WPFunnels – Funnel Steps Overview

Once you are on the Funnel Planning Canvas, you can now plan your funnel steps easily.

Let us look at the basics you need to know about funnel steps. We will cover the following:

• Adding and Removing a funnel step
• Mapping funnel steps
• All funnel steps and their options

i. Adding and Removing a funnel step

On the top left side of the canvas, you can click on the ‘+ Step’ button if you want to add a new step.

Once you click on it, you will get the option to choose what type of step you want to add.

And for each step, you will be able to either create one from scratch (i.e. a step with a blank page), or you may import a template for that step. Whichever you do, you will see the step will be added to your funnel canvas.

To remove a step, select it and press “Delete” on your keyboard, or right-click on it to get the option to remove it.

ii. Mapping funnel steps

When you have added multiple steps, you have to connect or map those steps in the right order for the funnel to work, i.e. you have to connect a step to the next or previous step.

Simply click on a step, then click and hold on the connector point in the middle of the step, and drag & drop on top of the next step. And you will see the connector will draw itself while you drag it and the steps will be connected when you drop.

iii. All funnel steps and their options

In a funnel, you will be able to work with 5 different types of steps:

Landing Step

When you select the landing step, you will get 3 option icons:

• Preview – get a frontend view of the landing page.

• Edit – edit the step page on a preferred page builder where you can design the funnel step and use our Next Step Button widget/block.

• More options – click on the 3 dots to get options to change the step name and the step slug.

Checkout Step

When you select the checkout step, you will get 4 option icons:

• Settings – clicking on it will open a configuration drawer where you will be able to select the main product of the funnel, set up an order bump, and use a checkout field editor to customize the checkout form.

• Preview – get a frontend view of the checkout page.

• Edit – edit the step page on a preferred page builder where you can design the funnel step and use our Checkout widget/block to initiate the custom checkout form and customize the checkout form style (text color, font, etc)

• More options – click on the 3 dots to get options to change the step name and the step slug.

Thank You Step

When you select the Thank you step, you will get 4 option icons:

• Settings – clicking on it will open a configuration drawer where you will be able to choose what order details (order summary, order details, billing details, and shipping details) you want to display on the thank you page

• Preview – get a frontend view of the thank you page.

• Edit – edit the step page on a preferred page builder where you can design the funnel step and use our order details widget/block to create a customized thank you page.

• More options – click on the 3 dots to get options to change the step name and the step slug.

Upsell Step

When you select the Upsell step, you will get 4 option icons:

• Settings – clicking on it will open a configuration drawer where you will be able to choose the product(s) to offer as upsell and assign custom discounts.

• Preview – get a frontend view of the Upsell offer page.

• Edit – edit the step page on a preferred page builder where you can design the funnel step and use our Offer Button widget/block to trigger the offer accept/reject action.

• More options – click on the 3 dots to get options to change the step name and the step slug.

Downsell Step

When you select the Downsell step, you will get 4 option icons:

• Settings – clicking on it will open a configuration drawer where you will be able to choose the product(s) to offer as downsell and assign custom discounts.

• Preview – get a frontend view of the Downsell offer page.

• Edit – edit the step page on a preferred page builder where you can design the funnel step and use our Offer Button widget/block to trigger the offer accept/reject action.

• More options – click on the 3 dots to get options to change the step name and the step slug.

Use these steps effectively to create a proper functional funnel.