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• Creating custom reports

  Groundhogg offers the ability for you to create custom reports. To see the custom reports go to Groundhogg -> Reporting -> Custom. To add a report click on the [ Create New Report ]. There will be a

• forms.app Forms Integration

  forms.app is an accessible online form builder that streamlines the creation of personalized forms, including surveys, contact forms, and registration forms. This comprehensive guide demonstrates how

• Preventing Spam in Web Forms with Google reCaptcha

  If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys

• Presto Player Integration: Introduction

  Note: this integration requires the Pro plan (or above) of Groundhogg, and the paid version of Presto Player. Presto Player is the ultimate WordPress video player plugin. It lets you use video or

• Merging Contacts

  If you have multiple contact records for the same entity or person, you may want to merge them together so that it is less confusing for your team and your marketing. How to merge two contacts? If

• Twilio Integration: Getting started with WhatsApp

  We are pleased to now offer an integration with the WhatsApp Business API via Twilio! This new integration allows limited 2-way communication with your customers via the popular chat app. Getting

• Really Simple Payments: Setting up Payments

  Really Simple Payments is packed with custom benchmarks that you can access from the funnel builder. These benchmarks are used to create a payment form that will allow the admin to collect payments

• Adding custom reports

  Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

• Custom Fields in Forms(Legacy)

  You can collect custom information about a contact using custom fields. As an example, add an "input" field in the form builder. Clicking the button will bring up the field UI where you can give your

• Lead Scoring: Introduction

  Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

• Sales Pipeline: Introduction

  The Sales Pipeline is the ultimate tool to kick your sales team into high gear with sales automation. It allows you to easily manage your leads manually or automatically with Groundhogg so you don’t

• AffiliateWP Integration: Filters

  Groundhogg's AffiliateWP Integration provide filters to allow you to Affiliate Status Referral History Paid Earnings Unpaid Earnings Number of referrals *You can use these filters together in

• Filters

  Groundhogg comes with these filters to allow you to filter by: Contact Contact Location User Activity Funnel Broadcast Query *You can use these filters together in combination NOTE: You will have

• 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

• Companies: Files

  The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. To Search Files, type in the "Search files..." field. As you type

• Really Simple Payments: Adding webhook manually

  When a user installs Really Simple Payments and tries to connect with Stripe, Groundhogg tries to create a webhook for Stripe and subscribes to it when user access keys are added inside Really Simple

• BuddyBoss Integration: Tracking link compatibility

  What to do if your preference link is not working as expected! If you have the following instances activated inside of your WordPress site your members may have a hard time getting to their

• 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

• 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

• 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.

• 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

• Booking Calendar: Change appointment length

  With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

• Really Simple Payments: Collecting PayPal payments

  Using Groundhogg's really simple payments (which is also included in the plus plan or above) now users will be able to collect payments using PayPal. With the plugin update, you can see a new section

• 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

• 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

• GiveWP Integration: Filters

  Groundhogg's GiveWP Integrations provide filters to allow you to Recent Donations Number of donations Total Donation Value *You can use these filters together in combination Recent Donations Select a

• Action: Loop

  If you would like to have a series of actions repeated you can use the Loop action What you want to do, is add Loop to the funnel, by dragging it from the right-hand side over to the list of steps.

• WooCommerce: Benchmarks

  Woocommerce Integration comes with these benchmarks that are used to trigger automations. New Order: This benchmark executes when a new order is placed and can be defined with: Any/All If the order

• 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

• BuddyBoss Integration: Introduction

  BuddyBoss is a great membership and community platform used by thousands to manage their members and content. You can now combine the power of BuddyBoss and Groundhogg to segment your members and

• Action: Remove Tag

  If you would like to remove tag(s) to the contact who is at this point in the funnel. What you want to do, is add Remove Tag to the funnel, by dragging it from the right-hand side over to the list of

• 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

• ThriveCart Integration: Introduction

  The ThriveCart integration allows you to listen for requests from ThriveCart to start automation in Groundhogg! You will need the ThriveCart Groundhogg extension or need to have the pro plan (or

• 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

• WooCommerce: Filters

  Groundhogg's WooCommerce Integrations provide filters to allow you to Order Activity Purchased Product Purchased Product in Category Purchased Product with Tag Lifetime Customer Value Number of

• groundhogg/form/submission_handler/before_create_contact

  This hook is used to handle the data before contact is created by Groundhogg. do_action( 'groundhogg/form/submission_handler/before_create_contact', $args, $meta, $tags, $files, $this ); This hook

• Twilio Integration: Composing & sending WhatsApp messages

  Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

• 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

• 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

• Create a Web Form

  You can use Web Forms to collect contact information and start funnels. This is generally the most common tool to capture contact data. Groundhogg has a simple built-in form builder that will serve

• Action: Create User

  If you would like to have the funnel create a user What you want to do is add Create User to the funnel, by dragging it from the right-hand side over to the list of steps. You can put it anywhere in

• Form Styling: Introduction

  Note: The Form Styling extension no longer works with the form editor. This extension is not available for sale. The form's styling will default to the theme style. The Form Styling extension which

• Custom Replacement Codes: Add replacement code

  To add a custom replacement code go to the Replacements tab under the Groundhogg menu. Once you click on the tab, you will be able to view the page that allows you to add custom codes. You will also

• 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

• WooCommerce: Replacement codes

  The Groundhogg-Woocommerce add-on contains six different replacement codes that you can use to send discount codes to contacts. Cart URL wc_cart_url The URL of your cart page. Restore Cart URL

• 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

• BuddyBoss Integration: Are your open stats and click stats the same?

  If your open rate is the same as your click rate and you have BuddyBoss or any other redirect plugin installed you may need to follow these steps to ensure your analytics are correct. Navigate to the

• 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

• Using Web Forms As Internal Forms

  All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

• 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