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• Note Templates

  Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Task Templates

  Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• REST API V3 / Emails / Get

  URL GET /wp-json/gh/v3/emails Method This endpoint supports the GET method. Request You can pass the search string to get SMS with that string. PARAM TYPE REQUIRED DESCRIPTION search string no String

• White Label Branding: Introduction

  Groundhogg’s White Label Branding feature allows you to customize the Groundhogg CRM to match your brand identity. This includes changing the Brand Name, Author Name, Author URI, Plugin URI, and

• 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)

• 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.

• Divi Integration: How to connect the divi optin module

  To connect the Divi optin module you must use tags. Follow these steps to connect to the Divi optin module. Connect Divi to Groundhogg There are several steps to connect Groundhogg to the optin

• 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

• 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

• 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,

• Add a server cron-job: Cpanel

  If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

• Tutorials: How to connect to Zendesk

  Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based

• 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

• 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

• 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

• 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

• Connect Brizy Forms to Groundhogg

  Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with

• Tutorials: Importing Just A List of Phone Numbers

  Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

• 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

• 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

• Companies: Introduction

  "The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated

• How to add a note through a funnel or internal form

  Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want to work with Click to see a larger

• 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

• 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

• Tutorials: How to connect MailHawk

  MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

• PHP Fatal error: Allowed memory size exhausted.

  PHP Fatal error: Allowed memory size of xxxxxxxxx bytes exhausted. This message indicates a PHP Fatal Error due to the exhaustion of the allowed memory. Exhaustion of PHP memory limit is a common

• Opt-in Status Definitions

  New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has

• Advanced Features: How to use Superlinks

  Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

• 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

• 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

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• How to Include a Video in an Email

  Incorporating video into your emails can boost engagement, increase click-through rates, and provide a more dynamic experience for your audience. However, embedding a video directly into an email can

• 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

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• 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

• 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

• 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

• Social Proof: Introduction

  Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.

• Advanced Features: How to connect Groundhogg on two different sites

  Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

• Importing Contacts with Their Opt-in Status

  By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the

• Connect Breakdance Forms to Groundhogg

  Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of

• 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

• WYSIWYG Editor

  The WYSIWYG (What You See Is What You Get) editor is an intuitive, user-friendly tool embedded in various sections of Grondhogg, such as Notes, Tasks, and more. Features of a WYSIWYG Editor Real-Time

• Elastic Email Integration: Connect email API

  Elastic Email says they can send emails faster and more reliably, you can make use of their REST API within Groundhogg to know yourself. One of the cool things about our integration is that with it,

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• Tutorials: How to setup a lead magnet download funnel in 7 steps

  A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

• Text Messaging (SMS): Introduction

  Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

• 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

• 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

• 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