Search results for 1. how to install groundhogg

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• Creating custom reports

  Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

• 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

• Constants

  In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• 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

• Advanced Features: Introduction to field changed

  Groundhogg provides the functionality to add custom fields for a contact. Users can add custom fields using the custom info section of contact. In some cases, custom information for the contact is

• 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

• GDPR Cookies

  Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

• Action: Webhook

  Groundhogg provides webhooks that you can use to communicate with other software or instances where Groundhogg is located on another website. You want to add Webhook to the funnel by dragging it from

• Advanced Features: How to add custom HTML email templates from third party platforms

  If you are using a third-party platform to design your emails, you can use the Import HTML Template feature to send the email with Groundhogg. When adding a new email, click the Import HTML Template

• Divi Integration: How to connect the divi contact form

  To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

• 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

• Setting Up Email Footer

  Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

• WooCommerce: Compliance

  If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

• Disable tracking links in emails

  There could be multiple reasons why you don’t want tracking links to be in your emails, from privacy, to using another product for tracking purposes, to using an email provider that also does

• 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

• 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

• 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

• Custom Step Titles

  Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive You can enable the ability to customize the titles for Benchmarks and

• How do I prevent emails from going out on a staging site?

  If you're working on a staging site and wish to prevent emails from being sent via Groundhogg, follow these steps: Navigate to Groundhogg > Settings > Email > Outgoing Email. Set the WordPress Email,

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button in

• REST API / Authentication

  The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key

• Really Simple Payments: Setting up Payments

  Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

• 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

• Advanced Email Preferences: Updating your optin forms

  Important information regarding consent verification, optin-status, and GDPR compliance. Groundhogg diligently strives to ensure that you have the tools needed to make sure your business

• How do I reset my password?

  To reset your password for your Groundhogg account, you can follow these steps: Go to the Groundhogg login page. Click on the "Lost your password?" link located below the login form. Enter your

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• How To Send A Plain Text Version Of An Email

  Email deliverability increases if the emails you send contain a plain-text version of the email. Groundhogg supports automatically generated plain-text versions of the emails you send and attaches

• How to allow uploading & downloading of CSVs on multisite

  If you can't upload or download CSV files on your multisite it's because you have to add CSV as a supported file type in your network settings. Go to your Network Settings. Scroll down till you find

• Tutorials: How to delete plugin folder via FTP or cPanel

  If you remove a plugin using the WordPress dashboard and try to reinstall it but aren’t able to activate it because of an error you will need to delete the plugin folder before you can install it

• Troubleshooting: How To Get Your Extensions After Upgrading Your License

  If you have recently upgraded your license, your new access may not be reflected in your site right away if you use the extension installer to download your extensions. To see an updated list of

• Appointment Notification

  The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification

• SendGrid Integration: Connect to SendGrid with the email API

  Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the

• Zapier Integration: Getting started

  Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

• LifterLMS Integration: Introduction

  LifterLMS is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With our LifterLMS integration, you will be able to make it even MORE

• 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

• SMTP: Connect to Sendgrid

  If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and

• 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

• Why Do I Need An SMTP Service?

  What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility

• Import an email template

  You can import a Groundhogg email template from another site or from a local file. Visit Groundhogg > Emails and click [ Import a template ] Click [ Choose File ] and browse your computer for a .json

• BuddyBoss Integration: Tracking link compatibility

  What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

• Introduction to field mapping

  The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

• How to add a note through a funnel or internal form

  HOW TO: WEB FORM BENCHMARK & NOTES Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want

• Advanced Features: How to tag contacts who opened a broadcast email

  1. After your Broadcast has been successfully sent, click on “Broadcasts” then go to Sent Tab 2. Under the “Stats” heading, click on the number beside “Sent”. Note: You can also follow the same

• 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

• WooCommerce: Tools

  Sync WooCommerce Orders If you were using WooCommerce before installing Groundhogg then the WooCommerce orders won’t be synced with the Groundhogg contacts. You can sync them using our Sync

• Easy Digital Downloads Integration: Tools

  Sync EDD Orders If you were using Easy Digital Downloads before installing Groundhogg then the Easy Digital Downloads orders won’t be synced with the Groundhogg contacts. You can sync them using our

• 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,

• Adding HTML Columns Inside Emails

  Sometimes the built-in elements of Groundhogg are not enough for creating the wondrous emails you want to create. That’s why Groundhogg comes with an HTML editor that users can use to edit the HTML

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges