Search results for account created / new user

268 articles found

• Replacement Code: {auto_login}

  The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL

• Filters

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

• AWS Integration: Troubleshooting SES

  If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

• Booking Calendar: How to create an appointment booking page

  You can create the front end of your appointment solutions by embedding the Google calendar into a page by using the automatically generated shortcode. To find the shortcode you need to follow the

• 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

• Create a Web Form

  You can use Web Forms to collect contact information and start funnels. This is generally the most common tool to capture contact data. Groundhogg has a simple built-in form builder that will serve

• 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

• 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

• 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

• 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

• 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

• Companies: Introduction

  The Companies addon provides an organizational framework for associating multiple contacts to one or more company records within the CRM. From a company record, you can see all associated contact

• Contacts: Profile Picture

  The Contact's profile picture by default is using the WordPress Gravatar. If the Contact has a User associated with it and has Gravatar this will be displayed in the Contact record. 3 ways to change

• Really Simple Payments: Collecting PayPal payments

  Using Groundhogg's really simple payments (which is also included in the plus plan or above) now users will be able to collect payments using PayPal. With the plugin update, you can see a new section

• 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

• 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

• 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

• 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!

• Adding a tag on an action

  One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

• SMTP: Connect to Zoho

  If you plan to use Zoho to send out emails follow the steps below. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin, or get it as part of the

• Really Simple Payments: Payments and refunds

  Groundhogg provides the functionality to administer your payments and subscriptions from your admin area. These tabs provide advanced search functionalities which makes finding a specific transaction

• What Is Transactional Email

  Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

• groundhogg/form/submission_handler/before_create_contact

  This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

• 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

• 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

• Why Is My Login Information Not Working?

  The Groundhogg Academy Site is actually a different site than Groundhogg.io. You may need to create a new account so that you can participate in courses, it is free to create an account.

• 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

• Companies: Create company records with a form submission

  Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

• Twilio Integration: Getting started with WhatsApp

  We are pleased to now offer an integration with the WhatsApp Business API via Twilio! This new integration allows limited 2-way communication with your customers via the popular chat app. Getting

• 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

• 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

• 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

• How Do I Claim a Course Voucher?

  If you have received a voucher code for a course, here is how you can claim it. Already have an account? In your dashboard, click on Redeem a Voucher Then enter your voucher code and click submit.

• 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

• Introduction to Actions

  Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

• Custom Replacement Codes: Edit replacement code

  Groundhogg provides the functionality to edit and delete custom codes generated by the users. To edit an existing replacement code all you need to do is click on the edit button under the replacement

• 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

• 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

• 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

• Why are my contacts "unconfirmed?"

  The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• Email Editor

  To use the Advanced Email Editor, visit Groundhogg > Emails From this screen, you can select from a list of existing emails, add new, broadcast, or search based on the email name. Sorting is

• Why Do I Need To Create An External Cron Job?

  Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

• SMS77 Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg SMS77 add-on is a plugin that lets you send messages using SMS77.io services. This documentation will help you to set up your

• 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

• Booking Calendar: How to Sync Google Calendar

  Please follow the step below to configure two-way sync with Google Calendar. Navigate to the calendar you want to sync, then go Integration, then click connect to another Google account. After you

• Setting Up Email Bounce Handling

  Groundhogg has a basic system for bounce handling if you send an email to an address that does not exist. Setting up bounce handling is not required if using the AWS SES integration plugin. The

• Advanced Features: Introduction To Webhooks

  Webhooks is included in the basic plan of Groundhogg and you will need to install the advanced features plugin to use webhook's. Groundhogg provides webhooks that you can use to communicate with

• Advanced Features: How to connect Groundhogg on two different sites

  Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

• Installation: How to Install and License an Extension

  Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our