Sales funnels can help nurture visitors and guide them towards a purchase, without the hard sell.

In this guide, we’ll show you how to build a sales funnel using CartFlows, a fully customizable WordPress sales funnel builder.

First, What is a Sales Funnel?

A sales funnel is a visual representation of the customer journey. It maps out every step a potential buyer takes from first discovering your brand to making a purchase.

It’s called a “funnel” because it starts wide at the top with many prospects and narrows down as people move through each stage and keep dropping off.

This visual framework helps explain where prospects are in their buying process and how you can best interact with them.

Most customers would see your social media or read a blog post to become “aware” of your brand.

If the posts resonate, some of those aware customers will move to the interest stage. They may even visit your website.

Now, if a product on your website seems useful to them, they will start evaluating it. During the evaluation, they will need to decide (intent) if they want to purchase your products or not.

At the end, a few of the customers from the decision phase will take action and buy your product.

So, instead of hoping visitors to buy, a sales funnel systematically addresses their concerns, builds trust, and guides them toward a purchase.

The Psychology Behind Effective Sales Funnels

To make your sales funnel building process smoother, you need to understand what a good funnel is and why it actually works.

Reciprocity Turns WordPress Visitors Into Leads

When someone visits your WooCommerce store and you immediately offer them a free shipping guide or product comparison chart, they feel obligated to give you something back.

That “something” is usually their email address. Once you provide a valuable free resource, buyers feel inclined to return the favor.

This is why lead magnets work better than “Sign up for our newsletter” buttons on WordPress sites.

Social Proof Removes Buying Hesitation

When prospects see other people like them have bought and been happy, their anxiety about making the wrong choice disappears.

Now, customer perception of online reviews has changed.

For instance, in 2020, 79% of users said they trusted online reviews as much as personal recommendations. This number has fallen to 42% in 2025.

So, customers are smarter and will see through made-up reviews or biased review sets.

Scarcity Forces Immediate WordPress Store Decisions

People fear losing something more than they enjoy gaining it. This phenomenon is called loss aversion.

When your potential customers think they might miss out, they stop overthinking and take the leap.

A simple way to integrate scarcity when building a sales funnel is to add a countdown timer showing “Sale ends in 2 hours.”

This can encourage customers to purchase if they’re only waiting for a final nudge, that perfect “sometime later” when they will need the product and come back to buy it.

Authority Makes People Trust Your WordPress Store

When prospects see you as an expert, they trust your recommendations about what to buy. Companies with blogs generate 55% more website traffic than those without.

Write WordPress blog posts solving problems your products fix, then link to those products as solutions.

Consistency Gets Small Yeses Leading to Big Purchases

Prospects who agree to small commitments are more likely to make larger purchases. Progressive steps guide visitors toward buying decisions.

Start by asking them to download a free guide, then join your email list, watch a product demo, buy your lowest-priced item, and then upgrade to premium.

The 6 Essential Stages For Building a Sales Funnel

You need to understand the exact steps in a sales funnel to be able to build it

Here’s a quick overview:

Stage 1: Awareness – Where Your WordPress Sales Funnel Starts

This is where your WordPress sales funnel begins. When potential customers first hear about your brand and visit your WordPress store. But 79% of prospects drop off here.

You need compelling content that keeps your audience engaged.

WordPress blog posts work incredibly well at this stage. But anecdotal data suggests that referral traffic converts between 2% and 30% compared to the 1% average for general traffic.

So, focus on building trust before visitors enter your WordPress store.

Stage 2: Interest – Nurturing WordPress Store Prospects

Once prospects know about your WordPress store, they research your products and compare options.

More than 80% of buyers research online before purchasing, so be there with valuable information when they’re looking.

Email remains the most effective communication channel throughout your entire WordPress funnel. Set up email sequences that deliver helpful content rather than pushy sales messages.

Your goal is to stay top-of-mind while they evaluate options.

Stage 3: Evaluation – When WordPress Prospects Compare Options

Your store prospects are now comparing specific solutions. 75% of consumers expect personalized experiences so that generic content won’t work anymore.

Video increases middle-funnel conversion rates by 66%. Product demonstrations help prospects visualize your solution.

Customer testimonials increase conversions by 34% when placed strategically at this stage.

Stage 4: Decision – Overcoming Final WordPress Store Objections

Your prospects are addressing final objections before buying. 80% of sales require at least five follow-ups, but most WordPress businesses give up after one or two attempts.

39% of shoppers abandon their carts when they encounter unexpected charges.

Source

If you want to prevent these carts from being abandoned, it pays to be transparent about all costs.

Stage 5: Action – Converting WordPress Visitors to Customers

This phase is when prospects become customers in your WordPress store. Pages with single calls to action convert at 13.50% compared to pages with multiple competing options.

Source

Order bumps convert at 40% when done well. These small, complementary offers appear during WordPress checkout and significantly increase transaction values.

Stage 6: Retention – Building Long-term WordPress Store Value

Your sales funnel building doesn’t end when someone buys. You still need to work on upsells and renewals if you want to maximize revenue.

Set up WordPress email sequences that help customers get maximum value from their purchase and introduce related products.

How to Build a Sales Funnel on WordPress with CartFlows (Complete Guide)

CartFlows is the leading WordPress sales funnel plugin that eliminates complexity while providing enterprise-level functionality.

It integrates seamlessly with WordPress and WooCommerce, allowing you to build sophisticated funnels without monthly subscription fees or technical expertise.

How To Build a Sales Funnel: Prerequisites

Before you begin funnel building, make sure you have:

• WordPress website with admin access
• WooCommerce plugin installed and configured
• SSL certificate installed
• Basic understanding of your target customers

CartFlows works with all major WordPress page builders, including Spectra, Elementor, Divi, Beaver Builder, and Gutenberg.

This compatibility maintains your preferred design workflow while adding funnel functionality.

Steps for building a WordPress sales funnel:

Get CartFlows from the WordPress plugins dashboard. Install and activate the plugin.

Complete the setup wizard and pick your preferred page builder integration. You’ll also be asked to pick from the available funnel templates.

Choosing the Right WordPress Sales Funnel Template

CartFlows provides a growing library of free and premium templates designed for different WordPress business scenarios.

These templates incorporate proven conversion practices and tested design elements.

Step 1: Start Funnel Building With a CartFlows Template

Access CartFlows through your WordPress dashboard and select “Create New Funnel.”

Name your funnel descriptively (e.g., Summer Sale Funnel or Lead Magnet Funnel) and choose an appropriate template.

Step 2: Customize Your Funnel Structure

CartFlows imports all necessary pages automatically:

• Landing page (where prospects enter)
• Checkout page (where they buy)
• Thank-you page (post-purchase experience)
• Upsell/downsell pages (additional offers)

Step 3: Design Your Sales Funnel Pages

Customize each page by clicking the pencil icon to edit the page.

Update content, images, and design elements to match your WordPress brand while maintaining the underlying funnel logic.

Customizing Your WordPress Sales Funnel With Page Builders

CartFlows can be customized with most page builders, providing flexibility for WordPress businesses with existing design preferences.

Spectra + CartFlows Integration:

• Access specialized CartFlows widgets
• Display dynamic product information
• Add testimonial and conversion elements
• Maintain responsive design across devices

Sales Funnel Product Setup and Configuration

Product configuration in your WordPress sales funnel extends beyond basic WooCommerce functionality.

Create specific product variations for different funnel stages, set up automatic discounts, and configure conditional logic.

• Order bump configuration: Order bumps represent CartFlows’ most powerful features. They convert between 10% and 30% in well-designed WordPress funnels.
• Upsell and downsell setup: Configure secondary offers based on customer decisions. Upsells, similar to order bumps, can convert better than first-time sales. And it makes sense to implement these in your sales funnels.

Testing Your WordPress Sales Funnel Before Launch

CartFlows includes testing functionality, allowing you to preview your WordPress sales funnel before launching.

