Search results for create zap triggers
167 articles found
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Add an external cron-job: cron-job.org
Using an external cron-job service like cron-job.org is the easiest solution to creating cron-jobs quickly. Are you hosted on SiteGround? cron-job.org no longer works for SiteGround, please use the
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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
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How to add a note through a funnel or internal form
HOW TO: WEB FORM BENCHMARK & NOTES Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want
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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
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forms.app Forms Integration
forms.app is an accessible online form builder that streamlines the creation of personalized forms, including surveys, contact forms, and registration forms. This comprehensive guide demonstrates how
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Tutorials: How to connect MailHawk
MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce
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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
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Action: Admin Notification
If you would like to have an email sent to Contact, Contact Owner, or Administrator as one of the steps in a funnel you can use the Admin Notification action What you want to do, is add Admin
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Benchmark: Task Completed
The Benchmark "Task Completed" can trigger action(s) based on any/all completed task(s). Drag and drop the "Task" Benchmark over into the flow on the left. You will be presented with some setting
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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
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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
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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
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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
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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
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Importing Contacts with Their Opt-in Status
By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the
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How Do I Provide Support Admin Access?
If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support
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Social Proof: Introduction
Social Proof is one of the easiest ways to increase conversion rates on your lead capture pages. Groundhogg provides a Social Proof extension that displays actions done by the previous users.
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GiveWP Integration: Reporting
GiveWP Reporting If you are looking to create reports for your donation forms created in GiveWP, follow the Custom Reports help document.
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Advanced Features: How to connect Groundhogg on two different sites
Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an
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Download System Info
Under Tools > Download System Info is a utility to provide system information for support. There are two options, that create the same info: Download System Info(.txt) View system Info Example: Click
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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
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Custom fields in the list view
Custom fields you create will show in the contact list view by default. You can hide/show custom fields by clicking on Screen Options and selecting which columns you want to see in the table. Your
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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,
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Content Restriction: Introduction
Some pages may be designed for a specific audience (such as having a membership site). Due to this, Groundhogg provides the functionality to stop users from viewing certain pages. In order to do
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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
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Tutorials: How to setup a lead magnet download funnel in 7 steps
A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer
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Add an server cron-job: Cloudways
If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select
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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
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groundhogg/admin/{slug}/display/{current_action}
This is used to add custom actions inside groundhogg admin area. This hook accepts the slug of the page and current action for which users are writing handlers.
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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
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GiveWP Integration: Benchmarks
GiveWP has one benchmark. This benchmark is used to automate funnels and send automated emails based on the contact's actions. Before using this benchmark you will want to create a donation form in
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AWS Integration: Introduction
Groundhogg is an extraordinary sales and marking automation tool for the WordPress platform. Here at Groundhogg, we believe marketing and automation tools shouldn’t be expansive and for that, we have
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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
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Custom Replacement Codes: Introduction
Groundhogg provides the functionality to use replacement codes. Instead of users being dependent on using built-in replacement code, Groundhogg users are able to create their own replacement codes by
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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
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HelpScout Integration: Setup contact record siderbar widget
You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for
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Companies: Notes
A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,
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Using Web Forms As Internal Forms
All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add
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AWS Integration: Setup
AWS is a powerful service that allows you to send both email and SMS directly from your site. Our integration provides several useful features such as... Send emails through SES Send SMS through SNS
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What To Do If Events Are Stuck Waiting
If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the
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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
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SMTP: Connect to Sendgrid
If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and
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AWS Integration: Troubleshooting SES
If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for
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WPForms Integration
Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or
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Fluent Forms Integration
Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the
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Benchmark: Web Form
Want information on someone? Or want them to register for something? A Groundhogg web form may work for you. To create a form there is a step in a funnel called Web Form which is under Benchmarks.
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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
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Twilio Integration: Introduction
Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way
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SendGrid Integration: Connect to SendGrid with the email API
Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the
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Contact Notes
You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For