Managing Contacts & Companies
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      Sending the Contact Profile Update Page to Customers

      The Contact Profile Update feature makes it easy for your team to collect clean, complete customer contact information — all without leaving a Prokeep conversation thread.

      With this solution, you can send a secure link to a contact where they can update their own profile, including missing details like name, email, or company, while choosing how they want to be contacted by you in the future.

      NOTE: This capability may need to be activated for you. If you have any questions, contact your Prokeep Customer Success Manager.

      What Is the Contact Profile Update Page?

      The Contact Profile Update Page is a simple form customers can fill out to:

      • Complete missing contact information (like name, email, or company)
      • Confirm or correct existing details
      • Manage their opt-in preferences for:
        • Marketing Text Messages
        • Informational Text Messages
        • Email (1x1)
        • Or opt out of communications altogether

      Once submitted, the contact’s profile is automatically updated in Prokeep — no manual work required from your team.

      How to Use It in a Conversation

      You can send a Contact Profile Update link directly during a one-to-one conversation with a customer.

      To send the link:

      1. Open an in-progress thread in Prokeep.
      2. There are two ways to send this link to customers.
        1. Click the three dots at the top right corner of the thread next to “Close” and click “Send Contact Form”
        2. Or, if you have a saved template with the form Token included, send that templated message

      1. The customer will receive a secure link to update their info.

      When the customer clicks the link, they’ll see a  form where they can update their details and opt-in or out of future communications.

      How to Use It in Templates & Outreach Tasks

      You can add the Contact Profile Update link as a Token in any Prokeep Template. This is especially useful for:

      • Standardizing contact collection across your team
      • Including it in proactive Outreach Tasks as part of Growth Hub Campaigns
      • Sending quick follow-ups when a contact record is incomplete

      To add it to a Template:

      1. Go to Templates in your Prokeep admin settings.
      2. Insert the {CONTACT_LINK} token where you want the link to appear.

      Save and use the Template for messages or Outreach Tasks.

      Best Practices

      • Use it proactively: If a contact is missing an email or name, send the update link right away.
      • Encourage opt-ins: A complete profile with marketing and informational opt-ins improves your ability to reach customers with Growth Hub (when enabled) tools.
      • Build it into your workflow: Add the token to your most-used templates to collect info consistently.

      Track progress: Use your Contact Hub Dashboard to identify contacts with missing information and prioritize follow-up.

      Example

      You're chatting with a customer who just placed an order, but they’re missing information like last name, company name, and email. You send the Contact Profile Update link using a saved Template. The customer clicks the link, adds their info, and opts into marketing texts, all within a minute. Now they’re ready to receive future promotions and updates.

      Need Help?

      If you have questions about setting up Templates or using the Contact Profile Update Form, reach out to your Prokeep Customer Success Manager or email us at support@prokeep.com.