Search results for 2. basic setup & settings

249 articles found

• 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

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• Zapier Integration: Zap listener

  The Zap Listener is a benchmark that can listen for POSTS from Zapier to your site which contains contact information. You can place a Zap Listener anywhere in your funnel, but if the contact does

• 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

• Booking Calendar: Introduction

  To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

• Troubleshooting: Why can't I activate my WaaS license on subsites?

  If you have a WaaS license, you only need to activate it on the main site of the network. Then, you install the white label plugin which comes with your license and all of the subsites will be

• Email Editor: View in Browser Link

  Q. How do I modify the appearance of the "View this email in your Browser" link, including its text? A. Verify that the "Enable browser view" setting is off by default it is off Drag a Text Block*

• Email Blocks: Button

  Button Block Tab Content Text(Enter the text for the button, Replacement code) Link(Insert a URL, Replacement code) Size(Small, Medium, Large - Default: Medium) Alignment(Right, Center, Left -

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• Enable Extension Beta Version Updates

  Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before

• Benchmark: Post Published

  The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

• Benchmark: Logs In

  The Benchmark "Logs In" can trigger action(s) when a user logs in. Drag and drop the "User Created" Benchmark over into the flow on the left. You will be presented with some setting options. Run when

• Benchmark: Page Visited

  The Benchmark "Page Visited" can trigger action(s) when a contact visits pages matching specific rules. Drag and drop the "Page Visited" Benchmark over into the flow on the left. You will be

• Email Blocks: Menu

  Menu Block Tab Menu Links Add menu items with the name* and link *You can paste and include an emoji Using the 4 arrows drag and drop to sort Click the "X" to remove an item Add additional menu items

• Action: Assign Owner

  If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps

• Email Editor Controls

  The Editor Controls contain global settings. Global Fonts Social Accounts Color Palettes Block Defaults Global Fonts Adjust/add font configuration for the text block. By default, paragraphs, H1, H2,

• Benchmark: User Created

  The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

• Benchmark: Plugin API Benchmark

  The Benchmark "Plugin API Benchmark" provides a way to create your own custom benchmark. Drag and drop the "Plugin API Benchmark" Benchmark over into the flow on the left. You will be presented with

• 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

• Enable Core Beta Version Updates

  If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

• Benchmark: Download Purchased

  The Benchmark "Download Purchased" can trigger action(s) when a download is purchased in Easy Digital Downloads. Drag and drop the "Download Purchased" Benchmark over into the flow on the left. You

• 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

• 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

• Action: Edit Meta

  The action allows you to update any metadata that is attached to a contact or user profile. What you want to do is add Edit Meta to the funnel, by dragging it from the right-hand side over to the

• 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

• Replacement Code: {auto_login}

  The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

• 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.

• [gh_form] Shortcode

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. The [gh_form] shortcode is a quick and easy way to display these forms on WordPress

• Action: Plugin API Action

  If you would like to create your own custom Action use the Plugin API Action. To add the Plugin API Action to the funnel flow, either click the "+" at the branch and click the Plugin API Action step

• Email Blocks: Query Loop

  Block Settings Layout Query Reference Layout Columns (Default: 2) Select the number of columns Gap (Default: 10px) Adjust the gap between columns Thumbnail Size(Thumbnail, Medium, Large, and any

• Action: Date Timer

  If you would like to have something happen at a very specific date and time then you can use the Date Timer action. What you want to do, is add the Date Timer action to the funnel, by dragging it

• Action: Create Task

  This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

• Custom fields in the list view

  Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

• Error: You do not have permission to view this file

  If you are encountering the "You do not have permission to view this file" error in WordPress, there are a few steps you can take to resolve the issue: Check file permissions: Make sure that the file

• 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,

• Benchmark: Field Changed

  The Benchmark "Field Changed" can trigger action(s) based on a custom field being changed. Drag and drop the "Field Changed" Benchmark over into the flow on the left. You will be presented with some

• 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

• Action: Loop

  If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

• 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

• Why are My Contacts Unmarketable?

  What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

• seven Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg Seven add-on is a plugin that lets you send messages using seven.io services. This documentation will help you set up your

• Booking Calendar: Connect your Zoom account

  If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• Action: Create User

  If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

• 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

• Do you support WPML/WooCommerce Stores and RTL?

  We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

• 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

• Campaigns

  Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

• 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

• Benchmark: Webhook Listener

  The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented