Search results for how to remain compliant

486 articles found

  • 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

  • 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

  • Divi Integration: How to connect the divi contact form

    To connect the Divi contact form, insert the Divi Contact form benchmark in any funnel. This will work for any Divi contact form on your site.

  • 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

  • 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

  • Booking Calendar: How to send contacts SMS notifications for appointments

    Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

  • 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

  • How to allow uploading & downloading of CSVs on multisite

    If you can't upload or download CSV files on your multisite it's because you have to add CSV as a supported file type in your network settings. Go to your Network Settings. Scroll down till you find

  • Tutorials: How to delete plugin folder via FTP or cPanel

    If you remove a plugin using the WordPress dashboard and try to reinstall it but aren’t able to activate it because of an error you will need to delete the plugin folder before you can install it

  • Troubleshooting: How To Get Your Extensions After Upgrading Your License

    If you have recently upgraded your license, your new access may not be reflected in your site right away if you use the extension installer to download your extensions. To see an updated list of

  • Booking Calendar: How to send contacts email notifications for appointments

    Once you've set up your own notifications, you can set up and customize the notifications that your contacts will get after booking an appointment on your calendar. How to set up contact

  • 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

  • Backup & Restore: How to restore Groundhogg from a backup

    Need to restore a Groundhogg Backup? Make sure you have the Backup & Restore extension installed. Restore Groundhogg. Go to Groundhogg > Tools > Backup & Restore. At the bottom of the form, select

  • How to add a note through a funnel or internal form

    HOW TO: WEB FORM BENCHMARK & NOTES Create a Meta field in a Contact named "Note" to store the notes associated with the contact. Navigate to the funnel that contains the Web Form Benchmark you want

  • Advanced Features: How to tag contacts who opened a broadcast email

    1. After your Broadcast has been successfully sent, click on “Broadcasts” then go to Sent Tab 2. Under the “Stats” heading, click on the number beside “Sent”. Note: You can also follow the same

  • Tutorials: How to setup a lead magnet download funnel in 7 steps

    A Lead Magnet is a great way to turn cold traffic into warm traffic (traffic that spends money). By providing value ahead of asking for a deep commitment, you take the first step in the customer

  • Advanced Features: How to add custom HTML email templates from third party platforms

    If you are using a third-party platform to design your emails, you can use the Import HTML Template feature to send the email with Groundhogg. When adding a new email, click the Import HTML Template

  • What is a suppression list?

    A suppression list is a collection of email addresses or domains that are excluded from your email marketing campaigns or communications. They can also be labeled as "inactive". Different SMTP

  • Guide to selecting and sending an email to unengaged contacts

    Go to Groundhogg > Broadcasts Click [ Schedule a broadcast ] Select an email Click [ Campaigns -> ] Add a Campaign or click [ Schedule -> ] Set the schedule Click [ Contacts - > ] Click the "+" under

  • Introduction to Benchmarks

    Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones

  • 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

  • Introduction to Groundhogg

    If you are already familiar with CRMs and marketing automation then many of these terms may already be familiar. If not, then this article will get you up to speed on what you need to know about

  • Introduction to Reporting

    The Groundhogg reporting dashboard provides incredible insight into how your list is interacting with your information and consuming your content. You can get to the dashboard by clicking on

  • Introduction to Help

    Groundhogg provides you with tools to resolve issues you may run into. You can get to Help by clicking on Help underneath the Groundhogg menu item in the dashboard. There are two tabs,

  • Introduction to Actions

    Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depends on what extensions

  • 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

  • Intro to Replacement Codes

    You can personalize much of the customer experience by using replacement codes. Where Do I Use Replacements? Replacement codes merge in user data to whichever supported content you want, such as

  • 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

  • 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

  • SMTP: Connect to Sendgrid

    If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and

  • SMTP: Connect to Zoho

    If you plan to use Zoho to send out emails follow the steps below. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin, or get it as part of the

  • 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

  • Introduction to Groundhogg Custom Extension

    Funnel elements are what makes magic happen in Groundhogg. We have designed a methodology for implementing custom actions & benchmarks which you can find below. To see example implementations of some

  • Adding custom code to Groundhogg

    The best place to add custom code in Groundhogg is in a custom plugin, that way you can deactivate it if you make a mistake or your code stops working. Download our example plugin from Github and

  • Constants

    In Groundhogg, constants are predefined variables that store specific values or settings and remain unchanged throughout the execution of the application. They are used to define configurations,

  • 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 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

  • Advanced Features: Introduction to field changed

    Groundhogg provides the functionality to add custom fields for a contact. Users can add custom fields using the custom info section of contact. In some cases, custom information for the contact is

  • Why are Emails Going to Spam?

    Email is a tricky business. Email service providers like Gmail and Yahoo are constantly tweaking their algorithms to ensure users only see relevant emails in their inbox. Here are some things you can

  • Advanced Features: Introduction to field timer

    What does the field timer do? The field timer allows you to set a limit between actions (steps). It allows you to use a specific date that has been set in a custom field. Wait at least: This option

  • 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

  • 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 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 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

  • 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

  • Advanced Features: Introduction to page visited benchmark

    Groundhogg provides the page visited benchmark included with the advanced feature plugin. This benchmark is executed when the user visits the specifics page and runs automation based on that. Page

  • Custom fields disappeared after updating to 2.6

    If your custom fields disappeared after updating to 2.6 this is how you can fix it quickly. Go to Groundhogg > Tools > Install & Updates Select Groundhogg from the dropdown and click view updates