Search results for 1. how to install groundhogg
598 articles found
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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
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Lead Scoring: Introduction
Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send
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WPForms Integration
Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or
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Fluent Forms Integration
Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the
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WooCommerce: Reporting
Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many
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I can't download any of my exported contact files!
Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator
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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
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How Do I Import Notes?
If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to
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Branching: Multi Branch
Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.
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Booking Calendar: Connect your Zoom account
If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the
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How to Use Emojis in Email Subject Lines
If you're looking to spice up your email subject lines emojis are a very popular way to do just that! Follow the instructions below to insert emojis into your subject line. Choose the Emoji You Want!
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How to Include a Video in an Email
Incorporating video into your emails can boost engagement, increase click-through rates, and provide a more dynamic experience for your audience. However, embedding a video directly into an email can
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How to Send Email from within the Contact
Within the Contact record, you can create a specific email for that Contact. Simply click the envelope action icon to reveal the following options: Compose Use Template Compose A window will open
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SendGrid Integration: Create webhook event listener
SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The
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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,
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How Fast Are My Emails Sent?
If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You
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Advanced Email Preferences: Introduction to advanced email preferences
By default, Groundhogg offers a global unsubscribe and other preference options. With this extension, you can extend the preferences center to allow contacts to opt-out or into specific tags that you
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Branching: Weighted Distribution
Weighted Distribution Settings offer a flexible and probabilistic approach to funnel design, allowing you to route contacts across multiple branches based on assigned "weights" rather than strict
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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
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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
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What to do if the gh-cron is not verifying?
If you are unable to verify the Groundhogg cron job gh-cron.php then you will have to rely on the WordPress cron wp-cron.php. This is not a big deal but will result in a slight performance hit on
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REST API Playground
The REST API Playground is a state-of-the-art, interactive platform that allows developers to experiment with various REST API endpoints in a controlled and educational setting. It is designed to
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Introduction to Help
Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,
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Custom Step Titles
Do you feel the necessity to alter the titles* of the steps? *The Step titles that Groundhogg generates are pretty impressive Groundhogg generated User generated You can enable the ability to
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WooCommerce Integration: Introduction
WooCommerce is one of many eCommerce solutions that are available for WordPress. Groundhogg has an integration with WooCommerce. The WooCommerce integration is available as part of our Pro plan, or
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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
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Conditional Logic: Introduction
The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom
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Why is my email address not being confirmed?
Are you unable to confirm an email address while testing a funnel? Groundhogg by default treats the logged-in user's email as the priority email for tracking. This means if you're testing while
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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
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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
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HelpScout Integration: Setup contact record siderbar widget
You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for
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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
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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
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Tutorials: Deactive all funnels
If you need to stop all funnels on a website (it could be a testing site, or because something is not working) you can do that without having to go into each funnel to deactivate them. Go into the
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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.
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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
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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
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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,
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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
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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
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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
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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
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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
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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
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Email opens are showing zero
Is there an option enabled that restricts access to the entire site for users who aren't logged in? If so, this setting may conflict with Groundhogg. Consider disabling it and restricting only
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Snippets
These snippets can be placed in your theme's functions.php file or a code snippets plugin. Modify Marketing Consent Modify Terms Agreement Modify GDPR Consent Modify Confirmation Text Modify Footer:
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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
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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
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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
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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