Overview
After installing Groundhogg, there are a few important configuration steps to complete before you can start using all of Groundhogg’s features. This guide provides a broad overview of each area. Each topic links to its own dedicated documentation for full instructions.
Set up cron jobs
Groundhogg uses scheduled tasks to send emails, run flows, and process events. WordPress’s built-in cron system depends on site traffic and may be unreliable. Setting up real cron jobs on your server ensures everything runs on time.
Configure initial settings
Before doing anything else, configure your core system settings. This includes your company name, default email sender name and email, compliance information, and branding options. These settings apply across all Groundhogg features.
See: Getting Started » Configuring Initial Settings
Set Up Compliance Settings
To meet legal requirements and build trust with your audience, configure your compliance settings early on. Groundhogg includes built-in tools to help you follow laws like GDPR, CASL, and CAN-SPAM.
Add your staff
If others on your team will be managing campaigns or contacts, you can assign them roles with the right permissions. Groundhogg uses WordPress user roles and capabilities to control access.
See: Administration » Adding Staff
Configure caching
Caching plugins and server-level caching can block dynamic features like forms, tracking, and personalized content. It’s important to exclude certain Groundhogg URLs and pages from caching to ensure full functionality.
See: Performance » Configuring Caching
Import your contacts
Start building your list by importing contacts from a CSV file. You can tag contacts during import and even drop them directly into a flow. Groundhogg will handle duplicates and make mapping fields easy.
Once these steps are complete, you’re ready to build flows, send your first emails, and track your results—all from inside WordPress.
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