=== WordPress CRM, Email & Marketing Automation for WordPress | Award Winner — Groundhogg ===

Contributors: trainingbusinesspros, Groundhogg Tags: wordpress crm, marketing automation, crm, email marketing, email automation Donate link: https://www.groundhogg.io/pricing/ Requires at least: 5.9 Tested up to: 6.6 Requires PHP: 7.1 Stable tag: 3.7.1 License: GPLv3 License URI: https://www.gnu.org/licenses/gpl.md

Groundhogg is the best WordPress CRM & Marketing Automation plugin. Create funnels, email campaigns, and have a CRM all within your WordPress site.

== Description ==

Groundhogg 3.0 is here!

Groundhogg 3.0 introduces a new powerful email editor that rivals even the priciest SaaS CRM and email marketing platforms.

Create beautiful email templates to send as broadcasts, or to use in funnels and automations.

[youtube https://youtu.be/vVRbKys1Uc4]

Do your business a favor and switch to Groundhogg.

Epic WordPress CRM, Email & Marketing Automation

Businesses that switch to Groundhogg save on average $240/m on CRM fees.

👉 Official Site | 📃 Documentation | 🎓 Groundhogg Academy

🌎 Facebook Group | 📺 YouTube Channel | Ⅹ (Twitter)

🚀 14-day demo! Try before you buy.

🏆 2020 Gold Stevie Award Winner

Groundhogg CRM & Marketing Automation for WordPress can help you dramatically improve how you acquire leads and make more sales!

Our award winning WordPress CRM is the very best alternative to Infusionsoft, ActiveCampaign, Convertkit, HubSpot, MailChimp and other SaaS platforms.

You don’t have to sacrifice CRM features when you switch to our self-hosted solution. In fact you can save $1,000s per year and have the added benefit of owning all your information.

If you are an agency, WaaS, WordPress developer, LMS/Course Creator, WordPress freelancer, or CRM implementation service provider then the Groundhogg CRM and Marketing Automation suite is for you.

🪓 Ax the "Success Tax"

Other SaaS (Software as a Service) CRM platforms will charge you more as your list grows.

But not us!

When using the Groundhogg CRM & Marketing Automation suite free or with any of our paid plans, we'll never charge you more!

🚫 There are no limits on:

• Number of contacts
• Number of funnels or automations
• Number of emails sent

When using Groundhogg CRM & Marketing Automation you will never be limited on the amount of anything! Unlike other SaaS platforms.

Businesses save $1,000s a year after switching to Groundhogg.

💽 You own your data!

The reality of SaaS CRMs is that you pay, and pay, and pay, and you invest all this money into a system to help your business thrive, but it can be taken away at a moments notice.

Putting your data in a SaaS CRM is like renting an apartment, but with less protection and stingier landlords. You can get evicted at any time, for any reason. There is no recourse.

This leaves your business exposed. What would happen to your business if your CRM was turned off?

With Groundhogg you actually own your data! No one expect you can make impactful changes.

🔎 At A Glance

Everything your business needs to thrive!

• Best in class CRM & Marketing Automation suite.
• Organize and segment your contacts to send more relevant communications.
• Automate your communications to save you time and increase your productivity.
• Collect data and mine your list so you can stop bleeding money. "The money is in the list!"
• Own your data so you’ll never be at the mercy of a SaaS company again.
• Control your expenses! There are NO LIMITS on how many contacts and users you can have! Groundhogg grows with you! Your costs do NOT increase when your lists grows. We don’t tax you for scaling up!
• Translate & configure into any language.

🌎 We care! Join our Community!

Groundhoggers are very generous with their business intelligence. Just as the Groundhogg CRM & Marketing Automation team is deeply committed to helping! So we create lots of tools to help you succeed.

• 🚀 Free 1-Hour Quickstart Course!
• 🌎 Community care & support in the open Facebook group!
• 📺 Over 60 hours of easy Groundhogg Youtube tutorials!
• 📃 Use our Knowledge Centre to get the answers you need.
• 🎙️ Ask your burning questions in Office Hours on our live Facebook stream every Tuesday!

