How To Create A Sales Funnel To Automate Your E-Commerce Sales Process [2024]

Create a sales funnel to automate your business

As an entrepreneur, you understand the importance of focusing on the bigger picture of your business. However, the day-to-day tasks of making sales can often get stressful, leaving little time for other crucial aspects such as product development and marketing strategies or overall business growth.

A well-designed automated sales funnel can free up your time and energy. You can concentrate on other vital aspects of your business.

After reading this article, you will learn –

  • Why do you need an automated sales funnel for your E-commerce business?
  • How to create a sales funnel according to the customized behavior of clients?
  • A step-by-step guide to creating a sales funnel
  • email automation for maximum results.

So let’s begin.

Why Create a Sales Funnel That Automates?

E-commerce store owners like you often face challenges in approaching different offers according to different stages of the user journey. Also, struggle to nurture users when they abandon carts, offer relevant products when the user rejects an upsell offer and many more. Thus, you can lose sales, face errors in order fulfillment, decrease order value & ROI, and lose revenue. If you create a sales funnel with, by default, offers without keeping in mind the user journey, this will happen again and again.

One solution that can help you address these challenges is creating a sales funnel that automates. Because automation will help you to be

  1. More Efficient: Automation eliminates the need for manual intervention, which saves time and reduces errors. You can use automation to streamline operations and reduce the time and effort required to complete tasks.
  2. Scalable: Automation allows you to scale your operations without incurring additional costs. By automating repetitive tasks, you can free up your staff’s time to focus on higher-value activities. Such as customer service and product development.
  3. More Personalized to Customers: With automation, you can personalize your marketing messages. You can offer customized recommendations to your customers based on their past behavior and preferences. This helps to improve customer engagement and loyalty.
  4. Improved Customer Experience: Automation can help you provide a better customer experience by enabling faster response times. Also, It can personalize interactions and more efficient order processing.
  5. Increased Revenue: By automating your sales funnel, you can increase your revenue by reducing cart abandonment rates. Also, you can increase order values and improve customer retention rates.
  6. Improved Data Points: Automation can provide you with valuable insights into customer behavior, preferences, and purchasing patterns. You can use them to optimize the sales funnel and improve overall business performance.

Now, you know the importance of creating a sales funnel that automates your e-commerce sales.

Let’s learn how to create a sales funnel according to the user journey.

How to Create a Sales Funnel According to User Journey

As mentioned above, for a more personalized approach and improved customer experience, you have to create a sales funnel according to the user journey. But, the challenge is to ensure relevant product suggestions according to their needs and, thus, increase order value.

Let’s say you run a WordPress E-commerce store. where you sell skincare products. You want to create a sales funnel for your regular customers who have purchased your highest-sold products and are also given reviews. Also, you want to nurture them by following the different steps of the funnel. The ultimate goal is to improve ROI and Revenue by increasing order value.

But, with your current funnel builder and CRM tool, you are struggling to do that as you have no certain programming knowledge, and also, the conditional steps environment is not user-friendly. Based on the scenario, let’s learn how to create a sales funnel with conditional steps.

As a solution to your problem, you can use WpFunnels as a funnel builder. Just all you need is the pro version of WPFunnels & the global funnel add-on activated to create the funnel. And for automation, you can use WPFunnels’ in-house automation tool Mail Mint (PRO version).

So, Let’s create a sales funnel based on the scenario.

Step- 1:Install WP Funnel:

First, you need to install & activate the pro version of WPFunnels. And then activate the Global Funnel Add-on.

Step-2: Configure the sales funnel settings with customization:

Now, This sales funnel includes 4 steps:

  • checkout,
  • upsell,
  • down-sell &
  • thank you.

From the canvas, You can choose the default from their different templates. Also, customize the template contents according to your preference, or you can start from scratch.

Step-3 Check Out

On the checkout step, you will see multiple conditions to set.

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Global Conditions

Whenever a customer’s action matches these conditions will enter the customized funnel automatically. Suppose you set conditions such as “Highest Sold product is in the cart” and “Most Reviewed product is in the cart.” This means when a customer chooses a product that has the highest number of sales & the product that has the maximum number of reviews will enter this funnel.

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2 conditions

Then you can offer them an upsell where you have more options to choose from.

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upsell offers

Now, Suppose Relating to the conditions of the main product, you want to set an upsell of 15% discount on a specific product category that has a target range.

For that, choose the condition “Random product in the category within a price range.” Then move on to select the category & set the price range.

