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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.

Available Step Types

Landing Page Step

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

Checkout Step

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.

Upsell Step (Pro Feature)

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.

Downsell Step (Pro Feature)

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.

Thank You Step

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.

Opt-in Step (Free/Pro)

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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