Search results for how to remain compliant

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• Setting Up Email Footer

  Groundhogg has a simple way to add content to your email footer Go to Groundhogg > Settings > Email. Scroll to the section titled Footer. Select Email Footer Alignment for either Left or Center. The

• [gh_has_tags] Shortcode

  You can use this shortcode to display content that is dependent on whether the current visitor has specific tags. Pass one or more tag IDs to the shortcode. This will require that the contact has all

• HelpScout Integration: Setup webhook event listener

  For the HelpScout benchmark in Groundhogg to function, you must configure webhooks in HelpScout to send data to Groundhogg. Instructions: Go to HelpScout and open the Apps page under the Manage menu.

• Booking Calendar: Use a custom form for bookings

  Groundhogg Booking Calendar provides functionality to create a custom form that the user needs to fill while booking an appointment. Booking Calendar uses the Groundhogg form to achieve this task.

• 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

• AWS Integration: Using a custom Mail From domain

  You can improve your email deliverability and mask the fact you use AWS SES by using a custom Mail From domain. Configuring this must be done through the AWS console, and can't be done through the

• Background Tasks Log

  In the Background Tasks log, you have the flexibility to sort these tasks. You can sort them as Pending, In Progress, Done and Cancelled. When reviewing the log, in the list view you will see the

• Embed a web form on another site

  You have multiple options to embed your form on other sites. All of which can be copied from the benchmark in the funnel builder. You can: Use the Iframe JavaScript embed code to embed your form on

• Custom Replacement Codes: Edit replacement code

  Groundhogg provides the functionality to edit and delete custom codes generated by the users. To edit an existing replacement code all you need to do is click on the edit button under the replacement

• 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

• 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

• Companies: Import from a CSV file

  If you are coming from another CRM (or maybe your Excel sheet) you may already have a list of Companies. You can add this list into Groundhogg easily. Requirements: Company Records Extension

• SMS77 Integration: Introduction

  Groundhogg focuses on both SMS and email marketing. The Groundhogg SMS77 add-on is a plugin that lets you send messages using SMS77.io services. This documentation will help you to set up your

• WooCommerce: Reporting

  Want to find the best (and worst) converting emails and funnels to know what is working well for you (and what isn’t)? With our WooCommerce integration, you can know without having to dive into many

• 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

• Where Do I Submit A Support Ticket?

  Need technical support from the Groundhogg team? Open a support ticket and we'll help you resolve your answer ASAP. Premium Support access requires an active support license or premium plan. Open a

• Enable Core Beta Version Updates

  If you want to participate in the Groundhogg Core release cycle, you can install and download the latest pre-release version candidates through the automatic plugin update system! Warning! Beta

• Add a server cron-job: Cpanel

  If you have access to Cpanel through your hosting account you can create a server-based cron job really quickly. Don't have access to Cpanel? If you do not have access to Cpanel, consider using an

• 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

• AffiliateWP Integration: Benchmarks

  AffiliateWP has two benchmarks. These benchmarks are used to trigger actions. Affiliate Status Changed: This benchmark executes when the affiliate status changes to... ( Active, Inactive, Pending,

• 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

• 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

• Cron Setup

  Under Tools > Cron Setup is a wizard to help you get your Cron Jobs up and running. Click [ Get Started ] It's recommended to click the [ Install Automatically! ] button.A file named gh-cron.php will

• HelpScout Integration: Introduction

  Use HelpScout to support your customers? With the Groundhogg Helpscout integration (which is included in the pro plan or above), you’ll be able to start funnels when tickets are received and updated

• [gh_does_not_have_tags] Shortcode

  This shortcode can be used to display content if the contact does not have all the tags provided. [gh_does_not_have_tags tags="1,2,3"] Show this content if the visitor does not have the given

• 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

• 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

• 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

• Page Tracking

  In version 2.5.4 (or later) of Groundhogg (publicly released on September 27, 2021) you can track what pages your customers are going to. If they haven’t logged in, but have approved use of cookies,

• Add an server cron-job: Cloudways

  If you are using Cloudways, the best way to set up a cron job is through the Cloudways cron manager. Create an external cron job on Cloudways After logging in to Cloudways, go to Applications. Select

• Companies: Notes

  A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

• 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

• REST API V3 / Contact / Update

  URL PUT|PATCH /wp-json/gh/v3/contacts Method This endpoint supports PUT or PATCH Request To update a contact record you must pass these arguments. PARAM TYPE REQUIRED EXAMPLE id_or_email string|int

• Import HTML

  You can now import HTML email templates from third-party platforms! Visit Groundhogg > Emails and click [ Import HTML ] Click [ Choose File ] and browse your computer for a .htm, .html file The HTML

• Benchmark: Link Click

  The Benchmark "Link Click" can trigger action(s) based on a contact's click. The flow will be completed and the contact will be redirected to the page. Drag and drop the "Link Click" Benchmark over

• White Label Branding: Introduction

  Use your custom brand instead of "Groundhogg." The White Label addon is part of the Agency plan or WaaS plan. The White Label Branding addon will allow you to re-brand Groundhogg and all its

• Enable Extension Beta Version Updates

  Want to help the Groundhogg team test new premium extension developments? You can now enable beta version updates in the latest version of Groundhogg to receive access to experimental features before

• Troubleshooting: Why is my license not being recognized?

  If you are getting licensing errors and your license is not being recognized it may be because your site was not initially authorized to use the license. This can happen becuase: The URL of your site

• Searching Funnels

  Funnels are sorted into three categories. Active Inactive Archived The search box searches each category separately. Active Funnels - When hovering over the title in the list view additional menu

• Bricks Builder Forms Integration

  Bricks is a premium WordPress theme that lets you visually build performant WordPress sites and uses what are called elements. Elements are very similar to blocks. The Bricks’ “Form” element allows

• Cloudflare Compatibility

  If you are using Cloudflare, you must make several tweaks so that Groundhogg and other highly dynamic WordPress plugins work as expected. Set Max Browser Cache TTL The max TTL is, "the amount of time

• Signed Contracts: Introduction

  Groundhogg Signed Contracts is an alternative to expensive digital signing platforms like DocuSign. Using this add-on your customers can sign digital contracts directly from your website. You can

• 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

• MemberPress: Sync previous order and customer status with Groundhogg

  The Pro or above Groundhogg plan has integration with MemberPress so you will need that paid plan or above in order to get the integration. If you have used MemberPress in the past and started to use

• BuddyBoss Integration: Sync Members with Groundhogg

  The Pro or above Groundhogg plan has integration with BuddyBoss so you will need that paid plan or above in order to get the integration. If you have used BuddyBoss in the past and started to use

• 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,

• 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,

• Refund Request

  We have full confidence in our products, yet we acknowledge that they may not meet every individual's expectations all the time. If you find our product doesn't meet your needs, we're delighted to

• Do you support WPML/WooCommerce Stores and RTL?

  We do not have dedicated RTL support 😔 our market is primarily LTR at the moment. We may invest in RTL in the future. I think you might run into the same issue as you did with Fluent CRM where it's

• AffiliateWP Integration: Introduction

  AffiliateWP is an reliable WordPress plugin that gives you the affiliate marketing tools you need to grow your business and make more money. Using Groundhogg you can run automation for the affiliate