Funnel Settings - User contributions [en]

Funnel Settings

2022-05-09T03:15:42Z

Seneview: /* Enums */

= System Documentation =
''<big>version 2.1.0</big>''

=== Introduction ===
“Funnel Settings” is a tool specifically developed to work with WordPress platform. WordPress is the World’s leading CMS platform which allows users to optimise and customise front-end content easily without the need of a web developer. Funnel Settings is a WordPress plugin that can be easily installed and customised by any novice user.

The plugin integrates with two major APIs. 1) Earnware 2) Konnektive CRM. Earnware is used for collecting email addresses and Konnektive CRM handles all transactions.

=== Technical Requirements ===
{| class="wikitable"
!
!Latest Tested Version
|-
|'''PHP'''
|7.4
|-
|'''WordPress'''
|5.8.1
|-
|'''Advanced Custom Fields Pro (ACF)'''
|5.10.2
|-
|'''Elementor (optional)'''
|3.4.4
|-
|'''Elementor Pro (optional)'''
|3.4.1
|-
|'''Wordfence Security (optional)'''
|7.5.5
|}

=== Document Version Control ===
{| class="wikitable"
!Date
!Version
!Author
!Section(s)
!Amendments/Comments
|-
|05th Oct 2021
|Initial
|Lucky
|All
|Overall
|}

== ShortCodes ==
[opt_in_form] => to integrate opt-in form to the page

[checkout_page] => to integrate order-input form to the page such as shipping details, card details and order summary etc

[checkout_form_v2] => variation of checkout page which has different styling and checkout component orders

[checkout_form_canada_v2] => another version of checkout form

[order_confirmation] => Final order summary details to display. responsible for calling Konnektive API and get order details by order Id and displaying those.

[next_step] => passing to step details to process

[sticky_footer] => page footer

[st_client_ip] => To integrate client IP address to page

[order_id] => to integrate Order id to the page

[order_date] to Integrate order date to the page

[order_summary] => used in the checkout_page as a helper shortcode. Which call the API to get order details.

== Enums ==
{| class="wikitable"
!Name
!Allowed values
|-
|page_type
|checkout, opt-in, additional_sale, skip_sale
|}

== See Also ==
[[Process Flow]]

[[User Interfaces]]

[[Admin interface|Admin Interface]]

Funnel Settings

2022-05-09T03:15:22Z

Seneview: /* Enums */

= System Documentation =
''<big>version 2.1.0</big>''

=== Introduction ===
“Funnel Settings” is a tool specifically developed to work with WordPress platform. WordPress is the World’s leading CMS platform which allows users to optimise and customise front-end content easily without the need of a web developer. Funnel Settings is a WordPress plugin that can be easily installed and customised by any novice user.

The plugin integrates with two major APIs. 1) Earnware 2) Konnektive CRM. Earnware is used for collecting email addresses and Konnektive CRM handles all transactions.

=== Technical Requirements ===
{| class="wikitable"
!
!Latest Tested Version
|-
|'''PHP'''
|7.4
|-
|'''WordPress'''
|5.8.1
|-
|'''Advanced Custom Fields Pro (ACF)'''
|5.10.2
|-
|'''Elementor (optional)'''
|3.4.4
|-
|'''Elementor Pro (optional)'''
|3.4.1
|-
|'''Wordfence Security (optional)'''
|7.5.5
|}

=== Document Version Control ===
{| class="wikitable"
!Date
!Version
!Author
!Section(s)
!Amendments/Comments
|-
|05th Oct 2021
|Initial
|Lucky
|All
|Overall
|}

== ShortCodes ==
[opt_in_form] => to integrate opt-in form to the page

[checkout_page] => to integrate order-input form to the page such as shipping details, card details and order summary etc

[checkout_form_v2] => variation of checkout page which has different styling and checkout component orders

[checkout_form_canada_v2] => another version of checkout form

[order_confirmation] => Final order summary details to display. responsible for calling Konnektive API and get order details by order Id and displaying those.

[next_step] => passing to step details to process

[sticky_footer] => page footer

[st_client_ip] => To integrate client IP address to page

[order_id] => to integrate Order id to the page

[order_date] to Integrate order date to the page

[order_summary] => used in the checkout_page as a helper shortcode. Which call the API to get order details.

