FROGED Help Center | Round up your crew

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Round up your crew

Keep going with your teammates!

These are the next steps to set up Froged properly.

4. Invite agents

In order to invite other agents (colleagues) and give them access to your FROGED workspace, the admin user only needs to go to Settings > Agents and click on + Add agent.

The UserID would be the FROGED email name for this agent. For example, the UserID could be name.surname >> name.surname@froged.mail.com

If you want to know more information about managing agent permissions and types of access read this

5. Creation and import of contact attributes

The attributes are user characteristics, information that you either manually or automatically pass on to FROGED. Eg. name, surname, email, country, type of plan, etc.

These attributes feed into the client/user record within your contact database in FROGED (“Data Warehouse”). All attributes are viewable in a column format within menu People > Contacts / Accounts.

To add new contact attributes, you must do it from: Settings > Attributes >Add attribute

Once your attribute is created, it’s important that we know where it will appear and how to organize your workspace in FROGED’s contact database.

Moreover, if you want that from now onwards the info between your system and FROGED gets automatically updated, you need to have the “SET” correctly installed. This part should have been configured during the installation. For further info read section “SET” in this article.

5.1 Creation and import of contact attributes

In this section you can choose what attributes you want and which ones you don’t, by managing their visibility.

5.2 Visualize attributtes in colums within Froged's contacts database.

Location: on the right side of your data warehouse > Click on “Columns” and select one by one, all the columns that you want to visualize.

6. Creation and import of account attributes

“Accounts” are a level above contacts. They are specially designed for B2B companies, so if you are one this should be of interest to you!

If you want to group users (“contacts”) within a company or account, you should create Accounts and Account attributes. Eg. Users 1, 2, 3 are from the same customer company, and they will be grouped together under the same account (“Account 1”). For further information about accounts, check this document.

If you can’t see Accounts within the module “People”, you can activate this option from Settings, or ask your admin user in FROGED to activate this for you.

You can create Account attributes from Settings > Accounts Attributes (same process as contact attributes):

And if you want to import them, you should do it from “People > Accounts > Import”:

👉 It’s very important that account attributes are created before the import process starts.

FROGED’s accounts are automatically taken from your system/platform. This is configured during the installation. In case you want to run an import because this information is located somewhere else and it’s not saved in the system that is connected to FROGED (eg. Pipedrive, Hubspot, etc) you need to do the following:

Create account attributes in FROGED
Prepare a CSV with the company name in your system and the ID (identity code), so both can get related since the attributes collected by your system automatically will populate straight away, as well as its associated contacts/users.

😎 Tip! It’s better to use FROGED’s template for the import. It’s available in Import > “Get your CSV template”:

Therefore, you need to create a CSV, with the identifier and the different columns with the different attributes that you wish to import from your CRM or other system.

7. Event creation ("Trigger")

FROGED events are actions that a user does in your platform (Eg. log-in/log-out, click on a specific element, etc). For further information about events, you can read this read this.

Value: It’s important to know what your users do and don’t do in your platform, so you can create engagement, onboarding or activation flows afterwards. Events or triggers are your best allies to measure your users behavior within your platform.

FROGED offers a series of Predefined Events.

And you can also create your own events in a very simple way in: Settings > Events > Add event:

There’s 4 types of events: click, scroll and url events, which are very simple to create and do not require technical knowledge; and the customized events which are done through the SDK.

🧐 Suggestion: create 3-5 events that your users need to run to find value within your solution. Eg: sign-up, profile creation, trial-end, document created, event performed, etc.

8. Site Customization (branding and content):

FROGED offers the possibility of customizing both the aspect of its elements (knowledge base, widget, etc) as well as off-the-shelf content that saves you time in customer support.

Try by yourself! Customize all your elements and content within Froged at #2 Challenge - Customize your FROGED site

Go to #2 challenge

Have any questions or doubts? Please contact us through our Support Chat. Thanks and enjoy FROGED!

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5. Creation and import of contact attributes

5.1 Creation and import of contact attributes

5.2 Visualize attributtes in colums within Froged's contacts database.

6. Creation and import of account attributes