Connecting Funnel Pages
After you create your pages, you will need to connect them and determine which buttons from the page will send the customer to the next page.
To connect your funnel pages:
Step 1: Navigate to the Funnel Visualizer
Step 2: Highlight the first page
Click on the page you are wanting to connect to another another page. This will highlight the page.
Step 3: Click, Hold, and Drag your cursor to the next page
With the page highlighted - Click, Hold, and Drag your cursor to the next page. This will create a red arrow - indicating that it is added but not configured.
Make sure to bring your cursor completely to the next page
Step 4: Edit Arrow Settings
Hover over the arrow and click the settings button. This will open a panel on the right side of the page.
Buttons
Inside the Buttons/Links field, select all of the buttons/links that should progress the customer to the next page.
For Lead Pages - This might be all buttons on your page, or it might only be a specific button that will submit a lead form and route the customer to the checkout page.
For Checkout Pages - Make sure your Credit Card submit button and any alternative payment buttons (PayPal, Sezzle, AfterPay, etc) are applied to the arrow going from the Checkout Page to the next page (Upsell or Thank You).
For Upsell Flows with Downsells - Make sure the YES button(s) sends the customer to the next upsell and the NO button(s) sends the customer to the downsell page. From the downsell page, both the YES and NO buttons will route to the next Upsell page, or to the Thank You page.
For Upsell Routing based on Declines - Inside the arrow routing configuration for upsell pages the buttons/links on the page are split up with Approve and Decline options. These are used to route customers to a page depending on whether the transaction from the current page has been approved or declined at the gateway level.
Some common uses of this feature:
Route customers directly to the Thank You page if the upsell declines (skipping the rest of the upsells/downsells)
Route customers to a downsell page if the upsell declines
Route upsell declines to the same page as the approval (without this the customer remains on the upsell page that declined and will show the decline reason)
If you don't care to do anything different with the declined upsells, you can choose to only use the Approved options and leave the Decline options unused.
Dynamic Upsells
If the arrow is coming from a Checkout Page or Upsell Page, you can use the Dynamic Upsell options to customize page routing based on the products purchased. Products with variants also allow routing for specific variants. Checkout pages also allow product routing using one or more product tags.
Product routing by default requires only 1 product to be in the cart, but you may enable the "Match all selected products" option to route on the arrow only if the consumer has purchased all the selected products.
For potential repeat customers, there is also an option to consider previously purchased products. For example, if you offer a membership plan and a repeat consumer already has a membership, then an arrow can have the membership product selected AND have the "Include Product Previously Purchased" option enabled, to route the consumers with a membership to a different upsell page.
Countries
The Countries option can be used to skip upsells for specific countries that might not be allowed to purchase that upsell. For example - If you are selling in Europe but an upsell product cannot be sold to Germany, draw a new arrow to the next page of the funnel, skipping the forbidden upsell. If you set Germany to this new arrow then any orders with a German shipping address will follow this arrow.
Once you have configured the arrows or any time a change is made, the arrows will turn blue. This indicates that there are unpublished changes.
New and Repeat Customers
Step 5: Repeat Steps 1-4 for all of your pages
Step 6: Publish the Funnel
Once you are complete, be sure to publish the funnel. This will turn any edited pages or arrows green - indicating that they have been published.
Although you do have the ability to hardcode URLs to links on your pages, it is not recommended to so do as this will break your page analytics.
If a button is not applied to an arrow, an error will display on the page saying:
“No page routing found. Please verify this button or link is set properly on an arrow“
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