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/ Documentation /Getting Started/ CartFlows Funnel Step Types

CartFlows Funnel Step Types

A funnel consists of multiple steps that guide users through the buying journey. CartFlows offers several step types, each serving a specific purpose.

The Landing Page step is used to create lead generation or sales pages. You can have multiple landing pages in a single funnel.

The Checkout step is where buyers complete their orders. It includes options to:

  • Link to a product.
  • Add an upsell (Pro feature).
  • Adjust checkout fields (Pro feature).
  • Style the Checkout form.

A funnel can have only one Checkout step.

The Upsell step appears after the Checkout step. This is where you can offer an additional product after the initial purchase.

A funnel can have multiple Upsell steps.

The Downsell step appears after an Upsell step. If a buyer declines the upsell offer, they are directed to the Downsell step, where you can present a lower-cost or alternative offer.

A funnel can have multiple Downsell steps.

The Thank You step is the final step in a funnel. It is used to:

  • Display order details (if a Checkout step is included).
  • Provide next steps or instructions to buyers.

The Opt-in step is used to collect leads and provide free products. It is placed between the Landing Page and the Checkout step.

  • Requires free Simple Virtual/Downloadable products.
  • Users enter their details to gain access to the product.
  • Additional custom fields require CartFlows Pro.
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