Search results for custom implementation pre 2.0

200 articles found

  • 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

  • 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

  • Benchmark: Webhook Listener

    The Benchmark "Webhook Listener" can trigger action(s) based on information from a remote site Drag and drop the "Webhook Listener" Benchmark over into the flow on the left. You will be presented

  • 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

  • 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

  • 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

  • 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

  • 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.

  • 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.

  • 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

  • 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

  • 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

  • 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

  • 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.

  • Create a Web Form

    You can use Web Forms to collect contact information and start funnels. This is generally the most common tool to capture contact data. Groundhogg has a simple built-in form builder that will serve

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Really Simple Payments: Setting up Payments

    Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

  • 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

  • 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

  • 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

  • Enable Core Beta Version Updates

    If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

  • REST API V3 / Emails / Get

    URL GET /wp-json/gh/v3/emails Method This endpoint supports the GET method. Request You can pass the search string to get SMS with that string. PARAM TYPE REQUIRED DESCRIPTION search string no String

  • 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

  • How funnels work

    The basics Most automation builders use the "if this, then that" language to inspire their workflows. From using dozens of different flowchart-style automation builders, we've found them to be

  • 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

  • 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

  • Advanced Features: Introduction To Webhooks

    Webhooks is included in the basic plan of Groundhogg and you will need to install the advanced features plugin to use webhook's. Groundhogg provides webhooks that you can use to communicate with