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All Contacts: Contact Profile Overview

Modified on Tue, 07 May 2024 at 12:37 PM

Viewing a contact's profile.

This article explains the different areas in the contact profile. The contact profile holds your lead’s information, such as their email address, course enrollments, orders, and more.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account

Accessing the Contact Profile

  1. Click Customers from the left-hand main menu.
    Clicking the Customers menu.

  2. Click on Contacts.
    Click Contacts menu

  3. Click the avatar or email address of the contact to open their profile.
    Clicking a contact's avatar or email address.

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Overview

This tab has a high-level view of the contact information, custom attributes, shipping address, and payment methods.
Viewing a contact's profile Overview.

  • Contact: This section has the customer’s basic information, like email address, phone number, tags, timezone, and source.
  • Custom Attributes: This section has the custom type information collected from elements with a custom type setting.
  • Shipping Address: This section has the address of the customer.
  • Payment Method: This section has the payment methods of the customer.

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Activity

This tab displays the customer’s interactions with your site.
Viewing a contact's profile Activity.

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Marketing

This tab displays active workflows, broadcasts and the calendar events registrations the customer is subscribed.
Viewing a contact's profile Marketing.

Workflows can be manually triggered for contacts by clicking the Add to Workflow link and completing the following information.

Select a workflow

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Orders

This tab displays the previous payments and orders of the customer.
Viewing a contact's profile Orders.

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Enrollments

This tab displays the courses the customer is enrolled in if they are enrolled in any course. Alternatively, enroll customers using the add enrollment link to enroll customers to an existing course.
Viewing a contact's profile Enrollments.

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Fulfillments/Assets

This tab displays any digital assets that a customer has or lets you grant the customer access to your digital asset.
Viewing a contact's profile Fulfillments/Assets.

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Manage Contact

Use this setting to manage the information of your customer. Click this link to learn more about managing your contacts.
Highlighting the Manage Contact button on a contact's profile.

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Additional Information

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