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  • 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

  • How to Check for Errors

    If you are experiencing issues with broadcasts, funnels, or emails you may have set up something incorrectly. Groundhogg has a log of all the automation that happens in the background and keeps a

  • 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

  • How to auto-fill web forms.

    If you would like a Groundhogg web form to be pre-filled with a contact's information you can do that! All you have to do is use a replacement code for the field value. In the form editor, click the

  • 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

  • [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

  • 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    If your license expired or your payment method is no longer valid, you may need to manually renew your license key to ensure service continues without issue.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

  • Plugin API REST Endpoint

    You can use the Plugin API REST endpoint as an alternative to the Webhook Listener if the contact has already been registered on your site. You can send a webhook request to this endpoint call_name,

  • How To Send Transactional Email

    Are you sending a transactional email? You can bypass the contact's marketing preferences for transactional emails by changing the email type to Transactional. Warning! You should not use

  • What to do when extension aren't updating?

    When you get the "download failed: unauthorized" message when trying to update it means 1 of 2 things The license is invalid, you need to renew or upgrade In this case, you need to log into your

  • SMTP: Troubleshooting errors

    SMTP ERROR: Data not accepted. If you are receiving this error this means that your SMTP provider did not like the SMTP request sent by Groundhogg. There are various reasons why this may occur.

  • Refactored Optin Status - 2020-02-12

    In version 2.1.13 of Groundhogg, the contact optin status integer value is being refactored. Beyond 2.1.13, the optin_status will be a value between 1 and 8, rather than the old 0 and 7. This is

  • Booking Calendar: How to add custom notes to appointment card

    The Groundhogg booking calendar offers the ability to leave private notes on each appointment. You don’t need any other extension to use this. Go into the appointment that is booked (that will be

  • Troubleshooting: Why can't I activate my WaaS license on subsites?

    If you have a WaaS license, you only need to activate it on the main site of the network. Then, you install the white label plugin which comes with your license and all of the subsites will be

  • 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,

  • [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

  • Replacement Code: {date}

    The date replacement code is a handy one that allows you to reformat any date into a nice presentable string. The syntax is the date format followed by a string representation of the date compatible

  • 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

  • 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

  • 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

  • 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

  • What are the "Marketable" and "Non-marketable" tags?

    The Marketable and Un-marketable tags are special opt-in status tags that cannot be applied or removed from a contact as they are a reflection of the contact's current opt-in status and compliance

  • Email Blocks: Footer

    Footer Block Tab Footer Alignment(Left, Center, Right) Font Style Font(The globe gives you access to the global type settings, and the pencil edits specific Font Family, Font Size, Line Height, Font

  • 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

  • How to Enable Safe Mode

    If you are experiencing issues in Groundhogg there is an easy troubleshooting method to help you. Sometimes there are conflicts with other plugins (We can't think of everything). If this happens it

  • WooCommerce: Compliance

    If you use our WooCommerce integration then you may want to allow your customers to receive emails from you (or not). We offer that with our integration and here is how to turn that on. When you have

  • 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

  • Email Blocks: Text

    Text Apply styles to content in this block Make the text bold or italic Change the text color Add or remove a hyperlink Align the text to the left, right, center, or make it justified Use a bullet or

  • 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.

  • 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

  • REST API V4 / Deals

    The deals API lets you fetch, add, edit, and delete deals. Deal Properties Attribute Type Description ID integer The system ID of the deal data object The core properties of the deal contain

  • Adding a tag on an action

    One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

  • Why Do I Need An SMTP Service?

    What is an SMTP service? An SMTP service is like a gateway. You send an email to this service and then they take care of delivering that email to the recipient. The SMTP service provides credibility

  • 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

  • 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

  • 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

  • Can I add an attachment to my emails?

    When it comes to attaching files to marketing emails, we recommend the following: Don’t Do It! Here are a few reasons why... ISPs may flag your marketing emails as spam, especially if they contain

  • 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

  • How Do I Provide Support Admin Access?

    If you have an ongoing technical support ticket, you may be asked to provide administrative access to the support team so that we can troubleshoot your issue. Why do we need admin access? Our support

  • I can't download any of my exported contact files!

    Are you having trouble downloading your contacts? User Role Permissions/Restrictions The user who is trying to download the contact files must have permission to do so. By default, the administrator

  • 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

  • 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

  • REST API V4 / Contacts

    The contacts API allows you to fetch, add, edit, and delete contacts. Contact Properties Attribute Type Description ID integer The system ID of the contact data object The core properties of the

  • Really Simple Payments: Payments and refunds

    Groundhogg provides the functionality to administer your payments and subscriptions from your admin area. These tabs provide advanced search functionalities which makes finding a specific transaction

  • Misc

    The Misc tab contains the following tools: Sync WordPress Users Refresh opt-in status tags Restore missing funnel event

  • groundhogg/event_queue/process/before

    This action hook is used to run custom code before the event is processed by the event queue of Groundhogg. do_action( 'groundhogg/event_queue/process/before', $event_ids ); Using this hook developer

  • 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 to uninstall Groundhogg

    To uninstall and remove all data: Log into your WordPress Dashboard. Go to Groundhogg > Settings > Misc and scroll to Danger Zone. Click Enable "Delete Groundhogg Data". This will delete all

  • 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: