Groundhog CRM is the membership plugin for WordPress. We have tried to make easier to sms notification and reminders to users through Groundhog CRM by following easy steps.
Groundhog CRM to customer
Steps to send sms notification to user.
- Navigate to SMS Alert plugin.
- Enable and modify the SMS content for sending message to customer.
- Click on save changes.
FAQ’S
1. What does this integration allow me to do?
It enables you to send SMS notifications to users (contacts/members) when their status changes in Groundhogg CRM via SMS Alert.
2. Which user-status change events are supported for SMS?
According to the KB article, currently supported events include:
– When user status is changed to unconfirmed.
– When user status is changed to confirmed.
– When user status is changed to unsubscribed.
– When user status is changed to subscribed weekly.
– When user status is changed to subscribed monthly.
– When user status is changed to bounced.
– When user status is changed to spam.
– When user status is changed to complain.3. How do I set it up (basic steps)?
1. In your WordPress dashboard, go to the SMS Alert plugin settings.
2. Navigate to the integration section for Groundhogg CRM (or equivalent).
3. Enable the SMS notification(s) you want for the supported status-change events.
4. Modify the SMS content template (so you can personalise the message).
5. Save changes.4. Is the integration limited to only user (customer) notifications or does it support admin notifications too?
From the article’s wording (“Groundhog CRM to customer”) it appears this integration is focused on notifying the customer/user side when status changes. If you also want admin notifications, you may need to check if SMS Alert or a custom hook supports that separately.
5. What should I check if SMS notifications are not being delivered?
Troubleshooting steps:
– Confirm that the SMS Alert plugin is configured properly (API credentials, sender ID, active account).
– Make sure the Groundhogg CRM statuses are actually changing.
– Ensure the SMS template for that status-change event is enabled and saved.
– Ensure the contact has a valid mobile number stored (with correct country code/format) and SMS Alert knows which field to use.
– If you are in a regulated country (like India) ensure your sender ID and template are approved (for DLT compliance).
– Check any logs in SMS Alert or Groundhogg for failures or errors.6. Are there any limitations or special notes for this integration?
– Only the specific user-status events listed are supported (see Q2). If you need other events (e.g., tag applied, funnel step changed) you may need custom work.
– The article does not explicitly mention admin notifications, so that may require additional setup.
– Because SMS costs can add up, ensure you only enable necessary notifications.
– For countries with SMS regulations (India, etc), ensure compliance (sender ID, templates, timing).
– If your Groundhogg setup has customised statuses beyond default ones, verify that the SMS Alert plugin recognises those statuses.7. How should I quickly test the integration once set up?
1. In Groundhogg CRM, pick a test contact with a valid mobile number.
2. Change the contact’s status to one of the supported statuses (e.g., “confirmed” or “bounced”).
3. Check if SMS Alert sends an SMS to the mobile number with your customised template.
4. Review the SMS content for correctness and delivery.
5. If no SMS was sent, review the plugin settings, mobile field mapping, and check any error logs.