🤷‍♂️ Who can benefit from Groundhogg CRM and Marketing Automation?

The Groundhogg CRM & Marketing Automation suite is being used by a wide variety of 3,000+ businesses in over 35+ countries. The diversity of use cases is huge!

If you're business is using WordPress, you can use Groundhogg.

Here are some of the more common use cases:

• Digital Marketing Agencies
• WordPress Freelancers
• LifterLMS, LearnDash, or TutorLMS sites
• WooCommerce Sites
• WaaS Multisite Platforms
• Blogs and News Sites
• Coaches and Trainers
• Educators and Public Speakers
• Business Directories
• And many more!

💡 Made by people who know CRM & Marketing Automation!

Our team is based in Toronto, Canada! We've been helping small businesses implement CRM and Marketing Automation since 2014 working with tools like Infusionsoft, ActiveCampaign and HubSpot.

After some time, it became apparent that there was a desperate need in the WordPress ecosystem for a capable CRM and Marketing Automation tool for WordPress site owners.

One that could match SaaS platforms on features and reliability did not yet exist, so we built it!

Starting in 2018, Adrian Tobey (founder) and his team took their combined 20+ years of experience in the CRM and Marketing Automation industry to create a better option for WordPress based businesses.

We know funnels, CRM, and marketing automation like the back of our hands!

You can trust us to not only provide you with stellar software and support, but also provide you guidance on the kinds of funnels and automation you should be building to get maximum value from our products.

❤️ Businesses Love Groundhogg CRM & Marketing Automation!

3,000+ businesses in 35+ countries are using Groundhogg CRM & Marketing Automation to launch their funnels, grow their lists and scale their businesses.

Here's what a few of them had to say about our products and support!

From 👨 Chris Badget, CEO of LifterLMS

Great team, great product, and works with all the key WordPress tools I’m using. So nice to be able to do broadcast emails, tagging, and marketing automation all from inside my WordPress website.

From 👨‍🦱 Francisco Opazo, Marketing Manager at BuddyBoss

Groundhogg CRM & Marketing Automation is essential for many community builders, course creators, and membership site owners to achieve higher rates of engagement and retention. It simplifies many complex processes including onboarding, email marketing, funnels, and enables you to scale your marketing efforts more efficiently.

From 👨 Jonathan Denwood, Podcaster & Owner of WP-Tonic Agency

Adrian and his team have really built a great WordPress based CRM that’s really competitive with the big guys like ActiveCampagin. I would highly recommend it to anybody who is running WordPress.

There are over 110 ⭐⭐⭐⭐⭐ reviews for Groundhogg on WordPress.org and even more reviews on our Facebook Page!

Kris Britton of the KAYBE marketing agency moved all of his clients from HubSpot to Groundhogg!

[youtube https://youtu.be/EzQW0oexYFs]

Features

Here are the tools you can use to launch your funnel, grow your list, and scale your business faster with Groundhogg CRM & Marketing Automation!

🕺 Straightforward CRM & Contact Management

• Advanced searching and filtering on any data
• Unlimited CRM custom fields
• Segmentation with tags
• Activity and email history
• Profile pictures
• Automatic location discovery
• CRM Notes
• CSV importing & exporting
• Sync contacts in the CRM with WordPress users
• View congregated information other WordPress plugins in the contact record.

Quickly and easily segment your list with Groundhogg's unrivaled search filter system!

Groundhogg's search filters give you more control than any other CRM to segment your list to find exactly the leads you're looking for.

Our integrations with WooCommerce, AffiliateWP, LearnDash, and more add additional search filters you can use to create powerful segments so you can send hyper targeted messages.

[youtube https://youtu.be/TI0WV62dSU0]

⚙️ Funnels & Marketing Automation Features

• Create highly effective customer journeys with our easy to learn funnel builder.
• Over 30+ integrations available to connect the CRM with your favorite WordPress plugins.
• Create simple funnels or complex ones!
• Measure the effectiveness of your funnels with easy to read metrics.
• Start funnels from forms, payments, new users, and more!
• Open API to add your own benchmarks & actions.

