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518 articles found

  • MemberPress: Integration with Groundhogg

    The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the

  • WooCommerce: Reporting

    Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many

  • Email Blocks: Footer

    Footer Block Tab Footer Alignment(Left, Center, Right) Phone Number - Display ( On / Off ) Privacy Policy - Display ( On / Off ) Term - Display ( On / Off ) Font Style Font(The globe gives you access

  • How to add contacts to a funnel

    If you want to add contacts to a funnel in bulk, there are two ways Through the Contacts Bulk Actions Add contacts to this funnel wizard Contacts - Bulk Actions First, search for your contacts in the

  • 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

  • Campaigns

    Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

  • Really Simple Payments: Reporting

    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

  • AWS Integration: How to answer questions when moving from SES Sandbox to production

    AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

  • 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

  • How to Install/update Groundhogg manually

    If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from

  • Email Blocks: Button

    Button Block Tab Content Text(Enter the text for the button, Replacement code) Link(Insert a URL, Replacement code) Size(Small, Medium, Large - Default: Medium) Alignment(Right, Center, Left -

  • Import HTML

    You can now import HTML email templates from third-party platforms! Visit Groundhogg > Emails and click [ Import HTML ] Click [ Choose File ] and browse your computer for a .htm, .html file The HTML

  • Sales Pipeline: Introduction

    The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation. It allows you to easily manage your leads manually or automatically with Groundhogg so you don’t

  • Email Editor Controls

    The Editor Controls contain global settings. Global Fonts Social Accounts Color Palettes Block Defaults Global Fonts Adjust/add font configuration for the text block. By default, paragraphs, H1, H2,

  • How to Test Your Funnel

    If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

  • 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

  • How to Search for Contacts

    Need to find a contact or group of contacts? Here is how you can search for them. Advanced Search You can perform an advanced search with multiple criteria by clicking on the filter contacts button

  • Editing Contact List to show what you want

    Overwhelmed with how much is in the contacts list? Want it to show less or more information? You can do that. What you want to do first is go to your contacts list and look for the screen options (in

  • Email Editor: Convert to post

    How to Convert Emails to Blog Posts in One Click If you’ve put a lot of effort into crafting an email, it’s only natural that you might want to share it as a blog post as well. Groundhogg makes this

  • Where do I download the system status file?

    When requesting support you may be asked for a copy of your system status file. This can be downloaded and attached to an email. Go to Groundhogg > Tools and you will be able to scroll down and

  • 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,

  • eLearnCommerce Integration: Introduction

    eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,

  • How do I upgrade my license?

    Time to upgrade and get more features? It's super easy and will only take you a few minutes. Go to your licenses in the account dashboard. Click View upgrades for the license you wish to upgrade.

  • Contact Activity

    You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits

  • 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

  • How to Remain Compliant with GDPR

    In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

  • HelpScout Integration: Introduction

    Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

  • 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

  • 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

  • Marketability explained

    Contacts can either be Marketable, or Unmarketable. These two states are a reflection of several criteria that factor in a contact's activity, metadata, and your site's level of compliance. How

  • Introduction to field mapping

    The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

  • 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

  • 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

  • Easy Digital Downloads Integration: Examples

    Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back

  • 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

  • GiveWP Integration: Introduction

    GiveWP is one of the most popular donation plugins for WordPress, with over 100,000 active users. GiveWP offers a wide range of features, including Multiple payment gateways, Recurring donations,

  • MemberPress: Snippets

    Set opt-in status and consent when a member in MemberPress becomes active. Set Contact opt-in status and consent <?php add_action( 'mepr-account-is-active', 'set_contact_optin_status_and_consent', 11

  • AffiliateWP Integration: Introduction

    AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate

  • Companies: Import from a CSV file

    If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

  • 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.

  • Easy Digital Downloads Integration: Introduction

    Easy Digital Downloads (EDD) is a Top Tier eCommerce solution for companies exclusively selling digital products (Audio Files, PDFs, WordPress Plugins, Apps) and Groundhogg provides direct

  • Introduction to Help

    Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,

  • How Fast Are My Emails Sent?

    If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You

  • 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

  • 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

  • How to add multiple outgoing STMP services

    If you are sending a high volume of email, you may want to differentiate the service you use for Transactional email and Marketing email. Definitions: Don't know the difference between transactional

  • 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

  • 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

  • Refactored Optin Status - 2020-02-12

    In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

  • Troubleshooting: Why can't I activate my WaaS license on subsites?

    If you have a WaaS license, you only need to activate it on the main site of the network. Then, you install the white label plugin which comes with your license and all of the subsites will be