Getting Started

Step By Step Instructions For Getting Groundhogg Working For You!

Step 1. Installation

Installing Groundhogg takes a matter of seconds. You don’t need to sign up for any paid services or anything. Just install Groundhogg the plugin and that’s it!

Step 2. Set Your Settings

Make sure you set all your business information. That’s what will be used in the CAN SPAM compliant footer.

Step 3. Import Your List

Migrating from another CRM? Not a problem! Go to Settings > Tools > Import and import your list there. There is no limit to the number of contacts you can import at once, although larger files may take longer to process.

Step 4. Create A Funnel

Choose a funnel from our list of templates and start creating awesome customer journeys.


Step 5. Understanding The Funnel

What are all those boxes? What does it all mean? Let’s Walk though it!

A. Benchmarks Make Magic

Benchmarks are the trigger points in Groundhogg that make the “magic” happen. Essentially they are just actionable things on your site that happen to a contact or that a contact does.

Other CRMs may call them “Goals,” “Triggers,” “Steps,” etc… But we wanted to be different, so Benchmarks it is.

B. Annnnddd… Action!

Actions are steps in a funnel that DO things to a contact. Such as send an email, or apply a tag. Actions happen sequentially one after another. There is no limit to the number of actions you can run in a single stint.

Actions can ONLY be run if a Benchmark came before the first in a number of actions.

C. Kicking It Off!

Funnels should always start with 1 or more benchmarks. If you have 2 benchmarks grouped together, either or will start any proceeding actions. For the more computer savvy people, it’s essentially treated as an OR operator.

D. Putting It Together!

You can have any number of benchmarks and actions, in any combination in order to design the perfect customer Journey.

Keep note! If you have a benchmark following a list of actions, and that benchmark is “completed” BEFORE the actions are done running, then those actions will be SKIPPED!

Step 6. Write Some Emails

Use our builtin HTML email editor to quickly write responsive emails that are easy to read and pre-tested on all browsers and email clients.

Step 7. Send A Broadcast To your List!

Let your list know you love them and send them a quick broadcast!

Step 8. Additional Recommendations.

These are some recommended actions for you to take BEYOND just using Groundhogg.

RECOMMENDATION #1. Install “WP Mail SMTP by WPForms

This plugin will allow you to setup an SMTP service for your email, giving you a better shot at getting to the inbox. 

If you don’t have a SMTP, that’s fine! You can select the default PHP option. It will set the relevant DKIM headers among other things so that your regular PHPMailer has a better deliverability rate.

RECOMMENDATION #2. Install “Sucuri

Installing Sucuri or an equivalent plugin will help keep your contact’s information safe. Limiting access to the contacts section should also be a priority. Contact’s information should always be kept on a “need to know” basis.

RECOMMENDATION #3. Install “WP Mail Logging

This plugin is useful for several purposes. First, keeping a log of all sent emails, which is useful for legal purposes. It is also useful for debugging your WordPress WP_MAIL function if it’s not working properly.

RECOMMENDATION #4. Setup Email Bounce Parsing.

Groundhogg has the builtin ability to report bounced emails. This is useful so you don’t wast resources sending emails to people that don’t exist. You can find the settings in the EMAIL tab in the settings.

Essentially its just the inbox (bounce@yourdomain.com) and password for the email account you want bounces to go to. Note that this email account should be on your own server.

By default bounce emails are sent to the sender’s inbox.

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