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How to Make a Sales Funnel in WordPress in 2022

The creation of a sales funnel in WordPress is an essential marketing strategy for any eCommerce business.

It is essential that you do this to not lose out on potential customers.

In a sales funnel, users follow the steps to become customers on your website.

The optimization of this path can result in higher conversions and more sales.

As a beginner, you may find it challenging to design several key pages and anticipate shopper behavior in WordPress.

To build an irresistible sales funnel for nurturing leads into repeat customers, you don’t need any coding skills.

All you need is your product, a few plugins, and a well-designed customer journey if you have a WordPress site.

In this article, we will explain how to make a sales funnel in WordPress. Let’s get started!

What is Sales Funnel

From the moment a customer contacts your brand until they purchase it, a sales funnel tracks their journey.

However, the process is divided into four stages.

AIDA Stages


Marketers must get the customers’ attention and convey visual messages to make them aware of what is available.

Marketing strategies include placing an ad unassuming but clearly visible, using personalized messages and shock value advertising, such as graphic images, to grab potential customers’ attention.


The interest of the customer must be piqued and maintained long enough to become familiar with the product.

The best way to maintain interest is to present concise and well-paced information delivered by an engaging character, voice actor, or mascot.

Desire (or Decision)

An incredible product can build desire by highlighting its features, demonstrating its superiority over similar products, and demonstrating its versatility.

As a result of this presentation, the consumer will be prompted to select the particular offering, leading to the decision to purchase.


The customer is interested if they have reached this point.

In the final step, you need to close the sale and convince the customer to take action. This may involve overcoming objections and making a call to action (CTA).

CTAs begin at a higher price and are lowered to a third of the original price.

You might be able to get two products for the price of one or get free shipping.

If the other steps are performed correctly, even if the customer chooses not to purchase the product, the product should leave a lasting positive impression.

WordPress Sales Funnel Setup Requirements

Here are the things you’ll need to create an effective WordPress sales funnel.

A Marketing Strategy

Creating brand awareness and drawing leads into your sales funnel requires a solid marketing strategy.

You can use pay-per-click ads, email campaigns, social media, a blog, and many other techniques to drive traffic to your website.

Ecommerce Plugin

You’ll also need a plugin such as WooCommerce to add key eCommerce functionality to your site so you can create a sales funnel.

A Sales Funnel Plugin.

To make effective sales funnels, you will need a powerful, feature-rich as well as user-friendly sales funnel plugin. For this, I would recommend Cartflows since it is one of the best plugins I have ever seen.

Page Builder Plugin

If you want to build high-converting pages, you might also want to use a page builder plugin such as Elementor. You can also use only the Block Editor to build a funnel if you prefer.

How to Make a Sales Funnel in WordPress

Feel free to tweak the steps below to fit your particular shop and products since they should be adaptable to any eCommerce site.

Step 1: Install Key Plugins and Set up Your Store

Make sure you install and activate WooCommerce first.

In the setup wizard, follow the steps to add your online store details, shipping options, and payment gateways.

Required Plugins

Once your setup is complete, go to Products > Add New and enter the details of the product you wish to include in your sales funnel.

Add New Product

To sell any other products, simply repeat this step.

Install and activate CartFlows once your online store is up and running.

There is also a setup wizard included.

If you’re going to use a page builder, then make sure you select it from the dropdown menu when you are at the relevant stage of your project.

Page Builders

If you prefer the Block Editor, you can choose Gutenberg.

Step 2: Design a Landing Page

The next step is to create a landing page for your product.

A piece of content like this is designed to convert visitors who arrive on your website at the ‘interest’ stage into paying customers. Probably they saw one of your marketing campaigns and are now looking for more information.

Go to CartFlows > Flows > Add New to create yours.

You can select from a variety of funnel templates, which you can later customize.

CartFlows Templates

CartFlows displays only templates (called flows) that are compatible with the page builder you selected. Once you’ve chosen one, click Import to open the flow editing screen.

In this example, we’ve chosen a template that has a landing page, a checkout page, and a thank you page.

Create New Flows

You can create one or more of these pages from scratch if your template does not include any of these pages.

Let’s customize the landing page of our template using the standard Block Editor.

Open the page editor by clicking on Edit.

In this section, you can move, add, or delete elements, and replace text and images using the page builder you chose during the CartFlows setup process.

Ensure the value proposition is clear and you have an effective call to action (CTA).

Ensure that you save your work.

Step 3: Create Your Checkout & Thank You Pages

Once you have finished this process, go back to your Flows screen and repeat it for your Checkout and Thank You pages.

In terms of this process, it is fairly straightforward, but there is one step specific to the Checkout page that you need to complete.

You might notice that your Checkout page has a label that reads No Product Assigned.

No Product Assigned

When you click on Edit and scroll down, you’ll see a section titled Checkout Settings, which allows you to link a specific product to this page.

Edit Option

The CartFlows documentation provides a detailed explanation of each option.

The aim of your Thank You page is to let customers know they’ve completed their purchase and build loyalty by making them feel valued.

Additionally, you can include a CTA that directs buyers to your upsell page or social media profiles if they wish to take further action.

Step 4: Add Upsell Pages

You might consider your sales funnel complete at this point.

A repeat customer is, however, an extremely valuable asset to your business.

In order to foster a lasting relationship with your buyers (and potential sales in the future), you should direct them to an upsell page while they are already on the site.

As an example, if your lead just attended a ‘Marketing 101’ webinar, you might offer them a special offer on an eBook called ‘Introduction to Marketing.

Upgrade to the premium version of CartFlows, and you’ll have access to upsell templates.

Alternatively, you can design your templates from scratch by clicking on Add New Step in the flow editor.

Step 5: Direct Leads to Your WordPress Sales Funnels

As a final step, you’ll be able to connect all the pages you’ve just created by linking them.

CartFlows automatically directs users through your site based on the order you specify in your flow editor.

Throughout this tutorial, we’ve been using an example that begins with a landing page, followed by Checkout and Thank You pages.

It’s easy to add extra steps by clicking the Add New Step button and rearranging the order in the flow editor.

Now that your sales funnel has been published, you just have to direct traffic to your landing page via your marketing channels.

Clicking on your CTAs will automatically direct customers to your Checkout and Thank You pages once they complete their purchases for the product you assigned to this flow.

Step 6: Perform A/B Testing

CartFlows Split Testing provides you with functional and user experience comparisons between different variations.

CartFlows Split Testing

Using this comparison, you can examine the performance of the pages and the user feedback left on the page, such as which page users tend to visit more often and from which page more sales or leads are generated.

Start Split Test

It will let you know what kind of content, design, or images the users like most. You can use this to improve the final page’s appearance and attract more users.

Step 7: Analytics and Tracking 

If you use Cartflows, then you don’t need to install separate tools for analytics and tracking. It has built-in analytics and tracking features.

In case you find a few missing features, don’t worry; Cartflows integrates with Google Analytics. This will allow you to analyze your visitors in detail and track their activities.


The use of sales funnels can be an excellent way to increase conversions.

No matter whether you are selling physical products or not, this is a crucial strategy for any online business.

CartFlows makes it easy to set one up.

In this article, you will learn how to make a sales funnel in WordPress with some easy steps.

You can easily create your sales funnel and boost conversions by following those steps.

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