Search results for how to schedule emails

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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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• WooCommerce: Filters

  Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

• 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

• Groundhogg not loading

  If you encounter issues such as pages failing to load, an ongoing spinner, email templates not displaying, or encountering an error message stating "No route was found matching the URL and request

• Sales Pipeline: Actions

  Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

• PHP Fatal error: Allowed memory size exhausted.

  PHP Fatal error: Allowed memory size of xxxxxxxxx bytes exhausted. This message indicates a PHP Fatal Error due to the exhaustion of the allowed memory. Exhaustion of PHP memory limit is a common

• groundhogg/form/submission_handler/before_create_contact

  This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

• 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

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• 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

• 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

• 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

• 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

• Note Templates

  Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete

• Task Templates

  Task templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring tasks, ensuring consistency, saving time, and reducing errors. Use Create Edit Delete