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• Custom Roles and Capabilities

  If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

• REST API V4 / Notes

  The notes API allows you to fetch, add, edit, and delete notes. Note Properties Attribute Type Description ID integer The system ID of the note data object The core properties of the note containing

• Understanding Time zones

  Setting up your desired time zone. The Groundhogg booking calendar takes into consideration two distinct time zone settings. The first one is the time your WordPress site is set to. That setting can

• Fixed segment and Dynamic segment.

  Broadcasts have two scheduling options: Fixed and Dynamic. By default, Fixed Segment is selected, which means the broadcast is sent only to the contacts currently in the selected segment. If

• Funnel: Copy and Paste Step

  Here’s a concise, step-by-step guide to copy and paste a step in a funnel: Locate the Step: Find the specific step in your funnel that you want to copy. Click the Step: Left-click on the step to

• Contacts

  Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

• Connect Bricks Builder Forms to Groundhogg

  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

• Connect TypeForm to Groundhogg

  This guide will walk you through the process of integrating TypeForm with Groundhogg by setting up a webhook in TypeForm to send form submission data to Groundhogg's Webhook Listener. This allows you

• Really Simple Payments: Payments and refunds

  Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

• White Label Branding: Shipping custom funnel and email templates

  With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

• 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

• 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

• What are the "Marketable" and "Non-marketable" tags?

  The Marketable and Un-marketable tags are special opt-in status tags that cannot be applied or removed from a contact as they are a reflection of the contact's current opt-in status and compliance

• 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

• 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

• Tutorials: How to connect to Amelia

  To connect Amelia (a WordPress booking plugin) to Groundhogg's Webhook Listener Benchmark and capture data into the Groundhogg, you’ll need to set up a webhook in Amelia to send data to Groundhogg,

• 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

• Add an external cron-job: Mac OSX and Linux

  If you are using Mac or Linux operating systems then you can access the Cron Job scheduler using the following command. crontab -e This system uses specific syntax to schedule Cron Job. Use the

• Install and License Extensions Using the Groundhogg Helper

  Installing extensions for Groundhogg the old-fashioned way can be a bit of a pain in the butt. We've created a new extension to make installing and managing the rest of your extensions a breeze!

• Why are Tracking (and Other) Links Not Working?

  If you have just installed Groundhogg and have sent a few emails, you may have noticed that your tracking links may be leading to a page not found (also known as a 404 page, that says the page can't

• Why are tag and email dropdowns not loading?

  If you have just installed Groundhogg and you are unable to select tags or emails from dropdowns it may be because there is an issue with the REST API on your site. This generally happens because of

• Installation: How to Install and License an Extension

  Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our

• Meta Conversions API Integration: Introduction

  With Groundhogg’s Meta Conversions API Integration, you can send conversion events directly from your funnels to Meta (Facebook) for better tracking, optimization, and retargeting. Follow these steps

• Zapier Integration: Zap action

  Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

• 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

• What is a Shortcode and how to use it

  A WordPress shortcode is a small piece of code that communicates with another part of WordPress or any plugin that offers it, and gives it instructions on what to show and do. The shortcode can be

• AWS Integration: Adding a domain sender identity

  If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

• AWS Integration: Adding an email sender identity

  AWS allows you to individually verify ownership of an email address. This is good in the event you do not have access to your DNS zone. Follow these steps to set up an email address for sending. 1.

• No dates are showing in my groundhogg contacts and events

  Are you missing dates in your contacts and events tables? Here is a quick troubleshooting tip! Log into your WordPress site Click on the Settings link Make sure you have the default settings for

• 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

• 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

• 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

• BuddyBoss Integration: Are your open stats and click stats the same?

  If your open rate is the same as your click rate and you have BuddyBoss or any other redirect plugin installed you may need to follow these steps to ensure your analytics are correct. Navigate to 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

• Benchmark: User Created

  The Benchmark "User Created" can trigger action(s). The "User Created" Benchmark can be triggered by other plugins or by the core WordPress user creation process. *Creating a contact via a form or

• Preferences Page: Communication Preferences

  Email Preferences By clicking the "Change my preferences →" the Contact can manage their communications. By default, they will be presented with the option to unsubscribe from " Marketing" emails.

• Elementor Integration: How to Connect to Groundhogg

  Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

• 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

• Email Editor: Block Inspector | Desktop Preview | Mobile Preview

  A mini menu is available to the left of the block selector. The menu contains three selections: Block Inspector Desktop Preview Mobile Preview Block Inspector When hovering over blocks in the

• 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

• How the List-Unsubscribe header works

  You may be here because you heard that GMail is now enforcing best practices for bulk senders, including adding the List-Unsubscribe header to your emails. Since Groundhogg always follows best

• Constants

  In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

• 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

• Previous Update

  Under Tools > Misc > Previous Update, run the previous update in case of a failed update.

• Preferences Page

  Groundhogg includes a page called the "Preference Page", which is automatically created during installation and is essential for Groundhogg to function correctly. You can find it at

• 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

• Creating a new contact record

  You can create new \Groundhogg\Contact objects on the fly by passing in an array of parameters. Duplicates will be avoided. $first_name = $_POST[ 'first' ]; $email = $_POST[ 'email' ]; $contact = new

• Tutorials: Add your affiliate link to your Groundhogg emails!

  Earn passive commissions by adding a Groundhogg affiliate link to your emails in just a few clicks. Not an affiliate? Become an affiliate and earn 10% recurring commissions on all purchases! For this

• 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

• Preferences Page: Email Archive

  Email Archive This card provides a button to have a link sent to the Contact with a list(archive) of all emails sent. They can also browse emails that are set to public in the Campaign settings. If