Contacts
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Overview of the Contacts PageThe Contacts page helps you keep track of your customers and their details. You’ll find everything you need, like names, email addresses, subscription statuses, and revenue generated. It’s where you can filter, sort, and organize your list to quickly find the right contacts or…
Contacts Profile OverviewThe Contact Profile Page gives you a comprehensive view of an individual contact's activity, orders, enrollments, fulfillments, and more. It’s designed to help you manage and track all interactions with a contact in one place. Each tab within the profile provides specific…
How to Manage ContactsThis article will provide instructions on creating, updating, or deleting a Contact. Contacts are users that have given you their contact information through one of your pages or some other form of consent. All of their data is stored in individual Contact Profiles. Requirements…
How to Export ContactsExporting contacts allows you to download contact details for use outside the platform. This article explains how to export a single contact or multiple contacts in bulk and access your export file. Requirements An active ClickFunnels account Existing Contacts Accessing the…
How to Import Contacts From a CSV FileThis article will discuss importing contacts into ClickFunnels from a CSV file. Importing contacts from a CSV file makes it easy to add large groups of contacts to your ClickFunnels account efficiently. This method is highly efficient for managing large lists, such as customer…
How to Use ActionsThis article explains how to apply actions to your contacts in ClickFunnels, including using bulk actions for managing multiple contacts at once. By performing these actions, you can efficiently manage your audience. Requirements An active ClickFunnels account Existing Contacts…
Contact Tags Section OverviewTags let you classify your contacts according to their actions in your funnel. This allows you to store information about your customers, which you can use later to create and send emails. Classifying your contacts is important because it helps to personalize the follow-up…
How to Add and Manage Contact AttributesContact Attributes are customizable fields that allow you to store additional information about your contacts, beyond the default fields. Attributes allow you to customize and organize your contact data by adding specific fields to suit your needs. This article will walk you…
How to Tag Contacts from FunnelsTags in ClickFunnels are essential for keeping your audience organized and helping you run efficient workflows. They function similarly to "lists" in ClickFunnels Classic, allowing you to segment contacts and manage interactions effectively. You can also add tags manually for…