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250 articles found
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SendGrid Integration: Connect to SendGrid with the email API
Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the
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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
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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
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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
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Booking Calendar: Connect your Zoom account
If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the
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How to remove inactive subscribers
Regularly removing inactive subscribers from your general email list is a recommended practice to enforce COI (confirmed opt-in) and adopt a consent-based approach to email marketing. Even if the
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Caching Compatibility
If you have a caching plugin (please only use one at a time) or any sort of system caching on your website or may notice Groundhogg not quite working as well and as quickly as you had hoped. There
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Email Blocks: Socials
Socials Block Tab Social Media Theme - Select a theme(Brand Color Square, Black Boxed, Gray Boxed, Light Gray Boxed, White Boxed, Brand Color Circular, Black Circular, Gray Circular, Light Gray
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WPForms Integration
Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or
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Fluent Forms Integration
Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the
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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
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[gh_email] Shortcode
You can use this shortcode to embed email content into posts either as iFrame or HTML. Go to any saved email and click the verticle ellipse menu in the top right. Click this Embed option. You can
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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
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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:
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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
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How Do I Claim a Course Voucher?
If you have received a voucher code for a course, here is how you can claim it. Already have an account? In your dashboard, click on Redeem a Voucher Then enter your voucher code and click submit.
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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
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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
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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
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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
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Add an external cron-job: SiteGround
If you are using SiteGround, the best way to set up a cron job is through the SiteGround cron manager. Create an external cron job on SiteGround Go to the account you want to manage in SiteGround and
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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
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Email Editor Controls
The Editor Controls contain global settings. Global Fonts Color Palettes Social Global Fonts Adjust/add font configuration for the text block. By default, paragraphs, H1, H2, and H3 have been set.
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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,
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AWS Integration: Creating IAM credentials
To use the AWS integration you must generate IAM credentials. 1. Open the IAM tool in the AWS Console 2. Go to Users 3. Add a new user 4. Give the user a name, for example, Groundhogg and select
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Change Your Language In Groundhogg
By default, Groundhogg is available in US English. But with clients on several continents, we have built Groundhogg to support many different languages. A list of all translations included with
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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
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Editing Contact List to show what you want
Overwhelmed with how much is in the contacts list? Want it to show less or more information? You can do that. What you want to do first is go to your contacts list and look for the screen options (in
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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
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Advanced Features: Introduction to the Advance Timer
The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as
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Tutorials: Deactive all funnels
If you need to stop all funnels on a website (it could be a testing site, or because something is not working) you can do that without having to go into each funnel to deactivate them. Go into the
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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
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SMTP: Introduction
The SMTP extension plugin allows you to use the SMTP server to send emails through Groundhogg. To get started with this service, you need to go to Groundhogg's website and download the SMTP plugin,
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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
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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
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Email Reporting
When you arrive at the Email Reporting page you will be presented with a line graph of "Email Activity" for the last 30 days. This graph displays Emails sent, Emails Opened, and Emails Clicked. You
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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
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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
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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
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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
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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
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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
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Custom Fields in Groundhogg 2.6
With Groundhogg 2.6 and above having changed up a bit on how things are arranged, we thought it would be helpful to make this guide. Table of contents: Adding a new custom field tab Deleting a custom
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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
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Sales Pipeline: Reporting
To view reporting, click the 3 dots in the top right of any pipeline. Select Reporting
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Groundhogg's Tools
*Click the tabs in the menu to view more information. Groundhogg provides many useful tools to accomplish
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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
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Refresh Opt-in Status Tags
Under Tools > Misc is a utility to Refresh Opt-in Status Tags. Click the [ Process ] button. What are opt-in status tags?
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Groundhogg's Logs
*Click the tabs in the menu to view more information. These logs can be very helpful in reviewing and troubleshooting the activity in Groundhogg.
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System Info & Debug
System Info & Debug tab contains the following tools: Download System Info Safe Mode Install Help Previous Update Reset Click to see a larger version