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602 articles found
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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
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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*
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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
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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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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
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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
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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
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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
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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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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
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Groundhogg's Tools
*Click the tabs in the menu to view more information. Groundhogg provides many useful tools.
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WooCommerce: Tools
Sync WooCommerce Orders If you were using WooCommerce before installing Groundhogg then the WooCommerce orders won’t be synced with the Groundhogg contacts. You can sync them using our Sync
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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
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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
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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
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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
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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
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GiveWP Integration: Tools
Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations
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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
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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
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Easy Digital Downloads Integration: Tools
Sync EDD Orders If you were using Easy Digital Downloads before installing Groundhogg then the Easy Digital Downloads orders won’t be synced with the Groundhogg contacts. You can sync them using our
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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.
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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
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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
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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
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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
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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
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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
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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
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Custom Fields in Forms(Legacy)
You can collect custom information about a contact using custom fields. As an example, add an "input" field in the form builder. Clicking the button will bring up the field UI where you can give your
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Google Calendar Sync Explained
Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with
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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
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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
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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
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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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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:
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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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Groundhogg's Logs
*Click the tabs in the menu to view more information. These logs can be very helpful in reviewing and troubleshooting the activity in Groundhogg.
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Background Tasks Log
In the Background Tasks log, you have the flexibility to sort these tasks. You can sort them as Pending, In Progress, Done and Cancelled. You can cancel or Run now, by hovering over a task. When
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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
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Third Party Integrations
Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions Hyperise Connect Groundhogg to Hyperise Pabbly
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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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Action: Add Note
The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it
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Tasks
You can create tasks for Contacts, Companies, and Deals. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call In addition to the task
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LearnDash Integration: Introduction
LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in
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Companies: Introduction
"The Companies addon offers an organizational framework that allows you to link multiple contacts to one or more company records within the CRM. With a company record, you can view all associated
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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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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
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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
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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