WordPress sales funnel testing checklist:

• [ ] All pages load correctly on desktop and mobile
• [ ] Payment processing works with test transactions
• [ ] Email sequences trigger properly
• [ ] Analytics tracking is configured
• [ ] All links and buttons function correctly

Testing mode simulates the complete customer experience, revealing potential issues before real customers encounter them so it’s well worth doing

Advanced WordPress Sales Funnel Features and Techniques

A/B Testing Your WordPress Sales Funnel

CartFlows Pro includes sophisticated A/B testing capabilities for data-driven WordPress funnel optimization.

What to A/B test in your WordPress sales funnel:

• Headlines and subheadings
• Call to action button colors and text
• Product images and descriptions
• Pricing presentations
• Page layouts and designs

Focus testing on single elements rather than multiple simultaneous changes. Make one change, test, make another.

This approach provides clear insights into which changes drive improvements and which don’t.

Dynamic Offers and Personalization

Advanced WordPress sales funnel implementations leverage customer data for personalized offers.

Dynamic offers based on customer segments, purchase history, and behavioral triggers increase relevance and conversion rates.

WordPress sales funnel personalization options:

• Geographic targeting for currency and shipping
• Behavioral triggers based on page visits
• Customer segment-specific offers
• Previous purchase history recommendations

WordPress Sales Funnel Analytics and Performance Tracking

CartFlows provides comprehensive analytics revealing funnel performance at each stage.

Performance metrics include page views, conversion rates, average order values, and revenue per visitor.

Integration with Google Analytics and Facebook Pixel enables advanced tracking and remarketing capabilities for your WordPress sales funnel.

Mobile Optimization for WordPress Sales Funnels

CartFlows templates prioritize mobile responsiveness with automatic adaptation to different screen sizes.

You get:

• Responsive design templates
• Touch-friendly buttons and forms
• Fast load times
• Simplified navigation
• Mobile payment options

CartFlows vs Other WordPress Sales Funnel Builders

CartFlows isn’t the only WordPress sales funnel builder out there, but it definitely has some strengths compared to a lot of the competition.

CartFlows vs ClickFunnels for WordPress

CartFlows offers significant advantages for WordPress businesses compared to external solutions like ClickFunnels:

CartFlows allows you to export funnels and continue using them even after licenses expire. ClickFunnels requires ongoing monthly payments and hosts funnels on its servers.

CartFlows integrates with anything that works with WooCommerce, extending compatibility to existing WordPress themes, plugins, and customizations.

CartFlows vs WPFunnels

CartFlows has achieved greater market penetration with over 223,242 users compared to the 8000+ installs of WPFunnels.

This wider adoption means CartFlows has been tried and tested across many more stores to ensure robustness.

CartFlows vs WPFunnels Comparison:

Sales Funnel Optimization Best Practices

Alright, you have your funnel ready, but like any marketing technique, you need to keep optimizing it as you learn more about your customers.

Your end goal should be to make your funnel smooth enough that it is never blocking a person from making a purchase.

Key WordPress Sales Funnel Metrics to Track

Monitor specific metrics revealing performance patterns and improvement opportunities in your WordPress sales funnel.

Top-performing companies achieve conversion rates of 5.31% or higher compared to the 2.35% average.

What to look for in your sales funnel performance:

• Stage-by-stage conversion rates
• Traffic source quality and conversion
• Average order value progression
• Customer lifetime value
• Mobile vs desktop performance

Track conversion rates at each WordPress sales funnel stage rather than only measuring final purchases.

This granular approach identifies specific bottlenecks where prospects exit prematurely.

Common WordPress Sales Funnel Mistakes to Avoid

• Mistake #1: Overly complex funnels: Rather than introducing multiple calls to action on a single page, keep a single next step that the user needs to take to avoid confusion.
• Mistake #2: Slow site performance: It’s a fact that every second added to your load time reduces the conversion percentage, or conversion rate. To avoid that, you need to make sure your sales funnel loads quickly.
• Mistake #3: Ignoring mobile users: Mobile traffic continues growing, and sales funnels must perform effectively across all devices and screen sizes.
• Mistake #4: Not testing different elements: A/B testing creates more personalized experiences by aligning funnel elements with audience preferences and reducing friction.

Start Building Your WordPress Sales Funnel Today

You now have everything needed to turn your WordPress store into one that systematically converts visitors into customers.

CartFlows eliminates the technical complexity while giving you the same powerful funnel-building capabilities used by successful businesses worldwide.

Download CartFlows today, choose a template that matches your business, and create the automated system that captures, nurtures, and converts visitors into loyal customers that stay long after their first purchase!

WordPress Sales Funnel Frequently Asked Questions

CartFlows 2.1.6 changes that with Instant Layouts for upsell and downsell steps.

Now you can create and launch professionally designed, conversion-focused pages that can begin generating extra revenue in minutes!

What Are Instant Layouts?

Instant Layouts offers readymade, professionally designed layouts that work out of the box with no design skills required.

Instead of creating page designs for upsell and downsells in CartFlows funnels, you simply enable Instant Layouts, hit publish and you’re ready to go.

The entire funnel works like you would expect. The designs are beautiful and are created by professionals who understand funnel design.

Benefits of Instant Layouts

Imagine you’re running an online bookstore and sell a mixture of physical books, ebooks, and audiobooks.

Before Instant Layouts, creating funnel pages for the audiobook after someone purchases the physical version meant spending time with a page builder.

You’d need to design layouts, position elements strategically, and ensure everything worked perfectly on mobile devices.

Now?

Select an Instant Layout to create a professionally designed, mobile-responsive page that’s ready to convert.

The immediate benefits are:

• Hours saved per funnel: No more working with page builders
• Professional design without design skills: Layouts follow conversion best practices
• Consistent customer experience: Maintain visual continuity from checkout through upsell, downsell, and thank you pages
• Mobile-ready without extra work: All layouts adapt perfectly to any screen size
• Works with all supported payment gateways: No technical compatibility issues

The consistent experience matters more than you might think. When customers move from your checkout to an upsell page with the same design language, trust remains intact.

The familiar environment keeps them in a purchase mindset, which should result in more revenue for you.

How To Enable Instant Layout in CartFlows

The Instant Layout feature is available in CardFlows Pro 2.1.6.

Get the latest CartFlows Pro package (2.1.6) by visiting cartflows.com

• Log in with your Pro account
• Download and install the CartFlows Pro package

If you already have CartFlows installed, WordPress will suggest you to either cancel install or replace the existing package.

Hit the replace option.

Once you’re running the latest version, go to the CartFlows funnels page.

Select any funnel and you’ll notice a message at the top asking you to enable Instant Layouts.

Click on the link in the message and it’ll open a modal as shown below.

Switch on Instant Layouts and update your logo, the preferred display size and your brand colors.

That’s it, you’re ready to use Instant Layouts!

Customizing Instant Layouts

Now you have instant layouts enabled for your CartFlows funnels, let’s implement them so they begin converting.

Go to CartFlows > Funnels and click on the flow you’d like to edit.

Then locate a step where you’d like to add and customize Instant Layouts and click the settings (cog) icon.

Find the Design Settings option and toggle it on.

This section helps you modify the layouts to match your brand colors and design language.

Once done, click Save Changes in the design settings.

That’s pretty much it. Without changing anything on the design settings, you have a page that looks like this:

Not bad for less than a minute, right?

With a conversion-focused product description and some descriptive images, the default layout is more than enough to get your funnel going.

You can take it much further if you want though.

Quick Customization Tips

While the default instant layout works beautifully for a funnel, you may not want to leave it at that.

You may want to align the upsell, downsell, checkout, and thank you pages with your brand identity.

There are some customizations you can make to help the layout feel uniquely yours.

