Search results for custom action

328 articles found

• Manage Logs

  In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as

• 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

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• 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.

• Email Blocks: Footer

  Footer Block Tab Footer Alignment(Left, Center, Right) Phone Number - Display ( On / Off ) Privacy Policy - Display ( On / Off ) Term - Display ( On / Off ) Font Style Font(The globe gives you access

• How Do I Import My List?

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of contacts. You can add this list to Groundhogg easily. Step 1 Make sure you have a valid CSV file

• Benchmark: Task Completed

  The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). This benchmark is specifically for Contacts. Drag and drop the "Task" Benchmark over into the flow on the

• Companies: Import from a CSV file

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

• What cookies does Groundhogg create?

  Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

• Does Groundhogg track UTM parameters?

  UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

• 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)

• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• 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

• Forms Reporting

  The Forms Report, found under the Forms tab in the Reporting section of the Groundhogg dashboard, offers a comprehensive analysis of form performance for lead capture and feedback collection within a

• 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

• 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)

• 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: Reporting

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

• Email Blocks: Shortcode

  Shortcode Block Tab Shortcde Basic and email-specific shortcodes can be used script and form elements will be stripped out automatically. Shortcodes will not load any JavaScript or CSS dependencies.

• 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

• LearnDash Integration: Introduction

  LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automation. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• Easy Digital Downloads Integration: Benchmarks

  Easy Digital downloads have five benchmarks. These benchmarks are used to automate funnels and send automated emails based on the contact's actions. Cart Updated: This benchmark executes when the

• 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

• Replacement Code Defaults

  To provide a default value for a replacement code that does not return anything, use the following syntax. {replacement::deafult} For example, to provide a default for the first name of a contact you

• Create Users From Contacts

  If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

• 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

• Benchmark: Web Form

  A Web Form benchmark is your tool to gather information from visitors—like names, emails, or event RSVPs—and kick off automated workflows. To add a form to your funnel, use the Web Form benchmark

• 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

• Replacement Code: {date}

  The date replacement code is a handy one that allows you to reformat any date into a nice presentable string. The syntax is the date format followed by a string representation of the date compatible

• What To Do If Events Are Stuck Waiting

  If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the

• 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

• 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

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• 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

• 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

• 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

• 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

• REST API V4 / Deals

  The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

• 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

• 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

• 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

• Booking Calendar: How to create an appointment booking page

  You can create the front end of your appointment solutions by embedding the Google calendar into a page by using the automatically generated shortcode. To find the shortcode you need to follow the

• Contacts: Profile Picture

  A contact’s profile picture adds a visual touch to their record in Groundhogg, making it easier to recognize them in your contact list or reports. By default, Groundhogg uses the WordPress Gravatar

• Create a Web Form

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. Whether you're capturing leads or growing your email list, this built-in form builder

• 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

• 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

• 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