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[Archived] - Customer Dashboard: How to Manage Addresses

Modified on Fri, 4 Oct at 4:09 PM

Screenshot highlighting the Addresses tab inside the Customer Dashboard

This article explains how to manage your addresses in the ClickFunnels 2.0 Customer Dashboard, which is helpful to ensure your customers’ shipping and billing details are correct. It’s important to keep your address updated to avoid any issues with receiving products or services. This process makes your customers’ transactions go smoothly.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • A working Customer Center

How to Access Addresses Tab in The Customer Dashboard

  1. Click the Site option located in the left menu of your workspace.
    Screenshot displaying the 'Site' option in the left menu of the ClickFunnels 2.0 workspace.

  2. From the Site menu, select the Customer Center option.
    Screenshot showing the 'Customer Center' option in the Site menu.

  3. Click on the link found under the Customer Center to enter your Customer Center backend.
    Screenshot highlighting the link under the Customer Center Dashboard.

  4. The Customer Center Center will open in a new tab.
    Screenshot showing the Customer Center.

  5. Click on the profile picture at the top right corner of the screen, then select My Account from the dropdown menu.
    Screenshot illustrating the profile picture at the top right of ClickFunnels 2.0, with the dropdown menu open showing the My Account option.

  6. You’ll be directed to the Customer Dashboard.
    Screenshot showing the customer dashboard.

  7. Click on the addresses tab.
    Screenshot showing the Addresses tab.

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How to Add a New Address

  1. Click on any of the Add new address buttons located in the Addresses tab in your Customer Dashboard.
    Screenshot highlighting the Add new address buttons.

  2. Provide the details of the new address you’d like to add to your profile.
    Screenshot illustrating the details window.

    1. Add First and Last names.
      A Screenshot displaying the section where end users can update their first and last names.

    2. Enter the Company name.
      A Screenshot displaying the company name input box.

    3. Enter the Address details.
      A Screenshot displaying the address input box.

    4. Enter the Address details and Phone Number.
      A Screenshot displaying the address input boxes.

  3. Click Create address.
    A Screenshot displaying the Create address.

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How to Manage Addresses

  • Edit: click on the settings gear icon located to the right of the address list. This action will open the address details, allowing you to update and save any changes needed.
    Screenshot highlighting the gear icon.

  • Delete: click on the bin icon on the far right of the address you want to remove.
    Screenshot highlighting the bin icon.

    • Click Confirm before it permanently deletes the address.
      A Screenshot displaying the delete confirmation prompt.
  • Select default address

The “Select default address” option will become available only after you add your first address to the system!

  1. Click on the Select default address to designate a primary address for billing and shipping.
    A Screenshot displaying the Select default address.

  2. Choose the default address of your preference. You can also add a new address.
    A Screenshot displaying the default address options.

  3. Click Update profile to save your choice.
    A Screenshot displaying the Update profile button.

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Additional Information

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