Click through to open any funnel you want to edit. Then, click the funnel settings icon on the top right. You’ll be greeted with the Funnel Setting flyout as below:

On this page you can:

• Add your logo: Upload and set the size for your brand logo
• Adjust colors: Match buttons and accent colors to your brand palette

You can also customize text and modify headlines, descriptions and the button text for individual steps by clicking on the settings and going to the design tab.

For our bookstore example, you might add your publishing house logo, adjust colors to match your website’s scheme, and customize product descriptions.

The beauty of these customizations? They’re simple adjustments to an already-optimized foundation without having to start from scratch.

Start Your Funnel Building Journey Today

This complete instant layout ecosystem is a significant advance in funnel building efficiency. What once used to take hours or expensive designers or developers can now happen in minutes.

While your competitors are still building pages from scratch, you could be optimizing offers and counting the additional revenue this feature helps generate.

So the question now isn’t going to be if you can create additional pages for upselling and cross-selling.

The question is if you can take advantage of this upgrade before your competitors do!

Upgrade to CartFlows Premium 2.1.6 today and experience the full power of Instant Layouts!

That’s the magic of thoughtful upselling at work!

When done right, customers find items they truly love while your revenue grows – a perfect win-win.

Many eCommerce stores struggle with upselling that feels natural and relevant.

The generic “throw it at the wall and see what sticks” approach leaves shoppers feeling misunderstood rather than delighted.

A better solution is strategic, customer-focused upselling that turns browsers into loyal buyers, who appreciate your thoughtful recommendations.

If that sounds like something you want to add to your store, this article is the perfect place to start!

Upsells vs. Cross-sells: What’s The Difference?

Upsells and cross-sells often get mixed up. But these are two distinct strategies.

Upselling is when you guide customers toward a premium version of what they’re already considering.

Think upgrading from basic to premium subscription, or choosing the deluxe model instead of the standard.

Cross-selling is suggesting complementary products that enhance the original purchase. The classic “would you like fries with that?” is cross-selling in its purest form.

In practice, these strategies often blend together, causing confusion. But irrespective of the terminology, the objective of both strategies remains the same.

Help increase average order value.

The beauty of CartFlows is that it handles both seamlessly.

Whether you’re upgrading customers to premium versions or suggesting complementary items, the platform’s flexible workflows adapt to whatever combination works for your store.

The Psychology Behind Upsells

Great upselling is never about tricking people into emptying their wallets. It happens when customers genuinely believe an upgrade will make their lives better.

When Amazon suggests a memory card with your new camera, it feels helpful.

But when a random popup on a random website tries to sell you a backpack while you’re buying pet food? Not so much.

Psychology tells us customers say “yes” to upsells when:

• The value is crystal clear: They instantly understand why the upgrade is worth it
• Timing feels natural: The offer appears at just the right moment
• Trust already exists: They already feel good about the initial purchase
• The choice feels optional: No pressure tactics or manipulation
• Social proof supports it: Seeing others made the same choice reassures them
• Fear of missing out is triggered: Limited time or exclusive offers create gentle urgency

Successful brands understand that upselling works because of something researchers call Linear Sequential Unmasking.

It’s all about the order in which specific elements are unmasked in front of the customer.

Staying with the Amazon example, suggesting a memory card with a camera is perfect since that’s a logical next purchase.

That makes the memory card upsell an easy “Yes.”

With tools like CartFlows, that we’ll explore shortly, implementing these psychology-driven upsell offers becomes surprisingly straightforward.

The Four Perfect Moments for Non-Pushy Upselling

Now you know why upsells work, where exactly should you pitch them?

Here are 4 real life examples of upselling in action:

1. Pre-Sale

Warby Parker doesn’t start by pushing premium glasses frames, they guide you through a style quiz first.

They try to understand your preferences and then gently introduce higher-end options that match your profile.

Source

Their website lets you compare lens options side-by-side, clearly showing the benefits of blue-light filtering (+$50) or light-responsive lenses (+$125).

There’s no pressure to buy. You can pick the classic and move on. It’s just helpful information that lets you make informed decisions.

Pre-purchase upselling works best when it:

• Educates rather than pressures
• Shows clear comparisons between options
• Uses visuals to highlight the differences
• Incorporates reviews and testimonials from customers who chose the upgrade
• Makes the customer feel empowered rather than manipulated

2. On The Cart

Native Deodorant upsells brilliantly with free shipping. The cart shows a free shipping progress bar alongside complementary product suggestions.

Order over $10 worth of products and get free shipping.

As that’s a major selling point anyway, adding it as an upsell is an easy win.

Source

How to make this work:

• Directly enhance the original purchase
• Solve an immediate need (free shipping threshold)
• Create a sense of mild urgency
• Make the customer feel smart for maximizing value
• Use conversational language that feels like helpful advice

Cart pages are also a great opportunity to boost your average order value through upsells like these.

Customers are already in the buying mood, and since you’re charging them shipping anyway, they may as well add a product to get free shipping.

3. At Checkout

Away offers the opportunity to personalize products for +$50 extra on the product page as well as on the shopping cart page.

Source

They let customers add any three letters printed on your luggage and choose the text and shadow color.

The brilliance here? A sleek personalization modal appears wherever the customer is shopping without any backtracking.

Choose three letters, pick your text and shadow colors, and that’s it.

Personalization upselling succeeds because it:

• Turns standard products into emotional purchases
• Presents options at multiple decision points
• Creates urgency (“personalize before we ship!”)
• Requires minimal extra effort from customers
• Boosts perceived value without complex decision-making

Personalization feels less like an upsell and more like a thoughtful option that enhances their travel experience.

Exactly how great upselling should feel.

4. Ongoing Upselling

Dollar Shave Club starts with a simple razor subscription, then gradually introduces you to their entire grooming line over time.

Source

They’ve heavily invested in the design of their account pages and also upsell to customers after they’ve ordered.

This patient approach leads to a higher customer lifetime value compared to trying to sell everything upfront.

The loyalty ladder approach:

• Builds trust through multiple positive experiences
• Uses customer data to make increasingly relevant offers
• Introduces premium products gradually as trust increases
• Makes customers feel valued rather than targeted
• Creates a sense of membership and belonging

Birchbox sends emails highlighting the additional benefits of the premium subscription tier and encourages customers to upgrade rather than simply renew at their current level.

The timing here is perfect – right when customers are already considering whether to continue their relationship with the brand.

Proven Upselling Tactics That Print Money

Those were the four perfect moments when you can time your upsells. But what tactics and methods can you use to make the most of customers’ attention?

Offer Irresistible Addons and Upgrades

Apple employs this strategy with AppleCare.

When purchasing any device, customers are presented with the AppleCare plan that can be easily added to the cart.

Source

As Apple sells premium products, adding damage cover and support makes the AppleCare upgrade feel like insurance rather than an upsell.

Who wouldn’t want to protect their expensive new MacBook?

CartFlows’ Pre-Checkout Offer makes this seamless by displaying perfectly timed upgrade options when customers click the Place Order button.

It works with virtually any payment gateway you can use.

Bundle It Up

Source

Brooklinen doesn’t just sell sheets, they offer complete bedding sets that save customers money compared to buying individually.

Their “Bedding Bundle” includes sheets, pillowcases, and a duvet cover at a discount, increasing average order value while making customers feel like savvy shoppers.

CartFlows’ Dynamic Offers simplifies bundling by showing the most relevant product combinations based on what’s in the cart, purchase history, or spending threshold.

Use Free Shipping

Walmart’s free shipping on orders over $50 is a classic threshold-based incentive that works wonders.

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The magic happens when a customer has $40 in their cart. They’ll often add that small $10-20 item rather than pay for shipping, increasing both revenue and satisfaction.

CartFlows’ Order Bump feature can display complementary products at checkout that help customers reach free shipping thresholds while boosting your average order value through strategic suggestions.

Limited-Time Offers

Booking.com excels at creating urgency with their limited-time offers.

When browsing accommodation, you’ll see messages like “Only 1 room left at this price!” or “Limited time deal!”

