WPFunnels – Funnel Steps Overview

Once you are on the visual funnel Canvas, you can plan your funnel steps easily.

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

• Adding funnel steps
• Removing funnel steps
• All funnel steps and their options

i. Adding Funnel Steps

1. On a blank canvas, you will see the option “+ Funnel Step”. You may click on it to add a step.

2. When you click on the “+ New Step”, you will get to choose which type of step to add, and then if you want to import a template or add a blank step to design from scratch.

3. Once you choose, a step will be added and you will have the option to add more steps.

You will be able to add 6 types of funnel Steps:

1. Landing
2. Checkout
3. Thank You
4. Custom
5. Upsell
6. Downsell

**Please note the following:

• The first step of the funnel must be a Landing, Custom, or Checkout step.
• The Landing step can only be added as the first step, and not in between the funnel. You may use custom steps if you want to add landing pages in between the funnel journey.
• Upsell and Downsell steps can only be added after the checkout step and before the Thank you step.
• The Thank you step can only be added as the last step of the funnel.

4. You can also add steps in between two already-added steps on the canvas. Simply hover on the connecting arrow and you will get a ‘+’ (plus) icon, which you can click to get the widow to import a step.

ii. Removing Funnel Steps

To remove a step, hover on a step and you will get a ‘x’ (cross) icon. You may click on it.

This will open a pop-up to ask if you want to remove this step and connect the two steps that are before and after it, or if you want to add another step in between. Choose whichever meets your requirements.

iii. All Funnel Steps And Their Options

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

1. Landing Step
2. Checkout Step
3. Thank You Step
4. Custom Step
5. Upsell Step
6. Downsell Step

Let us look at the options you will get for each of these steps on the canvas.

1. Landing Step

You will get 5 options to configure the landing step.

• Settings (gear icon):
  Here, you will get to change the Title and URL of the landing page.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the landing page and run A/B tests to find out what works best.

• Conditional Journey (path icon):
  Here, you may define conditions to take people on multiple journeys based on whether they submitted the opt-in form or not (if you have an opt-in form on the page)

2. Checkout Step

You will get 5 options to configure the checkout step.

• Settings (cart icon):
  Here, you will get the option to assign the offer product, configure basic checkout settings (such as quantity selection, allow/disallow coupon, etc.), offer exclusive discounts, create order bump offers, and edit checkout fields.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the checkout page for design or product offers and run A/B tests to find out what works best.

• Conditional Journey (path icon):
  Here, you may define conditions to take people on multiple journeys based on buyer’s decisions which includes
  – order bump acceptance/rejection
  – the cart total
  – shipping or billing country
  – form submission in any previous step

3. Thank You Step

You will get 4 options to configure the thank you step.

• Settings (gear icon):
  Here, you will get the option to display or hide certain parts of the order details and set redirections from/instead of the thank you page to another custom URL.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the thank you page and run A/B tests to find out what works best.

4. Custom Step

You will get 5 options to configure the custom step.

• Settings (gear icon):
  Here, you will get to change the Title and URL of the landing page.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the page and run A/B tests to find out what works best.

• Conditional Journey (path icon):
  Here, you may define conditions to take people on multiple journeys based on whether they submitted the opt-in form or not (if you have an opt-in form on the page)

5. Upsell Step

You will get 5 options to configure an upsell step.

• Settings (cart icon):
  Here, you will get the option to assign the upsell offer product, offer exclusive discounts, and choose to replace any previous order from the same funnel journey.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the upsell page for design or product offers and run A/B tests to find out what works best.

• Conditional Journey (path icon):
  Here, you may define conditions to take people on multiple journeys based on buyer’s decisions which includes
  – order bump acceptance/rejection during checkout
  – current upsell offer acceptance/rejection
  – acceptance/rejection of any past upsell/downsell offer in the same funnel
  – the cart total during checkout
  – shipping or billing country during checkout
  – form submission in any previous step

6. Downsell Step

You will get 5 options to configure a downsell step.

• Settings (cart icon):
  Here, you will get the option to assign the downsell offer product, offer exclusive discounts, and choose to replace any previous order from the same funnel journey.

• Edit (pencil icon):
  Clicking on it will take you to the edit mode of the page in your preferred page builder.

• Preview (eye icon):
  You may preview the page design by clicking on this icon.

• A/B Testing (A|B icon):
  Create multiple variants of the downsell page for design or product offers and run A/B tests to find out what works best.

• Conditional Journey (path icon):
  Here, you may define conditions to take people on multiple journeys based on buyer’s decisions which includes
  – order bump acceptance/rejection during checkout
  – current downsell offer acceptance/rejection
  – acceptance/rejection of any past upsell/downsell offer in the same funnel
  – the cart total during checkout
  – shipping or billing country during checkout
  – form submission in any previous step

Use these steps effectively to create a proper functional funnel.