WordPress Sales Funnel: How to Build It in 7 Easy Steps?

To create a sales funnel on your WordPress site you will need to have web hosting, a domain name, WordPress CMS, and a sales funnel builder plugin.

Usually, a high-converting WordPress sales funnel comes with these 6 main funnel components:

1. An opt-in page
2. Sales page
3. Checkout page
4. Order bump
5. One-click upsell
6. Thank you page

And to create a WordPress sales funnel you will just need to follow these 7 simple steps:

1. Get a WordPress website
2. Install a sales funnel builder WordPress plugin
3. Add a new funnel (or create a funnel from scratch)
4. Select a pre-built funnel template or create a custom funnel
5. Customize your funnel pages
6. Add your products
7. Add Order bumps, upsells, and downsells

So let’s take a closer look at all of this further down in this guide.

What Is a WordPress Sales Funnel?

A WordPress sales funnel is a sales funnel built on a WordPress site. It is a multi-step process that takes visitors on a distraction-free, well-planned journey.

In simple words, it helps you generate leads for your business and converts them into buyers and the entire sales process is fully automated.

Usually, a WordPress sales funnel comes with funnel components, such as order bumps (checkout page offers) and post-purchase one-click upsells, which help increase the average order value.

Using WordPress sales funnels, you can sketch out, comprehend the client journey, and guide your marketing efforts to every phase of that journey.

At any point in your WordPress sales funnel, you can return to the data and find areas for improvement.

The best part is, if you don’t like the sales funnel you’ve created, you can always change it up as you go along.

The Main Components of a High Converting WordPress Sales Funnel

There are six main components of a high-converting WordPress sales funnel:

1. An opt-in page
2. Sales page
3. Checkout page
4. Order bump
5. One-click upsell
6. Thank you page

However, it is important to remember that your WordPress sales funnel does not necessarily have to consist of all the components mentioned above.

For example, your sales funnel can only consist of an opt-in page and a thank you page.

It totally depends on what your product is.

Let’s take a closer look at each of these components.

1. An Optin Page

An opt-in page is a page with email sign-up designed to convert users into subscribers with the help of a lead magnet.

This page is key to lead generation.

You can use ebooks, free courses, webinars, audiobooks, cheatsheets, etc. as your lead magnets to maximize lead generation.

In the later stages of the sales funnel, it will be possible to try to convert as many of those leads into buying customers as possible.

Here’s what a typical opt-in page looks like:

So this is one of the key components of your WordPress sales funnel.

2. Sales Page

A sales page is a standalone page created with one specific purpose in mind, to secure a sale for your product. or in other words to help a visitor turn into a customer.

On this page, you must provide all the most important information about your product that would encourage the user not only to be interested in your product but also to buy it.

You must have a clean and easy-to-scan sales page in place.

And don’t forget to include the benefits, testimonials, and videos to convince prospects.

Here is a good example of a solid sales page

3. Checkout Page

A Checkout page is a standalone page that gives customers the opportunity to enter payment details and complete their order.

An ideal checkout flow will have a smooth, frictionless user experience.

The checkout page is the last step before the sale is confirmed and it plays a very important role in the overall shopping experience on your WordPress sales funnel website.

So it has to be a clean and straightforward page that doesn’t cause any confusion.

This is what a simple and good-looking checkout page should look like:

4. Order Bump

An order bump is an offer made on the checkout page that allows you to offer an additional product at checkout.

The order bump offer is presented directly on the checkout page, and with a single click, the customer can add the additional product onto their purchase.

It adds value to your existing product and increases the checkout total as well.

5. One-Click Upsell

Upsells are back-end offers that encourage the customer to buy more expensive items, upgrades, or other add-ons.

You show them right after your customers have submitted their credit card details for the main offer, but before they’re directed to the thank you page.

The technique involves marketing more profitable services or products that were perhaps not considered.

And it might help you raise the total order value with your WordPress sales funnel.

6. Thank You Page

A thank you page is a page that users are directed to after they have either made a purchase or when they fill out a certain opt-in form on the website.

On this page, you confirm their purchase and thank them for shopping with you.

If it was a digital product, then the thank you page provides instructions on how to access your product, and if it is a physical product, then you should indicate the approximate delivery dates.

What Will You Need to Setup a Sales Funnel in WordPress?

To setup a sales funnel in WordPress you will need the following three main things:

1. Lightning-fast web hosting
2. Domain name
3. WordPress content management system (CMS)
4. A sales funnel builder plugin for WordPress

Let’s take a closer look at each of these:

1. Lightning-Fast Web Hosting

This is without a doubt the main thing.

Fast and quality hosting is essential for your WordPress website.

I personally use WPX hosting myself. Really time-tested and proven quality (I speak from personal experience).

But of course, you can use any other hosting. Your freedom to choose.

2. Domain Name

A domain name is the unique name of a website.

A domain is required so that visitors can access your website after entering the name of your website in a web browser.

The domain is not very complicated – you can buy it together with WPX hosting.

Just enter your domain name in the WPX domain search and if you find a free name and register it.

3. WordPress Content Management System (CMS)

Of course, how can a WordPress website exist without a WordPress CMS?

WordPress CMS can be downloaded by clicking on this link.

Or you can use a 1-click WordPress Installation from your hosting provider (most hosting providers offer it).

4. A Sales Funnel Builder Plugin for WordPress

The sales funnel builder plugin for WordPress is a plugin specifically designed to create sales funnels on the WordPress platform.

My #1 suggestion would be to choose the OptimizePress WordPress plugin for this.

This is an extremely flexible and one of the most popular sales funnel-building WordPress plugins specifically designed for creating sales funnels.

It has tons of the most intricate functionality and is relatively inexpensive.

Of course, you can choose any other plugin.

True, I should note that sales funnel building is not a particularly big choice in the WordPress plugin market.

How Much Does It Cost to Create a WordPress Sales Funnel?

The final cost of a WordPress sales funnel can range from several hundred to several thousand dollars.

It all depends on what you need and what you choose to create a WordPress funnel.

However, prices for all components can be broken down roughly as follows:

Component	Price
Web Hosting	$12-$500 a year
Domain Name	$10-30 a year
WordPress CMS	$0
A Sales Funnel Builder WordPress Plugin	$0-$399 a year
The Person Who Will Create the Funnel	$0-$9999
Final Price:	$12-$11,000

However, if you use our guide to building a WordPress sales funnel, it will cost you $348.99-648.99 per year.

And your expenses will consist of:

Component	Price
WPX Web Hosting	$249.99 a year
Domain Name	$10-$30
WordPress CMS	$0
OptimizePress Funnel Builder Plugin	$99-$399 a year
The Person Who Will Create the Funnel (You)	$0
Final Price:	$358.99-$678.99

Of course, you have complete freedom to choose and not necessarily use all the same components that are offered in this guide.

Feel free to use your own alternatives.

How to Create a Sales Funnel Website in WordPress?

To create a WordPress sales funnel you just need to follow these 7 simple steps:

1. Get a WordPress website
2. Install a sales funnel builder WordPress plugin
3. Add a new funnel (or create a funnel from scratch)
4. Select a pre-built funnel template or create a custom funnel
5. Customize your funnel pages
6. Add your products
7. Add Order bumps, upsells, and downsells

Let’s take a closer look at each of these steps.

Step #1: Get a WordPress Website

WordPress is the most widely used content management system. Most users and business owners can design a website that meets their expectations because of its ease of use and versatility.

To create a WordPress site you need to go through the following 3 basic steps:

1. Set up your web hosting. As already mentioned I’m using WPX hosting, but you can choose any other hosting)
2. Get a domain name. This is the name of your website. It is required to find your website or a page of your website online.
3. Install WordPress. Most hosting providers offer a 1-click WordPress install. So there is a high probability that you should not face any problems in this place.

In this article, I won’t go into too much detail about how to create a WordPress website. So if you don’t know how to do it yet, I would suggest using one of these guides.

Step #2: Install A Sales Funnel Builder WordPress Plugin

Next, you should download and install your sales funnel builder plugin for WordPress.

As I mentioned, one of the best WordPress sales funnel builder plugins based on my tests is OptimizePress.

You can download it by clicking on the link below (note, this is a paid plugin).

NOTE: If this plugin is not suitable for you, or you are not ready to pay for it, you can try to look for other funnel-building plugins but we will use this plugin as an example later in this guide.

After getting the OptimizePress plugin download it to your computer, upload it to your WordPress site, and install it.

In the next step, activate the plugin.

Then go to the OptimizePress dashboard and click on the “Install” buttons for all the OptimizePress plugins that you want to be installed.

Inside the OptimizePress plugin dashboard you will find six different plugins:

I would recommend installing all plugins, but if you see that you don’t need some plugins, it is not necessary to not install them all.

Once the plugins are installed, press the “Activate” button.

That’s all.

The OptimizePress plugin is ready for use.

We can go to the next step.

Step #3: Add a New Funnel (Or a Create Funnel from Scratch)

Once OptimizePress is ready to use, go to Funnels > Create New Funnel and select the type of sales funnel you want to create.

