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• WP Simple Pay Integration (Stripe): Introduction

  WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

• 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

• Background Tasks

  Groundhogg's Background Tasks are a powerful feature that ensures smooth operations by handling heavy processing tasks asynchronously. These tasks are executed in the background to maintain

• Add an external cron-job: Windows Server

  Windows calls their time-based scheduling system the "Task Scheduler." It can be accessed via the Administrative Tools in the control panel. How you set up the task varies with the server setup. One

• REST API Playground

  The REST API Playground is a state-of-the-art, interactive platform that allows developers to experiment with various REST API endpoints in a controlled and educational setting. It is designed to

• 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

• 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

• Can I send emails from my hosting account?

  Groundhogg can use your hosting e-mail service for sending emails. However, when setting up you need to see what limits your hosting company has, and if the emails go into spam or not. You should see

• Make Replacement Code link look pretty

  If you don’t want the full replacement code link to appear in your email you can include it as a link anywhere in your email. Here’s how to do this: When you have your email open (and are editing

• WooCommerce: Compliance

  If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

• 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

• Create your own custom benchmark using the Plugin API

  You could create your own custom benchmark, but as we routinely update the registration flow, and backwards compatibility is not always guaranteed. However, we do provide a future-proof method to

• Setting Up Email Bounce Handling

  Groundhogg has a basic system for bounce handling if you send an email to an address that does not exist. Setting up bounce handling is not required if using the AWS SES integration plugin. The

• 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

• 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

• Contact Notes

  You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

• Tutorials: Importing contacts into a funnel

  How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

• 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

• Email Editor: View in Browser Link

  Q. How do I modify the appearance of the "View this email in your Browser" link, including its text? A. Verify that the "Enable browser view" setting is off by default it is off Drag a Text Block*

• 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

• 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

• Twilio Integration: Getting started with WhatsApp

  We are pleased to now offer an integration with the WhatsApp Business API via Twilio! This new integration allows limited 2-way communication with your customers via the popular chat app. Getting

• 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

• Why are My Contacts Unmarketable?

  What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

• 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

• Benchmark: Webhook Listener

  The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• 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.

• 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

• 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

• Action: Delay Timer

  This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay. What

• 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

• 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

• 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

• 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

• 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

• 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

• Preventing Spam in Web Forms with Google reCaptcha

  If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys

• 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

• Presto Player Integration: Introduction

  Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

• groundhogg/form/submission_handler/after

  This Groundhogg hook executes after the submission handler successfully handles the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); To use

• 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

• 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

• ZeroBounce: Introduction

  Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help 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

• 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,

• Email Log

  By default, Email logging is not enabled. How to enable logging. You will be presented with a notification. You can click the [ Settings ] button or the "email settings" link to be taken to the

• Funnel: Filters

  Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

• 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

• Adding custom reports

  Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you