Build funnels, upsells, and downsells
Funnels connect multiple purchase steps into one flow. Use them when a buyer should see an upsell, downsell, or follow-up offer after the first checkout step.
Funnel concepts
| Concept | Meaning |
|---|---|
| Step | A checkout or offer point in the funnel. |
| Accept path | Where the buyer goes after accepting an offer. |
| Decline path | Where the buyer goes after declining an offer. |
| Upsell | A higher-value offer shown after a purchase decision. |
| Downsell | A fallback offer shown after a buyer declines. |
| Embed | A way to place the funnel flow on an external page when supported. |
Plan a funnel
- Define the first checkout offer.
[Screenshot: Funnel planning doc — first offer and product identified.]
- Decide the upsell and downsell sequence.
[Screenshot: Funnel map — upsell and downsell order sketched.]
- Map accept and decline paths before building.
[Screenshot: Flow diagram — accept and decline branches mapped.]
- Confirm each step has a product, plan, and offer.
[Screenshot: Pricing checklist — plan and offer per funnel step confirmed.]
- Decide where the buyer should end after each path.
[Screenshot: End states documented — thank-you or final offer per branch.]
- Prepare tracking and UTMs before sending traffic.
[Screenshot: UTM plan — tracked links prepared for funnel entry points.]
Build and test
- Create the funnel.
[Screenshot: Funnels list — create funnel action or new funnel row.]
- Add the first checkout step.
[Screenshot: Funnel builder — first checkout step added.]
- Connect plans and offers to each step.
[Screenshot: Step settings — plan and offer linked per step.]
- Configure accept and decline paths.
[Screenshot: Accept and decline path selectors — branches connected.]
- Customize button copy and step presentation.
[Screenshot: Step editor — accept and decline button copy customized.]
- Preview every path.
[Screenshot: Funnel preview — each branch rendered in builder.]
- Test the funnel from the first link through each possible end state.
[Screenshot: Live funnel test — accept and decline paths completed.]
- Embed or share only after all paths work.
[Screenshot: Funnel published — share link or embed ready for traffic.]
Pre-launch checks
- Every step has the correct product and offer.
- Accept and decline paths do not lead to dead ends.
- Upsell and downsell prices match the campaign promise.
- UTMs and attribution strategy are ready.
- Checkout pages are published.
- Mobile flow is tested.
FAQ
When should I use a funnel instead of one checkout link?
Use a funnel when the buyer should move through multiple offers, such as an upsell or downsell sequence. Use a checkout link for a direct single-offer purchase.
What usually breaks funnel paths?
Missing offers, inactive checkout steps, incorrect accept or decline paths, unpublished checkout pages, and mismatched products or plans.
Should I duplicate funnels for testing?
Duplicating can help test a new offer sequence without disrupting a live funnel. Review links and tracking after duplication.