Overview of the Sales Funnel

Learn about sales funnels and how to set up one

What is a sales funnel?

A sales funnel attracts potential customers through a series of steps and leads them to buy. For example, a visitor finds an advert for a hoodie and clicks on the link to get more details about the product. He enters a series of connected sales pages that finally nurture him to purchase. We call it a sales funnel. 

How sales funnels can benefit your eCommerce?

The selling process is not as easy as offering a list of products and asking your customers to buy. With a sales funnel, you have all the room to nurture your audience, build trust and make them ready for purchase. And that’s one of the reasons you can simply sell more. Also, it lets you increase average order value by adding upsells and order bumps with your offers. 

How to create your first sales funnel

To add your first sales funnel in SellKit, 

  1. First click on the SellKit from the left-side panel in your WordPress dashboard. 
  2. Then click either the Add Sales Funnel or the Import Funnel button. If you’ve already exported a funnel with JSON file, you can import it here.

To continue creating your sales funnel you can start from scratch or choose a premade template to go on.

Start from scratch

By choosing this option you need to add and manage every step of the funnel by yourself. To begin:

  1. Click on the Plus icon.
2. Start from scratch
  1. A window will open asking for the funnel title. Choose a name and select the Create button.
First funnel
  1. Wait until the funnel is created.

Now you have a blank funnel where you can add your desired steps. To get details about what types of steps you can add, read this section.  

Using a premade sales funnel

Premade funnels include different steps and you don’t have to add them from the beginning. To get ready-made funnels,

  1. Hover on your desired template and select the View Steps button.
4. view steps
  1. On this page you can preview the steps included in the funnel.
  2. Choose the Get Funnel button.

Now you have an editable funnel with pre-built steps. 

5 funnel steps 1

Available steps in a sales funnel

There are four different steps available within your funnels you can consider:

6. Available steps in a sales funnel 1

Sales page

A sales page is a landing page designed to promote or sell a specific product. Business owners can use this page to attract visitors to sell their goods. 

Checkout

A checkout page collects customers’ payment details including shipping/billing information and lets them complete their order. 

Upsell

An upsell page allows you to suggest one-time offers to your customers. You can use this page to sell further items other than the main product. For example, if you’re selling an iPhone 13 pro, you may propose a Charger or additional Cable as an upsell to buy. 

Thank you

A Thank you page is a page that appears right after customers make a successful purchase. This page is supposed to be the last step in every sales funnel. 

How to add a funnel step 

In order to add a step for your funnel:

  1. Click on the +Add New Step button.
sales funnel add new step
  1. Select the type of Step you want to add by clicking on its icon.
Screen Shot 2022 03 03 at 2.46.20 PM
  1. If you choose Start from Scratch you have to create your page design from A to Z. In this case you have to first select a name for the step and then click on the Create button.
Screen Shot 2022 03 03 at 2.47.34 PM
  1. Else, you can pick a ready-made template by clicking on the Import button.
Screen Shot 2022 03 03 at 2.49.03 PM

Also, for any existing steps you can perform the following actions:

  • Move: Drag and drop your step to arrange them as you want. 
fully visual dragdrop funnel builder
  • Duplicate: Click on the three-dotted icon next to your preferred step and select the option. 
Screen Shot 2022 03 03 at 2.54.21 PM
  • Remove: Click on the three-dotted icon next to your desired step and choose the Delete icon. 
Screen Shot 2022 03 03 at 2.55.14 PM
  • Activate/Deactivate: Select a step and then click on the Toggle button placed on the right side of the screen to activate or deactivate it. Note that a deactivated step appears in red. 
Screen Shot 2022 03 03 at 2.56.53 PM

How to edit the content of your pages

You can edit the content of every page with the Elementor page builder or the WordPress Block Editor. To edit the content of any page using this option:

  1. Select your step in a funnel. 
  2. A tab, called Design will appear on the right side of the screen. 
Screen Shot 2022 03 03 at 2.58.46 PM
  1. There are three options where you can choose to Edit with Elemntor, Edit with Block Editor, or Preview the page. 

These options will let you edit all of the contents within a page from top to bottom. 

Was this article helpful?YesNo