CheckoutChamp
Submit TicketStatus
  • CheckoutChamp
  • Funnel Builder
    • Onboarding & Activation
      • Go Live Checklist
    • Dashboard Overview (APP)
    • Creating & Editing Funnels/Pages
      • Funnel Visualizer and Page Builder
        • Funnel Visualizer
          • Page Types
          • Connecting Funnel Pages
            • Route An Arrow For New And Repeat Customers
          • Edit Funnel Settings
            • Tracking Pixels
            • Offers and Upsells
            • Collections
            • Coupons
            • Configure Google Analytics
            • Gateways
            • Affiliates
              • Everflow
            • Sales Tax Profiles
            • Add Ons
              • PAAY Add On
              • Route Add On
              • ShipEngine Add On
              • Google Places
              • Fraud Manager Add On
              • Facebook Messenger
              • reCAPTCHA Enterprise
            • SMTP Accounts
            • Fulfillment Houses
            • Ship Profiles
            • Fonts
            • Payments
              • Affirm
              • Afterpay
              • Amazon Pay
              • Apple Pay
                • Legacy Apple Pay Setup (Apple Pay Plugin)
              • Multi-Pay Rebills
              • BitPay
              • Bancontact
              • BLIK
              • Boleto
              • Google Pay
              • iDEAL
              • Klarna
              • P24
              • PayPal Seamless Checkout
                • Fastlane
              • SEPA
              • Sezzle
              • TWINT
            • Social Proof
            • Maintenance
          • URL Customization
          • Page Templates
        • Page Builder
          • Builder Toolbar
            • Device View Changer
            • Popups
          • Style Manager
          • Layer Manager
            • Hiding and Revealing Elements
          • Building Blocks
            • Basic Blocks
              • Rows & Columns
            • Form Blocks
              • Shopping Cart Element
            • Button Blocks
              • Button & Link Actions
            • Product Blocks
            • Carousel / Slider Blocks
            • Icon Blocks
            • Social Media Blocks
            • Testimonial Blocks
            • Extra Blocks
            • My Element Blocks
        • 🆕Page Builder 2.0
          • 📰New Features!
          • Builder Toolbar
            • Device View Changer
            • Popups
          • Settings & Style Manager
          • Layer Manager
            • Hiding and Revealing Elements
          • Building Blocks
            • Basic Blocks
              • Rows & Columns
            • Form Blocks
              • Shopping Cart Element
            • Button Blocks
              • Button & Link Actions
            • Product Blocks
            • Extra Blocks
              • Bullet List
              • Progress Bar
              • Collapsible List / FAQ Section
              • Testimonial Blocks
              • Carousel / Slider Blocks
              • Survey
              • Timer
            • My Element Blocks
          • Page Building Tips
            • Using Shopify information on a Thank You page
            • Placeholders and Input Formats
            • Hide element if box is checked/ Billing address same as Shipping
            • How to set Anchor Links
            • How to convert a button into a link
            • Adding Age Consent
            • Creating a Split Variation
            • Subscribe & Save
            • Tokens
            • Redirect from CheckoutChamp to externally hosted upsell or Thank You page
            • Duplicate Input Indicator
            • Product Quantity Select
            • Make a button appear after a set amount of time
            • Making A New Section Appear After a Timer Expires
            • Timer - Route to next page
            • Use link or button to initiate a pop-up
            • Convert Checkbox and Radio
            • Lazy Loading
            • Element Toolbar
            • Applying custom fields to inputs
            • Shipping Profiles
            • Duplicating Pages & Funnels
            • Bootstrap Integration
            • Customer File Uploads
            • Product Tiles
            • Variant Selection
              • Product Variant Selection
              • Customized Variant Bundles (Single Variant)
              • Product Checkbox
            • Product Table
            • Hover Effects (adding Pseudo-classes)
            • Page Sizes and Image Dimensions
            • Flex Settings
            • Using the Survey Element
            • Custom Classes
            • Creating a Marketing Opt-in Checkbox
            • Common Page Elements
            • Create a Common Menu
            • Currency Selector
            • Acquire and Send Session Data to 3rd Party
            • Language Replacement Mapping
            • "Upgrade" or Replace a Product
            • Pass custom parameter on URL and store onto order
            • Product Drop Down / Select
            • Genders
            • Keep customers on Upsell Page after buying an upsell
            • Dynamic Order Bumps
            • Dynamic Upsells
            • Main Site Color
      • Adding Local HTML Files
      • Domain Configuration
        • Domain Trouble Shooting
        • DNS Troubleshooting Guide
        • Redirecting your Root (Apex) Domain
        • GDPR by Clym
      • Publishing a Funnel
      • Basic SEO
    • Redirect Storefront to CheckoutChamp
      • BigCommerce Plugin
        • BigCommerce Checkout Redirect
        • Recurring Products
      • WooCommerce Plugin
        • WooCommerce Checkout Redirect
      • Magento Plugin
      • Redirect external funnel to CheckoutChamp Checkout
      • Using Google Analytics with Redirect
    • Customer/Membership Portal