== Enums ==
{| class="wikitable"
!Name
!Allowed values
|-
|page_type
|checkout, opt-in, additional_sale, skip_sale
|-
|
|
|}

== See Also ==
[[Process Flow]]

[[User Interfaces]]

[[Admin interface|Admin Interface]]

Admin interface

2022-05-08T11:46:55Z

Seneview:

[[File:Funnel Setting Menu.png|alt=Funnel Setting menu location|thumb|Figure 1.1 : Funnel Setting Menu]]
Funnel Plugin controls given to the admin can be access by the Navigate to the wp-admin page and click the Funnel Settings in the side bar.In the control page user can do following actions/steps

# Add Konnektive CRM details
# Add Earnware API Details
# Assign API endpoints required by the Plugin
# Introduce Custom scripts if required.
# Debugging

== Konnektive CRM Details ==
This is use to setup the Konnektive CRM details required for the API connection
[[File:Konnektive CRM details.png|none|thumb|1109x1109px|Figure 1.2 : Konnektive CRM Settings]]

== Earnware Details ==
This page is use to setup the Earnware Details required for API call
[[File:Earnware setup.png|none|thumb|975x975px|Figure 1.3 : Earnware settings]]

== API Endpoints ==

These Endpoints are required by the plugin to perform API calls according to the process flow.
[[File:Endpoint area.png|none|thumb|1109x1109px|Figure 1.4 : API Endpoints]]

== Funnel Steps ==
The plugin follows these steps after clicking the CTA in the landing page. Each site may follow a different set of steps. You can change their order by dragging and dropping. It is always the landing page that is the first step and that cannot be changed. The admin can set each Upsell or Downsell to redirect as many pages as needed and the last step is always the Order details page, but there is no restriction on that.
[[File:Funnel Steps area.png|none|thumb|1103x1103px|Figure 1.5 : Funnel Steps]]

== Custom Scripts ==
Plugin administrators can use any script or styling in form of HTML they deem necessary. Javascript, for example, or CSS can be used.
[[File:Custom script area.png|none|thumb|1126x1126px|Figure 1.6 : Custom Scripts]]

== Debugging ==
Plugging can record each API call placed outside. It can be either Earnware API or Konnektive API. Both APIs can be recorded separately and the log can be reviewed for debugging the plugin
[[File:Debugging area.png|none|thumb|1169x1169px|Figure 1.7 : Debuggin area]]
[[File:Debug log view.png|none|thumb|747x747px|Figure 1.8 ; Log View]]

== See Also ==
[[Funnel Settings]]

[[Process Flow]]

[[User Interfaces]]

User Interfaces

2022-05-08T11:45:52Z

Seneview:

== Landing Page ==
[[File:Funnel-landing-page sample.png|alt=Sample Funnel Landing Page|thumb|200x200px|Figure 1.1 : Funnel Landing Page]]

The landing page is the first page of the site where the user interacts with. To be able to do this, you first have to set up the front page of the WordPress site. [https://wpengine.com/resources/change-wordpress-font/#:~:text=Locate%20your%20themes%20editor%20by,is%20where%20fonts%20are%20defined.&text=More%20often%20than%20not%2C%20you,different%20areas%20on%20your%20site. See how to change the WordPress front page]. Choosing which tool to use for building the page is up to the user. for example Elementor, WP Bakery, etc. It is a necessity to add the variation ID and relevant product id you are promoting on the page to the front page meta description. see [[:File:DeepinScreenshot select-area 20220506084320.png|figure 1.2: Landing Page meta.]] Generally, this need to be applied to any product promo page created on the site.
[[File:DeepinScreenshot select-area 20220506084320.png|alt=Wp Landing page |thumb|Figure 1.2 Landing page Meta|none|441x441px]]

== Opt-in Form ==
[[File:Optin-form sample.png|alt=Optin form popup sample|thumb|Figure 1.3 : Opt-in Form Popup]]

It is necessary to use an opt-in form in order to collect email addresses from users. This can be a page, part of a page or maybe a popup integrated with the opt-in-form [https://codex.wordpress.org/Shortcode_API shortcode]. This will integrate a small form to collect the email of the user and some additional details required to register the user to [https://earnware.com Earnware].

