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 +Invite Agent.

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

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 > Contacts Attributes/Accounts 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 Visibility of Attributes.

In this section you can choose what attributes you want and which ones you don’t, by clicking on Manage fields visibility

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

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. Accounts and 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 > Account Attributes (as explained in point 5 above), but you can also import them directly from People > Accounts > Import.

IMPORTANT! Account attributes must be in place before the start of the import process!

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:
  1. Create account attributes in FROGED

  2. 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  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.

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.

PRO TIP: 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

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

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FROGED Help Center | 2024