Complete Guide to Setup a Sales Funnel

Creating a sales funnel in SellKit is a strategic approach to guiding potential customers through the purchasing process, ultimately converting them into paying customers. This step-by-step guide will walk you through setting up a sales funnel using SellKit.

Understand the Basics of Sales Funnel in SellKit

Before setting up your sales funnel, familiarize yourself with the concept and how it operates within the SellKit framework. A sales funnel in SellKit is designed to nurture leads through various stages from initial contact to final purchase. Knowing the stages (Awareness, Interest, Decision, and Action) helps in creating effective strategies for each phase.

Access SellKit Funnels

  1. Choose SellKit on the left-side panel in your WordPress dashboard.
  2. Navigate to the Funnels. This is where you'll manage your sales funnels, among other features.

Create a New Sales Funnel

  1. Click on Add Sales Funnel or Add New button.
  2. From the Funnel Recipes page, select a pre-made funnel or start from scratch.

Pre-made funnels in SellKit offer ready-to-use templates designed for various business goals, enabling quick setup and optimization of marketing strategies to enhance conversion rates.

Starting from a pre-made funnel:

  1. Find a pre-made funnel that suits your needs and click on it to view the its steps. You can also live preview the selected funnel by clicking on preview button.
  2. When you are happy with your selection, click on Get Funnel button. Loading a pre-made funnel can take a few seconds so please be patient.

Starting from scratch:

  1. Click on Start From Scratch button.
  2. Name your funnel for easy identification.

Funnel Builder Overview

Once you started your custom funnel or imported a pre-made one you will be presented with SellKit's funnel builder to continue building your funnel. The Funnel Builder is a visual tool that serves as the backbone for creating and managing your sales funnel within SellKit. It provides a user-friendly graphical representation of the funnel flow, making it straightforward to add new steps, like a landing page, offers, etc.

Flow Tab

The Flow tab, prominently displayed at the top of the funnel builder, is the main workspace where the structure of your sales funnel is created and visualized. Here, you can add various components to your funnel, such as landing pages, offers, upsells, and more.

Contacts Tab

Adjacent to the Flow tab is the Contacts tab where you manage and view the list of leads or customers that have interacted with your funnel.

Analytics Tab

Similarly, the Analytics tab, indicated at the top, would be the place where detailed statistics and performance metrics of the funnel are available. This could include conversion rates, drop-off points, and other key performance indicators that help in understanding the effectiveness of each funnel stage and overall success.

Exit Icon

At the bottom of the funnel builder is an Exit icon which is used to mark the stage where visitors leave the funnel.

Adding a Step

You can add a new step by clicking on the plus icon in the flow. Doing so will open a modal where you can choose a step to insert into your funnel.

Adding a Sales Page Step

Your sales page serves as the first touchpoint in your sales funnel, capturing visitor interest and guiding them to the next phase of the customer journey. You can add as many sales page as you want across different stages of sales funnel.

Step 1: Add a Sales Page

  1. Activate the flow tab in the funnel builder
  2. In the funnel builder view, click on the “Add a Landing Page” box, which is represented by a dotted outline and a plus sign.

Step 2: Select a Starting Point

  1. You will be presented with a selection of pre-designed templates or the option to start from scratch. Choose a template that best suits your campaign’s needs or opt to create a custom landing page.

Step 3: Name Your Landing Page

  1. After selecting to start from scratch, a pop-up window will appear asking you to "Enter a name for this step."
  2. Enter a descriptive name for your landing page and click Create.

Step 4: Customize Your Landing Page

  1. Once created, you'll see your new landing page listed in the funnel flowchart. Click on it to view the details.
  2. Use options such as Edit with Elementor or Edit with Block Editor.
  3. Once you choose an editor, the content of landing page will open within the editor as a new tab in your browser. Add text, images, and other elements that will make the page compelling to your audience.
  4. Click on Publish or Update and go back to the funnel detail page.

