Search results for 1. how to install groundhogg

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• 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

• 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

• Export an email template

  To export an existing template for use on another site or as a backup, follow these steps: Navigate to Groundhogg > Emails. Open the email you want to export. In the top right corner click the "kebab

• Guide to selecting and sending an email to unengaged contacts

  Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

• 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

• When sending a Broadcast only some emails are sending

  With the release of Groundhogg 3.0, Broadcasts are scheduled in the background using WordPress Cron. This is different than the gh-cron.php . If WordPress cron is not running, then the broadcasts

• 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

• Sales Pipeline: Settings

  The Sales Pipeline has settings available located at Groundhogg > Settings - Pipeline tab Currency - Select the currency of the appropriate country. Separators - Check the checkbox to use a comma as

• 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

• 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

• Good list hygiene

  Best Practices for Maintaining a Clean and Engaged Email List A clean, well-maintained email list is crucial for effective email marketing. Following these best practices will help you enhance

• Create Users From Contacts

  If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

• Modify or remove the '[name] from Somewhere Sunny'.

  The Social Proof extensions will usually output the Contact's first name from Contact's City and Contact's State/Region. If there is no city or state/region it will default to Somewhere Sunny. To

• Plugin API REST Endpoint

  You can use the Plugin API REST endpoint as an alternative to the Webhook Listener if the contact has already been registered on your site. You can send a webhook request to this endpoint call_name,

• 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.

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• Why are tag and email dropdowns not loading?

  If you have just installed Groundhogg and you are unable to select tags or emails from dropdowns it may be because there is an issue with the REST API on your site. This generally happens because of

• SMTP: Troubleshooting errors

  SMTP ERROR: Data not accepted. If you are receiving this error this means that your SMTP provider did not like the SMTP request sent by Groundhogg. There are various reasons why this may occur.

• 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)

• REST API V3 / Contact / Get

  URL GET /wp-json/gh/v3/contacts Method This endpoint supports the GET method Request This endpoint provides multiple ways of searching and retrieving contact information. Here are the parameters you

• 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

• 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

• Custom Fields: Filters

  Groundhogg generates filters based on the custom fields you have created: Depending on the type of field, different filter choices will be available. *You can use these filters together in

• 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

• Understanding Time zones

  Setting up your desired time zone. The Groundhogg booking calendar takes into consideration two distinct time zone settings. The first one is the time your WordPress site is set to. That setting can

• Benchmark: Page Visited

  The Benchmark "Page Visited" can trigger action(s) when a contact visits pages matching specific rules. Drag and drop the "Page Visited" Benchmark over into the flow on the left. You will be

• Benchmark: User Created

  The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

• 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

• Database

  Groundhogg settings are stored in the WordPress wp_options table Groundhogg has its own set of tables. These are the core tables, extensions can add additional tables to the database. Table Name

• Why are Tracking (and Other) Links Not Working?

  If you have just installed Groundhogg and have sent a few emails, you may have noticed that your tracking links may be leading to a page not found (also known as a 404 page, that says the page can't

• Benchmark: Plugin API Benchmark

  The Benchmark "Plugin API Benchmark" provides a way to create your own custom benchmark. Drag and drop the "Plugin API Benchmark" Benchmark over into the flow on the left. You will be presented with

• REST API V3 / SMS / Get

  URL GET /wp-json/gh/v3/sms Method This endpoint supports the GET method. Request You can pass the search string to get SMS with that string. PARAM TYPE REQUIRED DESCRIPTION search string no String to

• Benchmark: Logs In

  The Benchmark "Logs In" can trigger action(s) when a user logs in. Drag and drop the "User Created" Benchmark over into the flow on the left. You will be presented with some setting options. Run when

• Companies: Create company records with a form submission

  Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

• 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

• Action: Plugin API Action

  If you would like to create your own custom Action use the Plugin API Action. To add the Plugin API Action to the funnel flow, either click the "+" at the branch and click the Plugin API Action step

• 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

• 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.

• Performance reports

  Stay Informed with Groundhogg Performance Reports Groundhogg’s performance reports keep you updated with key insights into your business’s growth and engagement. What You’ll Receive: Weekly Updates:

• 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

• 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

• 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

• Benchmark: Download Purchased

  The Benchmark "Download Purchased" can trigger action(s) when a download is purchased in Easy Digital Downloads. Drag and drop the "Download Purchased" Benchmark over into the flow on the left. You

• Benchmark: Field Changed

  The Benchmark "Field Changed" can trigger action(s) based on a custom field being changed. Drag and drop the "Field Changed" Benchmark over into the flow on the left. You will be presented with some

• 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

• Add an external cron-job: SiteGround

  If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

• 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.

• 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

• Error: Failure Reason: funnel_inactive: The funnel is not active.

  While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,