Search results for contacts

234 articles found

  • REST API V3 / Contact / Delete

    URL DELETE /wp-json/gh/v3/contacts Method This endpoint supports the DELETE method. Request To delete a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string |

  • REST API V3 / Contact / Update

    URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

  • REST API V3 / Contact / Create

    URI POST /wp-json/gh/v3/contacts Method This endpoint supports the POST method Request You can pass any relevant contact arguments to the contacts endpoint plus additional metadata. PARAM TYPE

  • How Do I Export My List?

    We understand that you may not want to use Groundhogg anymore, or want to have a backup of your list. We have made multiple ways to export the lists that you want. From the Contacts Screen To export

  • 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

  • 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

  • Saved Searches

    If you regularly search for contacts with specific search criteria, you can save yourself time by saving the search criteria and reusing it later. Saving a search First, you will need to perform your

  • 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

  • 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

  • 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

  • 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

  • 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. When reviewing the log, in the list view you will see the

  • Creating custom reports

    Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

  • How Do I Import My List?

    If you are coming from another CRM (or maybe your excel sheet) you may already have a list of contacts. You can add this list into Groundhogg easily. Step 1 Make sure you have a valid CSV file

  • 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

  • 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

  • Benchmark: Post Published

    The Benchmark "Post Published" can trigger action(s) based on when a post or custom post type is published. Drag and drop the "Post Published" Benchmark over into the flow on the left. You will be

  • 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

  • Adding custom tabs and fields to the contact screen

    Custom tabs and fields can be added to the contact screen using the plugins API and the contact meta DB. You can see and read how on our Github or using the same code below. <?php class My_Custom_Tab

  • Divi Integration: How to connect the divi contact form

    To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

  • ZeroBounce: Introduction

    Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help you.

  • How to Import GDPR Consent

    If you are importing your list and have previously collected GDPR consent, you will want to carry that consent forward into Groundhogg. Add a column to your CSV file called gdpr_consent. For the

  • 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

  • Introduction: Tags

    In Groundhogg, tags are used as labels or markers to categorize and segment contacts, leads, or customers based on specific attributes, behaviors, or characteristics. These tags serve several

  • How to Remain Compliant with GDPR

    In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

  • What are opt-in status tags?

    What are they? Optin status tags are an easy way to reference a group of contacts with a certain opt-in status. These tags are set automatically upon installation, but you can change them if need be.

  • I can't download any of my exported contact files!

    Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

  • 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

  • How to Remain Compliant with CASL

    CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC

  • Advanced Email Preferences: Updating your optin forms

    Important information regarding consent verification, optin-status, and GDPR compliance. Groundhogg diligently strives to ensure that you have the tools needed to make sure your business

  • 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

  • How To Confirm An Email Address

    Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

  • Introduction à Groundhogg(French)

    Si tu connais déjà les CRM et l'automatisation marketing, alors beaucoup de ces termes te seront sûrement familiers. Sinon, cet article te mettra au courant de ce que tu dois savoir sur les

  • Advanced Email Preferences: Introduction to advanced email preferences

    By default, Groundhogg offers a global unsubscribe and other preference options. With this extension, you can extend the preferences center to allow contacts to opt-out or into specific tags that you

  • Replacement Code: {files}

    The Files replacement code can be used to add a list of files that are added to the Contacts record {files} Example output:

  • How do I redirect a contact after they have confirmed their email?

    If you want to redirect the contact to a landing page after they have confirmed their email address you can do so with the following replacement code syntax. Formatted link:

  • 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

  • Frequently Asked Questions

    Q. Will the existing records be updated if I perform another import that includes email addresses that match contacts already in the system, but with new data(Phone numbers, addresses, etc.)? A. Yes,

  • Restore Missing Funnel Events

    Under Tools > Misc is a utility to Restore missing funnel events. If something happens to the events in a funnel and they get canceled or deleted, this tool will bring back the contacts to where they

  • groundhogg/form/submission_handler/after

    This Groundhogg hook executes after the submission handler successfully handled the submission request. do_action( 'groundhogg/form/submission_handler/after', $submission, $contact, $this ); This

  • Replacement Codes With Arguments

    Some codes require an argument to function. For example the {date} , {meta} and {GET} codes. You can specify an argument using a period . For example: {date.Y-m-d|today} The date uses PHP Date

  • How Do I Import Notes?

    If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to

  • Introduction to Reporting

    The Groundhogg reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can get to the dashboard by clicking on

  • Introduction to Groundhogg

    If you are already familiar with CRMs and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

  • WooCommerce: Tools

    Sync WooCommerce Orders If you were using WooCommerce before installing Groundhogg then the WooCommerce orders won’t be synced with the Groundhogg contacts. You can sync them using our Sync

  • Embed a web form on another site

    You have multiple options to embed your form on other sites. All of which can be copied from the benchmark in the funnel builder. You can: Use the Iframe JavaScript embed code to embed your form on

  • Email Archives

    Emails that are sent to Contacts can be provided for their review in three ways Direct link http://groundhogg.local/gh/archive/ - you can include this in an email or page. If you have the "Enable

  • Easy Digital Downloads Integration: Tools

    Sync EDD Orders If you were using Easy Digital Downloads before installing Groundhogg then the Easy Digital Downloads orders won’t be synced with the Groundhogg contacts. You can sync them using our

  • 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

  • What is the List-Unsubscribe header?

    The List-Unsubscribe header will improve email deliverability as ISPs like Gmail and Outlook will recognize it as an email best practice. In Gmail, if you are a good sender, this will appear in your