Search results for account created / new user

270 articles found

  • 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

  • Twilio Integration: Receiving messages & replies

    You can now receive messages and replies via SMS and WhatsApp with Twilio! Groundhogg now offers limited 2-way communication that allows you to create simple SMS/WhatsApp-based funnels. Configuring

  • Benchmark: Task Completed

    The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). Drag and drop the "Task" Benchmark over into the flow on the left. You will be presented with some setting

  • GiveWP Integration: Benchmarks

    GiveWP has one benchmark. This benchmark is used to automate funnels and send automated emails based on the contact's actions. Before using this benchmark you will want to create a donation form in

  • Add an external cron-job: Windows Server

    Windows calls their time-based scheduling system the "Task Scheduler." It can be accessed via the Administrative Tools in the control panel. How you set up the task varies with the server setup. One

  • GiveWP Integration: Tools

    Sync GiveWP Donations If you were using GiveWP before installing Groundhogg then the GiveWP donations won’t be synced with the Groundhogg contacts. You can sync them using our Sync GiveWP Donations

  • Manage Logs

    In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as

  • Zapier Integration: How to integrate Groundhogg with Thriveleads

    Integrating with Thrive Leads can be accomplished in two ways. 1. You can use the Zapier addon (which is included in the Pro plan or above) from Groundhogg and set up a Zap. Documentation for the

  • 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

  • Companies: Notes

    A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

  • Using Web Forms As Internal Forms

    All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

  • Tutor LMS Integration: Introduction

    Tutor LMS is a feature-rich, easy to use learning platform. With our Tutor LMS integration, you will be able to make it even MORE powerful. The Goundhogg integrations include actions for courses: Add

  • 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

  • Benchmark: Web Form

    Want information on someone? Or want them to register for something? A Groundhogg web form may work for you. To create a form there is a step in a funnel called Web Form which is under Benchmarks.

  • 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

  • Contact Notes

    You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

  • What To Do If Events Are Stuck Waiting

    If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the

  • 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

  • Booking Calendar: How to send contacts SMS notifications for appointments

    Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

  • Preventing Spam in Web Forms with Google reCaptcha

    If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys