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  • SMTP: Why you shouldn't send email with G-Suite/Gmail!

    Sending email with GSuite is NOT RECOMMENDED, Gsuite is an excellent mailbox tool, but it is NOT an SMTP service (even though it has one). Problems with GSuite: Poor deliverability, your emails will

  • 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

  • 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

  • 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

  • Install Help

    Under Tools > Misc > Install help is a utility to reinstall Groundhogg or its installed extensions In the event there were installation issues. It does not affect your data.

  • [gh_replacements] Shortcode

    You can use this shortcode to merge replacement codes into your content. [gh_replacements]Hi {first}[/gh_replacements] If you are feeling a bit lazy, you can use the shorthand version as well.

  • 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,

  • Benchmark: User Created

    The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

  • Email Countdown Timer: Introduction

    Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

  • Email Blocks: Countdown

    Countdown You can use the Countdown block in the email editor to add fixed countdowns (based on a specific date) or evergreen countdowns to your emails, with a variety of themes to choose from. Block

  • 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

  • [gh_contact] Shortcode

    This shortcode allows you to merge contact data into your content. This code works on a per-field basis, and you can also pass a default parameter in the event that the field doesn’t exist.

  • 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,

  • 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

  • GiveWP Integration: Introduction

    GiveWP is one of the most popular donation plugins for WordPress, with over 100,000 active users. GiveWP offers a wide range of features, including Multiple payment gateways, Recurring donations,

  • 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

  • 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

  • Companies Logo

    The company recor by default will fetch the Favicon from the website entered for that company. But also available is a Logo upload field in the General tab to provide the logo. Visit the company

  • Easy Digital Downloads Integration: Introduction

    Easy Digital Downloads (EDD) is a Top Tier eCommerce solution for companies exclusively selling digital products (Audio Files, PDFs, WordPress Plugins, Apps) and Groundhogg provides direct

  • 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

  • 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

  • Text Messaging (SMS): Introduction

    Groundhogg's amazing stacks provide access to SMS marketing along with email marketing. You can enable SMS marketing in Groundhogg by installing the SMS plugin on your website. You can download the

  • Email Blocks: Advanced

    AdvanceTab Layout Provides: Padding(based on pixels and you can link/unlink the setting) Border Provides: Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: None)

  • Tasks

    You can create tasks for Contacts, Companies, and Deals. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call In addition to the task

  • WYSIWYG Editor

    The WYSIWYG (What You See Is What You Get) editor is an intuitive, user-friendly tool embedded in various sections of Grondhogg, such as Notes, Tasks, and more. Features of a WYSIWYG Editor Real-Time

  • BuddyBoss Integration: Introduction

    BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

  • GiveWP Integrations: Tagging

    Segment your donors with tags Apply or delete tags for a contact each time they donate through a specific form.

  • groundhogg/safe_mode_enabled

    This action hooks run when the safe mode is enabled from the tools section of groundhogg. Groundhogg's safe mode disable all the other plugin on your site except Groundhogg once. do_action(

  • Replacement Codes Without Arguments

    This is the majority of codes, simply copy and paste and you’re off to the races.

  • Add an external cron-job: Mac OSX and Linux

    If you are using Mac or Linux operating systems then you can access the Cron Job scheduler using the following command. crontab -e This system uses specific syntax to schedule Cron Job. Use the

  • 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

  • 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

  • AffiliateWP Integration: Filters

    Groundhogg's AffiliateWP Integration provides filters to allow you to Affiliate Status Referral History Paid Earnings Unpaid Earnings Number of referrals *You can use these filters together in

  • Filters

    Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Flow Broadcast Query *You can use these filters together in combination NOTE: Additional filters

  • Companies: Files

    The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

  • Easy Digital Downloads Integration: Filters

    Groundhogg's Easy Digital Downloads Integrations provide filters to allow you to Purchased History Download History Lifetime Customer Value Number of Payments License Status Subscription Status *You

  • Companies: Filters

    Groundhogg's Companies Integrations provide filters to allow you to Name Address Industry Phone Website Date Created Contacts Number of Contacts *You can use these filters together in combination

  • GiveWP Integration: Filters

    Groundhogg's GiveWP Integrations provide filters to allow you to Recent Donations Number of donations Total Donation Value *You can use these filters together in combination Recent Donations Select a

  • WooCommerce: Benchmarks

    Woocommerce Integration comes with these benchmarks that are used to trigger automation. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

  • Merging Companies

    Merging duplicate company records in Groundhogg is essential for maintaining a streamlined database, enhancing team efficiency, and optimizing marketing strategies. Here's a comprehensive guide to

  • Sales Pipeline: Filters

    Groundhogg's Sales Pipeline provides filters to allow you to filter based on: Deal Value Close Probability Deal Owner Projected Close Date Date Closed Date Created *You can use these filters together

  • Email: Filters

    Title Subject Content Message Type From User Author Funnel Campaigns *You can use these filters together in combination Title Click the ✓ to apply the filter Click the trash can to remove the filter

  • Booking Calendar: Calendar Settings

    Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

  • WooCommerce: Filters

    Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

  • Sales Pipeline: Actions

    Actions Sales Pipeline currently comes with two actions: Create Deal Move Deal Create Deal When the Create Deal actions are used as a step in a funnel a deal will be created with the following

  • REST API V3 / Emails / Send

    URL POST /wp-json/gh/v3/emails/send Method This endpoint supports the POST method. Request This endpoint provides functionality to send email to the contact. PARAM TYPE REQUIRED DESCRIPTION

  • 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

  • Email Editor: Keyboard Shortcut

    You can use keyboard shortcuts in Groundhogg's Email Editor to maintain a smooth writing and editing flow without needing to reach for a mouse. To delete a block: Use the Delete key. To copy a block:

  • Does Groundhogg track UTM parameters?

    UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

  • 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