Search results for custom implementation pre 2.0

248 articles found

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• 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

• How Do I Export My List?

  We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

• 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

• 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

• 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

• 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

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• 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

• 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

• Really Simple Payments: Setting up Payments

  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

• 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

• Branching: Yes/No

  Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

• 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

• Branching: Multi Branch

  Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.

• 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

• 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

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• 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

• 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,

• Branching: Weighted Distribution

  Weighted Distribution Settings offer a flexible and probabilistic approach to funnel design, allowing you to route contacts across multiple branches based on assigned "weights" rather than strict

• 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

• 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,

• 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

• 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

• 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

• 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

• WooCommerce: Examples

  Example Funnel Let’s take for example a customer who adds anything to their shopping cart, and then empties it. Here’s an example of how your funnel may go. This way, the customer is reminded (by an

• 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 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

• 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

• Booking Calendar: How to send contacts email notifications for appointments

  Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

• 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

• 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

• Easy Digital Downloads Integration: Filters

  Groundhogg's Easy Digital Downloads Integrations provide filters to allow you to Purchased History Download History Lifetime Customer Value Number of Payments License Status Subscription Status *You

• 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

• 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

• Easy Digital Downloads Integration: 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

• GiveWP Integrations: Contact Metadata

  Additional information about a Contact's donations can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Payments Donation ID Donation Status Donation

• Funnel Template: Basics

  Groundhogg comes with seven funnel templates. Contact Form with follow-up Footer subscriber Free lead magnet download Long term nurture New customer onboarding New lead onboarding Request a review

• Easy Digital Downloads Integration: Examples

  Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back

• 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

• Web Form: Dynamic Redirect

  The Web Form benchmark includes an "after submit" section where you can choose to either stay on the current page and display a response or redirect users to another page via a specified URL. It also

• 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