Step 1. Set up your WordPress website
Step 2. Install and set up Cart Flows
Step 3. Set up WooCommerce
Step 4. Create a 2-step checkout funnel
Step 5. Create a sales funnel with associate order bump, 2 upsells, and one down sell
Step 6. Create a lead generation funnel
Now you are going to need that. The best thing is that you can already have some of these.
1. A good website hosting.
Every website requires web hosting and ultimately, the sales funnel is just a website or a tool on your website. Therefore, hosting quality is the first step.
You can use any web hosting service, but in this instruction, we are going to use Site ground. I really like Site ground because it offers high-quality hosting and great support.
If you want to save 70% on your hosting with Site ground, click here for this discount.
2. A WordPress Theme.
If you are adding a sales funnel to your existing website, you may already have a WordPress theme. If this is a new setup, I recommend you use the Astra theme as it is faster, lighter, and you can't beat free.
Astra was released about 2 years ago, and I think I was their first user. This is the theme that I use on this website and all my websites.
3. A plugin to convert your website to an online store.
For the sales funnel website, you will need a checkout. We are in luck because WordPress is the most used e-commerce platform in the world, WooCommerce. It is also free (which is the most popular e-commerce system).
WooCommerce is the best thing to sell physical or digital products. There are lots of integrations with drop shipping tools, learning management systems, membership tools, payment gateways and more.
4. A trusted page builder.
As WordPress users, we are spoiled with the best page builders every created. In fact, any other page builder I've used outside of WordPress is available to us to use.
With around 3 million active installs, Element is the best. Element has a free version; we use the professional version because it comes with a form builder and popup builder to capture leads.
Alternatively, you can use the following page builders:
A WordPress Funnel Builder.
Where all the magic really happens is when we install the best funnel builder for WordPress, Cart flow. This amazing plugin makes it super easy to create a sales funnel for WordPress that has all the features to make you more money.
There is a free version of Cart flow that can get you started. You can use it to create unlimited funnels with a fully customizable checkout page.
However, in this instruction, we use Cart Flows Pro as it allows you to add order bumps to your checkout, upgrade offer, and down sail offers. Cart flow also comes with sales funnel templates that you can start using on your website with just a few mouse clicks.
This category will cover everything you need to build a sales funnel on your WordPress site in the next hour, so grab your buckle, grab your coffee and let it begin!
Step 1. Set up your WordPress website.
If you already have your own WordPress website, you can proceed with two steps. But if you are starting from scratch, I will guide you through the entire process of setting up your first WordPress website.
The first thing you need when setting up your website is hosting. As I said before, there are a lot of hosting companies out there, but for this instruction, we are going to use Site ground. This is one of the most reliable hosts that I know of, and they get a special offer of 70% off if you shop using this link.
On their homepage, you will see four different types of hosting. we will use WordPress hosting. It is officially recommended by WordPress.
Click Start, and you should be taken to the price page. you will see three pricing schemes:
Of these three plans, I like the Growth Bug plan the most because despite being able to host unlimited websites at such a cheap price from one side, you will get even more advanced features. One of these features is that when you want to test something on your website but want it to live, you can create a demo version of your website and do all the tests you want on this version. Once you are done, you can push all these changes to your original website.
Choose the best plan for your needs and click on the gate plan. Then you must choose a domain name. You can register your own domain inside Site ground, but if you have already purchased one, you can use it instead. It costs $ 15 to buy a domain on a site ground.
Once you are done, proceed and you will be taken to the checkout page. Just fill in your personal and billing details and click on pay now. Now you have your own web hosting and domain.
The second step of setting up your WordPress site is installing and installing WordPress.org. Now to avoid getting confused, you need to know that there are two types of WordPress: WordPress.com and WordPress.org.
WordPress.com is a hosting service where you can create a website but you cannot use your own domain. You want to use WordPress.org, as it will let you create a self-hosted website. If you are still not clear about this, you can see my post about the difference between WordPress.com and WordPress.org.
To set up your WordPress site and start adding a theme (preferably Astra theme) and customizing it, - Step by Step (EASY).
Step 2. Install and install Cart flow.
Now that you have a live WordPress website, here is where the fun really starts. The main reason for liking WordPress is that it has an ecosystem of plugins and themes that you can use to customize your website and add any feature you want.