You may also see messaging like “5 other people booked this property in the last 1 hour”

Source

This works because they combine three powerful psychological triggers: scarcity (limited rooms), urgency (countdowns), and social proof (“15 other people looking at this right now”).

CartFlows’ A/B Split Testing feature lets you test different urgency messaging on your upsell pages directly from your dashboard.

Tracking conversions helps identify which limited-time offers convert best.

Stop Selling Features

Patagonia doesn’t sell jackets, they sell environmental responsibility and adventure.

In fact, you would see their homepage banner is often about the campaigns they’re running instead of the products they’re selling.

Source

Instead of focusing solely on specifications like waterproofing ratings, they tell stories about where their materials come from, the campaigns and activism you’re supporting, and the adventures you could go on wearing their jackets.

And that’s the difference.

CartFlows’ templates are perfect for story-based selling.

With its own drag and drop builder, you can craft compelling benefit-focused upsell pages that connect emotionally.

Personalized Recommendations

Sephora’s “We Think You’ll Also Love” suggestions are hyper relevant to a customer’s needs.

Source

When buying lip balm, you’ll see suggestions for lip serum, lip oil and other relevant products.

If you add a foundation to the cart, they’ll suggest primers and setting sprays from brands you’ve previously purchased or from popular combinations based on other purchases.

CartFlows’ Dynamic Offers has a canvas mode that helps you visualize your entire customer journey and create sophisticated personalization rules.

You can target offers based on product categories, tags, spending thresholds, or shipping locations to create relevant recommendations that feel custom-tailored to each shopper.

The Perfect Placement for Upsells (Without Killing the Vibe)

Placement makes a big difference in how customers perceive upsells.

When deciding placement, ask yourself a simple question: is it convenient for customers?

If the placement isn’t an extremely obvious, easy choice (like those chocolate bars kept near checkout at Costco), the placement isn’t good enough.

On Product Pages

Apple’s product pages for devices like MacBooks allow you to easily view details and switch to higher-end device configurations with just one click.

Source

They limit the number of upgrade options to prevent decision paralysis while clearly explaining the benefits of each option.

Product page upsells work best when they:

• Focus on customization and personalization
• Use comparison tables to highlight differences
• Include social proof for premium options
• Allow easy visualization of different options
• Maintain a clean, uncluttered design

While Adding to Cart

Lovevery shows multiple products and subscription choices for children based on the age you enter.

That’s how they figure out what the best product suggestion would be.

Source

This works because:

• It’s triggered by a specific action that indicates interest
• The suggestion is genuinely relevant
• It’s presented as helpful information, not a sales pitch
• It includes social proof (“most popular”)

At Checkout

Bombas has an interesting way to upsell their products. Instead of suggesting something as a recommended product, they suggest items to help customers fulfill their $75 threshold for free shipping.

This does two things.

It saves time and it saves money that you would have to pay for shipping. After all, we would all prefer to have an extra product rather than pay for shipping, wouldn’t we?

It also increases the average order value for Bombas, which is why we suggest it.

Source

What makes this effective:

• The offer genuinely saves money
• It’s presented as a way to offset the shipping prices but not as an obligation
• The value proposition is immediately clear
• It respects the customer’s time with a simple one-click addition

After Purchase

Pura Vida uses post-checkout pages to offer exclusive discounts on complementary items after purchase.

This strategy works because:

• It creates a sense of exclusivity and appreciation
• The time limit creates urgency without feeling manipulative
• The offer feels like a reward, not a sales pitch
• It’s clearly related to what they just purchased

CartFlows: Upsells That Practically Sell Themselves

If you want to replicate these workflows for your store, CartFlows offers powerful tools to do just that.

It helps you implement effective upselling strategies in your store with minimal technical effort.

Here’s how to set it up:

Begin by installing the CartFlows plugin on your WordPress site.

Now, in the CartFlows dashboard, create a new flow that includes your main product page, checkout, and thank you page.

This is the default flow so not much for you to configure here.

Use CartFlows’ customizable checkout templates to create a streamlined checkout experience or start from scratch.

After the checkout step, add one or more upsell steps by clicking on the “Add New Step” button.

For each upsell, select the product you want to offer and customize the page design. Add the default quantity and any discount you want to offer here.

The moment your customer places the order, they will be greeted with this thank you page upsell.

If they click “Yes, Add This To My Order,” their cart will be automatically updated with this additional product and they will be charged the new amount!

That’s it! You now have a one-click upsell ready to generate extra profit!

Measure, Optimize, Dominate

Now, you can track data in CartFlows and Google Analytics.

With CartFlows, you can see how many people have purchased an upsell and what is the revenue generated through the upsell compared to what you would have made without it.

To go deeper into the audience insights, you can also connect GA4.

Here are some of the important metrics you can track to make sure your upselling strategies are effective:

• Upsell acceptance rate: What percentage of customers say yes to each upsell offer?
• Average order value increase: How much does your AOV increase when upsells are accepted?
• Customer satisfaction scores: Are customers who accept upsells more or less satisfied?
• Repeat purchase rate: Do customers who accept upsells return more often?

Once you have the upselling engine running, you can begin optimizing the offers to see if they perform better.

Try to:

• Vary the timing of upsell offers
• Test different price points and discount levels
• Try different messaging styles
• Compare bundle offers against single-item upsells

Double down on what works, and mercilessly cut what doesn’t. Your customers will thank you, and so will your bottom line.

Become A Pro At Non-Pushy Upselling

Always ask yourself: “If I were this customer, would I appreciate this suggestion?”

If the answer is yes, you’re on the right track. If not, it’s time to rethink your approach.

The best upsells don’t feel like sales tactics at all.

They feel like a knowledgeable friend saying, “Oh, and you might want to consider this, too. It’ll make what you’re already buying even better.”

And the best part is, when you nail non-pushy upselling, everyone wins.

Your customers get more value, you generate more revenue, and the relationship strengthens rather than weakens.

So go forth and upsell, without making anyone want to block your emails forever!

Upselling – Frequently Asked Questions

One-page checkouts are fascinating!

As a retailer using WooCommerce, if you want to reduce cart abandonment, boost your conversions, and earn more from your store, one-page checkout will help!

While there is no one-size-fits-all solution for eCommerce, it is true that a one-page checkout page is very effective for most businesses.

It’s effective because users want to buy things quickly and easily.

The easier you make the checkout process, the more likely someone is to use it.

In this article, we’ll discuss:

• What is the WooCommerce one-page checkout?
• How does it differ from the regular checkout pages?
• Why you should implement a one-page checkout for your store
• How to build your own WooCommerce one-page checkout easily

Without any further ado, let’s get started!

What Is One-Page Checkout And Why Does It Work?

One-page checkout is a single page where the product image, total cart value, the checkout form, and the payment links are available.

It is designed to help your customers purchase products without adding to their decision-making process. It’s also useful for capturing the moment and enabling checkout to be completed before the customer can change their mind.`

As distractions are eliminated and replaced by trust symbols and testimonials, customers see more of what’s good about the product.

This unconscious processing of small details helps customers arrive at the decision to purchase quickly and without hindrance.

This is one of the major reasons why one-page checkout can help improve every business out there!

Why Does The Regular Woocommerce Checkout Fail?

The default checkout page offered by WooCommerce is too long!

Consider this for a minute.

If you’re selling a digital product, the WooCommerce checkout page still asks for the billing and shipping addresses.

Since it’s difficult to remove, you may choose to let it be.

But for customers, that’s an unnecessary addition to the form and they may leave your checkout page without completing the purchase.

According to Statista, 22% of cart abandonment is due to long checkout processes. That’s a large percentage of people abandoning the cart for something that can be fixed so easily!.

Because the default checkout page has fields that may not be necessary, it fails the expectation of a short and fast checkout.

Along with that, the default WooCommerce checkout does not offer a lot of flexibility in terms of adding social validation and trust symbols.

