Understanding the Contacts Tab in Sales Funnel

The Contacts tab in your SellKit sales funnel is an integral component that allows you to manage and view all the contacts that have interacted with your funnel. This feature provides a comprehensive overview of each contact's engagement, including their personal details, order history, and actions within the funnel. Here’s a step-by-step guide to navigating and understanding the Contacts tab.

Accessing the Contacts Tab

  1. Navigation: From the SellKit sidebar, click on Funnels and select the desired funnel to view its details.
  2. Contacts Overview: Upon selecting your funnel, you'll find the Contacts tab positioned between the Flow and Analytics tabs. Click on the Contacts tab to open the contacts management page.

Understanding the Contacts Management Page

The contacts management page comprises several key components:

  • Contacts List: This section displays a list of individuals who have entered your sales funnel. Each entry includes:
    • Name: The contact’s name as provided.
    • Email: The email address associated with the contact.
    • Total Spent: Reflects the amount of money the contact has spent in your funnel.
    • Actions: Actions you can perform, such as viewing details or deleting the contact.

Performing Actions on Contacts

  1. Viewing Contact Details:
    • Click the three dots under the Actions column next to the contact you wish to view.
    • Select View details to see comprehensive information about the contact's interactions with your funnel.

      Editing Contact Information:

    • While viewing a contact's details, you can edit their information by clicking on the Edit button.
    • Update the necessary fields and click Save to apply the changes.

Analyzing Contact Engagement

  1. Contact Details: This section displays the personal details of the contact, which can include their name, email, country, and preferred language.

    Orders and History:

    • The Orders tab shows any orders the contact has placed.
    • The History tab logs the contact’s activity within the funnel, such as opting in, checkout attempts, and any upsells or downsells offered to them.

Key Points to Remember

  • Data Cleanliness: Regularly review the contacts list to maintain an up-to-date database, removing any contacts that are no longer active or relevant.
  • Engagement Insights: Use the information under the Contacts tab to gain insights into customer behavior, which can help in optimizing your sales funnel for better performance.

In summary, the Contacts tab is a powerful tool for tracking customer engagement and optimizing your sales funnels for improved performance. By understanding the features and options available, you can effectively manage your contacts, analyze their behavior, and make data-driven decisions to enhance your sales strategies.

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