Search results for 3. how to import your list

487 articles found

  • How Do I Import My List?

    If you are coming from another CRM (or maybe your excel sheet) you may already have a list of contacts. You can add this list into Groundhogg easily. Step 1 Make sure you have a valid CSV file

  • How to Import GDPR Consent

    If you are importing your list and have previously collected GDPR consent, you will want to carry that consent forward into Groundhogg. Add a column to your CSV file called gdpr_consent. For the

  • How to Import a Funnel

    If you have a funnel export file (ends in ".funnel") you can import it into Groundhogg. Go to Groundhogg > Funnels > Add New and navigate to the "Import Tab" From here you can select your funnel and

  • How to Import Confirmed Contacts

    If you are importing a list of contacts you have previously confirmed during an import, you can select the option to verify that the list you are importing has been previously confirmed. Once the

  • Email Editor: View in Browser Link

    Q. How do I modify the appearance of the "View this email in your Browser" link, including its text? A. Verify that the "Enable browser view" setting is off by default it is off Drag a Text Block*

  • 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

  • How to Test Your Funnel

    If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

  • How to change your profile

    Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method

  • How to add CC addresses to your emails

    If you want to CC an email address, like from a custom field, to an email that you are sending you can use the email Custom Headers feature which is located underneath the email content section. To

  • How To Update Your Payment Method

    If you signed up for Groundhogg with a credit card, you might need to update your payment method if your card expired, or was canceled. You can do this by logging into your account and going to your

  • 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

  • How Do I Export My List?

    We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

  • Import HTML

    You can now import HTML email templates from third-party platforms! Visit Groundhogg > Emails and click [ Import HTML ] Click [ Choose File ] and browse your computer for a .htm, .html file The HTML

  • Booking Calendar: How to connect your Zoom account

    Groundhogg booking calendar allows you to connect with Zoom if you wish to do so. How to connect to your Zoom account: Log into your WordPress install. Click on the Groundhogg/calendars link:

  • How to override templates in your child theme

    If you want to customize the various templates in Groundhogg you can do so by defining a groundhogg-templates folder in your child theme and overriding any template files there. Your child theme

  • 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

  • Import a template

    You can import a template used in Groundhogg from another site or saved locally. Visit Groundhogg > Emails and click [ Import a template ] Click [ Choose File ] and browse your computer for a .json

  • Tutorials: Add your affiliate link to your Groundhogg emails!

    Earn passive commissions by adding a Groundhogg affiliate link to your emails in just a few clicks. Not an affiliate? Become an affiliate and earn 10% recurring commissions on all purchases! For this

  • 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

  • List of Replacement Codes

    When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Site Post Compliance Email Other As you add extensions additional

  • What is a suppression list?

    A suppression list is a collection of email addresses or domains that are excluded from your email marketing campaigns or communications. They can also be labeled as "inactive". Different SMTP

  • Custom fields in the list view

    Custom fields you create will show in the contact list view by default. You can hide/show custom fields by clicking on Screen Options and selecting which columns you want to see in the table. Your

  • Tutorials: Importing Just A List of Phone Numbers

    Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

  • How to add contacts to a funnel

    If you want to add contacts to a funnel in bulk, follow these steps. First, search for your contacts in the contacts area, using either quick search, advanced search, saved search, or optin status

  • Elementor Integration: How to Connect to Groundhogg

    Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

  • How to uninstall Groundhogg

    To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

  • How To Change a User to an Administrator

    If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

  • Importing Contacts with Their Opt-in Status

    By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the

  • How to Enable Safe Mode

    If you are experiencing issues in Groundhogg there is an easy troubleshooting method to help you. Sometimes there are conflicts with other plugins (We can't think of everything). If this happens it

  • How to implement cookie consent

    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

  • How To Generate An Invoice

    If you need to generate an invoice for a previous Groundhogg payment you can do so right within your account! Login to your account and click on the Purchases tab. There is an option to generate an

  • How to auto-fill web forms.

    If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

  • How To Reschedule Failed Events

    If you had a number of events fail, for example, a broadcast email, you may want to retry those emails. This can be done easily. Go to Admin > Groundhogg > Events > Failed. Select the events you'd

  • How To Bulk Edit Contacts

    To bulk edit your contacts, go to the contacts screen and make a search for the contacts you want to edit. Next to the bulk actions screen, there is a More Actions dropdown which you can click to

  • Tutorials: How to connect MailHawk

    MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

  • How to Search for Contacts

    Need to find a contact or group of contacts? Here is how you can search for them. Advanced Search You can perform an advanced search with multiple criteria by clicking on the filter contacts button

  • How to export a Funnel.

    One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Direct export. To export your funnel, go to the main funnels list and hover over the

  • How to enable email logging

    If you want to keep a record of all emails that are sent from your site you can enable the Email Logging feature. Enable email logging To enable it, go to Groundhogg > Settings > Email and scroll to

  • How to Check for Errors

    If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a

  • How To Mass Delete Contacts

    If you want to delete a large group of contacts you can do so by using the Contact's Advance Search Go to Groundhogg > Contacts Click [ Filter Contacts ] button then the "+" sign - Add a filter You

  • How To Send Transactional Email

    Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

  • How To Schedule a Broadcast

    Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

  • Tutorials: Importing contacts into a funnel

    How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed

  • Booking Calendar: How to add custom notes to appointment card

    The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

  • Installation: How to Install Groundhogg manually

    If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from

  • How to Remain Compliant with CASL

    CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC

  • How To Confirm An Email Address

    Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

  • How to Sync Users With Contacts

    Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

  • How to Remain Compliant with GDPR

    In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

  • Advanced Features: How to use Superlinks

    Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact