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Contact Details Card

Streamlined access to all your contact information in one place.

Written by Megan

When a participant enters their contact details in a Contact Form and completes the submission, a new contact is created and added to the Leads Manager. You can gain more insights about your contacts by clicking on them in the Manager and opening the Contact Details Card:

This card includes the contact's Personal Data on the left side panel, their interactions with your funnels in the middle (Timeline), and the associated Tags and Metrics on the right side panel.

Personal Data Fields

The Personal Data panel displays native fields that were collected through Contact Form elements in your funnels. These include names, phone number, and address details (street, city, zip code, state, country). This data is automatically populated from the contact's submissions β€” including retroactively for contacts from earlier submissions.

Phone numbers are only stored if they were submitted in a fully valid international format with a country prefix (e.g. +1, +43, +44).

Any custom contact properties you have defined will also appear on this card alongside the native fields.

If the same contact completed more than one of your funnels, or completed the same funnel multiple times, you'll see these instances on the Timeline.

You'll also have the option to Delete the contact or change their Opt-In Status. Simply open the dropdown menu in the top left corner of the card (arrow next to email address) to reveal these options.

Pro tip: if you want to access a participant's Contact Card from the Analytics Page's Responses tab, click on the "manage tags" link in the Personal Data section. This will open the Contacts Manager with the participant listed, where you'll be able to click on their email address to open the Contact Card.

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