Search results for 1. how to install groundhogg

598 articles found

  • 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

  • Custom Fields

    With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

  • 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

  • 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

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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 =

  • 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

  • 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

  • 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

  • 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

  • Database Issues

    If you are experiencing database issues then it's most likely a result of the databases not being installed properly during activation. You can manually re-install them from the tools section if this

  • 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

  • Replacement Code: {posts}

    The {posts} replacement code can be used to add posts to your emails! With several different formatting options, you can find one that matches every use case. Querying posts The posts replacement

  • Email Reporting

    Upon selecting the " Email" tab a report specifically for Emails is presented with charts and tables. You can refine your data by utilizing the date range selector to focus on a specific time period

  • System Info & Debug

    System Info & Debug tab contains the following tools: Download System Info Safe Mode Install Help Previous Update Reset Click to see a larger version

  • Easy Digital Downloads Integration: Benchmarks

    Easy Digital downloads have five benchmarks. These benchmarks are used to automate funnels and send automated emails based on the contact's actions. Cart Updated: This benchmark executes when the

  • Intro to Replacement Codes

    You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as

  • 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

  • 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

  • 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

  • Advanced Features: Introduction to field timer

    What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

  • 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

  • How do I become an affiliate

    Promote Grounhogg and earn a commission on every sale! Earn 20% Recurring Commissions Earnings are paid out within 60 days You will receive Brand Assets(Logos & Banners) Step by step guides 30 day

  • How do I upgrade my license?

    Time to upgrade and get more features? It's super easy and will only take you a few minutes. Go to your licenses in the account dashboard. Click View upgrades for the license you wish to upgrade.

  • How do I renew my license?

    If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue. You may instead be looking to change your

  • Forms Reporting

    The Forms Report, found under the Forms tab in the Reporting section of the Groundhogg dashboard, offers a comprehensive analysis of form performance for lead capture and feedback collection within a

  • What to do when extension aren't updating?

    When you get the "download failed: unauthorized" message when trying to update it means 1 of 2 things The license is invalid, you need to renew or upgrade In this case, you need to log into your

  • Advanced Features: Introduction to the Advance Timer

    The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

  • How Do I Claim a Course Voucher?

    If you have received a voucher code for a course, here is how you can claim it. Already have an account? In your dashboard, click on Redeem a Voucher Then enter your voucher code and click submit.

  • What To Do If Events Are Stuck Waiting

    If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the

  • Can I add an attachment to my emails?

    When it comes to attaching files to marketing emails, we recommend the following: Don’t Do It! Here are a few reasons why... ISPs may flag your marketing emails as spam, especially if they contain

  • Editing Contact List to show what you want

    Overwhelmed with how much is in the contacts list? Want it to show less or more information? You can do that. What you want to do first is go to your contacts list and look for the screen options (in

  • 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

  • Adding custom tabs and fields to the contact screen

    Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab

  • Trigger when Tags are changed, any tags, not one specific tag

    Scenario: Create a benchmark that triggers a funnel when tags are changed, any tags, not one specific tag. Using the Plugin API Benchmark. You will need to add this snippet of code to either your

  • Email Blocks: Posts

    Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

  • Why Do I Need To Create An External Cron Job?

    Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

  • Sorry, you are not allowed to upload this file type.

    If you are attempting to import a CSV file and receive an error: The error may arise from specific HTML tags in your .CSV file, which WordPress restricts for security purposes during the import

  • Error: You do not have permission to view this file

    If you are encountering the "You do not have permission to view this file" error in WordPress, there are a few steps you can take to resolve the issue: Check file permissions: Make sure that the file

  • Adding custom contact table columns

    This code is used to add the custom column inside Groundhogg's contact table. <?php add_action( 'groundhogg_contact_columns', 'add_my_custom_column' ); function add_my_custom_column( $cols ){ $cols[

  • 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

  • WooCommerce: Custom code

    Provided below is a code that can be added to accomplish different solutions for WooCommerce. Remove the WooCommerce meta box from the Contact based on the role. Remove the WooCommerce meta box Add