Complete a funnel setup flow
This guide walks through building a sales funnel from first offer through upsells. Read funnels first.
Test every accept and decline branch before launch. See broken funnel paths.
Part 1 — Plan the funnel
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Open Growth → Funnels and create a new funnel.
[Screenshot: Funnels list — create funnel action clicked.]
- Name the funnel for internal reference (e.g. main-launch-upsell).
[Screenshot: Funnel name — descriptive internal name entered.]
- Map funnel on paper: entry offer → upsell 1 → downsell → thank you.
[Screenshot: Funnel map — accept and decline branches sketched.]
- Confirm all products have plans and offers.
[Screenshot: Pricing checklist — each funnel product has live offer.]
Part 2 — Build steps and branches
- Add step 1 (entry) with product, plan, and offer.
[Screenshot: Funnel step 1 — product and offer assigned.]
- Add upsell step(s) with accept path from step 1.
[Screenshot: Upsell step — connected on accept branch.]
- Add decline branch steps (downsell or thank you).
[Screenshot: Decline branch — downsell or exit step configured.]
- Assign checkout page to each step in checkout builder.
[Screenshot: Each step — checkout page linked and edited.]
- Publish every step's checkout.
[Screenshot: All steps — published checkout status confirmed.]
Part 3 — Test all paths
- Copy entry checkout link or funnel URL.
[Screenshot: Entry link copied for funnel test.]
- Walk accept path: purchase entry → accept upsell → confirm each charge.
[Screenshot: Accept path test — each step checkout completes.]
- Walk decline path: decline upsell → confirm correct next step.
[Screenshot: Decline path test — buyer lands on expected downsell or thank you.]
- Verify sales in Sales with correct product per step.
[Screenshot: Sales — separate sales per funnel step if test purchases made.]
- For embed funnels, test funnel embed on live page.
[Screenshot: Embed page — funnel script triggers checkout modal.]
- Launch with tracked UTM link on entry only.
[Screenshot: Campaign link — UTM on funnel entry URL.]
Funnel testing checklist
| Path | Tested |
|---|---|
| Entry purchase | ☐ |
| Accept upsell | ☐ |
| Decline → downsell | ☐ |
| Decline → thank you | ☐ |
| Mobile each step | ☐ |
| Embed (if used) | ☐ |