Search results for custom benchmark

219 articles found

  • 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

  • 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

  • GiveWP Integration: Introduction

    GiveWP is one of the most popular donation plugins for WordPress, with over 100,000 active users. GiveWP offers a wide range of features, including Multiple payment gateways, Recurring donations,

  • AffiliateWP Integration: Introduction

    AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate

  • 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

  • Advanced Features: Introduction to field timer

    What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

  • 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

  • Booking Calendar: Connect your Zoom account

    If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

  • 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

  • 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

  • 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

  • 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

  • Filters

    Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Funnel Broadcast Query *You can use these filters together in combination NOTE: You will have

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Contact Reporting

    When you arrive at the Contact Reporting page you will be presented with a line graph of "New Contacts" for the last 30 days. You can hover your mouse anywhere along the line to see the total count

  • 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

  • How Fast Are My Emails Sent?

    If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You

  • 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

  • Merging Contacts

    If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

  • 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

  • Replacement Code: {posts}

    The {posts} replacement code can be used to add posts to your emails! With several different formatting options, you can find one that matches every use case. Querying posts The posts replacement

  • Booking Calendar: How to create a new booking calendar

    Once you are ready to create a new Groundhogg booking calendar, you can do so under the menu. How to create a new Groundhogg booking calendar: Under the Groundhogg menu choose calendars. Then, click

  • 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

  • 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

  • WooCommerce: Examples

    Example Funnel Let’s take for example a customer that adds anything to their shopping cart, then empty’s it. Here’s an example on how your funnel may go. This way, the customer is reminded (by an

  • Booking Calendar: How to manage appointment availability

    If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

  • Intro to Replacement Codes

    You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as

  • Booking Calendar: How to send contacts email notifications for appointments

    Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

  • Easy Digital Downloads Integration: Filters

    Groundhogg's Easy Digital Downloads Integrations provide filters to allow you to Purchased History Download History Lifetime Customer Value Number of Payments License Status Subscription Status *You

  • Why Do I Need An SMTP Service?

    What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility

  • WooCommerce: Contact Metadata

    Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

  • Easy Digital Downloads Integration: Contact Metadata

    Additional information about a Contact's purchases can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Orders Order ID Order Status Order date Order

  • GiveWP Integrations: Contact Metadata

    Additional information about a Contact's donations can be found in the metadata box in the right column of each Contact. Total Customer Value Successful Payments Donation ID Donation Status Donation

  • 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

  • WooCommerce: Filters

    Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

  • Easy Digital Downloads Integration: Examples

    Examples Abandon cart recovery Refund win back Request a review Subscribe and send discount [EDD] Abandoned cart recovery (Included) Recover abandoned carts and get more sales! [EDD] Refund win back

  • Really Simple Payments: Initial set up

    Really Simple Payments is another plugin created by the Groundhogg team which makes collecting payments easier and faster for users. It is also included in the plus plan or above. Using Groundhogg's

  • Why are my contacts "unconfirmed?"

    The Groundhogg email confirmation system exists to protect senders and recipients alike. Legislation surrounding privacy and data usage is becoming increasingly common, and more complex to navigate

  • Booking Calendar: How to integrate with Google calendar

    Groundhogg booking calendar allows you to integrate with Google if you wish to do so. How to integrate with Google Calendar: Log into your WordPress install. Click on Groundhogg > Calendars: Navigate

  • Booking Calendar: Introduction

    To use the Booking calendar, you need a plus or above plan, and/or the booking calendar extension. Groundhogg Booking Calendar provides immersive appointment booking experiences to your users and

  • Add an external cron-job: SiteGround

    If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and

  • How to override templates in your child theme

    If you want to customize the various templates in Groundhogg you can do so by defining a groundhogg-templates folder in your child theme and overriding any template files there. Your child theme

  • WooCommerce: Compliance

    If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

  • Email Countdown Timer: Introduction

    The Email Countdown Timer is an excellent addition to Groundhogg’s email builder. This add-on allows you to add engaging countdown timers in your emails in a split second. Adding this add-on brings