Step 5: Set the Next Step Button Link

  1. Back in the funnel builder, locate the Next Step Button Link section by clicking on the sales page box. This is where you'll find the URL that users will be directed to after interacting with your landing page.
  2. To direct visitors to the next step, copy the provided URL and paste it as the link for a call-to-action button on your landing page. When visitors click the CTA button(s), they will be taken to the next step in your funnel.

Step 6: Save Your Landing Page

  1. After customizing the page and setting the "Next Step Button Link," review all changes to ensure they meet your requirements.
  2. Click Save Changes to finalize the landing page setup.

Remember to test the flow to ensure that the "Next Step Button Link" is working correctly and that the page is optimized for conversion.

Adding a Checkout Step

Step 1: Add a New Checkout Step

  1. Click the plus button located beneath your landing page step. This action will open a modal with various funnel step options.
  2. In the modal window that appears, select the Checkout option. This will create a new checkout step in your sales funnel sequence.

Step 2: Select a Starting Point

You will be presented with a selection of pre-designed templates or the option to start from scratch. Choose a template that best suits your campaign’s needs or opt to create a custom checkout page.

Step 3 Customize Checkout Page

Once the checkout step is added, you can customize the checkout page by clicking on the step. This will bring up the customization options where you can design or modify the checkout page using SellKit's built-in tools, like Elementor or the Block Editor.

If the checkout widget isn't loading in your editor:

  1. Add a product to checkout step. (Explained in below).
  2. Install and activate the WooCommerce plugin.

Step 4: Add Products to the Checkout

  1. Navigate to the Products Tab and click the + Add Product button to select the products that you want to include in the checkout. A pop-up will appear, allowing you to choose from your existing WooCommerce products.
  2. In the Add Product pop-up, begin typing the name of the product you want to include in the search box or scroll through the list. Select the product you wish to add to the checkout step. You can add multiple products too.

Step 5: Configure Product Settings

After selecting a product, you will return to the Products tab where you can configure how the products will be presented in the checkout. You can allow customers to edit the cart products, restrict them to select only one, or allow the selection of multiple products depending on your sales strategy.

  • Allow customers to edit cart products: Customers can change the quantity or remove products from their cart.
  • Restrict buyer to select only one of the above products: Limits the customer to choose only one product, ideal for single-product promotions.
  • Allow buyer to select any of the above products: Customers can add multiple products to their cart.
  • Force sell all of the above products: This option is used for bundles where the customer is required to purchase all selected products.
  • Reset Previous Cart Items: Decide whether you want the chosen product(s) to replace any items the customer may have previously added to their cart. This can be particularly useful if the checkout step is part of a specific promotion and you want to ensure the customer only purchases items from this funnel.

Step 6: Access the Optimization Features

With your products configured in the Products tab, move on to the Optimization tab within the checkout step of your funnel. This section is designed to enhance the checkout experience and improve conversion rates.

Step 7: Auto-Apply Coupons

Toggle on the Auto-Apply Coupons feature to streamline the checkout process for your customers. This functionality allows you to select specific coupons that will automatically be applied to the cart, eliminating the need for users to enter coupon codes manually and thus reducing the chance of cart abandonment.

  1. Click on the Select Coupons dropdown menu.
  2. Choose the coupon(s) you want to be auto-applied when customers reach the checkout page.

Step 8: Expire Checkout

The Expire Checkout feature is a powerful tool to create urgency. By setting a deadline for the checkout, you can encourage customers to complete their purchases within a specific timeframe.

  1. Check the option to Expire Checkout.
  2. Set the closure date by clicking on the date field and selecting the appropriate deadline.
  3. Optionally, provide a Closed Checkout redirect URL to direct customers to an alternative page, such as a waiting list or a notice page, after the checkout has expired.

Step 9: Access the Order Bump Settings

The Bump tab, also known as Order Bump, is a strategic tool within SellKit's checkout step designed to increase the average order value by offering customers an additional product or offer at the point of purchase.

Navigate to the Bump tab in the checkout settings of your funnel.

Step 10: Add an Order Bump

Click on the + Add order bump button to create a new offer. You'll be prompted to enter a name for this order bump.

