If you want more sales from your WordPress site, you need a funnel. A funnel guides visitors step by step until they’re ready to buy.
I struggled with random traffic that didn’t convert until I built my first funnel. In this guide, I’ll show you how to make a sales funnel in WordPress the simple way. It’s the same process I used to turn readers into paying customers.
Quick Steps to Create a WordPress Sales Funnel:
- Create a Landing Page
- Add a Lead Generation Form
- Use Opt-in Popups
- Upsell WooCommerce Products
- Simplify Your Checkout
- Build a Thank You Page
- Track Funnel Results
What Is a Sales Funnel?
A sales funnel is the path a person takes from first discovering your business to becoming a paying customer. Most marketers break this journey into stages that follow how people make buying decisions, from realizing they have a problem to actively looking for a solution.
For WordPress websites, your sales funnel includes all the pages visitors see before buying something. This could be your blog posts, landing pages, product pages, and checkout process.
If you have a WordPress website where you sell products or services, you already have a sales funnel, even if you didn’t create it intentionally. Every page that leads to a purchase is part of your funnel.
Your funnel might have several steps. For example, someone might:
- Find your blog post through Google
- Click to read more about your service
- Sign up for your free guide
- Get your email follow-ups
- Finally decide to buy
The good news is you can improve each of these steps. You can make pages easier to use, remove things that distract visitors, and encourage more people to buy.
Best of all, you can track how well your funnel works. This lets you test different approaches and make smart choices based on real data about what your visitors do.
Now that you understand what a sales funnel is, let’s look at how to create one in WordPress.
Steps to Make a Sales Funnel in WordPress (Beginner Guide)
With the essentials in place, let’s look at the steps to create a sales funnel that turns casual visitors into committed buyers.
1. Create a Sales Funnel Landing Page in WordPress
Your landing page is the entrance to your funnel. It should grab attention, explain your offer, and push one clear action.
In fact, 68% of businesses use landing pages to generate leads, and they work best with a simple layout, strong headline, and zero distractions.
I recommend using a reliable WordPress page builder like SeedProd to create one.
It’s user-friendly with a drag-and-drop interface, so no coding skills are needed.
SeedProd has hundreds of pre-made templates that are already optimized to increase conversions. Its drag-and-drop editor makes it easy to customize any page to meet your needs.
You can easily add elements, including countdown timers, opt-in forms, call-to-action buttons, and testimonials by pointing and clicking.
For help getting started, you can see our tutorial on how to create a sales funnel landing page in WordPress.
What should a sales funnel landing page include?
A good landing page has one clear goal. Use a strong headline, short benefit bullets, and a single call-to-action button. Add trust elements like reviews or logos. Remove distractions such as menus or sidebars.
What headline works best on a sales funnel landing page?
Call out the problem and the outcome in one line. For example: “Get More Sales From the Traffic You Already Have.” Keep it short and specific.
2. Build a Lead Generation Form in WordPress
Most visitors won’t buy on the first visit, so a lead form keeps the conversation going.
Simple forms work best and shorter forms can increase conversions by up to 120%. Just ask for a name and email, then follow up later.
One of the easiest ways to add a lead gen form to WordPress is with a form builder plugin. My favorite plugin is WPForms because it’s beginner-friendly and takes minutes to set up.
With WPForms, you can use its drag-and-drop form builder to create virtually any form in WordPress. It works seamlessly with popular email marketing tools to connect your email list and has many templates to get you up and running.
WPForms even has its own SeedProd block, so you can easily add any form to your landing page with a few clicks.
What fields should I use on a lead form?
Keep it short. Just ask for name and email. Fewer fields = higher conversions. You can qualify leads later by email.
What offer gets more signups?
Give away a quick win. A checklist, template, or discount code works well. Deliver it on your thank you page and by email.
3. Add Opt-in Popups to Boost Conversions
Popups give you a second chance to capture leads before visitors leave.
Well-timed popups can recover up to 10–15% of abandoning visitors. Exit popups with a discount or freebie work especially well.
Creating opt-in forms in WordPress is a breeze with OptinMonster. It’s one of the best lead generation tools and one I use here on our website.
OptinMonster helps you convert site visitors into paying customers with eye-catching lightbox popups, sticky banners, countdown timers, and more. With pre-made templates and an easy drag-and-drop editor, you can build opt-in campaigns without writing code.
What I particularly love are its targeting rules. They let you personalize your opt-ins and show them at the right time in a buyer’s journey.