To create a sales funnel on your website, you will need the WordPress Funnel Builder plugin. And the best there is Cart Flows.
Cart flow allows you to easily create advanced sales funnels within WordPress with just a few clicks. You don't need advanced coding capabilities or employ an expensive developer, and you don't have to pay thousands to use it.
In fact, there is a free version of Cart flow that you can use to create an unlimited number of sales funnels with customizable checkouts and thank you pages. You can use it to get started or if you want to play with it to see how it works.
But for this instruction, we are going to use Cart Flows Pro (which costs $ 299 / year) because it will allow us to add an order bump, upstairs and down.
Cart flow Setup Wizard
Cart Flows has a setup wizard that will help you set it up in just a few clicks. Once you install the free version, you should see a message at the top of the page prompting you to run the setup wizard. Click the blue Start Wizard button to begin the installation of Cart Flows.
Inside the wizard, you will select the page builder you want to use. Page builders are WordPress plugins that make it so easy to build beautiful websites by dragging and dropping elements.
There are tons of page builders out there. Although Cart flow works with most of them, Cart flow has templates for Element, Beaver Builder, and DIY.
Of the many page builders, I like using Element or the most because it is intuitive, in-line editing, and very easy to use. I will use the Elementor Pro.
Some of you may be wondering if you need to pay for any of these page builders before being able to build a funnel. The answer is no, you are not. You can use funnel templates with free versions of these page builders. You can buy the premium version of your favorite page builder to use advanced features, but you do not have to use Cart flow.
If you want to learn how to create a webpage using an element, click here for instruction on how to use the element.
In the setup wizard, you will also be asked if you want to install WooCommerce. If you are planning to sell products or services on your website, then you need WooCommerce. It is a WordPress plugin that turns any website into an e-commerce store, and on top of its advanced features, it is free!
You will also be given the opportunity to engage in specialized training about using cartloads to create high-converting sales funnels. If you are interested, all you have to do is provide your email and wait for Cart flow's message.
Step 3. Set up WooCommerce.
It is better to set up WooCommerce first before you move forward by creating a sales funnel. When you have installed and activated WooCommerce, this message may appear:
Clicking the purple Run Setup Wizard button will take you inside the Setup Wizard, where you will be required to provide many details such as your location, your preferred payment methods, and more.
WooCommerce works with tons of payment gateways including Striped and PayPal. You can also offer offline payment methods such as bank transfer, check payment and cash on delivery.
Establishment of payment gateway
Once you are done with the setup wizard, you will need to provide details for your payment gateway. To do this, click WooCommerce on the left-hand panel on your WordPress dashboard and click Settings. At the top of the screen, switch to the Payments tab.
Under the field of payment methods, you will be able to enable payment gateways and manage them. So, if you want to add a new payment gateway that you have not enabled in the setup wizard, here you can do it.
To start accepting payments at your store, you need to set up your payment gateway.
To do this, click Manage on the right side of the payment gateway you manage. For example, if you want to set up your Striped Payment Gateway, then you need to click on Manage:
To start accepting Striped payments, you must provide your public and secret key which you can access inside your Stripe account dashboard.
Add your products
You also must combine your products with WooCommerce to start selling on your website. If you noticed, on the left side panel on your WordPress dashboard is a new field called Product. It was added by WooCommerce, and here you can add new products to your store, organize them into categories, and add tags and attributes such as size and color.
To create a new product, go to Products> Add New.
Give your product a name, set a regular price, add a short description and a product image. These are the basic information you need to provide, but you should give the SKU, stock condition, dimensions and more.
Once everything is done, hit publish, and now you have your first product.
Here's how quickly to add products to WooCommerce:
Step 4 Create a 2-step checkout funnel.
Now that everything is set, you can start building your funnel. The first type of funnel I want to teach you is a 2-step checkout funnel. This is a simple, highly effective funnel where customers can enter their billing details in the first step and review their orders in the next phase.
Upon installing Cart flow, you may have noticed a new item on the left-hand panel called Cart flow. To create a new funnel or flow for how Cart Flows calls it, go to Cart Flows> Flow> Add New.
You will also see options for import or export. With exports, you can export any flow you want and reuse it on another website or sell it for a price. With Import, you can import a flow that you have created or found elsewhere to use on your website.
