Help › Funnels and offers
Build a funnel for a product
A funnel is the path a buyer takes after clicking Buy on one product. It can hold an order bump at checkout, an upsell after payment, and a downsell if they say no. It's optional: your products sell fine without one.
Start a funnel
- Go to Funnels and choose Add a funnel.
- Pick the product it starts from, then choose Build the funnel.
- The canvas opens with Step 1 · Checkout selected. Click any step to edit it.
- Choose Save draft as you go. Nothing changes for buyers yet.
- When it's ready, choose Publish funnel.
You can also start from a product's Funnel tab with Build a funnel. Each product can have one funnel. A lead magnet has no checkout, so it can't have one.
Check it before buyers do
Choose View customer flow to see the path a buyer takes. You can pick who is buying and what they do at each offer. Nobody is charged and no real order changes.
On, off and draft
The Funnel on switch at the top turns the whole funnel off without losing its settings. Switch it off and publish, and buyers get a plain checkout. On the Funnels screen each funnel sits under Live, Draft (changes not published yet, so buyers see the last version you published) or Off.
On the Checkout step you can also turn on Skip this funnel when a 100% off code is used, so a buyer whose code makes the product free goes straight to delivery.
To remove a funnel, open the Checkout step and choose Delete funnel, then publish so buyers stop seeing the offers.
Setting up each offer is covered in Add an order bump, upsell or downsell.