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125 articles found

• Adding custom contact table columns

  This code is used to add the custom column inside Groundhogg's contact table. <?php add_action( 'groundhogg_contact_columns', 'add_my_custom_column' ); function add_my_custom_column( $cols ){ $cols[

• 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

• 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

• Contact Tasks

  You can create tasks by using the Contact Tasks feature. What are tasks? Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call with a contact In

• Advanced Features: How to tag contacts who opened a broadcast email

  1. After your Broadcast has been successfully sent, click on “Broadcasts” then go to Sent Tab 2. Under the “Stats” heading, click on the number beside “Sent”. Note: You can also follow the same

• 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,

• 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

• Searching Funnels

  Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu

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

  Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

• 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

• Booking Calendar: Change appointment length

  With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

• How to remove inactive subscribers

  Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if the

• 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

• Event Log

  In the Events log, you have the flexibility to sort your events. You can sort them as Waiting, Paused, In Progress, Complete, Skipped, Cancelled or Failed. When reviewing the log, in the list view

• Where to see a contact's previous form submissions

  Go to edit the contact record in question and click on the activity tab. The scroll to the bottom to see all the form submissions for that contact. This applies to forms made with the Groundhogg form

• 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

• 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

• 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

• PHP Fatal error: Allowed memory size exhausted.

  PHP Fatal error: Allowed memory size of xxxxxxxxx bytes exhausted. This message indicates a PHP Fatal Error due to the exhaustion of the allowed memory. Exhaustion of PHP memory limit is a common

• 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

• WooCommerce: Tagging

  Tagging when buying something With the Groundhogg integration, you can go into the data of any product and have any tag applied or removed. This happens when the order is marked as paid or complete

• How To Send Transactional Email

  Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

• How to Search for Contacts

  Need to find a contact or group of contacts? Here is how you can search for them. Advanced Search You can perform an advanced search with multiple criteria by clicking on the filter contacts button

• Error: Failure Reason: funnel_inactive: The funnel is not active.

  While investigating an error in the Groundhogg > Logs > Events Log, you might encounter Error Code: funnel_inactive and Error Message: the funnel is not active, even if the funnel is, in fact,

• 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

• How To Mass Delete Contacts

  If you want to delete a large group of contacts you can do so by using the Contact's Advance Search Go to Groundhogg > Contacts Click [ Filter Contacts ] button then the "+" sign - Add a filter You

• 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

• Do development sites count against my license?

  How It Works Our license activation system is linked to specific URLs. To facilitate activation on local development servers—those running on your laptop or desktop—we've exempted certain common URLs

• SendGrid Integration: Create webhook event listener

  SendGrid can send events to your WordPress site which will inform Groundhogg if an email bounced or was marked as spam so that Groundhogg will no longer send emails to problematic contacts. The

• Sales Pipeline: Managing Products

  It is possible to arbitrarily add products to a deal, however, if you want to introduce consistency in both name and price of products, you can add a central product list to each pipeline which will

• 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.

• 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

• ThriveCart Integration: Introduction

  The ThriveCart integration allows you to listen for requests from ThriveCart to start automation in Groundhogg! You will need the ThriveCart Groundhogg extension or need to have the pro plan (or

• Booking Calendar: How to Sync Google Calendar

  Please follow the step below to configure two-way sync with Google Calendar. Navigate to the calendar you want to sync, then go Integration, then click connect to another Google account. After you

• 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

• AWS Integration: Using a custom Mail From domain

  You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

• 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.

• Campaigns

  Campaigns are very useful for organizing your assets. Emails You can use campaigns with emails. When adding/editing an email you can find the campaigns in the right column. Campaigns can be seen in

• Bricks Builder Forms Integration

  Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

• I can't download any of my exported contact files!

  Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

• 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

• 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

• Increase max_input_vars

  The max_input_vars is the number of variables that your website can use to run a function. You may already know this, but if someone gets an error similar to "PHP Warning: Unknown: Input variables

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• How To Schedule a Broadcast

  Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

• 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

• Creating custom reports

  Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

• 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

• Booking Calendar: How to manage appointments via the admin area

  In order to manage your appointments with the Groundhogg Booking calendar, you will have to navigate to the appointments menu item. How to check and edit your upcoming appointments: You can check

• 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