Search results for groundhogg service

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  • LearnDash Integration: Introduction

    LearnDash is a top-tier LMS plugin that allows you to turn your WordPress website into a learning portal for your customers. With the Groundhogg LearnDash integration, you'll be able to use events in

  • [gh_form] Shortcode

    Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. The [gh_form] shortcode is a quick and easy way to display these forms on WordPress

  • How to Remain Compliant with GDPR

    In an effort to protect the privacy of its citizens at home and worldwide, any business that collects the contact information of European citizens, regardless of geographical location MUST comply

  • Custom fields in the list view

    Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

  • How to export a Funnel.

    One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Follow the steps below to export a funnel or share it with others. Exporting a Funnel

  • Introduction to field mapping

    The field mapping API allows you to map fields between your product and ours and generate or update contact records without touching the database. To retrieve all the fields which can be mapped by

  • How to create a custom countdown timer theme

    Steps to Create the Plugin: 1. Create the Plugin Folder: Go to your WordPress installation directory. Navigate to /wp-content/plugins/. Create a new folder for your plugin, for example:

  • 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,

  • AWS Integration: Adding a domain sender identity

    If you want to be able to send emails from any email address using your domain name, you need to verify your domain name. You can do this directly through Groundhogg! 1. Add Your Domain to AWS Go to

  • Preventing Spam in Web Forms

    If your web forms are being spammed you can harden your site in a few ways to ensure only actual humans are entering your site. Marking Spammy Contacts as "Spam" By marking a contact as "spam" in

  • BuddyBoss Integration: Tracking link compatibility

    What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

  • Why are My Contacts Unmarketable?

    What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable

  • Meta Conversions API Integration: Introduction

    With Groundhogg’s Meta Conversions API Integration, you can send conversion events directly from your funnels to Meta (Facebook) for better tracking, optimization, and retargeting. Follow these steps

  • SendGrid Integration: Connect to SendGrid with the email API

    Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the

  • 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

  • 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

  • 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

  • User Roles & Capabilities

    Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges

  • 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

  • Importing Contacts with Their Opt-in Status

    By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the

  • Create a Web Form

    Web forms in Groundhogg are a powerful way to collect contact information and kickstart your marketing funnels. Whether you're capturing leads or growing your email list, this built-in form builder

  • Action: Admin Notification

    The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed

  • Branching: Yes/No

    Yes/No logic, often referred to as conditional branching or binary decision-making, is a foundational concept in funnel design and automation systems like Groundhogg CRM. This type of logic allows

  • 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

  • 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

  • AWS Integration: Troubleshooting SES

    If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

  • 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

  • Branching: Multi Branch

    Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.

  • [preferenes-file] Shortcode

    When you install Groundhogg it creates a page called Preference Center which contains a short code [preferences-center] [preferences-center]

  • How to Remain Compliant with CASL

    CASL, a.k.a the Canadian anti-spam legislation, is a Canadian legislation aimed at reducing the amount of spam in Canadian inboxes. Non-compliant businesses may be subject to fines from the CRTC

  • Custom Roles and Capabilities

    If you want to grant Groundhogg privileges to other user roles, or specific users you can do that using a free plugin call User Role Editor: https://wordpress.org/plugins/user-role-editor/

  • 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

  • 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

  • Install Help

    Under Tools > Misc > Install help is a utility to reinstall Groundhogg or its installed extensions In the event there were installation issues. It does not affect your data.

  • Branching: Weighted Distribution

    Weighted Distribution Settings offer a flexible and probabilistic approach to funnel design, allowing you to route contacts across multiple branches based on assigned "weights" rather than strict

  • Branching: Split (A/B) Test

    Split (A/B) Testing is a powerful method in funnel design and automation, particularly in systems like Groundhogg CRM, where you can experiment with different strategies to optimize performance.

  • Why Is My Login Information Not Working?

    The Groundhogg Academy Site is actually a different site than Groundhogg.io. You may need to create a new account so that you can participate in courses, it is free to create an account.

  • Advanced Features: Disable Page Tracking Script

    If the page tracking script is having a negative impact on your site speed you can disable it! Go to Groundhogg > Settings > Advanced Features and enable the option to disable the script.

  • Advanced Features: Resend broadcast email to unopened

    This feature included in the Advanced Features extension allows you to resend a broadcast email to anyone who did not open it. Simply go to Groundhogg > Broadcasts > Sent and click Resend to Unopened.

  • Funnel: Enable legacy steps

    To enable legacy steps in the funnel builder, go to Groundhogg > Settings > Misc > Interface and toggle the Enable Lefacy Funnel Steps option. The following steps are considered legacy: Email Opened

  • Custom Fields: Filters

    Groundhogg generates filters based on the custom fields you have created: Depending on the type of field, different filter choices will be available. *You can use these filters together in

  • How To Send A Plain Text Version Of An Email

    Email deliverability increases if the emails you send contain a plain-text version of the email. Groundhogg supports automatically generated plain-text versions of the emails you send and attaches

  • Where do I download the system status file?

    When requesting support you may be asked for a copy of your system status file. This can be downloaded and attached to an email. Go to Groundhogg > Tools and you will be able to scroll down and

  • 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

  • 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

  • Merging Companies

    Merging duplicate company records in Groundhogg is essential for maintaining a streamlined database, enhancing team efficiency, and optimizing marketing strategies. Here's a comprehensive guide to

  • How To Reschedule Failed Events

    If you had a number of events fail, for example, a broadcast email, you may want to retry those emails. This can be done easily. Go to Admin > Groundhogg > Events > Failed. Select the events you'd

  • Export an email template

    To export an existing template for use on another site or as a backup, follow these steps: Navigate to Groundhogg > Emails. Open the email you want to export. In the top right corner click the "kebab

  • Sales Pipeline: Settings

    The Sales Pipeline has settings available located at Groundhogg > Settings - Pipeline tab Currency - Select the currency of the appropriate country. Separators - Check the checkbox to use a comma as