A Contact Profile is created when a visitor submits their email address through a funnel. Within the Contact Profile, you will be able to review all the information submitted by the contact. You also have the ability to update their information except for their email address. In this article, we will be covering the Contact Profile.
Prior to getting started, you will need to have the following:
- An existing contact/subscriber
Step 1: View A Contact Profile:
A Contact Profile contains relevant information about a specific subscriber, such as Social score, Recency score, Frequency score, Value score, Action Score, Followers, Purchases, Memberships, Email Lists, Marketing Automation history, and Recent Activity. It is beneficial to understand how to locate a Contact Profile as well as edit the profile if necessary
1. Hover over ClickFunnels and click on Contacts.
2. Locate the desired contact and click on the Contact’s Name.
Information found under a Contact Profile:
The Contact Profile Overview will display the following information:
- Recency
The total points a contact can have for Recency is 25. The Recency percentage is calculated by how recently he or she has opted into your pages, purchased products, or even viewed any of your pages.
- Frequency
The total points a contact can receive for Frequency is 25. The Frequency percentage is calculated by how often he or she is opting into your pages, purchasing products, or even viewing any of your pages.
- Monetary or Value
The total points a contact can receive for Value is 25. The Value percentage is calculated by the value of everything he or she has ever purchased from you in ClickFunnels, relative to other contacts in your account.
- Social
The total points a contact can receive for Social is 25. The Social percentage is calculated by the total number of social profiles he or she has connected with the email used when opting in. A higher Action Score means an overall higher engagement.
- Followers
Determined by how many followers the contact has on all social media accounts using the email address they have opted in with.
The menu on the left-hand side of the Contact Profile will give you access to the following information:
- Purchases
Shows what products the contact has purchased.
- Memberships
Shows which membership funnels the contact has created an account with.
- Marketing Automation
Shows which email lists the contact is subscribed to, as well as which broadcasts and follow-up funnels they have received.
- Recent Activity
Shows a list of funnel steps visited by the contact.
Step 2: Edit The Information in the Contact Profile:
1. Within the Contact Profile, click the Edit Profile button.
2. Edit the Contact’s information as required.
3. Scroll to the bottom and click Save.
How to Archive A Contact Profile:
1. Within the Contact Profile, click the Edit Profile button.
2. Scroll to the bottom and click on Archive Contact.
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.