This is a wasted opportunity and something that can cause users to be put off and walk away.

Switch To A One-Page Checkout To Improve Revenue

One-page checkout on WooCommerce is all about speeding up the ordering process and accelerating the customer journey.

WooCommerce One Page Checkout can help reduce cart abandonment rates.

There are many more reasons to switch over to one-page checkouts. And we’ll dive deeper into some of the major reasons to do so.

But here’s a quick list of the reasons why a WooCommerce one-page checkout will work better than the regular checkout page:

• Speed up purchases
• Capture the moment
• Better display of add-on products and offers
• Eliminate distractions
• Collect the email so you can recover abandoned carts
• Mobile optimized checkout

Let’s learn a little more about each of these points so you know exactly why investing your time in switching to a one-page checkout makes sense.

1. Speed Up Purchases

With all the information available on the checkout page, your customers can see everything they need without scrolling or changing their browser tabs.

Add some testimonials for social validation and trust symbols to reduce the perceived risk of purchase and you reduce the decision fatigue for your customers

They know that your product is worth it and can now go ahead with the purchase without worrying about risk.

2. Capture The Moment

Customers ready to purchase your product are on an impulse. And if you capture the moment and let them buy their product immediately, you win the sale.

Longer checkouts distract customers, which is where one-page checkouts help.

The faster a customer can complete checkout, the fewer barriers to interrupt the impulse. The more you capture the moment, the higher your number of sales.

3. Better Display Of Add-On Products And Offers

Order bumps and one-click upsells are much easier when you can tap into a customer’s impulse to purchase.

Think of offers like “Add one more product for just $10”.

These offers tap into the impulse and encourage customers to add more products to their cart.

While you may need to play around with offers that work, if you tap into the excitement at the right moment, you can easily increase your average order value (AOV).

Another addition to your checkout page can be the option to split payments over a few months. This works especially well for expensive products if you can bring the cost down to a feasible amount.

CartFlows helps you create discounts and offers easily on your checkout page. And by integrating deeply with multiple payment processors like Stripe and PayPal, you can add custom options to break down larger payments too.

4. Eliminate Distractions

One-page checkouts help you rethink what’s necessary and only add those form fields so they’re much less distracting than a long checkout page.

Since customers do not see other products, other links, or anything else that takes them away from the checkout page, you can eliminate distractions. Which should increase checkout completion.

You can then optimize the checkout page to further increase your revenue through the use of order bumps, upsells, and discounts.

5. Collect Email Addresses So You Can Recover Abandoned Carts

One-page checkout is not just a faster checkout experience, but can also serve as a lead generation page.

With a one-page checkout, you can ask users to enter their name and email in the first two fields.

So even if they get distracted while entering their payment details, you can bring them back by using the details you collected.

The free CartFlows WooCommerce cart abandonment plugin lets you easily automate your cart abandonment recovery process.

6. Mobile-Optimized Checkout

Over half of the traffic to online stores is from mobile. One-page checkouts, being short and simple, can be easily optimized for mobile devices.

To make a checkout page mobile-optimized, start with:

• Large text boxes
• Larger fonts
• Easy navigation menus
• Accessible product and billing information
• Showing the testimonials and social proof on the same page

These elements help customers make faster decisions without getting frustrated by zooming in and out on a smaller screen.

How To Build a Woocommerce One-Page Checkout With Elementor and CartFlows

Enough of theory. Let’s get started with building our WooCommerce one-page checkout using two of our favorite plugins – Elementor and CartFlows.

The reason for choosing Elementor is its ease of use and popularity in terms of page builders. Check this detailed Elementor review to learn more.

If you use another page builder, you can simply follow the steps and replace Elementor with the functionality of your page builder.

1. Choosing a One-Page Checkout Template

Step 1: Select your favorite Page Builder from CartFlows > Settings.

Step 2: Now, navigate to CartFlows > Flows.

Step 3: Click on Add New on the top of the screen to view the templates for the page builder that you selected in Step 1.

Step 4: Browse through the template library that’s now displayed on the screen. You can filter or search through the list using keywords. Alternatively, you can start a checkout from scratch.

Step 5: Now, hover over to the template that you want to import and click View All Steps

Step 6: Next, click Import Flow and the flow will begin importing into CartFlows

Once done, the landing page will now be imported and ready to customize!

2. Customize With Elementor and CartFlows Checkout Templates

Once the flow is imported, you’re ready to make changes to those steps using Elementor.

Step 1: Go to your flows and click Edit for any of the steps that you want to begin editing.

Step 2: The edit page will open like a normal post or page that you create. Simply click Edit with Elementor.

Step 3: Once done, you’ll be able to edit that step of the flow and replace the content and images shown on the page.

Step 4: Start editing your flow step the way you would a normal page and save the changes after you’re satisfied with the result.

Continue to do the same for the rest of the pages and you’ll be good to go!

3. Add/Remove/Edit Custom Checkout Fields

CartFlows Pro allows you to control what each field of your checkout page does.

You can create custom fields to capture more information if required. You can even remove all the fields that you deem unnecessary for your products.

How To Create New Fields:

Let’s start by creating new fields on your checkout page:

Step 1. From your WordPress dashboard, go to CartFlows > Flows. Select a Flow and click Edit.

Step 2. Now, Edit the Checkout Page.

Step 3. Scroll to the bottom for the Checkout Layout section.

Select the Checkout Fields tab and tick the Enable Custom Field Editor checkout.

You’ll find the billing and shipping checkout fields that are displayed on your checkout form. Expand a field by clicking the arrow on the right to see the different options that let you customize WooCommerce checkout fields.

Choose Add New Custom Field. This field allows you to enter an additional field in the Billing or Shipping section of the checkout form.

Step 4: You can create a Text, Text area, Select, Checkbox, or Hidden field type. Once you’re done, click Add New Field and Update the step.

This will update the checkout page to reflect the additional field.

How To Remove Fields in CartFlows

With CartFlows, you can easily add or hide checkout fields. This is an important feature if you’re looking to build a one-page checkout that enables faster purchases.

How do you remove checkout fields and create a one-page WooCommerce checkout?

Let’s start with removing a field to build a one-page checkout.

Step 1: Navigate to CartFlows > Flows > edit your_flow > Edit Checkout page.

Step 2: Navigate to the Form Fields tab and then enable the option – Enable Custom Field Editor if it is disabled.

Step 3: Click the eye icon to hide/remove the fields from the checkout page.

Step 4: Click the Save/Update button and you’re done.

That’s it!

The updates should now reflect on your checkout page once the changes are saved.

4. Adding Single Or Multiple Order Bumps

Order Bumps tap into a customer’s impulse when they’re about to make a purchase. If they’re offered the right products at the right time, you can easily increase the average order value.

CartFlows Pro makes it easy to add single and multiple order bumps to your checkout page.

Step 1: Navigate to CartFlows > Flows

Step 2: Open your flow in which you want to add/edit/update the order bump.

Step 3: Click the edit button of your Checkout Page.

Step 4: Navigate to the Order Bump tab and Click on Add Order Bump button to add multiple order bumps or click on Edit or on the name of order bump to edit the order bump

After Clicking on Add new Order Bump button, a popup will be displayed where you can provide your choice of name to the order bump to identify its letter use.

Step 5: After opening the order bump you will get 4 tabs and they are Product, Design, Content, and Settings.

After entering order bump settings, you can change the name in the same way you do for the steps.

The tabs provided in the order bump are as follows

• Product Tab: Select the product and manage the discounts for that product
• Design Tab: From this tab, you can manage the design:e look and feel of the order bump.
• Content Tab: From this tab, you can manage the display content of the order bump.
• Setting Tab: From this tab, you can manage the setting for that particular order bump.

Also, a new improvement is that you can preview the order bump design while designing and updating the content.

Step 6: Once you are done with the changes, you need to save each tab. Simply click Save Changes at the bottom of each tab.

