Search results for importing
31 articles found
-
Tutorials: Importing contacts into a funnel
How to import already tagged contacts into a new funnel Do you need to add contacts to a specific funnel in Groundhogg? You may be looking to do this because you are creating a new funnel marketed
-
Importing Contacts with Their Opt-in Status
By default, when you import a list for the first time their opt-in status will be "Unconfirmed." Depending on where you are in the world this can mean you may or may not be able to send emails to the
-
Tutorials: Importing Just A List of Phone Numbers
Every carrier creates an email for their users (most people do not know this). You could create a form that concatenates the fields to give the signup person a distinct email. (they would still need
-
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
-
Import a template
You can import a template used in Groundhogg from another site or saved locally. Visit Groundhogg > Emails and click [ Import a template ] Click [ Choose File ] and browse your computer for a .json
-
groundhogg/import/form/after
This hook is used to add code after the import section on the tools page. do_action('groundhogg/import/form/after' );
-
groundhogg/import/form/before
This hook is used to add code before the import section on the tools page. do_action('groundhogg/import/form/after' );
-
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 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 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 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
-
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
-
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
-
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
-
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
-
Contact marketability explained
Contacts can either be Marketable, or Unmarketable. These two states are a reflection of several criteria that factor in a contact's activity, metadata, and your site's level of compliance. How
-
ZeroBounce: Introduction
Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help you.
-
Why Can't I Upload My Funnel Template?
Having issues uploading your funnel template? Sometimes the WordPress file upload system can be a little finicky. If you are receiving the above error follow these steps. Open your funnel template
-
Sorry, you are not allowed to upload this file type.
If you are attempting to import a CSV file and receive an error: The error may arise from specific HTML tags in your .CSV file, which WordPress restricts for security purposes during the import
-
Frequently Asked Questions
Q. Will the existing records be updated if I perform another import that includes email addresses that match contacts already in the system, but with new data(Phone numbers, addresses, etc.)? A. Yes,
-
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
-
User Roles & Capabilities
Groundhogg separates most of its functionality into user roles and various capabilities. Below we describe what roles are included. Administrator The administrator will always have full privileges
-
Contact Activity
You can keep track of the contact's activities. What are activities? The "Activity" tab provides a log of events that occur for this contact. Events like: Logged In / Logged Out Page Visits Funnels
-
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
-
Why are My Contacts Unmarketable?
What does Marketable/Unmarketable Mean? In Groundhogg, a contact can either be Marketable or Unmarketable. An Unmarktable contact will NOT receive any marketing from Groundhogg, while a Marketable
-
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
-
Contact Notes
You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For
-
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
-
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
-
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