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• 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

• 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

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• Enable Extension Beta Version Updates

  Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before

• Troubleshooting: Why is my license not being recognized?

  If you are getting licensing errors and your license is not being recognized it may be because your site was not initially authorized to use the license. This can happen becuase: The URL of your site

• Sales Pipeline: Introduction

  The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation. It allows you to easily manage your leads manually or automatically with Groundhogg so you don’t

• Replacement Code: Blocks(Gutenberg blocks)

  Groundhogg enables the activation of replacement codes within designated blocks in WordPress posts and pages. These blocks will contain the trigger to enable Replacement codes: Buttons Columns

• Signed Contracts: Introduction

  Groundhogg Signed Contracts is an alternative to expensive digital signing platforms like DocuSign. Using this add-on your customers can sign digital contracts directly from your website. You can

• Cloudflare Compatibility

  If you are using Cloudflare, you must make several tweaks so that Groundhogg and other highly dynamic WordPress plugins work as expected. Set Max Browser Cache TTL The max TTL is, "the amount of time

• Searching Funnels

  Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• 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

• MemberPress: Sync previous order and customer status with Groundhogg

  The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

• BuddyBoss Integration: Sync Members with Groundhogg

  The Pro or above Groundhogg plan has integration with BuddyBoss so you will need that paid plan or above in order to get the integration. If you have used BuddyBoss in the past and started to use

• eLearnCommerce Integration: Introduction

  eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,

• 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

• Refund Request

  We have full confidence in our products, yet we acknowledge that they may not meet every individual's expectations all the time. If you find our product doesn't meet your needs, we're delighted to

• Action: Create Task

  This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

• Install and License Extensions Using the Groundhogg Helper

  Installing extensions for Groundhogg the old-fashioned way can be a bit of a pain in the butt. We've created a new extension to make installing and managing the rest of your extensions a breeze!

• AffiliateWP Integration: Introduction

  AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate

• Web Form: Dynamic Redirect

  The Web Form benchmark includes an "after submit" section where you can choose to either stay on the current page and display a response or redirect users to another page via a specified URL. It also

• 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

• WooCommerce: Tagging

  Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete

• Booking Calendar: Introduction

  To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

• REST API V3 / Contact / Create

  URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE

• Change Your Language In Groundhogg

  By default, Groundhogg is available in US English. But with clients on several continents, we have built Groundhogg to support many different languages. A list of all translations included with

• 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

• 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

• groundhogg/steps/init

  This Groundhogg WordPress hook is used to add custom actions when the steps are loaded. You can use this action to add custom steps. do_action( 'groundhogg/steps/init', $this ); This action provides

• Add an external cron-job: cron-job.org

  Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the

• 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

• AffiliateWP Integration: Contact Metadata

  Additional information about a Contact's affiliate details can be found in the metadata box in the right column of each Contact. Affiliate ID (Links to AffiliateWP Record & Affiliate Report) Status

• groundhogg/form/embed/before

  This function is used to add custom code before the embedded code. Embedded code is the HTML code which users can copy and paste from other sites to Groundhogg's form builder. do_action(

• Restore Missing Funnel Events

  Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

• Text Messaging (SMS): Create a custom SMS integration

  Want to add your own custom SMS integration? You can do that. Copy the code below and add it to a custom plugin file on your site. Once you add the code your custom SMS service will show in the SMS

• REST API V3 / Tags / Delete

  URL DELETE /wp-json/gh/v3/tags Method This endpoint supports the DELETE method. Request To delete a tag you must pass these arguments. PARAM TYPE REQUIRED DESCRIPTION tag_id int yes The ID of the tag

• Reset

  Under Tools > Misc > Reset Do you need to start over? Remove the data stored in Groundhogg, use this Reset utility. We recommend you backup Groundhogg, just in case you need the data before using

• 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