link look pretty

    If you don’t want the full replacement code link to appear in your email you can include it as a link anywhere in your email. Here’s how to do this: When you have your email open (and are editing

  • Elementor Integration: How to Connect to Groundhogg

    Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

  • Setting Up Email Bounce Handling

    Groundhogg has a basic system for bounce handling if you send an email to an address that does not exist. Setting up bounce handling is not required if using the AWS SES integration plugin. The

  • 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,

  • 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,

  • 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

  • WP Simple Pay Integration (Stripe): Introduction

    WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

  • Email Reporting

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

  • 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

  • Background Tasks

    Groundhogg's Background Tasks are a powerful feature that ensures smooth operations by handling heavy processing tasks asynchronously. These tasks are executed in the background to maintain

  • Pipelines Reporting

    When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You

  • Preventing Spam in Web Forms with Google reCaptcha

    If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys

  • Contact Activity

    You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits

  • Branching: Split (A/B) Test

    Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.

  • 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

  • Contact Notes

    You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

  • Increase max_input_vars

    The max_input_vars is the number of variables that your website can use to run a function. You may already know this, but if someone gets an error similar to "PHP Warning: Unknown: Input variables

  • 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

  • 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

  • UTM Parameters in emails

    What are UTM Parameters? UTM parameters help you understand where your website traffic is coming from by providing detailed information about the source, medium, campaign, and other attributes of a

  • 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

  • Advanced Email Preferences: Introduction to advanced email preferences

    By default, Groundhogg offers a global unsubscribe and other preference options. With this extension, you can extend the preferences center to allow contacts to opt-out or into specific tags that you

  • Really Simple Payments: Creating PayPal test account

    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

  • Form Styling: Introduction

    Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

  • Postmark Integration: Connect to Postmark with the email API

    Basic SMTP can be slow, so Postmark has a REST API that can deliver emails much faster! How to setup Postmark Integration (included in plus plan or above) to deliver emails via the Postmark API.

  • WooCommerce: Filters

    Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of