Search results for how to schedule emails

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  • Custom Replacement Codes: Add replacement code

    To add a custom replacement code go to the Replacements tab under the Groundhogg menu. Once you click on the tab, you will be able to view the page that allows you to add custom codes. You will also

  • Action: Apply Tag

    If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the

  • WooCommerce: Replacement codes

    The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

  • 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

  • Custom fields in the list view

    Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

  • Twilio Integration: Composing & sending WhatsApp messages

    Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

  • Sales Pipeline: Managing Products

    It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

  • Does Groundhogg track UTM parameters?

    UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

  • WYSIWYG Editor

    The WYSIWYG (What You See Is What You Get) editor is an intuitive, user-friendly tool embedded in various sections of Grondhogg, such as Notes, Tasks, and more. Features of a WYSIWYG Editor Real-Time

  • BuddyBoss Integration: Are your open stats and click stats the same?

    If your open rate is the same as your click rate and you have BuddyBoss or any other redirect plugin installed you may need to follow these steps to ensure your analytics are correct. Navigate to the

  • Using Web Forms As Internal Forms

    All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

  • Getting Started: Form connectors

    Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

  • GiveWP Integration: Benchmarks

    GiveWP has two benchmarks. Before using this benchmark you will want to create a donation form in GiveWP Drag and Drop the GiveWP Benchmark into the flow New Donation: This benchmark executes when a

  • 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

  • White Label Branding: Introduction

    Groundhogg’s White Label Branding feature allows you to customize the Groundhogg CRM to match your brand identity. This includes changing the Brand Name, Author Name, Author URI, Plugin URI, and

  • Why we don't offer monthly payment options

    Unlike our SaaS competitors, we only offer annual billing options and not monthly billing. Annual billing is typical of most WordPress plugins. It's easy to forget that Groundhogg is simply a

  • 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

  • Social Proof: Introduction

    Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.

  • 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

  • REST API V3 / Tags / Manage

    URL Apply Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/apply Remove Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/remove Method This endpoint

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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,

  • 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

  • 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

  • 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