Search results for field timer

103 articles found

  • 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

  • BuddyBoss Integration: Introduction

    BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • What Are Email Headers

    Acquainting oneself with email headers is advantageous for initiating email campaigns and ensuring the authenticity of messages before interacting with any embedded links, thereby reducing the risk

  • Email Blocks: Posts

    Block Settings Layout Card Style Heading Excerpt Thumbnail Query Layout Layout (Cards, Numbered List, Unordered List, H1, H2, H3, H4, H5) Featured (On/Off) Displays a large single-column post above

  • 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.

  • White Label Branding: Shipping custom funnel and email templates

    With the White Label Branding addon, you can ship custom funnel and email templates to your clients' sites! Prerequisites Before you can start shipping your custom templates, you'll need... An Agency

  • 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

  • REST API V4 / Contacts

    The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

  • 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

  • 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

  • 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

  • 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,

  • Introduction to Custom Meta

    Custom meta (a.k.a custom fields) in Groundhogg allows you to store an unlimited amount of information about a contact. Using them effectively can allow you to do some really cool things and send

  • Getting Started: Form connectors

    Groundhogg provides integrations for the majority of major WordPress form builders. Regardless of the form builder, the process to connect it to Groundhogg is the same. In this example, we will be

  • 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

  • Contact Columns

    When you visit Groundhogg > Contacts you will be presented with a list of Contacts. This list view can be customized to your liking. Selecting what columns to display Managing columns can become

  • 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

  • Zapier Integration: Zap action

    Zapier works in trigger -> action pairs. The action specifies what to do with the retrieved data. There is a large number of apps to choose from, but for the sake of this example, we are going to

  • Tutorials: Importing Just A List of Phone Numbers

    Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need

  • How to change your profile

    Change your name You can change your First Name, Last Name, and Display Name. The email address cannot be changed. Change your Billing Address The billing address is used to verify the payment method

  • Add To Calendar

    This simple utility plugin will generate Google Calendar event links. You can download this add-on from the Groundhogg website or as part of a plan and install it on your website. After

  • 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

  • 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

  • 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

  • HelpScout Integration: Setup webhook event listener

    For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

  • 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

  • Setting Up Email Bounce Handling

    Groundhogg has a basic system for bounce handling if you send an email to an address that does not exist. Setting up bounce handling is not required if using the AWS SES integration plugin. The

  • 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.

  • Advanced Features: How to connect Groundhogg on two different sites

    Sometimes you will want to have Groundhogg installed on separate sites. For example, a subsite for your LMS (LearnDash, LifterLMS) and your main site for marketing and eCommerce. There is an

  • Twilio Integration: Introduction

    Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

  • 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

  • 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

  • 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

  • WP Simple Pay Integration (Stripe): Introduction

    WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

  • 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

  • Advanced Features: How to use Superlinks

    Superlinks are a helpful tool for filling in automation gaps based on subscriber interaction with your content. Essentially, they allow you to add tags, remove tags or update meta fields to a contact

  • ZeroBounce: Introduction

    Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help 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

  • REST API V3 / Contact / Get

    URL GET /wp-json/gh/v3/contacts Method This endpoint supports the GET method Request This endpoint provides multiple ways of searching and retrieving contact information. Here are the parameters you