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502 articles found
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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
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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
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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
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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
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Contact Files
What are Files? On the Contact page, you'll find the Files tab, where you can conveniently store files associated with this specific contact. The files are stored on your host in the
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What cookies does Groundhogg create?
Groundhogg uses cookies to provide essential functionality to the end-user and ensure complete and correct customer journeys. Below is a list of cookies that Groundhogg creates to create better and
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Replacement Code: {auto_login}
The Auto Login replacement code can be used to add a link that will automatically log in to the contact if they have a user account. {auto_login_link} To change the login link add dot URL
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MemberPress: Integration with Groundhogg
The Groundhogg MemberPress integration (which is also included in the pro plan or above) allows you to do a lot of neat things that will help you communicate with your members better when using the
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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
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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.
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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
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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
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Booking Calendar: Calendar Settings
Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting
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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
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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
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REST API / Authentication
The REST API Supports three different methods of authentication at this point in time. Groundhogg API Keys WordPress Application Passwords WordPress REST Nonce Groundhogg API Keys To use an API key
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Third Party Integrations
Groundhogg works with many third-party integrations* that can expand the functionality. AutomatorWP Samples Flowmattic Provides triggers and actions Hyperise Connect Groundhogg to Hyperise Pabbly
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Zapier Integration: Getting started
Groundhogg has the power to connect with Zapier which can connect you to 1000+ services and give you the power to automate more than just your email marketing funnels. Users of Groundhogg can
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What Is Transactional Email
Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you
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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
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Tutor LMS Integration: Introduction
Tutor LMS is a feature-rich, easy to use learning platform. With our Tutor LMS integration, you will be able to make it even MORE powerful. The Goundhogg integrations include actions for courses: Add
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Companies: Filters
Groundhogg's Companies Integrations provide filters to allow you to Linked to Company Company Name Job Title Department Website Address Phone *You can use these filters together in combination Linked
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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
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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
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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
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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.
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Opt-in Status Definitions
New to compliance and the idea of an opt-in status? Here are some definitions to get you up to speed. Unconfirmed When a contact is unconfirmed it means that they have opted into Groundhogg but has
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Saved Searches
If you regularly search for contacts with specific search criteria, you can save yourself time by saving the search criteria and reusing it later. Saving a search First, you will need to perform your
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Getting Started
Groundhogg provides a REST API that allows users to retrieve data remotely using a JSON format. Using the RESTful API users can manage contacts, emails, SMS and tags remotely. By default, Groundhogg
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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
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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
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Easy Digital Downloads Integration: Replacement codes
The Groundhogg Easy Digital Downloads integration contains six different replacement codes that you can use to send discount codes to contacts. Cart URL edd_cart_url The URL of your cart page.
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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
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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
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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
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Install and License Extensions Using the Groundhogg Helper
Installing extensions for Groundhogg the old-fashioned way can be a bit of a pain in the butt. We've created a new extension to make installing and managing the rest of your extensions a breeze!
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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
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Easy Digital Downloads Integration: Filters
Groundhogg's Easy Digital Downloads Integrations provide filters to allow you to Purchased History Download History Lifetime Customer Value Number of Payments License Status Subscription Status *You
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Really Simple Payments: Creating PayPal test account
If you want to test really simple payment you can do that using the test account of PayPal. If you already have a Paypal account then you can skip this step and move to the next one. if you don't
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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
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Why are Tracking (and Other) Links Not Working?
If you have just installed Groundhogg and have sent a few emails, you may have noticed that your tracking links may be leading to a page not found (also known as a 404 page, that says the page can't
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Email Countdown Timer: Introduction
The Email Countdown Timer is an excellent addition to Groundhogg’s email builder. This add-on allows you to add engaging countdown timers in your emails in a split second. Adding this add-on brings
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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
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Contacts: Profile Picture
The Contact's profile picture by default is using the WordPress Gravatar. If the Contact has a User associated with it and has Gravatar this will be displayed in the Contact record. 3 ways to change
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Really Simple Payments: Payments and refunds
Groundhogg provides the functionality to administer your payments and subscriptions from your admin area. These tabs provide advanced search functionalities which makes finding a specific transaction
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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
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eLearnCommerce Integration: Introduction
eLearnCommerce is a top-tier LMS (Learning Management System) that allows you to turn your WordPress website into a learning portal for your customers. With Groundhogg's eLearnCommerce integration,
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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
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Manage Logs
In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as
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Appointment Notification
The Groundhogg Booking calendar sends a notification when a contact interacts with the appointments. There are two types of notifications. Contact Notification Admin Notification Contact Notification