Groundhogg: New Contact Record UI & Contact Merging

Groundhogg just announced a new UI for contact records with a fresh look and feel, a new contact activity timeline, contact merging, and more for their WordPress marketing automation and CRM tool. Groundhogg 2.6 is just days away from release. Let’s dive right into the sneak peek.

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New Contact Record UI

Contact Record
Contact Record With New Activity Timeline ©Groundhogg

Groundhogg redesigned the contact record user interface from the ground up, introducing a compressed design that allows for more screen space with less scrolling.

The new activity timeline displays all events and activity of a contact chronologically, including email and funnel activity, site history, form submissions, course details, WooCommerce orders, and much more.

They also made the tag picker more user-friendly and colour-coded for an easier tag management.

Custom Field Management – Better & Free

Custom Field Management
Access Custom Field Management Via Contact Records ©Groundhogg

Groundhogg has merged custom field management with the core plugin, meaning it is now free of charge. All custom fields and tabs created with their paid Custom Field Management add-on will be converted into the new format supported by the core plugin.

You can now create tabs, sections, and custom fields directly from within the contact record page.

Contact Merging

Contact Merging
Easily Merge Duplicate Contacts ©Groundhogg

Finally, you can now merge duplicate contacts via the contact record. Simply select another contact record to merge it with. Missing data is updated and the latest data is considered correct. All activities, notes, files, jobs and assignments are kept.

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Stefan
Stefan

Ahoi.dev is a ShabuShabu project by Stefan Glumpler & Boris Glumpler - a brother and web designer / developer team based in Munich, Germany. Servus from Bavaria!

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