Search results for contacts

237 articles found

  • 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

  • [gh_does_not_have_tags] Shortcode

    This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

  • Error: Failure Reason: funnel_inactive: The funnel is not active.

    While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,

  • Refactored Optin Status - 2020-02-12

    In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

  • Getting Started

    Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg

  • 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

  • [gh_has_tags] Shortcode

    You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

  • Action: Create Task

    This action will create a task for the contact. 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 can put it anywhere in

  • Zapier Integration: Getting started

    Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can

  • MemberPress: Sync previous order and customer status with Groundhogg

    The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

  • Lead Scoring: Introduction

    Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

  • 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

  • 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

  • Funnel Reporting

    Go to the Groundhogg reporting dashboard and click on the funnels tab. From here you will be able to select which funnel you want the report for!

  • Page Tracking

    In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

  • 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

  • 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

  • Preventing Spam in Web Forms

    If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

  • Email Reporting

    When you arrive at the Email Reporting page you will be presented with a line graph of "Email Activity" for the last 30 days. This graph displays Emails sent, Emails Opened, and Emails Clicked. You

  • Companies: Import from a CSV file

    If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

  • Twilio Integration: Composing & sending WhatsApp messages

    Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

  • 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

  • Introduction to Custom Meta

    Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

  • WooCommerce: Replacement codes

    The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

  • Easy Digital Downloads Integration: Replacement codes

    The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.

  • 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

  • Email Blocks: Advanced

    AdvanceTab Layout Provides: Padding(based on pixels and you can link/unlink the setting) Border Provides: Style(None, Solid, Dashed, Dotted, Double, Ridge, Groove, Inset, Outset - Default: None)

  • 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

  • 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

  • Kadence Forms Integration

    Kadence is a premium WordPress theme that lets you visually build WordPress sites and uses blocks. The Kadence “Form” block allows the building and placement of forms on any page built with Kadence.

  • 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

  • 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

  • Bricks Builder Forms Integration

    Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

  • Elastic Email Integration: Connect email API

    Elastic Email says they can send emails faster and more reliably, you can make use of their REST API within Groundhogg to know yourself. One of the cool things about our integration is that with it,

  • Breakdance Forms Integration

    Breakdance is a premium WordPress theme, and visual builder with 130+ built-in elements and deep WooCommerce integration. The Breakdance “Form Builder” block allows the building and placement of

  • 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

  • Brizy Forms Integration

    Brizy is a premium WordPress website builder that lets you visually build WordPress sites using elements. The Brizy “Form” block allows the building and placement of forms on any page built with

  • Companies: Custom Fields

    When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

  • Third Party Integrations

    Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions Hyperise Connect Groundhogg to Hyperise Pabbly

  • 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

  • Custom Fields in Groundhogg 2.6

    With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom

  • 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

  • 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

  • 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

  • Adding custom reports

    Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

  • Introduction to Benchmarks

    Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

  • Caching Compatibility

    If you have a caching plugin (please only use one at a time) or any sort of system caching on your website or may notice Groundhogg not quite working as well and as quickly as you had hoped. There

  • 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

  • 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

  • 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