How to Collect Contact Information in One Slide with ClickFunnels 2.0: Easy Guide
Table Of Contents
Collecting user information is a critical part of running a successful funnel, but we all know that asking for too much too soon can turn people off. That’s where ClickFunnels 2.0 comes in with a nifty feature that lets you collect all the contact info you need—name, email, phone number—on one single slide. Yep, no more clicking through multiple questions. Just one slide, one smooth experience for your users.
Let’s dive in and I’ll show you how to set this up step by step!
Why Use a Single Slide to Collect Contact Information?
First, let’s talk about why this one-slide method is a game-changer. Why should you bother streamlining your survey questions into one slide? Well, here are a few reasons:
- Fewer Steps = Less Friction: The fewer steps your user has to go through, the more likely they’ll stick around to the end of the survey. By consolidating everything into one slide, you make it easy for them to share their info without getting overwhelmed.
- Lower Drop-Off Rates: It’s no secret that every extra click can lead to more people abandoning the survey. By asking for all the details in one go, you’re increasing your chances of keeping them engaged until the end.
- Efficiency: More data collected, fewer steps. That’s a win-win, right? You get all the info you need without having to scatter your questions across multiple slides.
Setting Up Your Survey in ClickFunnels 2.0
Alright, let’s get to the good stuff. Here’s how to set up your survey so you can collect contact info all in one place.
- Navigate to the Survey Section: First, open up your ClickFunnels 2.0 dashboard and head over to the survey builder. If you already have a survey set up, great! If not, go ahead and create a new one.
- Adding a New Question: Once you’re inside the survey, it’s time to add a new question. Click the plus icon wherever you want this contact info question to appear. Pro tip: It’s usually best to place this question toward the end of the survey, so you can gather insights before asking for personal info.
Now that we’ve set the stage, it’s time to dive into the Contact Info question type and start customizing!
Using the Contact Info Question Type
Now that you’ve got your survey set up and you're ready to ask for that precious contact information, let’s jump into the Contact Info question type. This option makes it super easy to ask for key details—like the user’s name, email, and phone number—all in one neat slide. Here’s how you can make the most of it:
- Click on Add Question: Once you’ve clicked the plus icon to add a question, you’ll see a bunch of options pop up on the right side of your screen.
- Select Contact Info: Scroll through the options and select Contact Info. This is the type of question you need to gather user details like name, email, and phone number. It’s all bundled together for you, which is exactly what we’re going for here!
Adding a New Question for Contact Info
Let’s walk through how to actually add and customize the Contact Info question in your survey. Follow these steps to get it right:
- Add the Question to Your Survey: Once you’ve selected Contact Info, you’ll see a basic template pop up with default fields for name, email, and phone number. If you’re cool with collecting all three, you’re good to go! But if you only need specific details, you can easily tweak it (we’ll get to that next).
- Position the Question in Your Survey: As mentioned earlier, it’s usually a good idea to place this question toward the end of your survey. This way, you get all the other info you need first, and then your user will provide their contact details right before wrapping things up.
Customizing the Contact Info Fields
Here’s where you can tailor the contact info question to fit your specific needs. Maybe you don’t need a phone number or you only want to collect email addresses—no problem! ClickFunnels 2.0 makes it super flexible.
- Choose Which Fields to Include: Under the Contact Info section, you’ll see checkboxes for the three main fields: Name, Email, and Phone Number. You can check or uncheck whichever fields you need. For example, if you just want their name and email, simply uncheck the phone number option. Easy peasy!
- Change the Question Title: By default, the title will be something generic like “Contact Information,” but feel free to make it more personal. You could change it to something like “Let’s Stay in Touch” or “Where Can We Send Your Results?” depending on the tone of your survey. A little customization can go a long way!
Saving and Previewing Your Contact Info Question
Now that you’ve set up and customized your contact info question, it’s time to make sure everything looks perfect before you unleash your survey into the world. Let’s walk through the final steps.
