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  5. 1.3 WP Funnels – Basic Plugin Overview

1.3 WP Funnels – Basic Plugin Overview

As you know, WP Funnels is the go-to WooCommerce and WordPress funnel builder to help you increase your online sales.

Let us get a basic plugin overview of WP Funnels so that you can get familiar

WP Funnels Basic Plugin Overview

Once you have installed and activated the plugin, you will find the WP Funnels menu on your dashboard menus.

Click on WP Funnels to go to the plugin dashboard.

WPFunnels Basic Plugin Overview

Today, we will get a basic overview on the whole plugin, and then you can go ahead and look at each features in details.

This guide will cover the following:

  1. Plugin Settings
  2. Overview Tab
  3. Funnel Creation
  4. Funnel Steps Basics
  5. Assigning Funnel Product
  6. Using Order bump

1. Plugin Settings

Once you are on the plugin dashboard, go to the Settings tab on the left

WP Funnels Settings Page

The settings menu have different options to configure the plugin properly (which you initially setup through the setup wizard).

**If you have completed the Setup wizard, then these should already be configured as per your preferences. In case you skipped the setup wizard and want to run it again, you can click on the Run Setup Wizard button on the top right side.

Under the Settings tab, you will find two more tabs:

i. General Settings –

WP Funnels Settings

The General Settings menu holds the following options:

  • Funnel Type –
    You can choose whether to create a sales funnel or a lead generation funnel or hybrid ones. Based on your choice here, you will get to choose templates when creating your funnel.

    Right now we only have templates for Sales funnels which include Landing Page, Checkout Page, Order bump, Upsell & Downsell offers (coming soon), and a Thank You page. But soon we will come up with integration to form plugins to allow lead generation and hybrid funnels as well.
  • Page Builder –
    Select your preferred Page builder here and then click on Sync templates so that when you create a funnel, you will be able to import templates for this particular builder.

    Right now, the plugin is compatible with Elementor page builder only. We are working on making it compatible with Gutenberg, which will be released very soon, and then follow through with more page builders in the future.

Once you have selected the required options, click on the Save button below and it should be effective.

ii. Permalink –

Funnel Permalink

The permalink tab will give you the option to either use the default permalink structure from WordPress, or you may use a custom slug structure from one of the three options there for your funnel steps.

For example, let’s say you selected the Funnel and Steps slug. Then below on the input fields, the text you enter will be part of the slug in the previewed structure.

So, if I use the Funnel base as Offer, and the Step base as OfferStep, the permalink structure will be

https://www.yourwebsite.com/Offer/%funnelname%/OfferSteps/%stepname%/

Once you have made the required changes, click on the Save button and they will be effective.

2. Overview Tab

If you go to the overview tab, then initially, you will get the button ‘Create Your First Funnel’ which you can click to start creating a funnel.

WPFunnels - Overview Menu

After you create a funnel, it will be listed here. In fact, all funnels that you may create using the plugin will be listed here.

Funnel overview

Here, you can do the following:

  • You can click on the Funnel name or the Edit button on the right to view, edit or configure the funnel steps.
  • You may click on the View button to get a preview of the funnel in action. Clicking on it will open the first page of the funnel in a new tab, and you will be able to go through the complete funnel process.
  • The three dots on the far-right side will let you either create a duplicate funnel or delete the funnel.

3. Funnel Creation

On the overview tab, click on the Add New Funnel button on the top right side.

WPFunnels - Overview Menu

It will let you choose whether you want to start from scratch, or choose a template.

Funnel Creation - Import Template

You can click on the Start From Scratch button to create a funnel from scratch, or you can hover on one of the templates and click on the Import button to import the template.

Once you import a template, it will take you to the Funnel Planning Canvas.

Funnel Planning Canvas

4. Funnels Steps Basic Overview

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

Here, you will be able to configure and setup the whole funnel.

WP Funnels - Basic Funnel Editor Overview
Basic Configuration Options

You may click on each step, to get further options such as Configure, Preview, or Edit. (We will explain each step configuration in separate guides later on.)

Yu can also do the following:

  1. Click on the ‘+ Step’ button to add more steps.
  2. Click on the ‘+ Condition’ button to add a conditional node.
  3. Click on the edit icon beside the Funnel Name to edit the funnel name.

As you can see in the image, you can draw connectors to indicate the direction of the funnel, i.e., which step the visitor will go next from a certain step.

If you click on ‘+ Step’, you will get the option to choose from templates for each step as well, or you can choose to design it from scratch.

Add Step Import

You can hover on a template and click on Import, and the step will be added with the template as the page design.

If you click on the ‘+ Condition’ button, a conditional node will be added to the canvas, which you can use to set up conditional redirection from one step to another.

Conditional Node

We will create a separate guide to explain the proper use of the conditional node to setup conditional redirection.

5. Assigning Funnel Product

To assign the primary product for which this funnel will be used, you need to add that product in the checkout step.

Click on the Checkout step to get its configuration icons, and click on the Configure icon.

Checkout step configurations

Once you click on Configure, a Checkout step settings drawer will appear. Here, you need to add the funnel product.

Add funnel product

Search for your product and select it. And then click on the ‘+ Add Product’ button. You will that the product will be added to the funnel.

Add funnel product at checkout

You can then configure the steps and start using the funnel.

6. Using Order bump

In the checkout Configure drawer, you will see, there is a tab called Order bump. Click on it.

Using Order bump

Now, click on the ‘Enable Order Bump’ option to use an orderbump to this funnel. It will let you configure the order bump design, and assign a product to offer using order bump.

Enable Order bump

You simply need to assign a product and configure the offer you want to give.

Now that you are quite familiar with the plugin’s interface, let us look at detailed guides on each features of the plugin, so that you can create funnels on your own.

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