Action: Add Note
The Add Note action automatically adds a note to a contact's record when triggered within a funnel. The note will appear in the Contact's Notes tab, along with a timestamp and an indication that it was added via a funnel. This is particularly useful for keeping track of automated interactions, such as logging a call, email, meeting, or general note, without manual intervention.
Scenario:
A business owner uses a funnel to tag "Consultation Lead" contacts after they sign up for a free consultation. An Add Note action logs a "Meeting" note: "New lead {first_name} interested in {custom_field:interest}, requested a meeting on {custom_field:preferred_date}." Sarah’s interest in SEO and April 1, 2025, availability is noted, prompting a team follow-up.
- Add the Action to Your Funnel
- Click the (+) Add Action or Drag and drop the "Add Note" action into the funnel flow.
Once you've added the action to your funnel, click on it to open the settings panel.
- Give This Step an Internal Name
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In the Give this step an internal name... field, provide a descriptive name for this step. This name is for internal use only and helps you identify the step in your funnel. For example, you might name it "Log Customer Inquiry Note."
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- Select the Type of Note
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In the What type of note is being added? dropdown, choose the type of note you want to add. The options are:
- Note: A general note for miscellaneous information.
- Call: A note to log a phone call.
- Email: A note to log an email interaction.
- Meeting: A note to log a meeting or appointment.
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- Add the Note Content
- Use the Add the note content... section to write the content of your note. This field uses a WYSIWYG editor, which provides formatting options such as bold, italic, lists, and more.
- You can also use Replacement Codes to dynamically insert contact-specific information (e.g., {first_name} to include the contact's first name).
- Additionally, you can use Note Templates to quickly insert pre-defined note formats.
- Custom Note Area
- To the right of the settings is a custom note area for this step. This area allows you to add any additional details or instructions specific to this action.
- Publish Your Changes
- Once you've configured the settings, be sure to click the Publish Changes button to save your updates.
This note will appear in the Contact's Note tab, indicating it was added by a funnel and when it was added. The example below shows the 4 different types of notes.
