How to Create Your First CartFlows Funnel

Creating your first funnel with CartFlows is straightforward and helps you guide customers through a smooth buying journey. By using pre-made templates and connecting your WooCommerce products, you can quickly set up an optimized sales funnel.

Step 1: Install and Activate CartFlows

Install the CartFlows plugin from your WordPress dashboard. After activation, choose your preferred page builder in the settings, such as Block Editor, Elementor or Beaver Builder, for designing your funnel steps.

Step 2: Create a New Funnel

Navigate to CartFlows > Funnels and click Add New to start a new funnel.

Step 3: Select a Template

Pick a pre-made template that matches your goal, such as Sales or Lead Generation. These templates typically include:

• Sales Landing Page
• Checkout Page
• Thank You Page

If you prefer full control over the structure and design, you can also create a blank funnel by choosing Start from Scratch and build each step according to your specific requirements.

Step 4: Configure the Funnel Steps

Customize Each Step

Click the pencil icon to edit each page using your page builder. Adjust the design to match your brand and style.

CartFlows also provides Instant Layouts for a faster setup with pre-designed, conversion-focused designs. To learn how to use Instant Layouts, refer to the documentation below: https://cartflows.com/docs/cartflows-instant-layout/

Add a Product

In the Checkout step, select the WooCommerce product you want to sell and save settings

Configure Checkout Fields

Modify the checkout fields to suit your product. For example, remove unnecessary shipping fields for digital products.

Step 5: Save and Publish

Once all steps are configured, click Publish to make your funnel live.

Key Tips for Success

• Keep it Simple: Maintain a clean, concise checkout page to reduce friction.
• Test Everything: Test the full checkout process to ensure it works smoothly before launch.

Increase Conversions with Additional Offers

You can further optimize your funnel by adding post-purchase and in-checkout offers.

Add an Order Bump

An Order Bump is a small complementary offer displayed on the checkout page. It helps increase your average order value by allowing customers to add an extra product with a single click.

To learn more about creating an Order Bump, refer to this document.

Add Upsell / Downsell Offers

An Upsell is a higher-value offer shown after the initial purchase, while a Downsell is an alternative offer presented if the customer declines the upsell. These help maximize revenue without interrupting the checkout experience.

To learn more about creating one-click Upsell and Downsell offers, refer to this document.