To integrate the form shown in figure 1.4, the following [https://codex.wordpress.org/Shortcode_API shortcode] must be used. It is possible to override the form style by changing the theme style.
[opt_in_form]
Additionally, users are allowed to change the default redirection path of the user registration process by adding the following attribute to the shortcode. Default will be the checkout page of the product
[opt_in_form redirect_to="redirection path"]
and also the page type which is checked during each page submission by the funnel plugin. Default will be the checkout page. There are several predefined page type to use. see [https://funnel-settings.seneview.com/index.php?title=Funnel_Settings#Enums Enums]
[opt_in_form page_type="page type"]
The attribute doesn't change the form's look, but it adds some hidden variables that will be needed for the next step.
[[File:Optin-form.png|alt=Optin Form represented by the short code|none|thumb|Figure 1.4 : Shortcode HTML representation]]

== Checkout Page ==
[[File:Checkout page sample.png|alt=Checkout Sample Page|thumb|Figure 1.5 : Checkout Sample Page]]
Checkout page also can be a typical WP page integrated with the checkout form short code with different look and feels.Main checkout page can be divide into several sections. These section defer to the style use within the shortcode.
[checkout_page] , [checkout_form_v2] , [checkout_form_canada_v2]

==== Item Options ====
The pricing schemes for the Main Item are presented to the user in a variety of ways.
[[File:Item-options list.png|alt=Item Options|none|thumb|Figure 1.6 : Item Options]]
The user has the option of defining these options in the back-end of system checkout page. Can be access by ''WP-admin > pages > checkout page you defined''
[[File:Checkout-item-setting.png|alt=Item Options back-end|none|thumb|Figure 1.7 : Item options setup]]

==== Static section : Contact Details, Shipping Details, Card Details ====
These are some static form segments to get user information <gallery perrow="3" caption="Figure 1.8 Static Form Segments">
File:User contact info1.png|User Contact Info
File:Shipping section .png|User Shipping Info
File:Card Details Section.png|User Card Info
</gallery>

==== Order bumps ====
The dynamic order bump section is editable from the back-end.
[[File:Order bump section.png|alt=Order bump section in the checkout page|none|thumb|Figure 1.9 : Order bump]]
Modification area built using custom fields plugin can be access by following ''wp-admin > pages > Checkout page.''
[[File:Checkout order bump back-end.png|alt=Order bump edit area|none|thumb|Figure 2.0 : Order bump edit]]

==== Order Details area ====
As a final step, you will see the detailed summary of the order as well as the grantee option with the checkout button.
[[File:Order summery Section.png|alt=Order detailed summary|none|thumb|Figure 2.1 : Order Summary]]
In the user interface, the user is given the option to add grantees to a product that the client can choose from, and change the checkout button style and text in this area from the back-end.<gallery perrow="2" caption="2.2 Order Detail segment">
File:Garantee section edit.png|Guarantee Edit Area
File:Checkout button edit.png|Checkout Button Edit Area
</gallery>

== Up-sell Page ==
[[File:Upsell page example.png|alt=Upsell Page Example|thumb|Figure 2.3 : Upsell/Downsell Page]]

For Additional product promotions, user can create multiple pages for each .product. This can be a typical WP page optionally build with any build tool like WP bakery or Elementor. Just like explained in the Landing page section user must assign a product id and variation id to the page. In addition to these post meta user must utilise the below shortcode in the page. these short code will add necessary variable to the page required in the funnel.
[next_step]
User can setup multiple upsell/downsell pages one after another using the '''funnel steps''' area in the '''funnel setting''' dashboard. These pages the visitor have capability of ignore the product suggestions or accept and add it to the cart and actions will execute accordingly. see [https://funnel-settings.seneview.com/index.php?title=Process_Flow#Step_07:_Upsell_Pages Upsell process].

== Order Confirmation Page ==
[[File:Order confirmation page.png|alt=Order Detail Page|thumb|Figure 2.4 : Order Confirmation Page]]

This will be the final page of the Funnel Process See [https://funnel-settings.seneview.com/index.php?title=File:Funnel_Settings_Version_2.1.x.png Process Flow Diagram]. summary of the user's order will appear on this page along with some tracking information. These Order details are dynamically generated by the shortcode on the page
[order_confirmation]
'''Note:''' In order to this to be last step admin must use this as a final step in the funnel steps in the dashboard

== See Also ==
[[Funnel Settings]]

[[Admin interface]]

[[Process Flow]]

Funnel Settings

2022-05-08T11:44:09Z

Seneview: /* ShortCodes */

= System Documentation =
''<big>version 2.1.0</big>''

=== Introduction ===
“Funnel Settings” is a tool specifically developed to work with WordPress platform. WordPress is the World’s leading CMS platform which allows users to optimise and customise front-end content easily without the need of a web developer. Funnel Settings is a WordPress plugin that can be easily installed and customised by any novice user.

The plugin integrates with two major APIs. 1) Earnware 2) Konnektive CRM. Earnware is used for collecting email addresses and Konnektive CRM handles all transactions.

=== Technical Requirements ===
{| class="wikitable"
!
!Latest Tested Version
|-
|'''PHP'''
|7.4
|-
|'''WordPress'''
|5.8.1
|-
|'''Advanced Custom Fields Pro (ACF)'''
|5.10.2
|-
|'''Elementor (optional)'''
|3.4.4
|-
|'''Elementor Pro (optional)'''
|3.4.1
|-
|'''Wordfence Security (optional)'''
|7.5.5
|}

=== Document Version Control ===
{| class="wikitable"
!Date
!Version
!Author
!Section(s)
!Amendments/Comments
|-
|05th Oct 2021
|Initial
|Lucky
|All
|Overall
|}

== ShortCodes ==
[opt_in_form] => to integrate opt-in form to the page

[checkout_page] => to integrate order-input form to the page such as shipping details, card details and order summary etc

[checkout_form_v2] => variation of checkout page which has different styling and checkout component orders

[checkout_form_canada_v2] => another version of checkout form

[order_confirmation] => Final order summary details to display. responsible for calling Konnektive API and get order details by order Id and displaying those.

[next_step] => passing to step details to process

[sticky_footer] => page footer

[st_client_ip] => To integrate client IP address to page

[order_id] => to integrate Order id to the page

[order_date] to Integrate order date to the page

[order_summary] => used in the checkout_page as a helper shortcode. Which call the API to get order details.

== Enums ==
{|
!Name
!Allowed values
|-
|page_type
|checkout, opt-in, additional_sale, skip_sale
|-
|
|
|}

== See Also ==
[[Process Flow]]

[[User Interfaces]]

[[Admin interface|Admin Interface]]

Funnel Settings

2022-05-08T11:37:14Z

Seneview: /* Enums */

Process Flow

2022-05-08T11:32:23Z

Seneview: /* Final Step: Order Confirmation Page */

[[File:Funnel Settings Version 2.1.x.png|thumb|Figure 1.1 : Overall Process Flow]]

=== Step 01: Landing Page ===
As the name suggests, the Landing page is the first page that users land on when they arrive on a site. Landing pages are the first pages users see. It will be the item page of your interest in the funnel for your convenience. This page look will defer from site to site. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Landing_Page Landing Page]. If the user wishes to proceed, they need to click [[wikipedia:Call_to_action_(marketing)|CTA]].

As mentioned above user is free to create the page using any tool but it is mandatory to have following data as wp page meta for the landing/front page.

# page variation id
# product id

There can be up to two product ids per site, but the user must supply at least one product id

==== Process Diagram ====
[[File:Page Initiative.png|alt=Page Initiative process diagram|none|frame|Figure 1.2 : Page Initiative Process]]

==== Diagram explanation ====

# User request the page from server
# Funnel plugin create a required Konnektive instance
# Konnektive object will execute the init function
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Konnektive objects generate FunnelLogs for debugging purposes
# Success response from the Konnektive object
# Then plugin will instantiate the Earnware class
# Earnware object init function withing the class
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Success response of initializing the Earnware object
# Landing page displays to the user

=== Step 02: Collect Email Address ===
CTA on the landing page will direct user to this form. It can be a pop up or a separate page. it is up to the user to place its [https://codex.wordpress.org/Shortcode_API shortcode] wherever he likes. This form will collect the user's email along with a few other details needed for the next step, such as product id, home page variation, redirection, page type etc.

