Step : How to Add Notes to a Contact's Profile

In this document, we will discuss how to use the marketing workflow to add notes to a contact’s profile. Adding notes to a profile can be helpful when referencing whether a contact meets certain criteria or what workflows they have completed. A note can be any short string of words or characters that are useful or meaningful to you.

Prior to getting started, you will need to have the following:

• A workflow created in your Marketing Workflows
• A trigger set up in your workflow

Step by Step Walk Through:

1. Navigate to the workflow to which you wish to add the Add note step.
   
   
2. Locate the step that you would like the Add note step to follow.  Move your mouse over the small circle below that step, and click the + button when it appears.
   
   
   
3. Select the Add note step option.
   
   
   
4. Type in the note to add to the contact profile, then click Create step.
   
   
   
5. Congratulations!  You have successfully created an Add note step in your Marketing Workflow.

If you have any questions about this, please contact our Support Team by clicking on the Support Widget at the bottom right-hand corner of this page and start a conversation with our Team or click the Help button at the bottom left of the ClickFunnels Page to access the Product Documentation and more.