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187 articles found
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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
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Really Simple Payments: Collecting PayPal 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
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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,
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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
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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
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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
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Form Styling: Introduction
Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which
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Action: Webhook
Groundhogg provides webhooks that you can use to communicate with other software or instances where Groundhogg is located on another website. You want to add Webhook to the funnel by dragging it from
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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
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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
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Increase max_input_vars
The max_input_vars is the number of variables that your website can use to run a function. You may already know this, but if someone gets an error similar to "PHP Warning: Unknown: Input variables
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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
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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
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Creating custom reports
Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a
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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
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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
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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
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Really Simple Payments: Adding webhook manually
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
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White Label Branding: Shipping custom funnel and email templates
With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency
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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
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Introduction to field mapping
The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by
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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
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Booking Calendar: Calendar Settings
Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting
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Advanced Features: Introduction to the Advance Timer
The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as
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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
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Add a server cron-job: Kinsta
If you are using Kinsta for hosting your website there are two ways to set up a cron-job for your website. First you need to run through the Groundhogg cron setup to make sure the files are put in
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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
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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
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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
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Good list hygiene
Best Practices for Maintaining a Clean and Engaged Email List A clean, well-maintained email list is crucial for effective email marketing. Following these best practices will help you enhance
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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.
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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
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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
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Contact Reporting
Upon selecting the "Contacts" tab a report specifically for Contacts is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time
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Glossary of Terms
This page provides explanations of terms used throughout our documentation and plugin, listed in alphabetical order. Index A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S |
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Introduction to Reporting
Groundhogg's reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can access the Reporting dashboard by selecting "
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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,