How to Build Sales Funnel in Drag and Drop Funnel Builder

Sales funnels are the most effective way to sell products and services. It involves identifying potential customers and guiding them through a series of steps until they’re ready to buy.

No matter if you’re starting a new online business or have a thriving eCommerce business, a sales funnel website template is essential. You’ll lose out on potential customers if you don’t have a sales funnel.

Creating a sales funnel that helps generate more leads and increase conversions requires understanding and optimizing every stage of the customer journey.

WordPress makes it easy to create a sales funnel. A WordPress plugin, a thoughtful customer journey, and your product are all you need.

This article covers everything you need to know.

The different stages of a sales funnel and how to create one are all covered in our guide.

Let’s get started!

How to Define and Use Drag and Drop Funnel Builder?

You can think of a sales funnel as your customer’s journey. A customer journey starts when they find your product or service and ends when they become loyal.

A sequential process is used to generate qualified leads for sales.

You’ve probably seen those sales funnels if you’ve ever sold something online.

Every business owner wonders why they should create a sales funnel.

A sales funnel will increase profits if you implement it, and it becomes easy if you use funnel website templates.

Sales funnels are the best way to increase profits, even though leads and sales can be generated via marketing, email, and social media.

The Five Stages of a Sales Funnel

Depending on the product or service you are promoting, you may need to follow different steps.

A sales funnel can be broken down into four stages:

    • Awareness
    • Interest
    • Desire

  • Action

AIDA is the principle that governs this.

Five Stages of a Sales Funnel
AIDA Principle


At this stage, you introduce your product or service to the prospect and make them aware of your existence.

Among the marketing methods, you can use our blog posts, podcasts, YouTube videos, social media, and ads.


The prospect will move into this stage of the sales funnel if they are interested in your product or service. They’ll want to know more about your offer and pricing here.

Here, informational content such as how-tos, product reviews, or video tutorials could enhance your prospects’ interest.


It is at this point that the prospect is on the fence and contemplating making a purchase. Customers may add products to their shopping carts with a push, such as a well-crafted offer, a buy one gets one deal or other incentives.


At this point, the prospect completes the payment process and becomes a customer. Optimizing the checkout process will ensure your prospects don’t abandon their carts and complete the entire process.

In addition to these four stages, re-engagement is another useful stage in any sales funnel.


Existing customers are easier to sell to than new ones. The key is to generate a steady stream of prospects, but nurturing existing customers is equally important.

Create a list and send regular newsletters that offer more than just sales. Building a loyal customer base is the key to building a successful business.

Why a Sales Funnel Is Important (5 Key Benefits of Funnel Builders)

There are several key benefits to using  sales funnel in a marketing strategy, and what you can build in drag and drop funnel builder

Below are the five most important benefits.

1. Lead generation and prospecting

Your sales process becomes automated when you set up a sales funnel. Prospects can be sent through your funnel as soon as they show interest.

2. Marketing should be streamlined

You can streamline your marketing by automating the sales funnel. You can create relevant material using an automated funnel in the Elementor sales page template by gathering all the relevant information and sending it out to prospects.

The details you’ve collected can be used to contact prospects and start a new sales conversation.

3. Create a relationship with your prospects that is based on trust

After you have your prospects’ details, you can begin your conversation and build trust, relationships, and confidence.

You will miss out on a considerable portion of your sales pipeline if you do not build relationships and trust.

Your prospects might be interested in new product features if you mention them during the conversation. Through this approach, more deals will likely be closed and more revenue will be generated while building trust and relationships.

4. Boost your conversion rate

You won’t convert every prospect who visits your website. With a well-designed sales funnel, you can generate more leads, build relationships, and reduce the number of prospects who drop off.

5. Estimate the volume of your sales

Creating a sales funnel is one of the best ways to forecast your future sales. Your sales materials will be customized to your audience while you also collect all the necessary information.

Forecasting the sales volume is easy once you have the necessary information.

Using this method, you can determine how many clients your sales funnel will likely generate.

Here are Some Examples of Effective Sales Funnels

Assume you run a yoga training academy and want to sell your online courses online.

Rather than selling right away, you could create a landing page with an opt-in form. You offer a free trial class as well.

Since your target audience is on Facebook and Instagram, you should promote this page there.

At the end of your free trial class, you upsell one of your courses or certification programs.

With your free trial, you have successfully captured the information of your target audience, and you can now nurture them by sending them valuable content regularly.

Therefore, your audience will perceive you as someone who only cares about solving their problems.

You could offer your courses in one of the email sequences without being too pushy. Would you like to sweeten the deal? Offer a limited-time discount.

If a prospect signs up for your course, they will be directed to the thank you page.

Continue nurturing them by adding them to an email list.

You’ve now built a sales machine that works automatically!

A Step-by-Step Guide to Creating Sales Funnels with WordPress (5 Steps)

After seeing a sales funnel in action, it’s time to build your own. Just 5 steps and you’ll have a fully functional funnel ready to convert new customers. It is easy to work with drag and drop funnel builder which we will discuss shortly.

Creating an automated sales process that consistently produces results begins with building a sales funnel. With just a few tweaks to your sales funnel, you can automate other parts of your business.

Create a sales funnel together!

Step 1: Create Your WordPress Website

Creating a WordPress website is the first step. You’ll need a managed WordPress hosting service for this.

While there are several options.

A reliable hosting service, that has affordable plans for your type of business. When you buy hosting, you will get a free domain for the first year, and free SSL certificates might as well. We recommend using Namecheap shared hosting as it is comparably cheaper than bigger names in web hosting services. Its servers are located in the US and provide good loading speed, and can set up the WordPress in it. You can avail 51% off 1st yr on shared hosting if you use the coupon code.

After installing WordPress successfully, you should update the look and feel of your site. To do so, you need to install a WordPress theme.

Total is a multipurpose WordPress theme that can be used in almost any niche. With it, you get a host of features, customization options, drag-and-drop page building, unlimited color options, premium sliders, and so on.

In just one click, you can import and tweak 50+ readymade website demos to fit your website needs.

Astra is another WordPress theme you may want to consider.

In terms of performance and speed, Astra is an extremely popular lightweight theme. There are over 230 professionally designed website demos to choose from, so no matter what niche you operate in, we will have a solution for you.

You can customize each template to suit your needs. Make changes to the pages using a page builder plugin, such as Elementor, Beaver Builder, Spectra, or Gutenberg. These are a few of the best drag and drop funnel builders, and you can choose one which you suit best or are comfortable working with.

To enhance the functionality of your WordPress website, you could install a few essential plugins.

You can, for instance, install plugins to optimize your website, back it up, and secure it.

Step 2: Install WooCommerce

You’ll need a checkout on your sales page, so we’ll install WooCommerce.

You can build an online store with WooCommerce. WooCommerce has everything from product pages to checkout pages.

The Setup Wizard makes it easy for you to install WooCommerce on your website. You should be able to follow along if you follow along.

On your WordPress dashboard, navigate to WooCommerce > Settings once the setup is complete.

You should spend some time understanding the different tabs listed here – especially the shipping and payment tabs.

PayPal and Stripe are two easy-to-integrate payment options offered by WooCommerce.

Step 3: Install CartFlows

The next step is to install a funnel builder for WordPress. We’ll use CartFlows for this, but you can also use the Cartflows Pro version.

CartFlows is an advanced WordPress sales funnel builder plugin that makes it easy to build sales funnels. By including upsells and order bumps, you could also increase each customer’s average order value.

You can create unlimited sales funnels, checkout pages, and thank you pages with CartFlows’ free version.

You can install CartFlows from Plugins > Add New – just search for “cartflows” there.

After activating CartFlows, navigate to Settings.

Choose the page builder of your choice. You can then select a flow template from the pre-designed templates.

Click Save Settings when you are done.

Go to CartFlows > Flows once you’ve set up CartFlows.

The first step in your sales funnel is to create your first flow.

Click Add New and select a template to get started.

We’ve selected the “Business Consultant” template, for example.

Now you will see the list of pages, including the sales landing page, thank you page, and checkout page.

Are you happy with the flow? Click on Import Flow and name your flow when prompted.

Your flow is now ready.

Would you like to change the order of your pages? Nothing to worry about! You can move them around by dragging them. By clicking on the Add New Step button, you can even add new steps.

Step 4. Add Products

Your checkout page may have a ‘No Product Assigned’ label. The reason for this is that we haven’t added a product to our checkout page yet.

Click on Edit to add a product.

You will find the Checkout Layout section at the bottom of the page. Configure your checkout page now.

Your checkout page needs a product.

On this settings page, CartFlows Pro users can also add coupons and do more.

When you are finished, click Save Settings.

You have successfully added a product to your shopping cart!

Step 5. Add Google Analytics

Wouldn’t it be great to know how well your sales funnel is working? Analyze how visitors find and navigate your page.

With CartFlows’ inbuilt Google Analytics integration, this is pretty straightforward.

Select Google Analytics under CartFlow > Settings.

Enter your Google Analytics ID next to Enable Google Analytics Tracking for CartFlows Pages.

If you have a Google Analytics account, you can find the ID in its dashboard. Use your Google account to create one if you don’t already have one.

You can save your settings once you are finished.

After that, you can promote your highly optimized sales funnel to generate leads and increase sales.

Getting the Most Out of Your Sales Funnel

There is no guarantee that a sales funnel you create today using a drag and drop funnel builder will work tomorrow.

In addition, what works well for one type of product or service may not work for another.

As you learn more about your customers, you may need to tweak your sales funnel. It’s fine if you do that.

You can measure your sales funnel’s success by its conversion rate.

It would be useful to track the number of prospect signups versus the number of prospects landing on your entry page if you have created a sales funnel to generate more leads.

In the same way, if you are selling a product, you’d like to know how many prospects visit your landing page versus how many purchase your product.

By running an A/B test on your landing page, you can determine if it is working.

Test different versions of your sales funnel to see what works best for you.

It can even be as simple as changing the color of your headlines and CTA button or using different images and sales copy.

Keeping track of these will help you tweak your sales funnels accordingly.

Wrapping up

Every business that wants to grow online and increase revenue needs a sales funnel. To build a successful sales funnel, you must understand the benefits of a funnel and how it will help you accomplish your objectives.

With just a few tweaks, you can automate other parts of your business once you’ve built your sales funnel.

It’s pretty easy to build a funnel.

This article covers it all. You’ll learn what a sales funnel is, the benefits of having one, how you can use powerful elementor sales page templates, as well as how to create one step-by-step. Check out other articles on WordPress and let us know what do you want to read about.

Now is the time to hear from you. Are you running an online business? Do you have a sales funnel? Are you using drag and drop funnel builder and what is your preferred builder? Comment below and let us know what you think.