Introduction to Contacts

Andrew B

In this article, we will cover an Introduction to Contacts. Below is a video to help you get started!

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

  • A ClickFunnels 2.0 account.

  • A funnel created.

  • A page with an input element.


Why is contacting your clients important? Having a good contacts list can increase your sales. Once people visit your page, it is important to collect their information. Then, you can reach out to them and share important information about your product or service.

Effective communication with your clients will make your business stay present in your customers' minds and build long-term business relationships.

To save contacts in ClickFunnels, you need at least an email input field and a button to submit information added to a page; that way, contact will be created every time a person adds their email address to your page.


Steps to Locate Your Contacts

  1. From the left side menu, click on contacts.



  2. Your contacts will appear once you click the contacts button.


    If you click on each contact, a tab will display all the contact information. You can view and edit the following information...


    Overview

    Here you can add customer notes, edit the default address, tax settings, and add tags.


    Billing
    .
    You can add new payment methods.


    Enrollments
    .
    You can manage manual enrollments.


    Orders
    .
    You can create new orders.


    If you want to add a new contact manually, click Add Contact.

    (Optional) You can also manually add or import contacts from a 3rd party app.



If you have any questions about this, please contact our Support Team by clicking the Support Icon in the bottom right-hand corner of this page.