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93 articles found

• Benchmark: Download Purchased

  The Benchmark "Download Purchased" can trigger action(s) when a download is purchased in Easy Digital Downloads. Drag and drop the "Download Purchased" Benchmark over into the flow on the left. You

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• 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

• 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

• 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

• 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

• Action: Create User

  If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

• Google Calendar Sync Explained

  Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with

• 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

• 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

• AWS Integration: Bounce & Complaint Management

  The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the

• Contact Files

  What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

• 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

• 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

• Settings

  Groundhogg has a "settings" tab located at Groundhogg > Settings The Settings page by default comes with eight tabs( General, Compliance, Email, Tags, API, Integrations, Misc, Licenses) Additional

• 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 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

• Email Blocks: Posts

  Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

• Presto Player Integration: Introduction

  Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

• 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

• Introduction to Groundhogg Custom Extension

  Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

• 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

• REST API V4 / Contacts

  The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of 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

• Advanced Features: Introduction to the Advance Timer

  The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

• What Are Email Headers

  Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

• User Roles & Capabilities

  Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

• Booking Calendar: Replacement Codes

  The Booking Calendar comes with these replacement codes. Time to appointment {time_to_appointment} The time difference to the start of the appointment Contact Appointment Start Time

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• Contact Tasks

  You can create tasks by using the Contact Tasks feature. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call with a contact In

• 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

• REST API V4 / Deals

  The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits Funnels

• The Admin Bar Widget

  When you log in to your website you will find the Groundhogg Icon at the top right of your screen. This will give you access to the Groundhogg admin bar widget. After clicking on the icon, you will

• Booking Calendar: How to integrate with Google calendar

  Groundhogg booking calendar allows you to integrate with Google if you wish to do so. How to integrate with Google Calendar: Log into your WordPress install. Click on Groundhogg > Calendars: Navigate

• Introduction to field mapping

  The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

• 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

• Booking Calendar: How to create a new booking calendar

  Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

• How funnels work

  The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be

• Where to see a contact's previous form submissions

  Go to edit the contact record in question and click on the activity tab. The scroll to the bottom to see all the form submissions for that contact. This applies to forms made with the Groundhogg form

• 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

• 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

• 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