Funnel Logics Settings Detailed Overview

Overview

A sales funnel is a structured sequence of related products and pages that guides a customer from an initial purchase to relevant additional offers. In FlexiFunnels, a funnel commonly includes a main product, upsells, downsells, sales pages, checkout pages, and a thank-you page.

An upsell is typically a higher-value or complementary offer shown after the main product is purchased. A downsell is a lower-priced alternative shown when a customer declines an upsell. The main product must be purchased before the upsell and downsell sequence begins.

Video Tutorial

Document link: https://docs.google.com/document/d/1RXUxaTW1uNrx3OJEbGyrY-5f4GzPME6Zbl3r7rEf0P4/edit?tab=t.0

Before You Begin

• A FlexiFunnels account with access to products, projects, and page settings.
• A main product and related offers for the upsell and downsell sequence.
• A configured payment gateway for each product that will be sold.
• Sales, checkout, and thank-you pages ready to be linked in the funnel.

Key Components of a Sales Funnel

1. Main Product

The main product is the primary offer that starts the customer journey. A customer must complete this purchase before they can enter the upsell and downsell sequence.

2. Upsells

Upsells are premium, higher-priced, or complementary products offered after the main purchase. They are used to increase average order value by presenting relevant additional value.

3. Downsells

Downsells are lower-priced alternatives offered after an upsell is declined. They provide another opportunity to complete a related sale at a more accessible price point.

4. Sales Pages

Sales pages explain the benefits of each offer and guide customers toward the next purchase decision. Each product in the funnel should have a clear, focused sales page.

5. Checkout Pages

Checkout pages are secure pages where customers complete payments for the main product, upsells, or downsells.

6. Thank You Page

The thank-you page confirms the completed funnel journey and can provide next steps, access details, support information, or additional resources.

Step 1: Define Your Products

Identify the main product and the related upsell and downsell offers before building pages. Each offer should be relevant to the customer’s previous purchase decision.

• Main Product (M): Burger
• Upsell 1 (U1): Large Coke
• Downsell 1 (D1): Small Coke
• Upsell 2 (U2): Large Fries
• Downsell 2 (D2): Small Fries

Recommendation: Present the highest-value relevant offer first, then use a downsell only when the related upsell is declined.

Step 2: Create the Required Pages

Create individual sales and checkout pages for every product in the sequence. For a funnel containing five products, prepare:

• Five sales pages
• Five checkout pages
• One thank-you page

Separate pages keep each offer focused and make it easier to control where customers go after accepting or declining an offer.

Step 3: Configure Products in FlexiFunnels

Create and configure each product in FlexiFunnels. For every product, confirm the following settings:

• Product name
• Pricing
• Associated sales and checkout pages
• Payment gateway integration
• Support information
• Optional digital assets
• Rules for integrations, such as email responders or analytics

Step 4: Define the Funnel Logic

Map the customer journey before linking pages. This determines the next page displayed after every accept or decline decision.

• After the customer purchases M, show U1.
• If the customer declines U1, show D1.
• After the U1 or D1 decision, continue to U2.
• If the customer declines U2, show D2.
• After the final decision, direct the customer to the thank-you page.

This sequence ensures that customers receive relevant follow-up offers while preserving a clear path to completion.

Step 5: Link Pages with Calls to Action

Add clear calls to action to each offer page. Use a purchase action, such as Buy Now, to continue after an accepted offer and a decline action, such as No Thanks, to route the customer to the correct next page.

Important: Test every button destination. An incorrect accept or decline link can interrupt the funnel sequence or send customers to the wrong offer.

Step 6: Test the Entire Funnel

Before making the funnel live, complete the entire journey as a customer. Test every acceptance and decline path to confirm that the correct pages, products, prices, payment flows, and integrations are used.

Verify the Configuration

• Complete a test purchase for the main product.
• Accept each upsell and confirm that the correct product is added and the next offer is displayed.
• Decline each upsell and confirm that the correct downsell or next step is displayed.
• Confirm that the thank-you page loads after the final funnel step.
• Verify that payment, email, analytics, and digital-delivery integrations run as expected.

Common Scenarios

• Course sales: Offer advanced training or coaching after a customer purchases a foundational course.
• Digital assets: Offer templates, workbooks, or bundles after the purchase of a primary digital product.
• Physical products: Offer upgraded versions, accessories, or complementary items after the initial order.
• Memberships: Offer premium access or additional resources after a membership purchase.

Best Practices

• Make every upsell and downsell relevant to the main product.
• Present higher-value offers before lower-priced alternatives.
• Use concise sales pages with one clear decision per page.
• Display accurate pricing and product details on each page.
• Use distinct names for products, pages, and funnel steps.
• Test both acceptance and decline paths after every funnel change.
• Review conversion performance to identify offers that should be improved or removed.

Before Contacting Support

• ✓ Confirm that the main product is configured and purchasable.
• ✓ Confirm that every product has the correct price and payment gateway.
• ✓ Confirm that all sales, checkout, and thank-you pages are published.
• ✓ Confirm that Buy Now and No Thanks buttons point to the intended next step.
• ✓ Test every upsell and downsell path with a test transaction.
• ✓ Check relevant email, analytics, and digital-delivery rules.

Expected Outcome

After configuration, customers who purchase the main product are guided through a defined sequence of relevant upsells and downsells. Every decision routes to the appropriate next offer or the thank-you page, enabling a consistent purchasing experience.