      • Customer Portal (Without Plugin)
      • Membership Portal with CustomClub Plugin
      • SSO with External Sites
    • Account Settings
      • Domain Forwarding
    • Analytics Definitions
  • CRM
    • Getting Started in your CRM!
    • CRM Dashboard
    • CRM Account Settings
      • Fraud Protection
      • CRM Subscription Page
      • Enable Automatic Cancel on Refund and Void
      • Staggered Rebills
    • Customer Section
      • Customer Service
        • Customer Service Tutorial
        • Locate a Customer Record
        • Continuity Purchase Profile
        • Refund/Void a Transaction
        • Cancel an Order
        • Cancel or Pause a Subscription
        • Restart a Subscription
        • C/S Fulfillment Actions
        • Resend emails to customers
        • Rerun a Declined New Sale
        • Merge Existing Customers
      • Order Entry
      • Fulfillment
      • Quality Assurance
    • CRM Setup
      • Product Setup
        • Product Creation
        • Product Variations
          • Variant Bundles
      • Campaign Setup
        • Creating a Campaign
        • Campaign Categories
        • Campaign Types
        • Adding a Product to a Campaign
          • Common Offer Setups
            • T-Shirt Club
        • Auto-Responder Setup
          • Autoresponder Date Formats
        • Shipping Profiles
        • Taxes
        • Campaign Coupons
        • Custom Fields
        • Adding C.O.D. to Campaigns
        • Single Transaction Orders
        • Multi-Currency
      • Call Center Setup
        • Adding and Editing Call Centers
        • Adding Call Center Agents
        • Setting Call Center Commissions
        • Batch Update Call Center Source Values
        • Cancellation Reasons, Refund Reasons, and Call Dispositions
      • Affiliate Setup
        • Adding and Editing Affiliates
        • Affiliate Tracking Link/String
        • Affiliate Pixels
          • Testing and Troubleshooting CPA Pixels
          • Testing CPC Pixels
        • Affiliate Commissions
        • Setting up an Affiliate User
        • Batch Update Affiliate Source Values
        • General External Affiliate Software/Network Setup
        • Facebook Pixel Setup (Direct API)
    • Fulfillment Section
      • Add and Editing Fulfillment House
      • Fulfillment Batch Update
      • Fulfillment Summary Report
      • Bundle Fulfillment
      • Fulfillment Statuses
      • Testing Fulfillment through Order Entry
      • Cash on Delivery setup
        • C.O.D. Order Entry Option
      • Upload Returned Orders
      • Edit Fulfillment Items
      • Fulfillment Inventory
      • Shipping Validation
    • Gateway Setup
      • Gateway List
      • Adding a Gateway
        • Testing Your Gateway Through Order Entry
      • Gateway Integrations
        • Adyen
        • Adyen V2
          • Klarna on AdyenV2
          • PayByBank on AdyenV2
          • Afterpay on AdyenV2
        • Affirm
        • Afterpay
        • Airwallex
          • Airwallex - Alternate Payments
        • Amazon Pay API Integration
        • Apple Pay
        • Authorize.net
        • Bank of America
        • BitPay
        • Braintree
        • Cardinity
        • Cardstream
          • Cardstream - Alternate Payments
        • Celerispay
        • Centrobill
        • Checkout.com
          • Checkout.com - Alternate Payments
        • Corefy
        • Easytransac
        • eMerchantPay V3
          • eMerchantPay - Alternate Payments
        • Everyware
        • Fat Zebra
        • FibonatixV2
        • FlexFactor
        • Gala Technology
          • Gala Technology - Alternate Payments
        • Google Pay API
        • HiPay 3DS
        • Innova
        • iyzico
        • Klarna
        • MARKETFLOW
        • Maverick
        • Merchant Warrior
        • MojoPay
        • Mollie
        • Moonlight Payments
        • MuchBetter
        • MyCPO
        • NMI
          • NMI - useCustomerVault Configuration
        • NomuPay
          • NomuPay - Alternate Payments
          • Klarna on NomuPay
        • OpenPath
          • IoniaPay Instant Direct Payments (OpenPath)
        • PagBrasil
        • Pathly
        • Pay.com
        • PAY.ON
        • Payex-GreenMoney
        • PayGate
        • Paynetworx
        • PayPal Commerce Checkout
          • PayPal Commerce Checkout (Direct API)
          • PayPal Commerce Checkout (Legacy)
            • PayPal Seamless Checkout - 2-Click Upsells (without Reference Transactions)
          • PayPal Commerce Checkout (SDK)
        • Paysafe V2
        • Paystrax
        • PayXpert 3DS V2
        • Pixxles
        • Poynt
        • Priority Payments
        • Quaife
        • Quantum
        • QuickPay
        • Radom
        • RocketGate
        • SafeCharge
        • Sezzle
        • Skrill
        • Solid
        • Splitit
        • Square Payments
          • Square Payments V2 (Checkout Champ builder set-up)
        • Stripe
          • Stripe - Alternate Payments
          • Klarna on Stripe
        • SurePay
        • TruCommerce
        • Trust Payments
          • Trust Payments - Alternate Payments
        • TRX
        • UrPay
        • Vantiv
        • WAAVE
        • WEBPAY
        • WhiteLabel (WL) Payments
        • WithReach
        • WorldLine (Bambora)
        • Worldline V2
          • Worldline V2 - Alternate Payments
        • Worldnet
        • Worldpay
      • Advanced Transaction Routing Interface (ATRI)
        • ATRI Algorithms
        • Cascade Profiles
        • ATRI Settings and Notifications
      • Recycle Billing
      • Standard BIN Mapping
      • PrePaid BIN Mapping
      • Decline Message Mapping
      • Dynamic Descriptors
      • RDR
      • Ethoca Refunds
      • Direct API 3DS Instructions
      • dLocal Properties
      • Zero dollar card verification