Top 4 Best Woocommerce One-Page Checkout Plugins

Here are some of the best checkout page builders out there for WordPress and WooCommerce.

1. CartFlows – Best One Page Checkout Builder for WordPress

CartFlows is a highly-flexible sales funnel builder for WordPress and WooCommerce. It is built to be a full eCommerce solution.

It integrates with many of your favorite plugins to make workflows easier and more seamless.

It makes it easy to build beautiful landing pages as it works with many popular page builders including Elementor, Beaver, and Divi.

If you’re an entrepreneur who has already started generating revenue from your eCommerce store, CartFlows is the logical choice.

With revenue generation and optimization features built-in, you may reach initial profitability much faster with CartFlows.

It works perfectly for users who are interested in selling products through content publishing.

So this will be useful for eCommerce business owners, course creators, drop shippers, online coaches, authors, and other content creators.

2. Modern Cart – A Frictionless Cart Experience for Faster Checkouts

If you’re serious about creating a smooth, high-converting checkout journey, Modern Cart is the missing piece you’ll love.

While CartFlows helps you build powerful checkout flows, Modern Cart takes care of what happens right before check out starts.

It replaces the clunky default WooCommerce cart with a faster, more intuitive experience.

Your customers can easily adjust product quantities, apply coupon codes, and even explore smart product suggestions without refreshing the page or getting frustrated.

When you add it to your one-page checkout, this frictionless cart flow keeps the momentum strong, helping you reduce abandoned carts and maximize conversions.

Want to see Modern Cart in action? The video below shows how it transforms the shopping experience!

Get started with Modern Cart.

3. Ultimate Addons For Elementor (UAE)

Elementor is the leading website builder platform for WordPress. It is ideal for web professionals including developers, designers, and marketers.

By combining Elementor with Ultimate Addons For Elementor, you can design beautiful checkout pages effortlessly.

So if you only need to build checkout pages, this plugin can enhance the functionality of Elementor to help you create these pages easily.

4. One Page Checkout by WooCommerce

WooCommerce realized that the default checkout is long, so they launched a plugin to help fix it. One Page Checkout by WooCommerce helps you display the selected products and the checkout form on the same page. Customers can edit their order and continue to pay without leaving the checkout page.

You can create different checkout forms with this plugin and add the shortcodes to any landing page that you build.

Our Top One-Page Checkout Templates for Higher Conversions

CartFlows has an ever-growing single-page list of templates for different purposes. You can explore our checkout templates here or browse through the templates for landing pages, opt-ins, upsells, and downsells.

If you need help creating content for sales funnels or checkout pages, why not let AI write it for you? The methods of annotating texts and training the ML models make them capable to write nearly human-like. AI writing tools like Jasper, Copy AI, Editpad and others can provide original content on demand.

The following is a list of our favorite one-page checkout templates that you can use right away:

WooCommerce One Page Checkout Template #1

I especially like this page because of the minimalist approach. This page only displays the final checkout form, trust symbols, and the total payment amount at the end.

The strategically placed Risk-Free stamp adds to the trust so your customers are more likely to proceed with payment. You can use this checkout if you have a more minimal-designed store.

One Page Checkout Template #2

This page would work really well for single product checkout. It displays the product, the benefits, and an image of the product on the left. The minimal, 2-step checkout form is displayed right beside this information.

If a user chooses to scroll down, there are video success stories and written testimonials from existing customers that further reinforce trust in the product.

Checkout Template #3

This template is more of a classic. It can work with most stores, irrespective of the design by simply changing the blue header on the top.

So when you can’t think of a better template for your needs, go ahead with this one and you’re ready to go!

Conclusion

Building a one page checkout in WooCommerce is one of the major steps you can take towards your conversion rate optimization journey.

Effortless checkouts like these help you speed up the entire process and decision making for your customers.

While making elegant and fast checkout pages is much harder in WooCommerce, CartFlows makes it really simple to start from scratch and build an advanced checkout flow with ease.

So go ahead and try it out. You may be able to increase conversions with these few simple steps we’ve talked about here!

FAQs: WooCommerce One-Page Checkout

Cart abandonment is a major concern for online store owners. Over 70% of shoppers abandon their carts and that leads to a loss of revenue.

While it’s easy to state the statistics, there’s very little focus on building systems to track cart abandonment and take action at the right time.

We’re here to change that.

So this post will take you through tracking cart abandonment using Google Analytics in simple steps.

What Is Cart Abandonment and How Does It Affect Your Store?

Cart Abandonment is a term used in eCommerce when a visitor adds a product to their cart and then decides to leave the store.

This could happen for multiple reasons, including unexpected shipping costs or taxes, forced account creation, slow delivery, or long checkout forms among many others.

Image source

You can read more about cart abandonment here.

In a real-world scenario, this is like walking into a convenience store, adding all the products you need to your shopping cart, and walking out of the store leaving the cart behind.

By this definition, it should be clear how cart abandonment affects your store. But let’s add further clarity.

The average conversion rate across eCommerce is less than 5%.

So out of 1000 people who visit your store, a maximum of 50 visitors will make a purchase.

The remaining 950 include people who either abandon their carts or simply browsed your store without taking any action.

Since over 70% of the shoppers abandon their carts and around 25% just browse your store without adding anything to their cart, there’s a lot of potential revenue lost.

Bringing these users back can result in a significant boost in revenue.

Why Track Cart Abandonment?

Reducing cart abandonment can bring significant improvements in your store’s earnings and profitability.

Fixing a problem begins with identifying where your problem lies.

Once you begin tracking the data for cart abandonment, you start seeing where people drop out.

With data in hand, you are now equipped to find ways to optimize these leaks in your funnel to convert better.

Just like when researching easy argumentative essay topics for a persuasive paper, identifying the right angles and pain points is essential for crafting an effective strategy.

Here are some of the benefits of tracking cart abandonment rate for your eCommerce business:

• Understand buyer behavior – Google gives you an inside view of how customers behave. You can use this data to cater to your audience in a much better way.
• Analyze the checkout process – Once you begin tracking your website data, it becomes easy to see leakages in your funnel, analyze your checkout process, and understand how your customers flow through the funnel.
• Quantify the success of website modifications – Tracking data lets you see exactly how a certain change affects your website and the cart abandonment rate.
• Better sales funnels – You need constant upkeep of your funnel to make sure it’s at the optimal functioning capacity. As you begin tracking, you see more ways to improve your sales funnels and reduce cart abandonment while increasing your conversions.

Google Analytics makes it easy to set up cart abandonment tracking.

Let’s go through the steps to set it up for your website!

How To Calculate Cart Abandonment Rate

Before we get into setting up Google Analytics, we’ll first learn how to calculate cart abandonment rate.

For the cart abandonment rate calculation, divide the number of completed purchases by the number of people who added to the cart in total.

(1 – (# Number of sales / # Number of add to carts)) * 100

For example, if 10 customers completed sales out of 135 who added products to their cart, your abandonment rate would be:

10 / 135 = 0.074 * 100 = 7.4%

But you cannot manually calculate the rate every time you need to access this data as it would take far too long.

How To Track Cart Abandonment Using Google Analytics

Google Analytics makes it easy to find your cart abandonment rate by setting up a few basic things.

Let’s get started with tracking cart abandonment rates using Google Analytics.

1. Set Up a Goal in Google Analytics

Google tracks data from the time a user clicks on the search result until they leave your website.

We can use this to our advantage for tracking funnels. Google Analytics lets you create Goals that can be used to track the flow of pages a user went through before leaving.

You can use these to create specific funnel goals to see if the user is jumping through the funnel pages the way you expect them to.

To set up a goal:

• Log in to Google Analytics and expand the hamburger menu
• Click Admin or the settings icon as shown in the above screenshot
• Under the View column, select Goals and create a new goal

2. Fill In the Goal Details

Next, we need to describe the Goal for better tracking. This description also helps you identify what the Goal was set up for, so having a good naming convention helps.