Step 11: Design the Order Bump

  • Design: Here, you can specify the position of the order bump on the checkout page, such as below the order summary. You can also craft the content that will be displayed, including the checkbox label and product description. This is where you make your offer as attractive as possible, often including a discount or special feature of the product.

  • Product: Click on the + Add Product to select the product you want to offer as an order bump. This should be a product that complements the main purchase and is enticing enough for customers to want to add it to their cart immediately.
  • Conditions: Set conditions that must be met for the order bump to be displayed to the customer. For example, you can make the order bump appear only when the cart total items count exceeds a certain number, encouraging more sales and offering deals when customers buy in bulk.

Step 12: Test the Checkout Flow

Before finalizing, test the flow to ensure that the transition from the landing page to the checkout page works smoothly. Clicking on the call-to-action button on your landing page should redirect to the checkout page you've just set up.

Adding an Upsell Step

Upselling is a sales technique where a seller induces the customer to purchase more expensive items, upgrades, or other add-ons in an attempt to make a more profitable sale. Including an upsell step in your sales funnel can significantly increase the average transaction value. Here's how you can add this to your SellKit funnel.

You can only add Upsell step after you have created a checkout step.

In the SellKit sales funnel, an upsell step effectively branches into two pathways: Accept and Reject. This branching is critical as it dictates the subsequent actions based on the customer's decision regarding the upsell offer.

Accept Branch

If the customer accepts the upsell offer, the Accept branch is followed. This path typically leads to the addition of the upsell product to their order and may redirect them to a revised checkout page that reflects their updated cart. The acceptance of the upsell can also trigger a sequence of events, such as a confirmation message or the presentation of further upsell opportunities if your strategy includes multiple layers of upselling.

Reject Branch

Conversely, if the customer decides not to take advantage of the upsell offer, they will be directed along the Reject branch. This path might return them to the original checkout flow, lead them to a downsell offer that might be more aligned with their intent, or take them straight to the Thank You page or order confirmation step.

Now let's see how to add upsell step into the sales funnel:

Step 1: Navigate to Your Funnel Flow

In the SellKit funnel interface, access the Flow tab where your sales funnel stages are visually laid out.

Step 2: Add the Upsell Option

  1. Click on the plus icon to add a new step.
  2. In the Add a New Step pop-up, select the Upsell option. This will create a new upsell step in your funnel flow.

Step 3: Choose Your Upsell Template or Start From Scratch

After selecting the Upsell step, you'll be presented with the option to choose a pre-designed template or to create one from scratch. Select a template that suits your offer or click on Start From Scratch to design your custom upsell page.

Step 4: Configure Upsell Settings

  • Design Tab: Customize the appearance of your upsell page. Use elements that highlight the benefits of the upsell offer and make it irresistible. You can use SellKit’s editor tools, like Elementor or the Block Editor, to design the page.

SellKit includes a specialized widget, known as the Accept/Reject Button widget, designed to manage customer responses to upsell offers seamlessly. Within the widget's settings, you have the option to define the visitor's journey based on their decision. Select Offer Type and then Accept offer to direct visitors along the acceptance branch of the upsell, or opt for Reject offer to guide them to the rejection branch.

  • Product Tab: Add the product you want to upsell. This should be a complementary product that adds value to the initial purchase or a premium version of the product that the customer has already committed to buying.
  • Conditions Tab: Set conditions for when the upsell offer should be displayed to the customer. For example, you can trigger the upsell only if the customer has a specific item in their cart or if their total purchase exceeds a certain amount.

Step 5: Set Your Landing Page as the Homepage

Navigate to the Settings section in your WordPress dashboard and then to Reading. Opt for a static page and then from the dropdown menu, select the landing page you've crafted for your funnel.

Step 6: Configure and Save

Once you’ve customized the design and selected the product, ensure all the settings and conditions are properly configured. Preview your upsell step to make sure everything looks as expected and functions correctly. When satisfied, click Save Changes to apply the upsell step to your funnel.

If your payment gateway remains in test mode, consider utilizing the sample number 4242 4242 4242 4242 for Stripe during the checkout process. For additional Stripe testing numbers, please click here.

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