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Contacts: Contact Details Settings

Created by Faye BSG, Modified on Tue, 21 Nov 2023 at 11:39 AM by Education Team

This article is about "contact detail settings," which are configuration options that oversee the information stored about contacts. These settings allow customization and accuracy of stored data, enhancing personalized communication.

Requirements: 

  • An active ClickFunnels 2.0 account

TABLE OF CONTENTS


Accessing Contact Details:

Follow the steps outlined in the “Edit a Contact” section of the “ How to Manage Contacts” article to access these settings for a given contact.

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Edit Contact Details:

The Contact Details section holds the information of a contact. This section is where you can edit a contact’s details when needed and also review their information.

  • Email Address: This is the contact’s Email Address.


  • First Name: This is the contact’s First Name.


  • Last Name: This is the contact’s Last Name.


  • Phone Number: When available, this is where the contact’s Phone Number is located.


  • Time Zone: This is the contact’s Time Zone. Click the dropdown, then select the contact’s timezone.


  • Organizations: Organizations are a great way to segment users into individual groups. For example: “buyers” or “did not purchase.”


  • Tags: Tags are labels used to categorize contacts based on their actions in your funnel. ClickFunnels allows the creation and assigning of tags to groups or existing contacts, aiding in effective contact management.


  • Default Address: When available, this displays the address of the contact.

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