Search results for custom fields

222 articles found

  • Advanced Features: Introduction to the Advance Timer

    The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

  • 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

  • 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

  • AWS Integration: How to answer questions when moving from SES Sandbox to production

    AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

  • [gh_contact] Shortcode

    This shortcode allows you to merge contact data into your content. This code works on a per-field basis, and you can also pass a default parameter in the event that the field doesn’t exist.

  • 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

  • How to Import GDPR Consent

    If you are importing your list and have previously collected GDPR consent, you will want to carry that consent forward into Groundhogg. Add a column to your CSV file called gdpr_consent. For the

  • 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

  • Contact Files

    What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the

  • Frequently Asked Questions

    Q. Will the existing records be updated if I perform another import that includes email addresses that match contacts already in the system, but with new data(Phone numbers, addresses, etc.)? A. Yes,

  • Contact Birthdays: Introduction

    Wishing a Happy Birthday to your clients opens up a new possibility for the business and Groundhogg has got you covered with the Contacts Birthday plugin. Groundhogg's contact plugin can be used to

  • How Do I Import Notes?

    If you want to bring in notes that are currently in your list of contacts, you can do that in Groundhogg. You will want to follow the How Do I Import My List help document, and on step 3, you want to

  • Companies: Create company records with a form submission

    Company records can be created whenever a contact record has its Company Name field updated under the Work Details section. You can collect this information in a Groundhogg form using the following

  • How To Change a User to an Administrator

    If you need to change a user role to an administrator for our support team, please do the following. Find the needed user. Go the user record you wish to use as a support user for our team. WordPress

  • 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

  • Really Simple Payments: Collecting PayPal payments

    Using Groundhogg's really simple payments (which is also included in the plus plan or above) now users will be able to collect payments using PayPal. With the plugin update, you can see a new section

  • Companies: Files

    The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

  • Action: Send Email

    If you want an email to be sent right after something happens then you can use Send Email to have any email be sent. What you want to do, is add Send Email to the funnel, by dragging it from the

  • 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

  • Postmark Integration: Connect to Postmark with the email API

    Basic SMTP can be slow, so Postmark has a REST API that can deliver emails much faster! How to setup Postmark Integration (included in plus plan or above) to deliver emails via the Postmark API.

  • 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

  • Rest API Contacts

    Groundhogg provides the /contacts/ endpoint. The contacts endpoint allows users to query the contact table inside the database and let you perform operations on contacts. This endpoint supports GET,