Push WordPress Form Submissions to GroundHogg – WS Form

GroundhoggPRO

This knowledge base article relates to the WS Form Groundhogg add-on. Click here to purchase this add-on.

Groundhogg is a marketing automation and CRM plugin for WordPress.

This add-on lets you use any form created in WS Form to create and update Groundhogg contacts, as well trigger any funnel using our benchmark.

WS Form - Groundhogg

Installation

The Groundhogg plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Groundhogg plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘Groundhogg’ tab at the top of the page.
  4. Enter your license key.
  5. Click the ‘Activate’ button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Creating a Form for Groundhogg

Automatically

The Groundhogg add-on comes with two form templates. These templates can be used to build forms that create new contacts in Groundhogg when submitted.

To create a Groundhogg form in WS Form:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Add New’.
  3. Select the ‘Groundhogg’ tab at the top of the page.
  4. Click on the basic or advanced form template.WS Form - Groundhogg Add-On - Templates

That’s it! Your form will be created and is ready to add to your website. You can edit the form like any other form built with WS Form.

You can test the form by clicking ‘Preview‘ or by adding the form to one of your web pages.

When the form is submitted, it will create (or update) a contact in Groundhogg.

Using the WS Form PRO Benchmark

Groundhogg benchmarks listen for special website events that launch automated workflows in the funnel builder.

When this WS Form PRO creates a new contact in Groundhogg, it triggers the WS Form PRO benchmark.

To use the WS Form PRO benchmark:

  1. Create or edit a Groundhogg funnel.
  2. Click ‘+ Add Step’.
  3. Click ‘WS Form PRO’WS Form - Groundhogg Add-On - Add Step
  4. Select which form you would like the step to run for. Leave this setting blank if you want this step to run for any form.WS Form - Groundhogg Add-On - Step Settings
  5. Select which mode you would like the step to run for. Leave this setting blank if you want this step to run for any mode.
  6. Click ‘Save’.

Manually Configuring a Form

It is also possible to use any form created in WS Form and add an action so that a contact is created in Groundhogg when a user saves or submits their form.

To add a Groundhogg action:

  1. When editing your form, click the ‘Actions’ icon at the top of the page. The ‘Actions’ sidebar will open on the right-hand side of the page.
  2. Click the ‘Add’  icon to add a new action.
  3. Select ‘Add to Groundhogg’ from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the ‘Save & Close’ button at the bottom to save your changes, or click ‘Cancel’ to disregard your changes.

The Groundhogg action settings are as follows:

When Should This Action Run?

You can choose to run the Groundhogg action when the form is saved, submitted, or both.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

Opt-In Status

Each contact in Groundhogg has an opt-in status. The available statuses are as follows:

  • Unconfirmed
  • Confirmed
  • Unsubscribed
  • Subscribed Weekly
  • Subscribed Monthly
  • Bounced
  • Spam
  • Complained

Use this setting to determine which opt-in status is assigned to the contact.

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in Groundhogg. For example you would want to map your Email field to the Email field in Groundhogg.

To map a field:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left column, select your form field.
  3. In the right column, select the corresponding Groundhogg field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button to save your changes.
Custom Mapping

Custom mapping allows you to set a Groundhogg field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source such as the variable #form_label to the source field in the Lead object in Groundhogg.

To add a custom mapping:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left column, enter a value and/or a WS Form variable.
  3. In the right column, select the corresponding Groundhogg field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button to save your changes.
Owner

Use this setting to assign the contact to a particular WordPress user in Groundhogg. This setting is optional.

Tag(s)

When a new contact is created, Groundhogg will automatically assign the contact to one or more tags. This setting allows you to add additional tags to a contact. Search for an existing tag or enter a new tag into this field and then type ‘Return’ to save the tag.

Notes

You can add one or more notes to a contact using this setting. To add a note:

  1. Click the ‘Add’  icon at the bottom right of the notes section.
  2. Enter a note. You can type plain text and/or a WS Form variable.
  3. Repeat this process for each note you wish to add.
  4. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Attachment Mapping

File and signature fields can be mapped so that they are uploaded as attachments to the post when it is added.

To add a file or signature field as an attachment:

  1. Click the ‘Add’  icon at the bottom right of the attachment mapping section.
  2. Select your form field.
  3. Repeat this process for each field on your form that you want to include as an attachment.
  4. Click the ‘Save’ button to save your changes.

File fields that are marked as multiple will result in multiple attachments if more than one file is uploaded.

Custom Meta

This setting is used to add custom meta to the contact.

To add a custom meta key-value pair:

  1. Click the ‘Add’  icon to add a  row.
  2. Enter the key in the left column.
  3. Enter the value in the right column.
  4. Click ‘Save’ to save the custom attributes.

Populate Forms Using Groundhogg

As well as pushing form data with this add-on, you can also retrieve contact data and populate the fields on your form.

This feature is only available if a website visitor is signed in and their WordPress email address matches the email address of a contact in Groundhogg.

To enable this feature:

  1. Click the form settings icon in the top toolbar when editing a form.
  2. Click the ‘Auto Populate’ tab in the sidebar on the right.
  3. Enable the ‘Populate Using Action’ setting.
  4. Choose ‘Groundhogg’ from the ‘Action To Populate From’ pull-down menu.
  5. Select the list you wish to populate data from in the ‘List To Populate From’ pull-down menu. ‘Contact’ is the only option here.
  6. Map the Groundhogg fields to your form fields.
  7. Click ‘Save’ at the bottom.

Note that if you created your form using a Groundhogg template the field mappings will automatically be created for you.