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:

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 


Screen_Shot_2021-05-05_at_2.14.58_PM.png

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


Screen_Shot_2021-05-05_at_2.48.14_PM.png

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.


Screen_Shot_2021-05-05_at_2.53.50_PM.png

 

Step 2: View A Contact’s Membership Activity:

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


Screen_Shot_2021-05-05_at_2.48.50_PM.png

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. 


Screen_Shot_2021-05-05_at_3.06.15_PM.png

How To Reset A Membership Password For A Contact:

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


Screen_Shot_2021-05-05_at_2.48.50_PM.png

2. Click on Reset Password 

3. Type in the New Password

4. Click on Reset Password 


Screen_Shot_2021-05-05_at_3.06.39_PM.png

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 


Screen_Shot_2021-05-05_at_2.48.50_PM.png

2. Click on Delete

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


Screen_Shot_2021-05-05_at_3.06.49_PM.png

 

Important NoteThis 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.


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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article