    • Reports
      • Customer Reports
        • Order Summary
        • Order Details
          • Order Statuses
        • Cancellation Report
        • Retention Report
        • Revenue Summary
        • Customer Details Report
      • Payment Reports
        • Transaction Summary Report
        • Transaction Details Report
        • Account Updater
        • Card Processing
        • Refund Details
        • Chargeback Details
        • Billing Report
        • Projected Billing
        • Sales Tax
      • Gateway Reports
        • Reserve Report
      • Sale Reports
        • Continuity Report
          • Continuity Purchase Statuses
        • Affiliate Report
      • Call Center Reports
        • Customer Service Report
      • Fulfillment Reports
        • Fulfillment Details
      • UTM Filters
      • Key Performance Indicators - KPIs
    • Admin Setup
      • Plugin Setup
      • Create a User
        • Create an Affiliate User
        • Create An API User
        • Leads Agents
      • Import
        • Import Coupons
      • Export Webhook Profiles
        • Postback Export Profiles
        • FTP Export Profile
        • Export Webhook Field Mapping Options
      • Blacklist
      • Event Logs
      • Test Cards
      • Legacy Data Import
        • CheckoutChamp PGP Encryption Procedures
        • Migrating Data From a Processor To Checkout Champ
    • Plugins
      • Accounting
        • QuickBooks Online Plugin
      • Affiliate Systems
        • Everflow Integration
        • Trackfiliates
      • Analytics and Reporting
        • Wicked Reports
      • Authentication
        • PAAY
          • Authenticating with PAAY 3DS on Landers
        • PAAY 3RI
      • Chargeback Management
        • Fraud Deflect
        • Ethoca
        • Midigator
        • Optimal Alerts
        • ChargebackHelp
      • Data Sources
        • Big Commerce
          • BigCommerce Checkout Redirect
        • Smarty
        • ClickBank
        • Facebook Marketplace
        • FFL Scope
        • FluidPay Account Updater
        • Google Shopping
        • Gorgias
        • HubSpot
        • Listrak
        • OpenBorder
        • Paperform
        • Re:amaze
        • Recharge
        • ShipEngine
        • Shopify
          • Use Shopify Products Without Shopify Redirect
          • Octane AI
        • Triple Whale
        • WooCommerce
          • Using WooCommerce Catalog with Checkout Page
        • Zapier
        • Zendesk
        • DataDojo
        • ViralSweep
      • Debt Collection
      • Email Service Providers
        • Email Service Provider Plugins
        • Email Service Provider General Set Up
        • Active Campaign Deep Integration
        • InboxFirst
        • Klaviyo
        • Constant Contact
        • SendLane
        • Infusionsoft/Keap
        • Sendgrid
        • Ontraport
        • TxtFlo
        • Postscript
        • Maropost
        • Mailchimp
        • ConvertKit
        • Attentive
      • Express Consent
        • Expressed Consent
        • Expressed Consent CRM Configuration
        • Expressed Consent Guidelines
      • FlexPay
      • Fraud Services
        • Fraud Manager
        • Kount Enterprise
        • Device Data Collector Pixel (DDC Pixel)
        • IPQS
        • NoFraud
      • Fulfillment Houses
        • General Fulfillment House Setup
        • AliExpress
        • Amware
        • CJ Dropshipping
        • DesktopShipper
        • FTP Fulfillment Option
        • Fulfillment by Amazon
        • mintsoft
        • ShipBob
        • Shiphero
        • ShipStation
        • Save Rack
        • Store Pickup
        • Pharmacy Hub
        • Promise Pharmacy
      • Identity Verification
        • 1account
        • AgeChecker.net
        • ID.me
      • IVR Systems
      • List Management Services
        • Red Crane Media
        • Sociallity
      • Membership Services
        • Circle.so Webhook Guide
        • General Membership Club Plugin Setup
        • CustomClub
        • MemberMouse
        • Kajabi Webhook Guide
      • Phone Switches
        • ViciDial
        • Ytel
        • Five9 Sales Agent Call Pop
      • Rewards
        • LoyaltyLion
        • Stamped
      • RMA Services
      • Sales Call Tracking Services
      • Shipping Services
        • InsureShip
        • Route
      • SMS
        • ClickSend (Data Shuttle)
        • Twilio SMS Setup
        • SendPlex SMS Plugin
      • SMTP Maintenance
        • SMTP Maintenance Setup
        • Sendgrid SMTP Profile
        • Maropost SMTP Profile
        • Gmail SMTP Profile
      • Tax Services
        • Avalara Tax
          • Enabling and Setting Up the Avalara AvaTax Plugin
          • Add Avalara Tax to a Campaign
          • Add Tax Code to Products
          • Add Freight Tax to Shipping
          • Avalara Tax - Order Entry
        • Interpayments
        • TaxJar
          • Add TaxJar to Campaigns
          • Add Tax Code to Products
          • Add Freight Tax Code to Shipping
          • TaxJar Address Verification- Customer Service/ Order Entry
          • TaxJar Support Page
      • Telehealth
        • Beluga EHR
      • Upsell
        • Integrated Upsell Program
    • Frequently Asked Questions (FAQS)
      • General CRM Questions
      • Order Processing Questions
      • Fulfillment Questions
      • Reporting Questions
      • Affiliate Tracking Questions
      • Developer Questions
      • Builder Questions
      • How-to articles
        • Force Bill a Purchase
        • Submit a Support Ticket
    • Click-to-Cancel
  • API Documentation
    • API Documentation
      • Recommended API Flow
      • Performing API Calls
  • Policies
    • EULA
    • Privacy Policy
    • Acceptable Use Policy
    • Billing Policy
    • GDPR
    • A-C&B
Powered by GitBook
LogoLogo