[youtube https://youtu.be/uWZ8pNgBysg]

📧 Simple Email Marketing & SMTP

• Use images, headers, paragraph and more.
• Simple preview & testing.
• Perfect for sales emails, newsletters, transactional notifications and more.
• Send broadcast emails to your contact lists.
• Distinguish between transactional and marketing emails.

📈 Unmatched Analytics Reporting

• We track EVERYTHING in the CRM!
• Granular details of how your site is performing.
• See open rates, click through rates and conversions at a glance.
• Detailed results from your funnels and broadcast emails.
• Integrate with Ecommerce to see revenue from your marketing.
• Learn more about your audience with demographic reporting.
• See which funnels/emails are under-performing.

Use campaigns to make comparing reporting results easier

[youtube https://youtu.be/LIEVWVBC2Ww]

🇪🇺 GDPR Ready

• Simple GDPR features to keep you compliant.
• Automatic preferences center, data download, and opt out.
• Track GDPR consent in your CRM
• Prevent marketing to those who withdraw consent.

🙌 Get more with premium features!

Groundhogg CRM & Marketing Automation has 45+ extensions to help you expand and integrate Groundhogg to help you build your all in one solution.

👉 Bundle all of our incredible premium features into a flat rate plan. Yearly & monthly options available.

You can also use our ⏱️ 14 day $1 demo to see a preview of these stellar features.

Over 24+ extensions to help you handle more...

• Extend your CRM with Custom Fields
• Extend your CRM with Custom SMTP
• Extend your CRM with Advanced Email Preferences
• Extend your CRM with Superlinks
• Extend your CRM with Lead Scoring
• Extend your CRM with Booking Calendars
• Extend your CRM with Social Proof Popups
• Extend your CRM with Signed Contracts
• Extend your CRM with Company Management
• Extend your CRM with a Sales Pipeline
• Extend your CRM with Birthday Automation
• And many more...

Over 30+ integrations to connect to your favorite WordPress plugins. Integrate with...

• Connect LifterLMS to your CRM | FREE COURSE
• Connect LearnDash to your CRM | FREE COURSE
• Connect BuddyBoss to your CRM | FREE COURSE
• Connect GiveWP to your CRM
• Connect Easy Digital Downloads to your CRM
• Connect WooCommerce to your CRM
• Connect HelpScout to your CRM
• Connect Elementor to your CRM
• Connect Amazon Web Services to your CRM
• Connect SendGrid to your CRM
• Connect AffiliateWP to your CRM
• Connect ThriveCart to your CRM
• Connect WPForms to your CRM
• And many more...

⏱️ Want to test out the premium Groundhogg CRM and Marketing Automation suite?

If you'd like a trial of our premium plans, please check out our $1 sandbox demo.

Milestones

• Serving 3,000+ businesses in 35+ countries.
• ⭐⭐⭐⭐⭐ rated software and support!
• 40+ Certified partners.
• 🏆 Gold Stevie Award 2020 for Tech Start up of the Year (American Business Awards).
• 🏆 Gold Stevie Award 2021 for Best In Class Customer Service (American Business Awards).
• 🏅 Best Software Innovation 2020 finalist (Canadian Search Awards).
• 🏅 Canadian Small Business Awards 2021 finalist (Canadian Search Awards).

== Screenshots ==

1. Create funnels in the CRM quickly using our drag & drop builder with dozens of triggers and actions.
2. Start with pre-written templates base don real CRM use cases.
3. Quickly write, preview, test and send personalized emails from the CRM.
4. Upgrade to the drag and drop email editor to create emails with HTML and blocks.
5. Groundhogg's CRM reports give you the most data visibility of any small business CRM and Marketing Automation suite.
6. Create your personalized CRM report dashboard to monitor your most important metrics.
7. The Groundhogg CRM pulls data from all your integrations to show all activity and data on a single screen.
8. Filter contacts in the CRM using dozens of search filters to segment based on tags, custom fields, activity, purchase history, and more!
9. Send out mass emails to your list and view details reports of your subscribers' engagement.

