Membership Activity of a Contact

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. 

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

• Manually Add A Contact In ClickFunnels
  
• A membership funnel

Step 1: View The Memberships Tab:

1. Hover over ClickFunnels or Follow-Up Funnels and click on Contacts. You can also search for the desired contact using the Global Search Feature 

2. Click on the three dots to the right of the desired contact, then select Memberships

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.

Step 2: View A Contact’s Membership Activity:

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

2. Click on Activity

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. 

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 

3. Type in the New Password

4. Click on Reset Password 

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

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

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.