Once you click on Add New, you will see the templates for the page builder that you are using. So in my example, since I chose to use the element as my page builder, I will see a list of beautiful element templates.
You can preview the templates to see what each step (page) looks like and how many steps are in the flow. Some templates have three stages while some have 5 stages. Choose the one that suits your needs.
To create a 2-step checkout funnel, you can use any template you want. There is also an option to create your own flow next to templates which means that you start with a blank canvas and design the flow that you want.
If you want to use the template, hover your mouse over the template and click Import. This may take some time, but Cart flow will automatically download the template so that you can start editing it.
As you have seen, enabling two-step checkout is as simple as one click. Another thing I want to point out at this point is with Cart flow Pro, you can customize the checkout field so that you can include, exclude, or rearrange items.
To do this, under the checkout layout, click the checkout field and enable the custom field editor. You will then be able to rearrange the billing and shipping fields or can choose to hide or show specific fields. You can also add a new field if you want.
In addition, every page you create with Cart flow is fully editable with the page builder of your choice. So whether you have used a template or created your own, every element of your page can be edited. Inside your page builder, you can remove or change images, edit texts, edit buttons, change backgrounds, and many, many more.
Create a sales funnel with an order bump, 2 up shells and 1 down sail.
Adding order bumps, up shells and downs is a great way to increase the value of your customers' transactions. If your products or services are great and will help them achieve the results, they want faster and better, then you are doing them a favor by putting those products in front of them while they are in the buying mood.
In this step, I am adding an order bump, an up sail, a down-sell and another upsell.
Let's start by adding an order bump. Unlike other funnel builders, which allow you to add an order bump to only one location (after checkout), Cart Flows Pro lets you add order bumps to 5 different locations. To add an order bump, edit your checkout page and go to the checkout layout. Click Order Bump and enable Order Bump. As simple as that, you now have an order bump on your checkout page.
The first thing you need to do is select a product that you want to bump into your order. You can then customize your order as many bumps as you want. You can choose between two styles and choose from 4 locations where to display. You can add a checkout label, highlight text, product details, and product image. There are too many options here so just play until you get to see how you want it.
Now let's connect the ups and downs. For this flow, I want to add an upsell after the checkout page, one down-sell after the upsell, and then another upsell after the down-sell.
The first thing you need to do before adding the ups and downs in creating the products you want to offer on these steps. As before, add Products> New and enter your product details.
Once you have created the product, go back inside your flow and link the products to related pages, i.e. link the upsell product to the upsell page and the down-sell product to the down sell page, etc.
If your flow is missing a step like an upshot, all you must do is click Add a new step and you see the ready template for landing, checkout, upsell, down sail and thank you page. You can also make your own from scratch.
Create the products you want to present as ominous and downsized in Products> Add New.
Click Add New Step to add any missing steps to complete your funnel.
Link products with related steps.
Go back to the flow editor and hit update.
Step 6. Create a Lead Generation Funnel.
The final type of funnel I want to teach you how to create is a lead generation funnel. Sometimes you just want to collect contact details from leads, and in this case, you don't need a checkout page (unless you want to sell them something after presenting their contact details).
Creating a lead generation funnel is very simple. Just create a new flow and create your own. This will automatically create a flow with three steps: a landing page, a checkout page, and a thank you page. You do not need a checkout page so that you can remove that step.
Then you want to edit the landing page with your page builder. Inside the page builder, you'll be able to build your landing page from scratch or use a template.
If you don't like the form that comes with the template, you can remove it and replace it with a new one using the form block. To access the form block, click on the small dotted box on the top right corner of the left-hand panel and select the elements. Scroll down until you see the form block. Note that this block is a premium feature and is only available in Element Pro.
Drag and drop this form into the area you want and proceed to edit. There are many things you can do with a form in an element. You can add or remove fields, change the height and width of fields, add borders, and more.
An important point here is to determine what happens after a visitor fills and submits the form. Under the content, on the left panel, scroll down and click Submit. Click on the field and you will see a drop of options. Select the redirect. Once you have done this, go to the redirect and paste it into the URL of the thank you page (or whatever the next page is) of the blank area
Hit update to save all your changes. Now when visitors complete your form, they will be taken to the next step of the funnel.