== Installation == = Plugin Repo =

• Install Groundhogg CRM and Marketing Automation
• Activate
• Complete the guided setup
• Start Marketing

= FTP =

• Upload the zip archive
• Unzip
• Activate through the plugins manager
• Complete guided setup
• Start Marketing

== Frequently Asked Questions ==

= Does Groundhogg need any additional marketing software like MailChimp? = No, Groundhogg is a completely standalone, lightweight CRM and marketing automation system designed to save you $1,000s while helping you generate more revenue.

= Does Groundhogg require and external transactional email service like SendGrid? = No, but it is highly recommended. Without a proper transactional email service your emails are likely to end up in spam.

Groundhogg provides a number of recommended solutions:

• MailHawk
• SendGrid
• AWS SES
• Elastic Email
• Basic SMTP for other services.

Groundhogg will automatically use the mail solution you have configured on your WordPress website.

= Does Groundhogg have any required monthly fee or upgrades? = No, you can use Groundhogg CRM and Marketing Automation for free forever. Groundhogg is a Open Source project designed to democratize CRM and email marketing automation and provide simple easy to use tools to new and none tech savvy business owners.

That being said, our premium upgrades can seriously help your business! Use our proven tools and strategies to supercharge your marketing and WordPress site!

= Does Groundhogg connect to Woocommerce or other plugins? = Yes, Groundhogg can integrate with over 30+ of the most popular WordPress plugins around to crate an even more powerful CRM.

= Does Groundhogg work with my theme? = Groundhogg is theme agnostic, meaning it will work with every and any theme. Groundhogg is mostly administrative and very little is seen by visitors.

= Does Groundhogg track my subscribers? = Yes, Groundhogg has a very smart tracking system that will allow you to monitor your clients interactions with your emails and your site.

= Does Groundhogg Integrate with my membership plugin? = Yes, Groundhogg has a builtin connection with the WordPress user API, meaning it will automatically use user roles in your site, like from a membership plugin.

= Is Groundhogg secure? = We follow all best WordPress security practices. Plus it's open source, so we have a large community looking out for potential weaknesses when it comes to your data.

= Is Groundhogg GDPR, CANSPAM, or CASL compliant? Yes, we have tools available to meet the criteria of all the worlds ANTI-SPAM & privacy legislation.

= Is Groundhogg better than my current CRM/Marketing Automation tool? = Well, that's up to you! We'll never say Groundhogg is better than anyone, but it is different. And sometimes different is better than better.

= Where can I upgrade to premium? = You can purchase a premium plan for access to support and our premium extensions & integrations on our pricing page.

== Changelog ==

= 3.7.1 (2024-11-18) =

• IMPROVED Funnel step flow UI.
• ADDED {substr} replacement code.
• ADDED Nested meta key support for meta replacement codes using dot notation. Example {meta.custom_object.some_key}.
• ADDED WP-CLI functions for managing licenses.
• FIXED Small UI issue for tooltips not showing as connected to their arrows.
• FIXED Broadcasts sometimes not moving from sending to sent after all events have completed.

= 3.7.0.2 (2024-10-16) =

• ADDED {andList}, {orList}, {ol}, and {ul} formatting replacement codes.
• ADDED Additional datasets for the New Contacts report and the Email Activity report
• FIXED Tooltips on charts not working
• FIXED PHP Notice on 8.0+
• FIXED Missing CSS on some admin pages if the toolbar widget is disabled.