• On the Goal creation page, enter a goal name
• Select the type of Goal as Destination. This helps you track a user’s journey to the destination page
• Enter the Thank You page URL or a static checkout page URL. Remember, Google needs the URL to be static to track the data correctly

3. Turn Funnel Tracking On

The Goal details section is where you can configure the complete Goal, the steps involved, and the funnel that you want the user to go through.

• Enable Funnel for more configuration options
• Create individual steps of the funnel. Click Add new step and enter the name of the step following the page slug. For example, if you want to track www.cartflows.com/pricing, simply type the Source/Page as /pricing skipping the domain part
• We’ve already specified the destination in our Goal description before. So you can skip adding that

Save the changes before you move to the next step.

4. Visualize Your Funnel

That’s it! Google is now actively tracking your funnel at each individual step.

You now can get a clear picture of how many users start at the top of your funnel but don’t reach the end.

Google also makes it super simple to visualize your funnel and view the data on the visualizations.

• Go to Conversions and select Funnel Visualization
• Select the funnel you want to visualize if you have created multiple of those
• And that’s it!

You can now analyze each of the individual steps to identify where you have a funnel leak.

5. Export Data to Excel

You can further export the data to Excel for better tracking, analysis, and reporting. Simply hit Export on the top right corner of your funnel data screen to download the Excel sheet.

There are a few reasons why exporting to Excel is helpful.

• Track weekly data in individual columns and access the weekly progress right away by opening the spreadsheet
• Easily showcase the growth of individual pages, conversions, and other figures by manually keeping track of that on a schedule
• Analyze the data on Excel with the available formulas and data representation methods than on Google Analytics

While there are benefits to viewing the data in Google Analytics, you may find it easier to simply export the weekly or monthly data to an Excel spreadsheet when you want to keep track of it. Alternatively, you can export your data from Universal Analytics or GA4 to BigQuery to build advanced reports and use data visualization tools.

Want a Better Way to Track Cart Abandonment Rates for Your Store?

While Google does a good job, there are multiple steps involved when you create a new funnel and need to track it.

But there’s an easier way!

CartFlows Cart Abandonment Recovery is a free plugin for WooCommerce that recovers abandoned carts on autopilot by sending scheduled emails and discount coupons to bring back customers.

It displays detailed performance reports of your cart abandonment campaign right on the dashboard.

Features:

• Conversion tested email templates so you don’t need to start from scratch
• Limited-time coupons to encourage users who abandoned carts to complete the purchase
• Unique checkout links so users can return to where they left off with a single click
• Detailed analytics of the total orders, recovered carts and recovered revenue along with the recovery rate.
• And much more…

If you want to recover as many of your users as possible, with as little added effort, give this free plugin a try.

Conclusion

Google Analytics is a great tool for tracking website traffic and user behavior. You can even get granular insights like revenue earned from each user, the source where people are visiting your store from, and much more.

But tracking cart abandonment using Google Analytics requires some upfront configuration.

CartFlows makes this process easier.

When it comes to abandoned carts, there are a few metrics that matter the most. And that’s why with Cartflows Cart Abandonment Recovery, you can view all this data on a single screen without any configuration.

Go ahead and start tracking this data from your CartFlows dashboard now. You may even uncover some interesting insights into your customer behavior!

FAQs: Google Analytics Cart Abandonment Tracking

They integrate seamlessly and help you create and customize high-converting sales funnels with ease.

If your WooCommerce site is powered by Bricks, CartFlows can elevate your eCommerce game. Together, they let you craft funnels that don’t just look amazing but also deliver real results.

Whether you’re an entrepreneur, marketer, or small business owner, this dynamic duo is the ultimate solution for boosting conversions and skyrocketing sales effortlessly.

In this guide, we’ll explore their standout features, show you how they work together flawlessly, and walk you through getting started step by step.

Grab a coffee, and let’s explore the ultimate toolkit for turning a WooCommerce store into a sales powerhouse!

CartFlows and Bricks – A Winning Combination

The CartFlows and Bricks Builder integration offers unmatched design freedom, blazing-fast WooCommerce performance and tons of features.

Here are some standout features this duo brings to the table:

Key Features of the CartFlows and Bricks Integration

Combine them, and you’ve got powerful tools for crafting high-converting sales funnels with ease.

Here’s what you can achieve:

• Custom funnel design: Take full control of sales funnels – from opt-ins and checkouts to upsells and thank-you pages.
• Widgets built for funnels: Create stunning opt-in forms, dynamic checkouts, and interactive upsell/downsell buttons.
• Dynamic content for personalization: Make every step feel personal and relevant by adding tailored messages and call to action buttons with dynamic content.
• Pre-built funnel layouts: Save time with pre-made layouts optimized for upsells and downsells, or tweak them in Bricks Builder to match your brand.
• Seamless workflow: No more jumping between tools. Bricks integrates perfectly with CartFlows, letting you design and manage funnels in one place.

With these features, your funnels won’t just look amazing—they’ll deliver the results you’ve been dreaming of.

Manage CartFlows Sales Funnel With Bricks

Setting up CartFlows and Bricks Builder is a breeze. The two tools work together seamlessly, but you also need WooCommerce for the magic to happen.

If you already have WordPress up and running, you’re halfway there. The rest is super easy!

If you’re starting from scratch? No worries – check out this helpful video that guides you through every step.

Ready to dive in? Let’s start by installing Bricks Builder!

Install Bricks Builder

Bricks is a premium visual website builder and WordPress theme that makes building stunning websites super simple.

Here’s how you can set it up:

• First, purchase Bricks from the official website.
• Download the Bricks file (.zip format) to your computer.
• In your WordPress dashboard, go to Appearance > Themes, click Add New Theme, and upload the .zip file.
• Install and activate the theme just like any other WordPress theme.

Don’t forget to activate your copy! Enter your license key under Bricks > License in your WordPress admin.

And that’s it – your Bricks Builder is ready to go!

Now, let’s add CartFlows to your site and turn it into a sales powerhouse.

Set Up CartFlows

CartFlows is your go-to sales funnel plugin that can set up your entire eCommerce site in no time.

Ready to get started? We’ll guide you through it step by step.

You can start with the free version of CartFlows, available directly on WordPress.

For more advanced features and an ultimate toolkit, you can upgrade to CartFlows Pro.

Since we’re unlocking the full potential of CartFlows and Bricks integration, we’ll be working with CartFlows Pro in this guide.

Let’s install the free version of CartFlows:

1. Head over to your WordPress dashboard.
2. Go to Plugins > Add New.
3. Search for “CartFlows”, and click Install and Activate when the options appear.

Once activated, the CartFlows setup wizard will guide you through the process. It’s quick, intuitive, and gets everything up and running in minutes.

Here’s what to do:

• Click the Let’s Start button to begin the wizard.

• Select Bricks as your builder and hit Save & Continue.

• The wizard will prompt you to install three must-have plugins:
  • WooCommerce (mandatory for CartFlows)
  • Cart Abandonment (great for recovering lost sales)
  • Stripe Payments (a must for smooth payment management)
    Click Install & Activate to set these up in one go.

• Add your name and email address. Trust us, this step is worth it – you’ll get valuable tips and updates sent straight to your inbox.

Once done, click Save & Continue to finish the process.

Pro Tip: If you skipped the wizard, don’t worry. You can install the required plugins later from the CartFlows Dashboard.

If you missed the helpful video at the end of the setup wizard, you can watch it anytime here:

Before Creating Your Sales Funnel

Before you jump into building your sales funnels, there are two essential steps:

• 1. Set your store location: WooCommerce should prompt you to set your store’s location when you access its menu. If it doesn’t, head over to WooCommerce > Settings > General and enter the location.
• 2. Connect Stripe for payments: If you installed the Stripe for WooCommerce plugin during the CartFlows setup, you’ll see a Connect Stripe Account notification in your WordPress dashboard. Follow the steps to either log in with an existing Stripe account or create a new one. This will ensure customers can pay.

