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• Tutorials: Creating Lead Distribution Funnels

  Does your organization have more than one department or multiple salespeople? Would you like to be able to have more control over who your notification emails are going to? Try following this Lead

• 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

• Action: Assign Owner

  If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps

• WooCommerce: Tagging

  Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete

• Action: Apply Tag

  If you would like to assign a new tag(s) to the contact who is at this point in the funnel. What you want to do, is add Apply Tag to the funnel, by dragging it from the right-hand side over to the

• 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: 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

• 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

• Funnel: Filters

  Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

• 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

• Booking Calendar: How to send admin notifications for appointments

  Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into

• 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

• Booking Calendar: Frontend design and display

  There are a few elements of the frontend design of the calendar which you can influence. The logo The calendar logo is pulled directly from your Theme's settings if your theme provides support for

• 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

• Pipelines Reporting

  When you arrive at the Pipeline Reporting page you will be presented with two line graphs of "Closed Revenue" and " Closed Deals" for the last 30 days. This graph displays what is won and lost. You

• 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

• Sales Pipeline: Deals

  Add a deal Move a deal Edit a deal Add notes to a deal Mark deal as won or lost Manage custom properties for a deal Search for deals Send email to contacts associated with a deal Add a deal using a

• 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

• 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

• Event Log

  In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view

• Email Log

  By default, Email logging is not enabled. How to enable logging. You will be presented with a notification. You can click the [ Settings ] button or the "email settings" link to be taken to the

• 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

• 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

• Rest API Contacts

  Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,

• Booking Calendar: Introduction

  To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

• Action: Admin Notification

  The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

• Action: Create Task

  This action will create a task. This action is specifically for Contacts. What you want to do, is add Create Task to the funnel, by dragging it from the right-hand side over to the list of steps. You

• Background Tasks Log

  In the Background Tasks log, you have the flexibility to sort these tasks. You can sort them as Pending, In Progress, Done and Cancelled. You can cancel or Run now, by hovering over a task. When

• 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

• 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

• List of Replacement Codes

  When Groundhogg is installed the following replacement codes are available. Contact Info CRM Address WP User Contact Owner Activity Site Post Compliance Email Other Formatting Custom Fields As you

• 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

• REST API V3 / Tags / Manage

  URL Apply Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/apply Remove Tags PUT /wp-json/gh/v3/contacts/apply_tags or PUT /wp-json/gh/v3/tags/remove Method This endpoint

• Custom fields in the list view

  Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

• MemberPress: Integration with Groundhogg

  The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the

• GiveWP Integrations: Tagging

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

• 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

• 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

• 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

• Guide to selecting and sending an email to unengaged contacts

  Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

• 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

• 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

• LifterLMS Integration: Introduction

  LifterLMS is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With our LifterLMS integration, you will be able to make it even MORE

• Enable Extension Beta Version Updates

  Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before

• Action: Add Note

  The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it

• 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

• Tutorials: Deactive all funnels

  If you need to stop all funnels on a website (it could be a testing site, or because something is not working) you can do that without having to go into each funnel to deactivate them. Go into the

• Email Blocks: Text

  Text Apply styles to content in this block Make the text bold or italic Change the text color Add or remove a hyperlink Align the text to the left, right, center, or make it justified Use a bullet or

• Booking Calendar: How to manage appointment availability

  If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

• Getting Started: Form connectors

  Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be