Managing Contacts In AutoFunnel

In this updated guide, we’ll walk you through the Contacts feature in Autofunnel. This is your central hub for storing and organizing customer details, whether you import them manually or collect them through your funnels and pages. Below is a complete overview, including adding contacts, tagging, importing/exporting, and creating smart lists.

Table of Contents

1. Overview of Contacts
2. Viewing Contact Details
3. Adding and Tagging Contacts
4. Importing and Exporting Contacts
5. Searching and Filtering
6. Creating Smart Lists
7. Frequently Asked Questions

Overview of Contacts

Contacts in Autofunnel is the first major step toward building a fully functional CRM within your account. All of your leads and customers appear in one place—no matter how you gathered their information.

• Unified Repository: Whether through funnels, pages, or manual import, your contacts reside here.
• Automatic Tagging: Autofunnel tags new contacts as “Lead” or “Customer” when they opt in or purchase.
• Detailed History: Each contact stores a record of how they joined your list and which products they’ve purchased.

NOTE: YOU CAN STORE UNLIMITED CONTACTS IN YOUR AUTOFUNNEL ACCOUNT.

Viewing Contact Details

In your Contacts dashboard, you’ll see a table listing all known information:

• Name
• Email
• Phone Number
• Country
• Lifecycle Stage (Lead or Customer)
• Tags

1. Nick – Tagged as a Lead, phone number visible, email at dudesandbros.com.
2. Trey Smith – Tagged as a Customer with email at brosanddudes.com.

Scroll to the right to see extra data like the Lifecycle Stage (e.g., Lead or Customer).

Adding and Tagging Contacts

You can add new contacts or modify existing ones in a couple of ways:

1. Using the “Add Contact” Button

• Manual Entry: Fill in details like Name, Email, Phone, etc.
• CSV Import: Covered in the next section.

2. Applying Tags

• Add a New Tag: For instance, to tag both Nick and Trey as U.S. Based, simply type “U.S. based” in the tag field and hit +.
• Assign Existing Tags: Once created, the tag can be applied to any other contact with a single click.

TIP: AUTOMATIC TAGGING OCCURS IF CONTACTS ENTER THROUGH YOUR FUNNELS OR PAGES. FOR EXAMPLE, “LEAD” FOR OPT-INS AND “CUSTOMER” FOR PURCHASERS.

Importing and Exporting Contacts

Importing with a CSV

1. Go to the top-right corner.
2. Click Import.
3. Follow the instructions to map your CSV columns (Name, Email, etc.).
4. Confirm to add them to your list.

Exporting Contacts

• Three-Dot Menu (⋮) > Download CSV
• Export all contacts or selected contacts.
• Use this feature to back up your data or to migrate contact information elsewhere.

Searching and Filtering

The search bar at the top allows you to filter contacts by:

• Name (e.g., “Smith”)
• Email (e.g., “@gmail.com”)
• Tag (e.g., “US-based”)

This feature is especially useful when you have a large database and need to isolate specific subsets of contacts.

Creating Smart Lists

Smart Lists let you save a set of criteria to quickly re-filter your contacts at any time.

1. Click on “All Contacts” in the top navigation.
2. Select Create Smart List.
3. Define Your Filters: For example,
   • Include Tag: “Lead”
   • Exclude Tag: “Customer”
4. Name Your Smart List (e.g., “Leads Only”) and save it.

Whenever you click on Leads Only, Autofunnel will display only those contacts who match your criteria—no need to redo your filter every time.

NOTE: SMART LISTS ARE DYNAMIC. IF A CONTACT’S TAGS CHANGE, THEY MAY AUTOMATICALLY ENTER OR EXIT A SMART LIST.

Frequently Asked Questions

Q1: How many contacts can I have in Autofunnel?
A1: There’s no limit. Store as many as you like!

Q2: What is the difference between a Tag and a Smart List?
A2: A Tag is a label you assign to contacts (e.g., “Customer”), while a Smart List is a saved filter that can dynamically include or exclude tags.

Q3: Can I import my existing list from other platforms?
A3: Yes. Simply use our CSV Import feature to map data fields properly.

Q4: Do Smart Lists update automatically?
A4: Absolutely. If a contact’s tag or lifecycle stage changes, their inclusion in Smart Lists also updates in real time.

Q5: Can I export only a certain subset of contacts?
A5: Yes. Apply a filter (Name, Email, or Tag) or select specific contacts, then export to CSV.

Conclusion

The Contacts feature in Autofunnel provides a powerful yet simple interface for managing all your leads and customers. With tagging, searching, and Smart Lists, you can organize contacts in a way that suits your marketing needs—whether it’s sending broadcasts to leads only or focusing on your newest customers.