Search results for 3. how to import your list

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• How do I prevent emails from going out on a staging site?

  If you're working on a staging site and wish to prevent emails from being sent via Groundhogg, follow these steps: Navigate to Groundhogg > Settings > Email > Outgoing Email. Set the WordPress Email,

• Lead Scoring: Introduction

  Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

• Content Restriction: Introduction

  Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do

• Performance reports

  Stay Informed with Groundhogg Performance Reports Groundhogg’s performance reports keep you updated with key insights into your business’s growth and engagement. What You’ll Receive: Weekly Updates:

• Really Simple Payments: Payments and refunds

  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

• Easy Digital Downloads Integration: Reporting

  Reporting Groundhogg added an attractive reporting dashboard in version 2.2 and Groundhogg's EDD plugin makes use of it. On the Reports dashboard page you will be able to see the EDD tab which

• Saved Searches

  If you regularly search for contacts with specific search criteria, you can save yourself time by saving the search criteria and reusing it later. Saving a search Loading a search Delete a search

• Dashboard

  Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

• SendGrid Integration: Disable tracking links on SendGrid

  Groundhogg will provide open and click tracking statistics for you. It is known that SendGrid's internal tracking system interferes with Groundhogg's tracking links. You need to disable the SendGrid

• Where Do I Submit A Support Ticket?

  Need technical support from the Groundhogg team? Open a support ticket and we'll help you resolve your answer ASAP. Premium Support access requires an active support license or premium plan. Open a

• AWS Integration: Using a custom Mail From domain

  You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

• Meta Conversions API Integration: Introduction

  With Groundhogg’s Meta Conversions API Integration, you can send conversion events directly from your funnels to Meta (Facebook) for better tracking, optimization, and retargeting. Follow these steps

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• 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

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• 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

• Advanced Features: Funnels

  The Advance Features Extension adds 6 additional funnels Login Reminders Refer a Friend Referral Reward United States Holidays Weekly recurring blog posts Weekly recurring email Login Reminders

• Really Simple Payments: Creating PayPal test account

  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

• 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

• 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

• Sales Pipeline: Managing Products

  It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

• 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

• Email Blocks: Query Loop

  Block Settings Layout Query Reference Layout Columns (Default: 2) Select the number of columns Gap (Default: 10px) Adjust the gap between columns Thumbnail Size(Thumbnail, Medium, Large, and any

• 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

• 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

• Embed a web form on another site

  Once you’ve created a web form in Groundhogg, you can easily share it beyond your WordPress site using embedding options. These options, all accessible from the funnel builder’s "Web Form" benchmark,

• Contact Files

  What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

• WooCommerce: Replacement codes

  The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• Running CRON via WP CLI

  Running CRON jobs via WP-CLI in WordPress is a powerful way to ensure that scheduled tasks are executed reliably and on time, without relying on visitors to trigger events. With WP-CLI, you can

• Searching Funnels

  Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• Easy Digital Downloads Integration: Replacement codes

  The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

• LifterLMS Integration: Replacement codes

  LifterLMS Extension has two replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button that can be found in the e-mail editor and funnel editor.

• Saved Replies

  You can compose and send an email directly from the Contact record. In the email editor, you also have the option to use a saved reply. Click the Saved Replies icon to open a window where you can

• Why Are My Emails Not Sending?

  There can be various reasons why your emails are not sending. Listed below are some of the most common problems and how to solve them. Did you set up your Cron job? Email in Groundhogg is sent based

• Branching: Split (A/B) Test

  Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.

• 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

• groundhogg/form/submission_handler/before_create_contact

  This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

• Event Log

  In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view

• 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

• 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

• 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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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