= 3.7.0.1 (2024-10-04) =

• IMPROVED Table filter config for addons.
• FIXED Issue with before/after date range filters not working

= 3.7 (2024-10-01) =

• ADDED New personalized dashboard experience to replace the welcome page.
  • New My Tasks widget
  • New Summary widget
  • New Recommendations widget
  • New News widget
  • New Helpful Links widget
  • New Recent broadcasts widget
  • New saved searches widget
  • Optimized quick start checklist
  • Enable & disable widgets
  • Supports white-labeling
• ADDED Batch scheduling for broadcasts.
• ADDED Convert to post tool for emails. Converts an email into gutenberg blocks.
• ADDED Groundhogg panel to some core Gutenberg blocks.
  • Native replacement code support without the need for the [ghr] shortcode.
  • Restricted content support when the Restricted Content addon is active.
• ADDED Parent/Child relationships (as info card) for contacts.
• ADDED params parameter to the Reports API playground.
• ADDED "Last week" and "Last month" date ranges for filters.
• ADDED New "sending" status to the broadcasts table to separate broadcasts that are fully sent vs. partially sent.
• ADDED Task "snoozing". Sets the due date to the next day.
• IMPROVED Quick search is faster and shows more information.
• TWEAKED "My Tasks" has been removed from the admin bar widget since it now has a dedicated space in the dashboard.
• TWEAKED The Restore Missing Funnel Events tool has been moved to the Logs > Manage tab.
• TWEAKED The Sync Users tool is now a background process instead of a loader.
• TWEAKED Replaced many usages of the branded loader with skeleton wireframe loaders.
• TWEAKED Funnels with starting benchmarks also acting as a conversion will calculate the conversion based on the 2nd completed event within the time range.
• TWEAKED Cleanup actions will now be run hourly rather than every 6 hours.
• FIXED Replacement codes not working in custom footer for composed emails.
• FIXED "This week" date range not working.
• FIXED Broadcasts scheduled with "Send Now" sometimes not being updated to sent when finished.

= 3.6.1.1 (2024-09-06) =

• FIXED PHP Warnings causing custom reports not to load.

= 3.6.1 (2024-09-04) =

• ADDED Manually process background task from the tasks log table.
• ADDED Feedback widget to collect feedback about some features.
• TWEAKED Expose editor functions for registration of custom blocks.
• REMOVED The copy/paste menu from the editor block nav, use CTRL+C & CTRL+V instead.
• FIXED Update contact background task quitting early sometimes if number of contacts was a round number.
• FIXED issues with mapping checkboxes, again.

= 3.6.0.1 (2024-09-03) =

• FIXED Super admins unable to download files.

= 3.6 (2024-09-02) =

• ADDED Dynamic/Fixed segment choice when scheduling broadcasts.
• ADDED Asset count and links to related assets in the campaigns table.
• ADDED New JS components for use in addons.
• ADDED New PHP API methods for use in addons.
• ADDED New PHP helper classes for use in addons.
• IMPROVED Refactored a lot of code for better usability.
• IMPROVED Better & reusable image picker for the image block.
• IMPROVED Re-organized the menu to group CRM and Marketing Automation features separately.
• TWEAKED Seperated Tags from Campaigns into separate screens.
• FIXED Fatal error in broadcast archives.

= 3.5.1.1 (2024-08-23) =

• ADDED Contact Sub Query filter to the log filters to make it easier to find and modify events for contact segments.
• IMPROVED The dependencies missing notice for addons to make it more obvious what action to take.
• FIXED "quotes" in the value of a radio button or dropdown custom field not filterable due to double escaping.
• FIXED Mapping custom field checkbox values not working if values are already provided as an array.
• FIXED Clear replacements cache when posts are published.
• FIXED Remote notices requested on every page load if transient is empty.
• FIXED The filter views on the email logs table not working.

= 3.5.1 (2024-08-19) =

• ADDED Opt-in Status Changed benchmark.
• ADDED PHP API methods to better handle hard bounces, soft bounces, and complaints.
• ADDED PHP filters for subject and content for the email reports.
• TWEAKED After 4 consecutive soft bounces a contact's status will change to hard bounced.
• TWEAKED Automatically unsubscribe users from email reports whose email domain does not match the url of the site (those users can still opt-in).
• TWEAKED Automatically unsubscribe super admins on multisites from email reports (those users can still opt-in).
• TWEAKED Orderby param in the API docs is now a dropdown.
• FIXED Use white-label name in email report subject lines
• FIXED site_name not being replaced in the broadcast email report.
• FIXED When moving a field in the form editor the open field does not persist.