Now that the groundwork is done, it’s time for creating high-converting sales funnels with Bricks and CartFlows.

Create a Sales Funnel With CartFlows

Creating a sales funnel with CartFlows is super easy. Before we dive in, let’s take a moment to get familiar with the interface.

The CartFlows dashboard is designed with simplicity in mind and features five key sections:

• Dashboard: Get a quick snapshot of your sales funnel performance and access handy shortcuts.
• Funnels: The heart of the action! Create and manage custom sales funnels right here.
• Store Checkout: Replace and customize WooCommerce’s default checkout with a funnel-driven experience.
• Automations: Seamlessly connect CartFlows and WooCommerce with external tools using OttoKit.
• Addons: Unlock additional features to supercharge your WooCommerce store.

Let’s create your test sales funnel

Go to CartFlows > Funnels and click the + Create New Funnel button.

Next, add the products you’d like to feature in your funnel.

Once your funnel is set up, it’s time to tailor the flow to suit your business needs.

You can easily add multiple steps like upsells, downsells, opt-ins, or custom checkout pages.

Rearranging the flow is a breeze with simple drag and drop functionality.

When you create a new funnel, CartFlows automatically sets up three default steps:

1. Sales Landing
2. Checkout
3. Thank You

But that’s just the beginning. You can add as many steps as you like.

Click + Add New Step, then choose the step type you need from the options.

Since this tutorial is all about showcasing the magic of CartFlows and Bricks Builder together, we’ll focus on steps that highlight their integration.

Customize a Sales Funnel

Using CartFlows with Bricks Builder unlocks endless customization possibilities for sales funnels.

Let’s walk through how to get started.

Dynamic Content

With the Dynamic Content Tag feature in Bricks, you can link any button or text to seamlessly load the next step in your funnel.

Let’s set it up.

Open your sales funnel and locate the Sales Landing Page step.

Click the Edit icon to open the page in the Bricks editor.

For our test landing page, we added a few simple elements: an image, a heading, and a button.

Now, follow these steps to make your button dynamic:

• Select the button element and go to the Content tab in the settings panel on the left.
• From the Link Type dropdown, choose Dynamic Data.
• In the field below, select Next Step as the tag.

• Save your changes.

Now, when someone clicks the button, it will take them to the next step in your funnel.

Test it out on the front end to see the magic in action.

Pro Tip: Save time by using Bricks’ premade templates. Customize them to match your branding and goals – it’s quick, easy, and looks great!

Checkout Form

The default checkout form in your sales funnel uses a two-column layout, but you can easily change it to suit your needs.

By default, editing checkout steps is disabled when the Instant Layout option is active in CartFlows.

To make changes, you’ll need to disable this setting.

1. Click the Open Funnel Settings icon on the right side of your screen.
2. In the settings panel, toggle off the Instant Layout option.
3. Hit Save, close the panel, and refresh the page to apply the changes.

Now you’re ready to edit the checkout step in Bricks!

When you open it for the first time, you’ll see a blank canvas. Don’t worry – it’s time to bring your checkout to life.

Scroll to the bottom of the elements panel in Bricks and find the CartFlows Checkout Form widget.

Drag the widget onto your canvas.

Here’s how to tweak it:

• Select the form and open the Style tab on the left.
• In the Layout section, adjust margins to match your design.
• Switch to the Content tab and use the Layout dropdown to choose your preferred style.
• Add your unique touch by tweaking colors, fonts, and background styles.

If you want to add or remove fields from your checkout form you can do it from the CartFlows interface.

• Open the Checkout Step Settings for your funnel.

• Navigate to the Checkout Form tab and scroll down to find the Field Editor option.

• Enable the Field Editor to show all available fields.

From here, you can enable or disable any field, mark it as required or optional, or add custom fields to suit your needs.

Once you’re done, save your changes to update your checkout form.

Opt-in Form

Opt-in forms let you collect essential details like names, email addresses, and other information at any point in your sales funnel.

Opt-in forms let you collect essential details like names, email addresses, and other information at any point in your sales funnel. They’re perfect for building your mailing list and nurturing customer relationships.

To make your opt-in forms visually engaging, you can enhance them with custom graphics or AI-generated visuals from tools like VistaCreate. This helps capture attention and increase form conversions.

When you create an opt-in step in CartFlows, customizing it with Bricks Builder is as easy as tweaking a checkout form.

But you’ll need a downloadable product (like an eBook) to make it work.

Let’s create and customize an opt-in step:

• Go to your sales funnel and press the Add New Step button.
• From the Select Step Type dropdown, choose Opt-In and hit Create Step.
• Enter a name for your step on the next screen and press Create Step again.
• Once redirected to the funnel screen, assign a product to the opt-in step – make sure it’s a digital product.
• Click the Edit Step icon to open Bricks Builder.
• Drag the Opt-In widget from the elements panel onto your canvas.
• Customize it using the settings panel on the left to match your branding and goals.

If you want to make the process even easier, you can add or remove form fields to reduce friction.

For example, you might want to remove the last name field and give 100% width to the first name field for a simpler layout.

Here’s how:

• Open the settings for the opt-in step and go to the Opt-In Form tab.
• Turn specific fields on or off based on what you need.
• Click the gear icon under the Edit column for any field to adjust size, placeholder, or layout. For example, you can disable the last name field and allocate 100% width to the first name field for a cleaner look.
• Hit the Save Settings button once you’ve made all the adjustments.

With these steps, you’ll create a sleek, effective opt-in form that captures leads while keeping the user experience smooth.

Order Details Form

Want to leave your customers with a memorable post-purchase experience?

The Order Details Form widget is the perfect way to showcase order information clearly and professionally on your Thank You page.

To get started, open the Thank You step in your sales funnel using Bricks Editor.

Once inside, locate the Order Details Form widget in the elements panel and drag it onto your canvas.

From there, you can customize the design and layout using the settings panel on the left.

Adjust colors, fonts, and spacing to align with your brand and ensure the information is easy for your customers to read.

This small addition can make a big impact, creating a polished and customer-friendly finish to your sales funnel.

Product Widgets

With the seamless integration of CartFlows and Bricks, you have access to a range of widgets to make your upsell and downsell steps shine.

Widgets include:

• Offer Step Layout
• Product Description
• Product Image
• Product Price
• Product Quantity
• Product Title
• Product Variation

Let’s walk through adding an upsell step to see how these widgets come to life.

Start by clicking the Add New Step button in your sales funnel and selecting Upsell from the dropdown menu.

Name your step – let’s call it “Sell More” for this example – and press the Create Step button.

Once the step is created, you’ll notice it’s added at the end of your funnel.

Since that position isn’t ideal, simply drag it to the correct spot to fit your funnel’s flow.

Next, assign a product to this upsell step to make it functional.

Open the upsell step in Bricks Editor. You’ll see all the widgets listed earlier pre-loaded onto the canvas.

From here, tweak and fine-tune them using the element panel on the left.

Adjust images, prices, product titles, or even layout styles to match your branding and create a visually compelling offer.

This powerful combination of widgets and customization options ensures your upsell and downsell steps not only look professional but also help boost conversions.

Conclusion

Great job. You’ve just unlocked the secrets to using CartFlows and Bricks Builder to create high-converting sales funnels!

These powerful tools give you everything you need to design personalized, professional funnels that not only look incredible but also drive real results.

Whether it’s crafting opt-in pages, dynamic checkouts, or irresistible upsells, you’re fully in control.

Now, it’s your turn. Imagine your WooCommerce store running with smoother workflows, better layouts, and higher conversions – all without breaking a sweat.

So, why wait? Start using CartFlows today and transform your sales process into an experience your customers will absolutely love.

Get started with CartFlows now and watch your revenue soar!

What type of sales funnel do you want to create? Tell us in the comments below.