Search results for how to remain compliant

478 articles found

  • 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 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

  • GDPR Cookies

    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 to add contacts to a funnel

    If you want to add contacts to a funnel in bulk, follow these steps. First, search for your contacts in the contacts area, using either quick search, advanced search, saved search, or optin status

  • Elementor Integration: How to Connect to Groundhogg

    Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

  • 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

  • How to add CC addresses to your emails

    If you want to CC an email address, like from a custom field, to an email that you are sending you can use the email Custom Headers feature which is located underneath the email content section. To

  • 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 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 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

  • 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

  • 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

  • Booking Calendar: How to add custom notes to appointment card

    The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

  • 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 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

  • 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 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

  • 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

  • How to Change the From Email Address

    While editing an email you can select who the email is coming from by selecting a different user in the From dropdown. If you do not see the email address you want to use in the dropdown, add a new

  • How to disable the built-in WP-Cron system

    To experience the best Groundhogg and WP performance, you need to disable the built-in WP-Cron system. To disable WP-Cron, add the following to your wp-config.php file, just before the line that says

  • How To Translate Groundhogg using Loco Translate

    Loco Translate is a free WordPress plugin that allows you to translate text from other plugins in your WordPress dashboard. 1. Get Loco Translate Download and install Loco Translate in your WordPress

  • How to add multiple outgoing STMP services

    If you are sending a high volume of email, you may want to differentiate the service you use for Transactional email and Marketing email. Definitions: Don't know the difference between transactional

  • Backup & Restore: How to backup Groundhogg

    The Backup & Restore extension provides a simple way for you to backup Groundhogg safely and restore it without having to make any other changes to your site. Backing up Groundhogg To backup

  • Booking Calendar: How to manage appointment availability

    If you want to manage your appointment availability for the Groundhogg booking calendar, you'll need to follow these steps. How to navigate to availability settings: First, log into your WordPress

  • 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

  • AWS Integration: How to answer questions when moving from SES Sandbox to production

    AWS (Amazon Web Services) will ask you a few questions when you want to move from their sandbox to production. Amazon has said they do this to prevent fraud and abuse of their services. Before you

  • Zapier Integration: How to integrate Groundhogg with Thriveleads

    Integrating with Thrive Leads can be accomplished in two ways. 1. You can use the Zapier addon (which is included in the Pro plan or above) from Groundhogg and set up a Zap. Documentation for the

  • Booking Calendar: How to connect your Zoom account

    Groundhogg booking calendar allows you to connect with Zoom if you wish to do so. How to connect to your Zoom account: Log into your WordPress install. Click on the Groundhogg/calendars link:

  • Installation: How to Install and License an Extension

    Just purchased an extension or a premium plan? Follow these steps to install and license your purchases in Groundhogg. Purchase a Plan or Extension First you need to get a license key for one of our

  • How to override templates in your child theme

    If you want to customize the various templates in Groundhogg you can do so by defining a groundhogg-templates folder in your child theme and overriding any template files there. Your child theme

  • How to Use Emojis in Email Subject Lines

    If you're looking to spice up your email subject lines emojis are a very popular way to do just that! Follow the instructions below to insert emojis into your subject line. Choose the Emoji You Want!

  • Booking Calendar: How to integrate with Google calendar

    Groundhogg booking calendar allows you to integrate with Google if you wish to do so. How to integrate with Google Calendar: Log into your WordPress install. Click on Groundhogg > Calendars: Navigate

  • Booking Calendar: How to send admin notifications for appointments

    Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into

  • Divi Integration: How to connect the divi optin module

    To connect the Divi optin module you must use tags. Follow these steps to connect to the Divi optin module. Connect Divi to Groundhogg There are several steps to connect Groundhogg to the optin

  • 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