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• WPForms Integration

  Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or

• Meta Replacement Codes

  Groundhogg can store additional information associated with contacts as metadata. To display metadata you can use replacement codes, for example: {profile_picture} or {note} You can find the

• 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.

• 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.

• Fluent Forms Integration

  Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the

• WooCommerce: Adding data from the Checkout Field Editor

  If you utilize WooCommerce along with the " Checkout field editor" to incorporate additional fields into your checkout form and aim to gather data to append to your Contact, here's what you need to

• 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

• Funnel: Copy and Paste Step

  Here’s a concise, step-by-step guide to copy and paste a step in a funnel: Locate the Step: Find the specific step in your funnel that you want to copy. Click the Step: Left-click on the step to

• 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

• Getting Started

  Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

• Getting Started

  Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

• 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

• What Is Transactional Email

  Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

• 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

• 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

• [gh_has_tags] Shortcode

  You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

• HelpScout Integration: Setup webhook event listener

  For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

• Booking Calendar: Use a custom form for bookings

  Groundhogg Booking Calendar provides functionality to create a custom form that the user needs to fill while booking an appointment. Booking Calendar uses the Groundhogg form to achieve this task.

• Custom Replacement Codes: Edit replacement code

  Groundhogg provides the functionality to edit and delete custom codes generated by the users. To edit an existing replacement code all you need to do is click on the edit button under the replacement

• 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

• 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

• 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

• Enable Core Beta Version Updates

  If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

• Add a server cron-job: Cpanel

  If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

• 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

• [gh_form] Shortcode

  Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. The [gh_form] shortcode is a quick and easy way to display these forms on WordPress

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• Having trouble activating a license or installing an extension? It's not just you

  If you try to activate a Groundhogg license or install an extension through the Groundhogg helper, you may get an error message saying “cURL error 60: SSL certificate problem: certificate has

• AffiliateWP Integration: Benchmarks

  AffiliateWP has two benchmarks. These benchmarks are used to trigger actions. Affiliate Status Changed: This benchmark executes when the affiliate status changes to... ( Active, Inactive, Pending,

• Cron Setup

  Under Tools > Cron Setup is a wizard to help you get your Cron Jobs up and running. Click [ Get Started ] It's recommended to click the [ Install Automatically! ] button.A file named gh-cron.php will

• 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

• Appointment Notification

  The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

• [gh_does_not_have_tags] Shortcode

  This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

• Page Tracking

  In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

• 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

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• 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

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

• Companies: Notes

  A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

• Preventing Spam in Web Forms

  If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

• seven Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg Seven add-on is a plugin that lets you send messages using seven.io services. This documentation will help you set up your

• 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

• Text Messaging (SMS): Settings

  The SMS Extension has settings available located at Groundhogg > Settings - SMS tab NOTE: You will need at least one service plugin to send SMS to contact.(ex: Twilio, AWS, SMS77 etc.) Transactional

• Register an additional email service

  Register an additional SendGrid email service that uses a custom API key when the contact is unconfirmed and the email type is marketing. Add this code to your theme's functions.php file or use a

• 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

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• Enable Extension Beta Version Updates

  Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before

• Troubleshooting: Why is my license not being recognized?

  If you are getting licensing errors and your license is not being recognized it may be because your site was not initially authorized to use the license. This can happen becuase: The URL of your site

• 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