Search results for custom implementation as 2.0

376 articles found

  • 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

  • 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

  • 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

  • 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

  • Advanced Features: Introduction to field timer

    What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

  • 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

  • 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

  • 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

  • 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

  • Styling Web Forms

    Customizing the appearance of your web form in Groundhogg is simple and flexible. Whether you want a quick, pre-built look or a fully tailored design, the "Web Form" settings offer options to match

  • 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

  • WooCommerce: Contact Metadata

    Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

  • Tutorials: How to connect to Amelia

    To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

  • 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

  • Booking Calendar: How to create a new booking calendar

    Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

  • 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

  • Replacement Code: {posts}

    The {posts} replacement code can be used to add posts to your emails! With several different formatting options, you can find one that matches every use case. Querying posts The posts replacement

  • Connect Google Forms to Groundhogg

    This guide will walk you through the process of integrating a Google Form with Groundhogg by sending form responses to Groundhogg’s Webhook Listener. Once connected, you can trigger automations,

  • 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

  • Signed Contracts: Introduction

    Groundhogg Signed Contracts is an alternative to expensive digital signing platforms like DocuSign. Using this add-on your customers can sign digital contracts directly from your website. You can

  • 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

  • Intro to Replacement Codes

    You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as

  • 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

  • Why we don't offer monthly payment options

    Unlike our SaaS competitors, we only offer annual billing options and not monthly billing. Annual billing is typical of most WordPress plugins. It's easy to forget that Groundhogg is simply 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

  • 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

  • Really Simple Payments: Initial set up

    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

  • 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

  • Introduction to Benchmarks

    Benchmarks are a core component of Groundhogg. They serve as the starting points or triggers within your funnels, enabling you to automate workflows based on specific actions or events. Whether a

  • Why are my contacts "unconfirmed?"

    The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

  • HelpScout Integration: Introduction

    Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

  • Web Form Widget(Block)

    The Groundhogg Web Form Widget is a WordPress block designed to simplify the process of embedding forms into your posts and pages. Prerequisites A WordPress site with the Groundhogg plugin installed

  • 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

  • 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

  • Plugin API REST Endpoint

    You can use the Plugin API REST endpoint as an alternative to the Webhook Listener if the contact has already been registered on your site. You can send a webhook request to this endpoint call_name,

  • 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

  • Booking Calendar: Change appointment length

    With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

  • 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

  • Funnel Reporting

    Upon selecting the "Funnels" tab, a comprehensive list of all existing funnels will be displayed. From this interface, you may generate a detailed report for a specific funnel by clicking its name,

  • What is the List-Unsubscribe header?

    The List-Unsubscribe header will improve email deliverability as ISPs like Gmail and Outlook will recognize it as an email best practice. In Gmail, if you are a good sender, this will appear in your

  • 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

  • Can I add an attachment to my emails?

    When it comes to attaching files to marketing emails, we recommend the following: Don’t Do It! Here are a few reasons why... ISPs may flag your marketing emails as spam, especially if they contain

  • 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

  • Really Simple Payments: Reporting

    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

  • Zapier Integration: Getting started

    Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

  • Twilio Integration: Introduction

    Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

  • AWS Integration: Troubleshooting SES

    If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

  • Appointment Notification

    The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

  • groundhogg/event/skipped

    Used to run a block of code when the event marked as a skipped event. do_action('groundhogg/event/skipped', $this); You will receive the object of an event class as an argument.

  • 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