In this window, you can choose to either create a funnel from scratch or add a sales funnel template and edit it according to your existing product.

Since creating a funnel from scratch requires more time and stronger knowledge, in this example we will proceed with creating a sales funnel using a pre-built template.

Step #4: Select a Pre-Built Funnel Template 

So, in the previous window, I selected Upsell / Downsell Funnels.

In the newly opened window, you will have the opportunity to choose from many pre-built templates.

On importing a sales funnel template, a complete funnel with a Sales Page, Checkout Page, Upsell Page, and Thank You Page will get imported.

Once you’ve selected the funnel template, import it with a single click and proceed to the next step.

Step #5: Customize Your Funnel Pages

As soon as you import your chosen funnel, you should see something like this in the Funnel Visualiser.

Next, customize the pages on your WordPress sales funnel.

All you need to do is, click on each page of the funnel and customize the content within.

You can change the design and layout of a funnel page in OptimizeBuilder.

Once all the funnel pages are ready, it’s time to upload your products.

Step #6: Add Your Products

You will need to set up OptimizeCheckouts before you can add your primary product.

To do this, go to Checkouts > Dashboard.

In the window that opens, you should see something like this.

Follow all the steps to get your website ready for using OptimizeCheckouts.

Only when you have completed the first four steps will you be able to add your product.

If you have done everything correctly in the first four steps, then the Create Your First Product button should be activated.

Click on the Create Your First Product button.

In the window that opens, you will need to enter the basic data of your product.

You will then be directed to another page where you will need to set the following points about your product:

When you finish creating a product, the last step left for you is to associate this product with the sales funnel you created earlier.

To do this you will need to return to the Funnel Visualiser (Funnels > Name of your recently created funnel > Funnel Visualiser).

Then hover over the Checkout Page and select Edit > Product Settings.

Select a product you have already created.

Click “Ok” to link this product to your sales funnel.

That’s it. Your WordPress sales funnel is almost complete.

You could practically launch it.

But the last step is to add order bumps, upsells, and downsells. True, this step is not necessary, so you can skip it from here if you don’t see the need.

Step #7: Add Order Bumps, Upsells, And Downsells

The WordPress funnel that we have just created allows you to offer relevant products to your users at different stages of their purchase.

These additional sales can also be called order bumps, upsells, and downsells.

Here’s how to quickly and easily add them to your newly created WordPress funnel.

How to Add an Order Bump?

An Order Bump is an additional product that is offered on the checkout page, that can be added to the cart with just one click.

To add an order bump you will practically need to repeat everything that was indicated in the previous step number 6.

So create a new product again that you want to use as an order bump offer (see step #6 under “Add Your Products”).

Then return to the Funnel Visualiser and hover over the Checkout Page again and select Edit > Product Settings.

Then, in the window that opens, where there is a box called Order Bump, add your newly created product.

And that’s it. Your order bump has been successfully added.

How to Add an Upsell?

So to add an upsell, the process is very similar to what it was with the order bump.

First, you need to create a new product that you will use as an upsell (I remind you again – go to Checkouts > Products > Create New Product).

Then, go back to the Funnel Visualiser again and look for the Upsell Offer Page.

Hover over this section and select Edit > Product Settings.

Then, in the window that opens, select a product you have already created for your upsell offer.

Your upsell offer has been successfully added.

Finally, we will add a downsell offer.

How to Add a Downsell Offer?

A downsell is generally a lower-priced item or a more irresistible deal than an upsell.

A customer may reject the upsell due to many reasons such as the price point of the item, the product itself, or simply because they weren’t ready.

So here is the easiest way to add your downsell offer to your newly created WordPress funnel.

Go to Checkouts > Products and find the product you created as an upsell.

Then click on this button to clone your product.

Finally, click on the Edit button, and in the window that opens, change the price and name of this product (to make it easier to distinguish it from the main upsell offer).

Then return to the Funnel Visualizer again and look for the Downsell Offer Page.

Hover over this section and select Edit > Product Settings.

Then, in the window that opens, select a product you have already created for your upsell offer.

That’s all. You are completely finished building your WordPress sales funnel.

Check if everything works as it should and you can launch your funnel to your audience.

Time to Build Your WordPress Sales Funnel

That’s all. As you can see, creating a sales funnel on your WordPress site is not that complicated.

And most importantly, you can do it all yourself!

By the way, this is only a guide.

You can replace all the tools mentioned in this guide with others – just like you can change the structure of your WordPress funnel, or even some elements.

Adjust everything according to your needs and I wish you the best of luck with your newly created funnel.