Archiving Contacts

Archiving contacts is largely a matter of knowing where to go within your ClickFunnels account. Knowing how to archive contacts will be helpful if you need to remove any unwanted contacts from your funnel(s), dashboards, and contact list downloads.

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

Existing contacts

Important Note: Archived contacts will only become unarchived if the archived email address is used to opt-in through one of your funnels.

Option 1: Archive Contacts From The ClickFunnels Dashboard

1. Access your contacts from the ClickFunnels dashboard. There are three ways this can be done:

A. Individual contacts can be located from the search bar in the top left-hand corner.

B. Hover over the ClickFunnels tab at the top of the dashboard and click on the Contacts button from the drop-down menu.

2. Search for the desired contact. This can be accomplished in a couple different ways:

A. You can use the search bar to look for a specific contact.

B. You can scroll down and use the numbers and/or arrows to navigate through your Contact List.

Important Note: You can use the date filter located under the My Contacts heading, to view contacts that are new within the Last 7 days, the Last 30 days, the Last 2 Months, the Last 12 months, or All Time.

3. After locating the desired contact, click the contact’s name to access their profile.

You can also click the three dots to the right of the contact’s icons and then click Contact Profile.

4. Click the gray Edit Profile button located near the middle of the page.

5. Scroll to the bottom of the page and click the red Archive Contact button.

6. Click the Archive button to confirm this action.

7. A success notification will show up informing you that the contact has been archived.

Option 2: Archive Contacts From A Funnel

1. Access your funnel dashboard by hovering over the ClickFunnels drop-down menu and clicking on Funnels.

2. Select the funnel you want to access.

3. Click on the Contacts tab.

4. Search for the desired contact.

A. You can use the search bar to look for a specific contact.

B. You can scroll down and click on the Next button to navigate through the funnel’s contacts.

Important Note: You can use the date filter located next to the Showing Contacts For heading, to view contacts that are new within the Last 7 days, the Last 30 days, the Last 2 Months, This Year, or All Time.

5. After locating the desired contact, click the contact’s name to access their profile.

6. Click the gray Edit Profile button located near the middle of the page.

7. Scroll to the bottom of the page and click the red Archive Contact button.

8. Click the Archive button to confirm this action.

9. A success notification will show up informing you that the contact has been archived.

Important Note: Upon archiving a contact, the contact data, along with any associated data will be retained in the ClickFunnels database. Archiving the contact will remove it from any views, exports, and dashboards.

The contact will automatically be un-archived if the same email is used to opt-in through one of your funnels or pages even if the contact was previously archived. When you delete a contact via GDPR Request, you remove that contact from your active outreach and remove that contact from the ClickFunnels platform.

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.