Introduction to Steps in Sales Funnel

When creating a sales funnel, understanding the various step types available in SellKit is crucial for designing an effective customer journey. Each step type is designed to serve a specific purpose and guides the customer towards making a purchase decision. In this article, we will introduce you to the different step types in SellKit and explain how they fit into your sales funnel.

Step Types

Sales Page

The Sales Page is the first point of contact with your potential customer. This is where you capture the interest of your visitors with compelling content and an attractive offer. A well-designed sales page can significantly increase the chances of conversion. A flows can have multiple Sales Page steps.


The Checkout step is where the transaction happens. In SellKit, the checkout process is optimized for conversion, ensuring that customers can easily enter their information and complete their purchase with minimal friction.

Thank You

After a successful purchase, the Thank You page is displayed. This is not just a courtesy but also a strategic step that can be used to confirm the order details, provide additional information, or even present a secondary offer.


The Decision step is where you can present different paths depending on the customer's actions. For instance, if a customer declines an offer on the sales page, you can direct them to a downsell offer instead.


An Upsell is an offer made after the initial purchase, encouraging customers to buy a more expensive item or add something extra to their order to enhance the value of their purchase.


Conversely, a Downsell is offered when a customer declines the upsell. It's typically a lower-priced offer designed to add value to the purchase and maximize revenue.

Opt-in Confirmation

The Opt-in Confirmation step is part of the email marketing strategy within your sales funnel. It's used to confirm the customer's interest in your offer and to comply with email marketing regulations.


Finally, the Opt-in step is where you collect email addresses and other customer information. This is crucial for building your email list and for follow-up marketing campaigns.

Each of these steps plays a vital role in the customer journey through your sales funnel. By understanding and effectively utilizing these step types, you can create a seamless and persuasive sales process that encourages more conversions and enhances the customer experience.

Adding a Step

  1. Click on the plus icon in the flow view of sales funnel.
  2. List of steps will appear. Select a step from the list and click.

Editing a Step

  1. Locate a step you want to edit.
  2. Click on its node.

Removing a Step

  1. Select a step you want to remove and click on it to open its settings.
  2. Click on the menu icon on the top right corner to open option menu.
  3. Click on Remove.

Renaming a Step

  1. Click on the step you want to rename.
  2. Click on the menu icon on the top right corner to open option menu.
  3. Click on Edit Name.
  4. Enter a new name and slug.
  5. Click on Save.

Disabling a Step

  1. Locate a step you want to disable.
  2. Click on its node to access its settings.
  3. Click on the menu icon on the top right corner to open option menu.
  4. Click on Disable.
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