As a next step, users are required to enter their email address and opt-in to [https://earnware.com Earnware]. The process of collecting user emails and sending them to the API is handled through the Opt-In Form. A [https://codex.wordpress.org/Shortcode_API shortcode] can be added to any page or post that contains the Opt-In Form.
[opt_in_form ]
In addition, the user has the option to modify the process partially by using the shortcode attribute. Changing the default path, page type or redirection URL for example would be a good example. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Opt-in_Form Opt-in form]

=== Step 03: Submit Details to Earnware ===
On Submission plugin will send necessary data to [https://www.earnware.com/ Earnware] API and redirected to provided URL from the opt-in form.

In the process user email with IP address will added to the [https://www.earnware.com/ Earnware]

==== Process Diagram ====
[[File:Opt-in process sequence updated.png|alt=Opt in Process flow|none|frame|Figure 1.3 : Process sequence of Opt-in]]

==== Diagram explanation ====

# Opt-in form submission to the site
# check the page_type from the form data and call the function addToEarnware on Earnware object.
# addToEarnware function is responsible for validating user input data and gather required data including user IP address for the API call.
# Calling the contact endpoint of the Earnware API. This endpoints are initiated during the Funnel plugin setup.
# Confirmation delivery from the API endpoint.
# Check if debug is enabled for API call in the plugin settings.
# Redirect to the page according to the step 02

=== Step 04: Checkout Page ===
Following the successful completion of the above step, the user will be redirected to the checkout page [default behaviour] of the particular product. The user will be required to provide both their credit card information and their shipping details in this step. After that, the process will proceed.

The checkout page will be a typical WordPress page with custom fields integration.In the page customer is able to:

# Select the item option from the check list
# Enter contact information
# Shipping details
# Payment information - Card details
# Select order bump/s - Optional

And checkout.Page content modification can be done by the custom fields integrated to the page. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Checkout_Page Checkout page]

=== Step 05: Send Order Details to CRM ===
Submission on of the Checkout will execute two main Processes.

# Add Order details to [https://www.earnware.com/ Earnware]
# Add Order record to Konnektive CRM

==== Process Diagram ====
[[File:Checkout process.png|alt=Checkout Process Sequence|none|frame|Figure 1.4 Checkout Process sequence]]

==== Diagram Explanation ====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the funnel settings
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# get User IP Address
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.See funnel setup process
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of funnel setup.
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the debug mode state.
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

'''Note:''' This is a minimalistic explanation of the process. Obviously, there is more to the process, but they are intentionally left out for the sake of simplicity
#

=== Step 06: Receive CRM Confirmation ===
As explained in the above step 05, after receiving the Konnektive API response user will redirected according to the page order setup in the funnel settings.

=== Step 07: Upsell Pages ===
These Pages kick in according to the the order they have setup in the funnel settings. see [https://funnel-settings.seneview.com/index.php?title=Admin_interface#API_Endpoints Funnel Steps].These page are also the typical WordPress page. see [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Up-sell_Page Up-sell Page]. In order to upsell work. user must set the product id & variation id that trying to promote in the page. Just like the landing/home page. And in addition to those these pages must utilise the following shortcode to continue the process
[next_step]
In the event of selecting or ignoring the product in the up-sell there will be to process involved with it.

# Additional Sale process,
# Skip Sale process.

Each are described in more details below.

==== <big>Additional Sale</big> ====
This process will be executed if the user has accept the Up-sell product to be added to his/her cart by clicking the CTA in the page.

===== Process Diagram =====
[[File:Upsell process updated.png|alt=Upsell Process|none|frame|Figure 1.5 Upsell Process]]

===== Diagram Explanation =====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the [https://funnel-settings.seneview.com/index.php?title=Admin_interface#Debugging funnel settings]
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.[https://funnel-settings.seneview.com/index.php?title=Admin_interface#API_Endpoints See Endpoints]
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of [https://funnel-settings.seneview.com/index.php?title=Admin_interface#Funnel_Steps funnel setup].
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the [https://funnel-settings.seneview.com/index.php?title=Admin_interface#Debugging debug mode state].
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

==== '''<big>Skip Sale</big>''' ====
Upsell Page will skip if the user didn't interested in the product and click rejection button. After that following process will happen behind.

