Search results for groundhogg service

450 articles found

  • 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:

  • 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

  • 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

  • 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

  • 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

  • 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

  • Create your own custom benchmark using the Plugin API

    You could create your own custom benchmark, but as we routinely update the registration flow, and backwards compatibility is not always guaranteed. However, we do provide a future-proof method to

  • 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

  • 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

  • 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

  • Introduction to Actions

    Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

  • Why are Emails Going to Spam?

    Email is a tricky business. Email service providers like Gmail and Yahoo are constantly tweaking their algorithms to ensure users only see relevant emails in their inbox. Here are some things you can

  • 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

  • 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

  • Introduction to Custom Meta

    Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

  • Sales Pipeline: Pipeline

    Add a pipeline Edit a pipeline Delete a pipeline Add a Pipeline You can create a pipeline by going to Groundhogg > Pipelines and then clicking New Pipeline at the top. Once clicked you will be given

  • List of Replacement Codes

    When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Activity Site Post Compliance Email Other Formatting Custom Fields As you

  • Introduction: Tags

    In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several

  • 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.

  • Tutorials: Importing contacts into a funnel

    How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

  • How to remove inactive subscribers

    Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if the

  • 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

  • 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

  • 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: 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

  • 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

  • Do you support WPML/WooCommerce Stores and RTL?

    We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

  • Task Outcomes

    Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing

  • Example: Send Broadcast

    Sample code for sending a broadcast via Groundhogg's API. Ensure you have an email set up and its corresponding ID before using this code. <?php // Define your Groundhogg API credentials $api_url =

  • Tutorials: Importing Just A List of Phone Numbers

    Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

  • 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

  • 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

  • Funnel Template: Basics

    Groundhogg comes with seven funnel templates. Contact Form with follow-up Footer subscriber Free lead magnet download Long term nurture New customer onboarding New lead onboarding Request a review

  • 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

  • What Are Email Headers

    Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

  • How funnels work

    The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be

  • 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

  • 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

  • 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

  • Tutorials: How to setup a lead magnet download funnel in 7 steps

    A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

  • 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: Delay Timer

    This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay. What

  • Opt-in Status Definitions

    New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has

  • 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

  • Booking Calendar: How to send contacts SMS notifications for appointments

    Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

  • Booking Calendar: How to send contacts email notifications for appointments

    Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

  • 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