Articles in this section

See more

Contact Profile Overview

Yashica Burgess
  • Updated
Follow

Learn about the features inside the Contact Profile. 

Why you would need this
 
You may want to explore the contact profile overview to view additional information about your contact. Any custom fields that the contact may have answered in your funnels would be found here as well. Purchases, memberships and much more.
 
What you will need 
 

Contact Profile

  • Overview
  • General Info
  • Business History
  • Tags 
Contact_Profile_Overview_GIF.gif
 

Overview

  • Social - social influence for the email on file and social media profiles attached to it.
  • Recency - how recently the person has interacted with the content.
  • Frequency - how often they visit the content of the funnel
  • Value - how much they've spent in the funnel
  • Action Score - These 4 values use an algorithm to determine the "Action Score"
  • Followers - how many followers the person has on all social media accounts using the email address they have opted in with.
  • Purchases - the number of products purchased
  • Memberships - the number of membership funnels this contact is participating in
  • Email Lists - the number of lists the individual contact is on
2018-08-17_1634.jpg
 

General info

  • This gives you complete information in regards to the mailing address and shipping address and additional information such as IP address.

General_Info.png

Business History

  • This gives you information on your business inside of ClickFunnels. Such as job title start and end date and current status.

Business_History.png

Tags

  • Any tags associated with the prospect will be displayed here.

Tags.png

Purchases This is where we can view any purchases that the member has. We can also add product purchases access under this tab.

Memberships Inside here we can find the memberships are members have inside of our funnels.

Marketing Automation With marketing automation we can manage our various marketing lists that are Prospect are currently on. We can subscribe and unsubscribe them using this tool.

Recent Activity  Using this tool we can see the most recent Pages they have visited inside of funnel complete with timestamps.

 
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.

Related articles

Comments

0 comments

Please sign in to leave a comment.