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298 articles found

  • 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

  • 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

  • AWS Integration: Bounce & Complaint Management

    The AWS integration will collect and manage bounces and complaints for you to ensure your sender's reputation remains in good standing with AWS. Setup There is nothing for you to set up as the

  • How the List-Unsubscribe header works

    You may be here because you heard that GMail is now enforcing best practices for bulk senders, including adding the List-Unsubscribe header to your emails. Since Groundhogg always follows best

  • 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

  • What is a Shortcode and how to use it

    A WordPress shortcode is a small piece of code that communicates with another part of WordPress or any plugin that offers it, and gives it instructions on what to show and do. The shortcode can be

  • 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 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

  • How to uninstall Groundhogg

    To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

  • Email Threading

    Email threading is a feature in email clients and services that organizes email messages into a single, coherent conversation. It aims to streamline the viewing and management of email chains by

  • Companies: Custom Fields

    When in Companies the way to add a new tab to store your custom fields is by going to the tabs list below the Company information. On the rightmost is a plus icon, clicking to add a new tab. A model

  • What To Do If Events Are Stuck Waiting

    If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the

  • Why Do I Need To Create An External Cron Job?

    Wondering why you need to create an external cron job? What is Cron? Cron is what performs scheduled tasks in the backend of your site, like... Sending emails or processing funnels Publishing

  • How to Enable Safe Mode

    If you are experiencing issues in Groundhogg there is an easy troubleshooting method to help you. Sometimes there are conflicts with other plugins (We can't think of everything). If this happens it

  • How to implement cookie consent

    Warning! You should consult your lawyer or other legal professional before making decisions with legal implications. We will not be held responsible for any violations levied against you as a result

  • 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

  • How To Generate An Invoice

    If you need to generate an invoice for a previous Groundhogg payment you can do so right within your account! Login to your account and click on the Purchases tab. There is an option to generate an

  • How to Test Your Funnel

    If you are testing a funnel there are some things you should do to ensure you are testing it correctly and can test quickly. Ensure your Funnel is Active! It is really hard to test an inactive

  • 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

  • How to auto-fill web forms.

    If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

  • 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

  • Tutorials: How to connect MailHawk

    MailHawk is a new email sending service specifically designed to deliver WordPress emails to the inbox. MailHawk is perfect for sending... All Groundhogg emails Password reset emails WooCommerce

  • 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

  • How to export a Funnel.

    One of the unique features of Groundhogg is the ability to easily export and share your funnels between sites. Direct export. To export your funnel, go to the main funnels list and hover over the

  • How to enable email logging

    If you want to keep a record of all emails that are sent from your site you can enable the Email Logging feature. Enable email logging To enable it, go to Groundhogg > Settings > Email and scroll to

  • How to Import a Funnel

    If you have a funnel export file (ends in ".funnel") you can import it into Groundhogg. Go to Groundhogg > Funnels > Add New and navigate to the "Import Tab" From here you can select your funnel and

  • How to Import Confirmed Contacts

    If you are importing a list of contacts you have previously confirmed during an import, you can select the option to verify that the list you are importing has been previously confirmed. Once the

  • How to Check for Errors

    If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a

  • 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

  • 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

  • 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 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

  • 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

  • How To Bulk Edit Contacts

    To bulk edit your contacts, go to the contacts screen and make a search for the contacts you want to edit. Next to the bulk actions screen, there is a More Actions dropdown which you can click to

  • 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

  • Having trouble activating a license or installing an extension? It's not just you

    If you try to activate a Groundhogg license or install an extension through the Groundhogg helper, you may get an error message saying “cURL error 60: SSL certificate problem: certificate has

  • How do I renew my license?

    If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue. You may instead be looking to change your

  • Installation: How to Install Groundhogg manually

    If you cannot install Groundhogg by searching for the plugin and clicking install now there is an alternative step you can take. Download Groundhogg from

  • 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

  • How do I become an affiliate

    Promote Grounhogg and earn a commission on every sale! Earn 20% Recurring Commissions Earnings are paid out within 60 days You will receive Brand Assets(Logos & Banners) Step by step guides 30 day

  • How do I reset my password?

    To reset your password for your Groundhogg account, you can follow these steps: Go to the Groundhogg login page. Click on the "Lost your password?" link located below the login form. Enter your

  • How To Confirm An Email Address

    Email confirmation is required under GDPR and CASL. The email confirmation does 2 things, it verifies the identity of the contact and confirms they are consenting to receive marketing information to

  • How do I upgrade my license?

    Time to upgrade and get more features? It's super easy and will only take you a few minutes. Go to your licenses in the account dashboard. Click View upgrades for the license you wish to upgrade.

  • How Fast Are My Emails Sent?

    If you are concerned about the speed of your emails sending to your customer the best way to put you at ease is to know the facts. Let's talk about how emails are sent! What's the event queue? You

  • How to Sync Users With Contacts

    Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

  • 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

  • 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

  • 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

  • How To Update Your Payment Method

    If you signed up for Groundhogg with a credit card, you might need to update your payment method if your card expired, or was canceled. You can do this by logging into your account and going to your

  • 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