Overview of the Contacts Page

The Contacts page helps you keep track of your customers and their details. You’ll find everything you need, like names, email addresses, subscription statuses, and revenue generated. It’s where you can filter, sort, and organize your list to quickly find the right contacts or take action.

This article explains how to navigate the Contacts page and make the most of its features.

Requirements

• An active ClickFunnels account

Accessing the Contacts Page

To access the Contacts page:

1. From the left-hand menu, click Customers.

2. Select Contacts.

You’ll see a table with a list of all your contacts, along with key information displayed in columns.

Navigating the Contacts Page

Tabs

At the top of the Contacts page, you’ll find three tabs that allow you to filter contacts by their status:

• All: Displays the complete list of contacts.

• Subscribed: Shows contacts with a valid email address who are actively subscribed to your pages.

• Unsubscribed: Displays contacts who have opted out of receiving emails.

Actions

The Actions menu on the Contacts page provides a way to view and manage specific activities related to your contacts. Here’s an overview of each option:

1. Imports
   View ongoing and completed imports of contact lists uploaded via CSV files.

   • To upload new contacts, click the New Import button at the top-right corner.

   • Click Details to see the progress, uploaded files, and field mapping for each import.

   • If no longer needed, click Dismiss to remove the import record from the list.

   • Learn more about importing contacts in the How to Import Contacts From a CSV File article.

2. Exports
   Review completed export actions for your contact data.

   • Click Details to access a breakdown of the export.

   • Download the export file or click Dismiss to delete the export record from the list.

     Note

     The Exports option only appears after an export action has been performed. For detailed instructions, check out the How to Export Contacts article.

3. Other Actions
   Explore additional activities that have been performed on your contacts:

   • Enrollments: View actions where contacts were assigned to courses or programs. Details include targets, course IDs, and progress.

   • Tagging: See tagging actions applied to one or more contacts, including tag details and counts.

   • Workflows: Review automated processes run on selected contacts, such as follow-ups or notifications.

   • Deletions: Track contact deletions that have occurred in your list.

   For any of these actions:

   • Click Details for a summary, including progress, creator, and completion time.

   • If necessary, click Dismiss to remove an action to cancel the process.

Add Contact

Use the Add Contact button to manually add new contacts to your workspace. This is ideal for when you need to input contact details individually.
For detailed instructions, check out the How to Manage Contacts article.

Search Bar

Quickly locate a specific contact by entering their name or email address into the Search Contacts bar at the top of the page.

Filter

Use the Filter button to refine your contact list based on attributes like:

• Contact details (email address, name, tags).

• Contact activity (last updated, viewed product page, enrolled in a course).

1. Click Filter.

2. Select the desired Filter Attributes.

3. Apply the rules and criteria.

4. Click Apply to display the results.

Sort By

Reorganize your contact list based on specific columns:

1. Click the Sort by dropdown.

2. Choose from options like LTV, Date Added, or Last Updated.

Contacts Table

The table provides a detailed view of your contacts:

• Contact: Displays the contact’s name and email address.

• Tags: Assigned tags for organizing your contacts.

• Status: Indicates the contact’s current status:

  • Subscribed: The contact has a valid email address and is subscribed to your pages.

  • Unsubscribed: The contact has opted out of receiving emails.

  • Undeliverable: Emails sent to this contact have bounced.

• LTV (Lifetime Value): Total revenue generated by the contact.

• Date Added: The date when the contact was created.

• Last Updated: The most recent update made to the contact.

• MessageHub: Access messaging options or notes.

• Modify Columns: Customize which columns are displayed in the table.