= 3.5.0.1 (2024-08-14) =

• FIXED Pickers not appearing full width

= 3.5 (2024-08-14) =

• ADDED New social networks for the social icons block: Threads, GitHub, Discord, Rumble, Truth Social, and Odysee
• ADDED Reports API to the Rest API Playground
• ADDED Automated weekly and monthly emailed overview reports to admins.
• ADDED Automated next day reports for broadcast emails.
• ADDED Comparison growth indicators to the funnel performance table.
• ADDED New Menu block to the email editor
• IMPROVED Comparison date calculations for all reports.
• TWEAKED Term relationship toggle in the posts block will now always show, instead of being shown conditionally.
• TWEAKED Block copy/paste is now done with HTML rather than the block JSON. The HTML is parsed into the appropriate block(s).
• FIXED Tag picker options not collapsing after unfocusing from the picker.
• FIXED Filtering the WP_Query for the posts block not working.
• FIXED Mapping to checkboxes not working if there is a space " " in the value.
• FIXED Non-responsive columns still responsive if nested in a responsive column.
• FIXED File upload field in forms causing server error if nothing was uploaded.
• FIXED Link to view uploaded file in submission details not working.

= 3.4.4.1 (2024-07-29) =

• ADDED New shortcut support for the email editor
  • Using the Delete key on a block will delete it.
  • CTRL + C Will copy a block.
  • CTRL + V Will paste a block.
  • CTRL + D Will duplicate a block.
• ADDED Column style options to the Column block.
• ADDED Justify alignment option to make buttons full width.
• TWEAKED After duplicating a block, the new block becomes active instead of the original block staying active.
• FIXED Issue of the last accepted Grammarly suggestion not saving when exiting from a text block in the email editor.
• FIXED Color picker closing in email editor if selecting from palette then using dropper.
• FIXED Font controls closing after selecting new font choice for text blocks.
• FIXED First change in the email editor was not undoable.

= 3.4.4 (2024-07-24) =

• ADDED New {form_submission} replacement code which can add all recent form fields into an email.
• ADDED Forward/Back history button navigation within the funnel editor (This is not undo/redo).
• ADDED Meta filtering to the custom activity filter.
• ADDED Sum of activity values & Average of activity values as custom report types.
• IMPROVED The contact record UX:
  • The local time now updates automatically with WP Heartbeat.
  • Added a "Subscribed since" date to the details card.
  • Added birthday and age to the details card.
  • Rearranged the details and components in the details card to maximize space.
  • Webhook requests and form submissions now appear in more readable user-friendly formats in the activity timeline.
  • The Save Changes button is now sticky to the bottom of the screen to reduce scrolling while editing.
• TWEAKED First and last name will have the first letter uppercase automatically.
• TWEAKED When using the contact quick add form the owner is set to the current user by default. Also now searchable.
• TWEAKED Thumbnails in H1-H5 posts format now link to the post.
• FIXED Group select UI issue in properties editor.
• FIXED Additional phone number types reverting to mobile after saving.
• FIXED Importing multiple values into Checkbox type not working.

= 3.4.3.2 (2024-07-10) =

• FIXED Casting to decimal for number custom field filters was not working in conditional logic.

= 3.4.3.1 (2024-06-28) =

• ADDED Filter groundhogg/has_accepted_cookies for compatibility with 3rd party cookie compliance plugins.
• ADDED Filter groundhogg/location/get_real_ip to filter the IP address. Just for you Paul ;).
• FIXED Issue with the broadcast schedule lock not being reset, resulting in broadcast scheduling hanging up sometimes.
• FIXED Unable to cancel pending broadcasts if no events have been scheduled yet.

Logs older than June 1st 2024 have been removed due to a 5000 word changelog size restriction. Groundhogg has been in active development since 2018!

To see older logs you can view them on github.