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

To create a sales funnel on your WordPress site, you will need web hosting, a domain name, a 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-ups designed to convert users into subscribers with the help of a lead magnet.

This page is key to lead generation.

To maximize lead generation, you can use ebooks, free courses, webinars, audiobooks, cheatsheets, etc. as lead magnets.

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: 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 will encourage the user to be interested in and 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 where customers can 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 add an additional product.

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

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

5. One-Click Upsell

Upsells are back-end offers encouraging customers to buy more expensive items, upgrades, or other add-ons.

You show them right after your customers submit 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.

It might also 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 made a purchase or filled out an opt-in form on the website.

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

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

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

To set up 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 its name in a web browser.

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

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

You can also 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 specifically designed to create sales funnels on the WordPress platform.

Sales Funnel Software	Description	Rating	Price	Website URL
#1. OptimizePress	OptimizePress is one of the cheapest sales funnel-building tools on the market. This WordPress plugin has everything you need to build a full-fledged sales funnel. A very flexible and versatile tool.	4.30 ⭐⭐⭐⭐⭐	$99.00-$399.00/year	Get the Tool >>

My #1 suggestion is to choose the OptimizePress WordPress plugin.

This is an extremely flexible and one of the most popular sales funnel-building WordPress plugins designed to create 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:

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

Your expenses will consist of:

Of course, you have the complete freedom to choose and not necessarily use all the components 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. Because of its ease of use and versatility, most users and business owners can design a website that meets their expectations.

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 creating a WordPress website. So, if you don’t know how to do it yet, I 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 the link below (note, this is a paid plugin).

Sales Funnel Software	Description	Rating	Price	Website URL
#1. OptimizePress	OptimizePress is one of the cheapest sales funnel-building tools on the market. This WordPress plugin has everything you need to build a full-fledged sales funnel. A very flexible and versatile tool.	4.30 ⭐⭐⭐⭐⭐	$99.00-$399.00/year	Get the Tool >>

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 downloading the OptimizePress plugin, you should 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 plugins you want to install.

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 create a funnel from scratch, 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, we will proceed with creating a sales funnel using a pre-built template in this example.

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.

When importing a sales funnel template, a complete funnel with a sales page, checkout page, upsell page, and thank you page will be 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.

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 to use OptimizeCheckouts.

Only when you have completed the first four steps can you add your product.

If you have completed the first four steps correctly, 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 is to associate this product with the sales funnel you created earlier.

To do this, return to the Funnel visualizer (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.

However, the last step is to add order bumps, upsells, and downsells. 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 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 step 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 the one with the order bump.

First, you must create a new product 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 open window, 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 for many reasons such as the item’s price point, 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 open window, 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 as 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.