Search results for 3. how to import your list
585 articles found
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Replacement Code: {files}
The Files replacement code can be used to add a list of files that are added to the Contacts record {files} Example output:
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Sales Pipeline: Deals Widget
Deals A list of deals with Progress flags("in progress", "past close", "closing soon") Total ($) of deals Deal name Contact name Deal value When closing Step indicator Click deal to go to details
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REST API V4 / Contacts
The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the
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Twilio Integration: Composing & sending WhatsApp messages
Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect
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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
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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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groundhogg/tracking/email/opened
This hook is fired when Groundhogg detected that the email is open by the user. Groundhogg uses this matrix to display opened emails in the list of broadcasts. do_action(
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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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AWS Integration: Bounce & Complaint Management
The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the
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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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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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Action: Remove Tag
If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of
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Action: Apply Tag
If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the
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MailHawk - The From address is not authorised
If you are using MailHawk with Groundhogg and have emails that are not sending because of the "The From address is not authorised" error. You may need to change the From address to the one(s)
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Replacement Code: Blocks(Gutenberg blocks)
Groundhogg enables the activation of replacement codes within designated blocks in WordPress posts and pages. These blocks will contain the trigger to enable Replacement codes: Buttons Columns
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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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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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Action: Assign Owner
If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps
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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
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Action: Edit Meta
The action allows you to update any metadata that is attached to a contact or user profile. What you want to do is add Edit Meta to the funnel, by dragging it from the right-hand side over to the
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Preferences Page
Groundhogg includes a page called the "Preference Page", which is automatically created during installation and is essential for Groundhogg to function correctly. You can find it at
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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
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Action: Date Timer
If you would like to have something happen at a very specific date and time then you can use the Date Timer action. What you want to do, is add the Date Timer action to the funnel, by dragging it
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Preferences Page: Communication Preferences
Email Preferences By clicking the "Change my preferences →" the Contact can manage their communications. By default, they will be presented with the option to unsubscribe from " Marketing" emails.
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Action: Create Task
This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You
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Email Blocks: Text
Text Apply styles to content in this block Make the text bold or italic Change the text color Add or remove a hyperlink Align the text to the left, right, center, or make it justified Use a bullet or
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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.
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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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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
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REST API V4 / Notes
The notes API allows you to fetch, add, edit, and delete notes. Note Properties Attribute Type Description ID integer The system ID of the note data object The core properties of the note containing
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Action: Create User
If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in
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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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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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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
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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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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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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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Manage Logs
In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as
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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
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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: Replacement Codes
Signed Contracts have two replacement codes. You can see a full list of replacement codes by clicking the "Insert Replacements" button, which can be found in the e-mail editor and funnel editor.
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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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Do you offer Two-Factor Authentication
Groundhogg's Account Dashboard can be set up with Two-Factor Authentication(2FA) which significantly improves login security. Groundhogg uses WordFence for its 2FA. 2FA works with a number of
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Companies: Replacement codes
The Companies Extension has six 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.
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Sales Pipeline: Replacement Codes
The Sales Pipeline Extension has four 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
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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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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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GiveWP Integration: Replacement Codes
GiveWP Extension has six 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.
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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