Search results for custom action

263 articles found

• Zapier Integration: Create zap triggers

  Once you have your zap action-ready in your funnel it's time to create a Zap. To create Zap you need to login into your Zapier account. You can create a Zap by clicking on the MAKE A ZAP button 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

• 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.

• Email Blocks: Socials

  Socials Block Tab Social Media Theme - Select a theme(Brand Color Square, Black Boxed, Gray Boxed, Light Gray Boxed, White Boxed, Brand Color Circular, Black Circular, Gray Circular, Light Gray

• 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

• 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

• eLearnCommerce Integration: Introduction

  eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,

• 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

• How to auto-fill web forms.

  If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

• Conditional Logic: Introduction

  The Conditional Logic extension allows you to run or skip steps within a funnel depending on whether the contact meets certain criteria. Groundhogg conditional logic runs based on the tags and custom

• 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

• groundhogg/updater/{updater_name}/finished

  This action hook is used to run a block of code when Groundhogg is updated to a new version. do_action( "groundhogg/updater/{$this->get_updater_name()}/finished" );

• White Label Branding: Introduction

  Use your custom brand instead of "Groundhogg." The White Label addon is part of the Agency plan or WaaS plan. The White Label Branding addon will allow you to re-brand Groundhogg and all its

• groundhogg/bulk_jobs/init

  This action is used to add bulk jobs inside Groundhogg. do_action( 'groundhogg/bulk_jobs/init', $this ); You will get the object of the bulk job manager as an argument.

• groundhogg/safe_mode_disabled

  This action hooks run when the safe mode is disabled from the tools section of groundhogg. Disabling Groundhogg safe mode restore the website as it is. do_action( 'groundhogg/safe_mode_enabled' );

• groundhogg/safe_mode_enabled

  This action hooks run when the safe mode is enabled from the tools section of groundhogg. Groundhogg's safe mode disable all the other plugin on your site except Groundhogg once. do_action(

• Advanced Features: Introduction to page visited benchmark

  Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

• Email Blocks: Footer

  Footer Block Tab Footer Alignment(Left, Center, Right) Font Style Font(The globe gives you access to the global type settings, and the pencil edits specific Font Family, Font Size, Line Height, Font

• Zapier Integration: Zap listener

  The Zap Listener is a benchmark that can listen for POSTS from Zapier to your site which contains contact information. You can place a Zap Listener anywhere in your funnel, but if the contact does

• 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

• 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: 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

• 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

• 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)

• Does Groundhogg track UTM parameters?

  UTM tracking occurs upon a lead's sign-up, after which it is stored as metadata accessible via the Contact's "More" tab. Filtering is managed through the "Custom Meta" filter. To filter, input the

• What cookies does Groundhogg create?

  Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and

• 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.

• 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)

• 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

• 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

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automations. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• Setting Up Email Footer

  Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

• Replacement Code Defaults

  To provide a default value for a replacement code that does not return anything, use the following syntax. {replacement::deafult} For example, to provide a default for the first name of a contact you

• 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

• Create Users From Contacts

  If you want to create user accounts for your contacts in bulk, you can do so by going to Groundhogg > Tools > Misc. Go to the Sync WordPress Users card and click the [ Process ] button. This will

• Easy Digital Downloads Integration: Benchmarks

  Easy Digital downloads have five benchmarks. These benchmarks are used to automate funnels and send automated emails based on the contact's actions. Cart Updated: This benchmark executes when the

• Form Reporting

  When you arrive at the Form Reporting page you will be presented with a list of active forms. Click on the name of the form to be taken to that specific form. The report provides data for Unique

• Replacement Code: {date}

  The date replacement code is a handy one that allows you to reformat any date into a nice presentable string. The syntax is the date format followed by a string representation of the date compatible

• Broadcast Reporting

  Once you have sent a broadcast you can see the results in a report so you can validate its effectiveness. To see the results of a broadcast go to the Groundhogg reporting dashboard and click on the

• 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

• Email Threading

  Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

• 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

• 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

• 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

• 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.

• Contact Activity

  You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits Funnels

• 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

• 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

• 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

• Adding HTML Columns Inside Emails

  Sometimes the built-in elements of Groundhogg are not enough for creating the wondrous emails you want to create. That’s why Groundhogg comes with an HTML editor that users can use to edit the HTML