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Configuring upsell offer

So that means if anyone completes the main order, he will get a 15% discount on the upsell products under the “combination skin” category, which ranges between $300-$850. And then, they will be moved to the Thank You page.

But what if they decline the offer? You can suggest another product related to the main product as a down-sell on a lower budget to them. Use the below conditional step to automate this process.

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Conditional Step

Thus, On the down-sell, You can offer products from the same category but with a lower price range from $50-$100. No matter whether the customer accepts or rejects the down-sell offer will be moved to the Thank You step. You can add your social media links there.

Among countless ways, that’s one way we create a customized global sales funnel for an eCommerce business.

In between, sales funnel, if you want to automate your email marketing, follow the below steps.

Sales Funnel Automation

As you have already created a sales funnel with WPFunnels, now, you can automate the marketing process with Mail Mint in that single canvas.

Let’s run an automated email campaign so that the sales funnel works automatically without any further human assistance.

But, there needs to be an automated email campaign created beforehand on Mail Mint. Let’s have a quick look at how you can create one using Mail Mint.

First, you will click on Campaigns on the Mail Mint dashboard; then, you will choose Sequence For Automation.

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Choose a sequence for automation.

Now, add a suitable Title, Subject Line, and Preview Text & email addresses.

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Set up Title, Preview text, Subject line & Email Addresses

Then, you can design the email on a drag & drop interface for pitching various offers over certain actions like when anyone accepts the main offer, rejects the upsell offer, accepts the down-sell offer, etc.

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Email template

After you finish designing the email, you will add the number of emails you want to send & suitable delays between those.

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Adding emails & delays

Once you are done with setting up suitable delays & series of emails, Publish the email sequence.

Now, Let’s get back to the WPFunnels+ Mail Mint mutual canvas.

Here, for those who completed the main order, first set the condition as “Checkout Order Accepted” and then add them to the list “Main Order Accepted” & run the email sequence where you will pitch them the latest product offerings & arrival updates.

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Main Order Automation

In the same way, when anyone accepts the upsell offer, after setting the condition as “Upsell Is Accepted” & add them to the list “Upsell Accepted” and run an email sequence where you will suggest to them the high-end product offerings & their updates.

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Upsell Automation

Run the same automation when anyone rejects the upsell offer & accepts the down-sell offer. Here, after setting up the condition & adding them to the list, you will run an email sequence where you will send emails about your skincare products with reasonable prices & stock clearance offers & discounts.

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Downsell Automation

Thus, Once you are done with setting up the automation on your WPFunnels canvas, save the funnel & watch your sales funnel increase revenue on its own. If you want to create a sales funnel like this with different conditional steps, here are detailed documents.

Tips for Automation & Generating More Conversion

Here are some tips for automation and generating more conversions from your online sales funnel:

  • Simplify the funnel: Keep your sales funnel simple and easy to navigate.
  • Use persuasive copy and images: Use compelling and persuasive copy and images to convince customers to purchase. Here, you can use a well-crafted portrait of your products on your landing page.
  • Use social proof: Incorporate social proof, such as customer reviews and ratings, to build trust and confidence in your product or service. You can send these when nurturing your leads over email marketing or on a landing page of a sales funnel.
  • Fast and easy checkout process: Make your checkout process quicker and easier with minimal form fields and a clear call-to-action button.
  • Test analytics: Use data analytics to track customer behavior and identify areas for improvement.
  • Automated customized email marketing: Set up automatic email campaigns that are customized based on user behavior and journey using tools like MailMint.
  • Analyze and optimize: Analyze the performance of your sales funnel using detailed analytics provided by WPFunnel. Use that information to optimize your funnel and increase conversions.

Final Thoughts:

In conclusion, an automated sales funnel is a powerful tool for increasing sales and improving the efficiency of your sales process. By following the steps outlined in this article, you can create & customize a sales funnel tailored to your specific business needs.

Additionally, by implementing the tips, you can maximize the effectiveness of your sales funnel and drive more revenue for your business.

With the help of tools like WPFunnels and Mail Mint, the process of setting up and automating your sales funnel becomes much easier, even if you have little to no programming knowledge. So, if you want to take your online business to the next level, consider building up a sales funnel that automates your business.

So, Create a sales funnel that automates according to your user journey and multiply the order value of your e-commerce store.

Get WPFunnels + Mail Mint now!

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Sakiba Prima

About Author

Sakiba Prima

Sakiba Prima, the technical content writer at WPFunnels is passionate about making WordPress work wonders for your business. With a flair for simple yet effective sales & marketing tactics and handy tooltips, she turns complex ideas into easy reads.

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