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!
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:
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.
Now that we’ve set the stage, it’s time to dive into the Contact Info question type and start customizing!
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:
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:
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.
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.
By previewing the survey, you can ensure that everything flows smoothly and that the contact info fields display just the way you want.
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:
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:
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.
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.
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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Figuring out how to grow your business online can feel like trying to solve a puzzle with half the pieces missing. That’s where I come in.
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