Search results for how to remain compliant

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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

• 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

• 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

• 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

• Email Reporting

  Upon selecting the " Email" tab a report specifically for Emails is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time period

• 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

• 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

• 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

• Action: Admin Notification

  The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

• 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

• Action: Send Email

  If you want an email to be sent right after something happens then you can use Send Email to have any email be sent. What you want to do, is add Send Email to the funnel, by dragging it from the

• 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

• AWS Integration: Adding a domain sender identity

  If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

• AffiliateWP Integration: Filters

  Groundhogg's AffiliateWP Integration provides filters to allow you to Affiliate Status Referral History Paid Earnings Unpaid Earnings Number of referrals *You can use these filters together in

• 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

• Filters

  Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Flow Broadcast Query *You can use these filters together in combination NOTE: Additional filters

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

• Companies: Files

  The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

• BuddyBoss Integration: Tracking link compatibility

  What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

• 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

• Zapier Integration: Getting started

  Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

• SMTP: Introduction

  The SMTP extension plugin allows you to use any SMTP service to send emails through Groundhogg. *To monitor bounces and complaints, consider using one of Groundhogg's SMTP Integration extensions. To

• 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

• Companies: Filters

  Groundhogg's Companies Integrations provide filters to allow you to Name Address Industry Phone Website Date Created Contacts Number of Contacts *You can use these filters together in combination

• 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

• Booking Calendar: Connect your Zoom account

  If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

• SendGrid Integration: Create webhook event listener

  SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The

• What cookies does Groundhogg create?

  Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

• 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

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• Booking Calendar: Change appointment length

  With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

• 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

• 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 |

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• 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

• GiveWP Integration: Filters

  Groundhogg's GiveWP Integrations provide filters to allow you to Recent Donations Number of donations Total Donation Value *You can use these filters together in combination Recent Donations Select a

• Contact Columns

  When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

• 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

• Action: Loop

  If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automation. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• 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

• Replacement Code: {auto_login}

  The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

• 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

• 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

• 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

• Sales Pipeline: Filters

  Groundhogg's Sales Pipeline provides filters to allow you to filter based on: Deal Value Close Probability Deal Owner Projected Close Date Date Closed Date Created *You can use these filters together

• AWS Integration: Introduction

  Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have

• Email: Filters

  Title Subject Content Message Type From User Author Funnel Campaigns *You can use these filters together in combination Title Click the ✓ to apply the filter Click the trash can to remove the filter

• 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

• ThriveCart Integration: Introduction

  The ThriveCart integration allows you to listen for requests from ThriveCart to start automation in Groundhogg! You will need the ThriveCart Groundhogg extension or need to have the pro plan (or