- Saving Your Changes: After you’ve set everything up (and made it look amazing), don’t forget to hit the Save Changes button. I know this sounds basic, but trust me, forgetting to save your work is a classic oops moment! Make sure all your hard work is locked in.
- Preview Your Survey: ClickFunnels 2.0 has a handy preview option that allows you to see exactly what your users will experience when they reach your survey. Hit the Preview button to check out how your contact info question looks on both desktop and mobile. Is everything aligned? Are the fields clear? This is your chance to make any final tweaks.
By previewing the survey, you can ensure that everything flows smoothly and that the contact info fields display just the way you want.
Best Practices for Collecting Contact Information
Now that you’ve got your contact info question ready to go, let’s talk about some best practices to ensure you’re collecting the right data and maintaining user trust. After all, asking for personal information can sometimes make people hesitate, so here’s how to make the process as smooth as possible:
- Keep It Simple: Only ask for the details you really need. If you just need an email address, don’t ask for their phone number too. The more fields you add, the more likely people are to drop off before completing the survey.
- Build Trust: Make it clear to users why you’re asking for their contact info. You could include a short line explaining how you’ll use their details, such as, “We’ll send your results to this email” or “We’ll use this info to keep you updated.” Transparency helps build trust, and people are more likely to share their details when they feel secure.
- Offer Value: Give your users a reason to provide their contact info. Maybe you’re offering an exclusive discount, personalized results, or updates on something they care about. If they feel like they’re getting something valuable in return, they’re much more likely to hand over their details.
Troubleshooting Common Issues
No tool is perfect, and there may be times when you run into a few bumps along the way. Here’s how to troubleshoot some common issues you might face when collecting contact information in your survey:
- Fields Not Displaying Correctly: If the name, email, or phone number fields aren’t showing up as they should, double-check that you’ve selected the Contact Info question type and that the correct fields are checked in the customization settings.
- Can’t Edit the Question After Publishing: Realized you made a mistake after the survey went live? No worries. Just go back into the survey builder, select the contact info question, and make your edits. Be sure to save and publish the changes once you’re done.
- Survey Data Not Saving: If your survey changes aren’t saving, this could be a browser issue. Try clearing your cache or switching to a different browser. If the problem persists, reaching out to ClickFunnels support might help you troubleshoot further.
Final Thoughts
And there you have it! 🎉 You’ve just learned how to collect contact information in ClickFunnels 2.0 using one simple slide. By streamlining your data collection process into a single question, you’re making life easier for both you and your users. With ClickFunnels’ flexible Contact Info question type, you can gather names, emails, and phone numbers in one go, ensuring a smooth and efficient experience.
Remember, keeping things simple and transparent helps build trust and keeps users engaged throughout your funnel. Whether you're gathering leads for a follow-up, offering a free resource, or just keeping in touch, you now have the tools to make contact info collection easy and effective.
Now go ahead and implement this in your funnel, and watch how much easier it is to gather user details!
If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox every Monday.
Additional Resources
For further assistance and more in-depth guides, check out these resources:
If you need personalized help, contact our support team at support@repairmyfunnel.com.
Additional FAQs
Can I collect more than three types of information in one question?
No, the Contact Info question type in ClickFunnels 2.0 allows you to collect only three fields: name, email, and phone number. If you need additional details, you’ll need to add another question or use a custom field.
Is it possible to add custom fields for the Contact Info question?
Currently, the Contact Info question in ClickFunnels 2.0 doesn’t support adding custom fields beyond name, email, and phone number. If you need extra fields, consider adding them as separate questions.
How do I rearrange the order of questions in my survey?
To rearrange questions, simply drag and drop them into your desired order within the survey builder. It’s a quick and easy way to control the flow of your survey.
What happens if a user skips the Contact Info question?
By default, the Contact Info question is optional unless you mark it as required. If the user skips the question, they’ll continue with the survey. If you need the information, be sure to toggle the Required option.
Can I make the Contact Info question mandatory in my survey?
Yes, you can! While editing the Contact Info question, simply toggle the Required setting to ensure users can’t submit the survey without filling out the contact information.
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