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Membership Activity of a Contact

Eduardo Duarte
  • Updated
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Contacts


The Memberships area/tab within a Contact profile is where you are able to view which membership areas the contact has access to. The Memberships area within a Contact profile is helpful to review the contact’s progress, remove membership access, and reset their membership password. In this article, we’ll explore the Memberships tab in depth. 

 

By the end of this document, you should be able to answer:

  • What is the memberships tab within a Contact profile?

  • Where do I find the memberships tab within a Contact profile?

  • What actions can I perform for a contact within the memberships tab?

  • What other information can I see for a contact within the memberships tab?

 

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

 

Please watch the video below, in full screen:

 

 


How To Access The Memberships Tab:

1. Hover over ClickFunnels

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_CF.jpg

 

 

2. Click on Contacts

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Contacts.jpg

 

 

3. Search for the desired contact using their email address

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Search_Window.jpg

 

 

4. Click on the three dots to the right, then select Memberships

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Memberships_Option_.jpeg

 

 

Within the Memberships tab, you can see which membership funnels the contact is currently a part of and the date and time when the membership account was created. You can also see their current progress within a specific membership funnel.

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Membership_Area_Overview.jpeg

 

 

How To View A Contact’s Membership Activity:

1. From within the Memberships tab, click on the three dots to the right

 

 

2. Click on Activity

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Activity_Option.jpeg

 

 

Here you can see more in depth the current progress of the contact in the membership funnel. You can see when they started each lesson and the current progress for each lesson.

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Activity_Table_.jpeg

 

 

How To Reset A Membership Password For A Contact:

1. From within the Memberships tab, click on the three dots to the right

 

 

2. Click on Reset Password

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Reset_Password_Option_.jpeg

 

 

3. Type in the New Password

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_New_Password_Input_Field_.jpeg

 

 

4. Click on Reset Password

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Reset_Password_Btn.jpeg

 

 

5. Share the new password with your contact 

 

 

How To Remove A Contact From A Membership Funnel:

1. From within the Memberships tab, click on the three dots to the right

 

 

2. Click on Delete

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Delete_Option.jpeg

 

 

3. Confirm you want to delete the desired membership profile by clicking Delete Membership

 

CS_KBA_SCS_Membership_Activity_of_a_Contacts_-_Delete_Membership_Popup.jpeg

 

 

Important Note: This will remove the contact from the membership funnel and if you wish to re-add them back to the membership funnel, you will need to have them sign up using the secret sign up URL.

 

Here are the key takeaways for this document:

  • The Memberships area/tab within a Contact profile is where you are able to view which membership areas the contact has access to.

  • Deleting a contact from the membership funnel will remove their membership profile, and if you wish to re-add them you will need to provide the contact with the secret sign up URL and have them sign up again.

  • You can reset contact’s passwords for membership funnels in the memberships tab.

 

 

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.

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