For example, you could show users an opt-in form with free shipping in a specific location.
Or, if someone is about to leave your site without purchasing, you can show an exit popup with a discount for checking out.
Why use popups in a sales funnel?
Popups catch visitors before they leave. They give you a second chance to collect an email or promote an offer.
What makes a popup work best?
Show it at the right time. Use exit intent popups when someone is about to close the page. Add a clear benefit like a discount or free download.
4. Upsell Your WooCommerce Products
Upsells boost revenue by offering extras when customers are ready to buy.
The best offers match the original purchase — like a warranty, upgrade, or bundle. Even a small upsell can increase order value by 10–30%.
When users add items to their cart, they typically see a screen like this:
But a good sales funnel will upsell products before shoppers even reach that page. For example, with SeedProd’s Upsell block, you can upsell right on the WooCommerce product page.
You can also use a sales funnel builder like FunnelKit. With this tool, you can build complete sales funnels or add additional steps to an existing funnel.
With its One-click Upsells feature, users can add products to their shopping cart on their way to the checkout page. It even allows for one-click order bumps in the checkout to increase conversions.
What is an upsell in a funnel?
An upsell is an extra offer shown during checkout. It encourages customers to buy more or upgrade.
What makes a good upsell offer?
Offer something that matches the first purchase. Examples: a warranty extension, premium version, or bundle deal.
5. Make a User-Friendly Checkout Page
A confusing checkout kills sales. In fact, 18% of shoppers abandon their cart because the process is too long or complicated.
Keep it simple with clear pricing, guest checkout, and multiple payment options.
You can even allow users to checkout as a guest to avoid having to register for an account.
The good news is that you can build a custom checkout page using the same software as your landing page: SeedProd. With its WooCommerce integration, creating a seamless checkout process without writing code takes minutes.
You can add eCommerce elements like product grids, sale products, add-to-cart buttons, and more.
You’re also not limited to WooCommerce as an eCommerce platform. With direct Easy Digital Downloads integration, you can tailor your checkout page to selling digital goods and services.
Why does checkout design matter?
A slow or confusing checkout is the #1 reason people abandon carts. A simple, fast flow keeps buyers from dropping off.
What should a good checkout page include?
Clear pricing, product summary, multiple payment options, and an easy path to complete the order. Offer guest checkout so users don’t have to create an account.
6. Build a Thank You Page in WordPress
Your thank you page is a chance to build trust and boost sales.
Add a genuine thank you, order details, and suggest related products or a future offer.
SeedProd has several high-quality templates you can use for your thank you page. The ‘eCommerce thank you page,’ is an excellent choice for its recommended products section.
Or you can build a thank you page from scratch, which is what I did in this example:
I included the following elements on my page:
- Thank you message telling users to check their email for a confirmation
- Cross-sell suggesting an additional product
- Countdown timer for sale products that are ending soon
- Popular products that other shoppers are buying
You can follow this guide on how to make a custom WooCommerce thank you page to make one just like it.
What should I include on a thank you page?
A genuine thank you message, order details, and next steps (like “check your inbox for confirmation”). You can also add product recommendations or a coupon for future orders.
What’s a smart way to use this page?
Cross-sell or upsell related products, invite customers to join your email list, or share helpful resources to keep them engaged.
7. Track Your Sales Funnel Results
You can’t improve what you don’t measure. Tracking your funnel shows where visitors drop off and what drives sales.
To answer these questions, ensure you have analytics set up correctly on your WordPress site. Google Analytics is the most popular option because it’s free and has a wealth of data.
However, you can make understanding this data even easier with MonsterInsights, one of the best Google Analytics plugins for WordPress.
It takes complex analytics data from Google and displays it in your WordPress dashboard in easy-to-understand reports.
You can use MonsterInsights to track conversions across your site and its eCommerce addon to understand conversion rates, transactions, revenue, and average order values.
For help with this, you can see our guide on how to set up WooCommerce conversion tracking.
Best Plugins to Build a WordPress Sales Funnel
To make a sales funnel in WordPress without hiring a developer, you’ll need the right tools. These are the plugins I’ve used myself. They’re beginner-friendly and work together without slowing down your site.
| Tool | Best For |
| SeedProd | Landing pages, popups, upsells |
| WPForms | Lead capture forms |
| OptinMonster | Exit popups and lead magnets |
| MonsterInsights | Funnel tracking and conversion analytics |
| FunnelKit | Checkout funnels and one-click upsells |
Each tool has its own strengths, but they work even better when used together. I used this exact combo to build the sales funnel in this guide.