CheckoutChamp Links

  • Website Builder
  • CRM
  • Status
  • Need more help?

Refer a Friend

  • Referral Program

No account yet?

  • Schedule Sales Demo
On this page
  • Step 1: Navigate to the Funnel Visualizer
  • Step 2: Highlight the first page
  • Step 3: Click, Hold, and Drag your cursor to the next page
  • Step 4: Edit Arrow Settings
  • Step 5: Repeat Steps 1-4 for all of your pages
  • Step 6: Publish the Funnel
  1. Funnel Builder
  2. Creating & Editing Funnels/Pages
  3. Funnel Visualizer and Page Builder
  4. Funnel Visualizer

Connecting Funnel Pages

PreviousPage TypesNextRoute An Arrow For New And Repeat Customers

Last updated 7 months ago

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:

  1. Route customers directly to the Thank You page if the upsell declines (skipping the rest of the upsells/downsells)

  2. Route customers to a downsell page if the upsell declines

  3. 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“

Follow these instructions
Step 1: Navigate to the Funnel Visualizer
Step 2: Highlight the first page
Step 3: Click, Hold, and Drag your cursor to the next page
Step 4: Edit Arrow Settings
Buttons
Dynamic Upsells
Countries
Step 5: Repeat Steps 1-4 for all of your pages
Step 6: Publish the Funnel