In your admin dashboard, there are helpful funnel templates that are initially already setup to help you start. In this article, we are going to setup the Simple Product Sample template for your product.
Begin by going to Marketing > Funnel Flows. You can directly edit this template, or duplicate it by hovering over the name and clicking Clone.
Once you have the template duplicated, click on it to start editing the funnel.
In the Edit Flow page, enter a new title for your product funnel. Since we're still setting up, make sure the funnel is in Test Mode.
Click Update.
After updating, we will now begin to customize each of the steps for our funnel.
Landing Page
To edit the Landing Page, click Edit.
In this window, you can begin by editing the title or the permalink. Click Update to save your changes.
The funnel steps are built and designed using Page Builder. To edit the design and contents of this page, click on Edit With Page Builder.
When you're done editing the page, click on Update and then View Live Page to see your edits. (Note: There will be instances when changes do not reflect after updating. When this happens, do a hard refresh by pressing CTRL (Command on Mac) + F5 on your keyboard.)
Once you've verified the changes on your page, go back to the editor and click on Exit to Dashboard to resume editing the funnel.
Click on Back to Edit Flow. We'll be editing the Checkout Page step next.
Checkout Page
The Checkout Page is where you're going to specify the product you will sell with this funnel. Just like in the Landing page, click on Edit to edit this step. In this step, we'll be focusing on the Checkout Layout panel.
Shortcodes
This shortcode has already been added to the page, so you don't need anything here. This shortcode will generate the order form and product details in your checkout page.
Select Product
This is where you can assign the product you want to sell in your funnel. Make sure you already added a product beforehand. Check this article on how to add your product.
Order Bump
More info about this soon.
Checkout Design
Since we insert our checkout form using a shortcode, we can't design it directly inside the Page Builder. This is where you can set custom colors, fonts, and other customizations (Advance Options).
Checkout Fields
This is where you can customize your checkout fields. You can add new custom fields, as well as remove default ones. For more info about editing the checkout fields, click here.
Logo
More info about this soon.
Custom Script
More info about this soon.
After all of your changes, don't forget to Update.
Thank You Page
The Thank You page is where your customers will be redirected after they've purchased your product. You can edit the page design through Page Builder.
Thank You Page Settings
Just like the Checkout Page, the Thank You Page has its own custom settings that you can checkout.
Shortcodes: This shortcode is already inserted in Page Builder.
Thank You Design: You can set custom colors and fonts here.
Thank You Fields: You can select which details show up in the Order Details.
Custom Script: More info about this coming soon.