Types of Sales Funnels You Can Create in WordPress
In WordPress, you can create many types of funnels based on what you want to achieve. I’ve already shown you how to create a sales funnel, but here are some other types of funnels you can build on WordPress.
1. Lead Generation Funnel
| Goal: Collect email addresses and grow your list |
| Best Tools: SeedProd, WPForms, OptinMonster |
| Standout Features: 🔹 Free offer (ebook, checklist) 🔹 Simple signup form 🔹 Automated email follow-ups |
| Best For: Bloggers, small businesses, online coaches |
A lead generation funnel is made to collect contact details, like email addresses, from visitors. It usually starts with a lead generation landing page offering something valuable for free, like an eBook, a checklist, or access to a webinar.
To get this free resource, visitors fill out a form with their email. Plugins like SeedProd or OptinMonster can help you create these forms and connect them to email tools like Mailchimp.
This type of funnel is great for bloggers and businesses who want to grow their audience and build relationships with potential customers.
2. Membership Funnel
| Goal: Sell recurring memberships or gated content |
| Best Tools: SeedProd, MemberPress, Restrict Content Pro |
| Standout Features: 🔹 Membership landing page 🔹 Secure login and payments 🔹 Automated onboarding emails |
| Best For: Online courses, communities, subscription businesses |
A membership funnel encourages people to pay for access to exclusive content or features. It starts with a membership landing page where users can sign up for a membership.
Tools like MemberPress or Restrict Content Pro can help you create a membership site and manage payments. After someone joins, you can send them emails to welcome them and explain how to get the most out of their membership.
Membership funnels work well for online communities, learning websites, or subscription-based businesses.
3. Webinar Funnel
| Goal: Fill seats for live or recorded webinars |
| Best Tools: SeedProd, Zoom, WebinarPress |
| Standout Features: 🔹 Webinar registration page 🔹 Countdown timers 🔹 Email reminders and replay link |
| Best For: Coaches, consultants, B2B marketers |
A webinar funnel helps you get people to sign up for and attend an online event. It starts with a webinar landing page where users can register for the webinar.
Adding a countdown timer can make the event feel more urgent and encourage people to sign up. After they register, send reminder emails to keep them excited.
You can use tools like Zoom or WebinarPress to host the webinar. After the event, follow up with an email to share a replay or an offer.
This type of funnel is great for coaches, consultants, and anyone using webinars to connect with their audience.
4. Free Trial or Product Demo Funnel
| Goal: Let users try before they buy |
| Best Tools: SeedProd, WPForms, WooCommerce Subscriptions |
| Standout Features: 🔹 Free trial landing page 🔹 Limited trial period 🔹 Upgrade emails after trial ends |
| Best For: SaaS companies, app developers, digital tools |
A free trial funnel is designed to let people try your product or service for free. It starts with a free trial landing page explaining what they’ll get and why it’s valuable.
Visitors sign up by filling out a form. After the trial period ends, you can send emails encouraging them to become paying customers.
This funnel is a great fit for software companies or apps that want to show people the value of their product before they commit.
5. Event Funnel
| Goal: Promote and sell event registrations |
| Best Tools: SeedProd, Event Espresso, The Events Calendar |
| Standout Features: 🔹 Event landing page 🔹 Ticket sales and registration 🔹 Email reminders |
| Best For: Conferences, workshops, local events |
An event funnel is used to promote events like workshops or conferences. It begins with an event landing page where visitors can register and buy tickets.
Plugins like Event Espresso or The Events Calendar make it easy to handle sign-ups and ticket sales. You can send reminder emails to make sure people attend.
This funnel works well for any event where you want to attract participants and manage their registrations.
FAQs About Making a Sales Funnel in WordPress
Start Building a High Converting Sales Funnel
I hope this guide has helped you learn how to set up a funnel in WordPress that drives leads, conversions, and sales.
You might also find our other guides helpful for growing your business:
- Landing Page vs Sales Page: Which One Is Right for You?
- Top eCommerce Landing Page Examples to Drive Sales
- How to Create a Coupon Code Landing Page to Drive More Sales
- Best CRM Software to Boost Business Sales
Thanks for reading! We’d love to hear your thoughts, so please feel free to leave a comment with any questions and feedback.
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