9 August 2022
Are you searching for a tutorial on how to build a sales funnel in WordPress?
A sales funnel is the path that a user takes on your website to become a customer. Optimizing this path can result in increased sales and generate leads.
In this post, we’ll explain what a sales funnel is and how to build a sales funnel in WordPress.
A sales funnel is the customers’ journey from their first interaction with your brand to their final purchase. Its major purpose is to turn your leads into buyers, which you may do by encouraging them to go through a series of predefined steps.
The actual steps of your sales funnel may differ slightly based on what you’re selling. However, you can break it down into four stages:
The first step of the sales funnel is called “awareness” because this is the point at which the consumer becomes aware of your brand. They visit your website for the first time after discovering it through an ad, a Google search, or a social media post.
The next step is Interest, in which individuals seek out more information about your product/brand and its benefits.
The next step is Desire, where you persuade someone to buy something by establishing a connection with them.
Finally, there’s the Action step, where the buyer finally buys – if you can make the buying process pleasant enough and perhaps do a little more convincing.
To create a successful WordPress sales funnel, you’ll need:
As we’ve already learned about the tools needed to create a sales funnel, it’s time to learn about how those tools work in WordPress. Let’s look at each step of building a sales funnel in more detail.
If you already have your WordPress website, you can proceed to Step 2. But if you’re starting from scratch, you must first check out our detailed step-by-step guide on how to create a WordPress website.
Upon activation, click on the Run the Setup Wizard button. This will take you inside the setup wizard screen, where you will have to provide details like your location, preferred payment methods, and more.
Once the setup is complete, go to Products » Add New and enter the details for the product you want to add to your sales funnel. Repeat this process for any other products you want to sell:
The next plugin you’ll need to install is a Page Builder plugin. Elementor is a popular drag and drop page builder, with over 3 million websites using it. It is completely free and really simple to use. However, Elementor Pro, the paid version, includes additional features that will be very beneficial when creating a flawless WordPress sales funnel. You can, however, use any page builder you like.
Next, you need to install CartFlows, the best WordPress Funnel Builder. It comes with a free version that allows you to build funnel pages and customize the WooCommerce checkout page. However, the CartFlows pro version has multiple checkout styles, add order bumps, click upsells, and down sells, configure the fields and add custom fields, and a cart abandonment feature.
In CartFlows » Settings, select the page builder you are using under General Settings. It has defaulted to Elementor, but CartFlows is also compatible with Divi, Beaver Builder, and Thrive Architect. This defines the templates to display that are compatible with your page builder.
With everything set up, you can start building your own funnels. To begin, you will need a landing page for your product. This kind of content is created to convert visitors that arrive on your site at the ‘interest’ steps of the sales funnel. They most likely came across one of your email marketing efforts and are now looking for more details.
To create a new funnel or flow, go to CartFlows » Flows » Add New. You’ll be able to choose from the available funnel templates, which you can then customize:
CartFlows will only show templates compatible with the page builder you selected when installing the plugin. Choose the one you like, then click Import to go to the flow editing screen:
Note: we’ve chosen a template that includes a landing page, a Checkout page, and a Thank You page for this example. If your template does not include one or more of these pages, you can add one at any time by clicking Add New Step.
On your Flows page, continue with Step 3 to create your Checkout and Thank You pages.
The Checkout page requires one unique step, but it is fairly straightforward.
On your Checkout page, you might see a label that says No Product Assigned in the flow editor:
If you click on Edit, the page will reload, and you’ll see a tab called Product. Under the product section, you will have two buttons: Add New Product and Create Product. Click on Add New Product will open a popup where you can search and link a specific product to this page:
For more about customizing your checkout page, click here.
Your thank you page should serve two purposes: to confirm that customers have completed their transactions and to assure them of your appreciation for their business to build brand loyalty.
You may also want to include another CTA pointing buyers to any following steps, such as your upsell page or social media profiles.
Simply click Add New Step to add an upsell or a downsell. You’ll see the templates popup again, where you may select a template for your upsell or downsell.
If you add an Upsell or Downsell Step, you’ll notice two links in the Offer Page Settings » Shortcodes corresponding to when the buyer accepts and decline your offer. If the buyer clicks on the Yes button, he will be charged automatically.
Select the product you want to upsell, the quantity, the discount type, and the discount value in the Select Product Option.
Custom Script allows you to add scripts to your page if you want to include bots, custom pixels, or live chat.
Once you’ve connected the dots, your pages will be linked. By default, CartFlows directs users through your site in the order specified by Cartflows.
In this post, we’ve shown you how to create a landing page, a checkout page, and a thank you page.
In the flow editor, you can add extra steps and rearrange the order by clicking the Add New Step button.
A sales funnel is a powerful tool for increasing conversions. Whether you offer physical products or not, this is a must-have strategy for any online business.
Fortunately, CartFlows makes it simple to create one.