Setting Up MemberPress Funnels

A sales funnel offers customers additional products when they buy. MemberPress Funnels adds a visual funnel builder to MemberPress. With it, you can attach order bumps, upsell offers, and downsell offers to any product checkout.

This document explains how to activate MemberPress Funnels and build a funnel. It covers each step type: Checkout, Upsell, Downselle Obrigado. What customers see, the resulting orders, Analytics, and Settings are covered in a separate document.

Observação: MemberPress Funnels is available with the MemberPress Scale plan. If you’re subscribed to another plan, you can upgrade your MemberPress plan para usá-lo.

How MemberPress Funnels Works

A funnel is a set of connected steps. Every funnel starts with a Checkout step and ends with at least one Obrigado step. Between them, you can add Upsell e Downsell offers.

The Checkout step names the product that starts the funnel. When a customer buys that product, MemberPress shows the funnel’s order bumps at checkout. After payment, the customer sees each offer in turn. Every offer has an Aceitar path and a Declínio path. Both paths must lead to a Thank You step.

An offer never replaces the product the customer bought. An accepted offer is charged separately and added to the same order. MemberPress Funnels requires the Carrinho de compras MemberPress.

Activating MemberPress Funnels

First, enable the shopping cart in MemberPress. Then install and activate the add-on em Painel de controle > MemberPress > Complementos.

If the cart is disabled, the add-on does not activate. MemberPress shows this message: “MemberPress Funnels requires the MemberPress shopping cart. Enable the cart in MemberPress settings, then activate MemberPress Funnels.”

Importante: If you disable the cart later, MemberPress Funnels deactivates itself. Enabling the cart again does not reactivate the add-on. You need to activate it manually.

Once active, the add-on adds an MP Funnels menu to the WordPress Dashboard with four items:

• All Funnels lists every funnel on the site;
• Adicionar novo opens the template picker;
• Análises reports offer views and revenue;
• Configurações holds the add-on options.

O All Funnels list shows each funnel’s Título, Status, Stepse Criado date. Hover a funnel to Editar, Duplicadoou Excluir isso.

Observação: O Steps column counts order bumps together with the funnel’s cards. A funnel with a Checkout, two order bumps, and a Thank You shows four steps.

Creating a Funnel From a Template

Templates give you a pre-built funnel structure. You can also start from an empty canvas.

1. Navegue até Dashboard > MP Funnels > All Funnelse clique em Adicionar novo.
2. No Choose a Template popup, click a template.

MemberPress Funnels offers six templates:

• Blank Funnel starts with no pre-built steps;
• Simple Checkout + Bump adds one order bump to the checkout;
• Checkout with Upsell adds one upsell offer after checkout;
• Upsell + Downsell adds an upsell with a downsell fallback;
• Free Trial Upgrade offers a paid upgrade after a trial checkout;
• Registro de webinar adds an optional materials product to an event registration.

The template opens in the funnel builder as a new draft titled “Untitled Funnel”.

3. Click the funnel title at the top left, and type a name for the funnel.

Using the Funnel Builder

The funnel builder is a canvas. Each step is a card. Cards connect with dashed lines labelled Aceitar ou Declínio.

The builder works like this:

• o + Upsell, + Downselle + Thank You buttons add cards to the canvas;
• clicking a card opens its settings panel on the right;
• the green dot at the bottom of a card is its Aceitar connector. Offer cards also have a red Declínio connector;
• to connect two cards, drag from a connector to the top of the next card;
• to remove a card, click it and press the Excluir key;
• the zoom controls and the minimap at the bottom help you move around large funnels.

A Step Name set in a card’s panel appears as the card’s subtitle on the canvas. An orange dot next to the status badge means the funnel has unsaved changes.

Aviso: Closing the builder with unsaved changes discards them without a prompt.

Funnel Settings

The gear icon at the top right opens Funnel Settings. Here you can limit the funnel to orders within a price range:

• Min Order Amount shows the funnel only for orders at or above this amount;
• Max Order Amount shows the funnel only for orders at or below this amount.

Leave both fields blank to run the funnel for every order.

The Checkout Step

The Checkout step defines which product starts the funnel. It also holds the funnel’s order bumps.

1. Clique no botão Checkout card. The Checkout Settings panel opens.
2. Abaixo de Produto, click the field and select a product in the Select a Product popup.
3. Abaixo de Pedidos de colisões, clique em + Add Order Bump to offer extra products at checkout.

Each order bump has a Produto, an optional Imagem e Descriçãoe um Necessário toggle. Configuring bumps is explained in the MemberPress Order Bumps documentation.

O Select a Product popup lists every membership product and digital product with its price. Badges show the product type:

• Associação ou Digital shows the product type;
• Standalone Registration marks a product sold only through its own registration page;
• In Use marks the product already set as this funnel’s Checkout product.

Only one published funnel can use a product as its Checkout product. Publishing a second one fails with this message: “Save failed: This checkout product is already the trigger for the published funnel “…”. Only one published funnel can trigger on a given product.”

Observação: A standalone registration product can start a funnel, but only with order bumps. Its + Upsell e + Downsell buttons are greyed out, and the builder shows: “Upsells and downsells require a cart product. Standalone registration products only support order bumps.” Standalone products also cannot be added as order bumps to a cart product’s Checkout step.

The Upsell and Downsell Steps

Um Upsell offers a customer another product right after payment. A Downsell is shown when the customer declines an upsell. Both step types have the same settings, so the steps below apply to either card.

1. Clique no botão Upsell card. The Upsell Settings panel opens.
2. Abaixo de Produto, select the product to offer.

3. Abaixo de Offer Content, add an Offer Title, e Offer Imagee um Descrição. Leave the title blank to use the product name. The recommended image size is 800 × 500 px.
4. Abaixo de Auto-Apply Coupon, select a Coupon to discount the offer. Only cupons valid for the offer product are listed.

5. Clique em Opções avançadas to show the remaining settings.

The Advanced Options are:

• Countdown Timer shows a timer on the offer page. Set the length in Countdown Seconds. The timer is cosmetic and does not remove the offer when it reaches zero;
• Template Variant sets the offer page layout: Image Left, Centered Heroou Video + Text;
• Default Quantity e Allow quantity adjustment apply to digital products only. Membership products always have a quantity of 1.

Connect the Aceitar connector of each offer to the next step. Connect the Declínio connector to a downsell or a Thank You step. An offer card without a product shows “No product selected” and blocks publishing.

The Thank You Step

The Thank You step ends the funnel. Every path must reach one. You can add several Thank You cards. For example, use Offer Accepted for customers who took an offer and Order Complete for those who declined.

1. Click a Obrigado card. The Configurações de agradecimento panel opens.
2. Abaixo de Step Name, type a name for the step.
3. Abaixo de Custom Page URL (Optional), add a URL to replace the default MemberPress thank you page. Leave it blank to use the default.

Publishing the Funnel

A new funnel is a draft. Click Salvar rascunho to keep working later, or Publicar to make it live. A published funnel shows Atualização e Pausa Em vez disso. Pausa returns the funnel to a draft, and its bumps and offers stop showing.

MemberPress checks the funnel when you save it. If a path does not reach a Thank You step, the save fails with this message: “Save failed: Every path must lead to a Thank You card. Add a Thank You card — every funnel must end at one. Checkout: Connect the next step to another card.” The card with the incomplete path shows a warning icon and a red border.

Once published, the funnel runs whenever a customer buys its Checkout product through the cart. Customers see the order bumps on the checkout’s Complementos step, then each offer page, then the thank you page. All accepted items belong to one order at Painel > MemberPress > Pedidos.