===== Process Diagram =====
[[File:Skip process.png|alt=Upell Skip Process|none|frame|Figure 1.6 : Skip Process]]

===== Diagram Explanation =====

# User Ignores the upsell and proceed.
# function will get the page in the line. which is set in the [https://funnel-settings.seneview.com/index.php?title=Admin_interface#Funnel_Steps funnel setup].
# Get the next page.
# Call the funnelRedirect function passing the next page to redirect.
# User will redirect to the next page

=== Final Step: Order Confirmation Page ===
As usual this will be a WP page and will be the last step in the process.But the Admin must set this page to the last in page flow in the funnel settings other wise there will be no order details page.

The page will show the order summary details by utilising the the shortcode below. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Order_Confirmation_Page Order Confirmation Page]
[order_confirmation]
This shortcode is responsible for calling to the konnektive API and get all the order details by order id and displaying those.

== See Also ==
[[Funnel Settings]]

[[User Interfaces]]

[[Admin interface]]

Process Flow

2022-05-08T11:30:35Z

Seneview: /* Step 07: Upsell Pages */

Admin interface

2022-05-08T11:25:03Z

Seneview:

File:Debug log view.png

2022-05-08T11:24:18Z

Seneview:

Debug log view

File:Debugging area.png

2022-05-08T10:58:59Z

Seneview:

Debugging area in admin page

File:Custom script area.png

2022-05-08T10:58:27Z

Seneview:

Custom Script area in admin page

File:Funnel Steps area.png

2022-05-08T10:56:50Z

Seneview:

Funnel Steps area in admin page

File:Endpoint area.png

2022-05-08T10:55:49Z

Seneview:

Endpoint area in admin page

File:Earnware setup.png

2022-05-08T10:55:00Z

Seneview:

Earnware setup area in the admin page

File:Konnektive CRM details.png

2022-05-08T10:54:02Z

Seneview:

Konnektive CRM details area in the admin panel

File:Funnel Setting Menu.png

2022-05-08T10:46:03Z

Seneview:

Funnel Setting Menu

Funnel Settings

2022-05-08T10:36:55Z

Seneview: /* See Also */

Admin interface

2022-05-08T10:36:00Z

Seneview: New Admin Interface

Funnel Plugin controls given to the admin

Process Flow

2022-05-08T10:33:41Z

Seneview: /* Final Step: Order Confirmation Page */

[[File:Funnel Settings Version 2.1.x.png|thumb|Figure 1.1 : Overall Process Flow]]

=== Step 01: Landing Page ===
As the name suggests, the Landing page is the first page that users land on when they arrive on a site. Landing pages are the first pages users see. It will be the item page of your interest in the funnel for your convenience. This page look will defer from site to site. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Landing_Page Landing Page]. If the user wishes to proceed, they need to click [[wikipedia:Call_to_action_(marketing)|CTA]].

As mentioned above user is free to create the page using any tool but it is mandatory to have following data as wp page meta for the landing/front page.

# page variation id
# product id

There can be up to two product ids per site, but the user must supply at least one product id

==== Process Diagram ====
[[File:Page Initiative.png|alt=Page Initiative process diagram|none|frame|Figure 1.2 : Page Initiative Process]]

==== Diagram explanation ====

# User request the page from server
# Funnel plugin create a required Konnektive instance
# Konnektive object will execute the init function
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Konnektive objects generate FunnelLogs for debugging purposes
# Success response from the Konnektive object
# Then plugin will instantiate the Earnware class
# Earnware object init function withing the class
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Success response of initializing the Earnware object
# Landing page displays to the user

=== Step 02: Collect Email Address ===
CTA on the landing page will direct user to this form. It can be a pop up or a separate page. it is up to the user to place its [https://codex.wordpress.org/Shortcode_API shortcode] wherever he likes. This form will collect the user's email along with a few other details needed for the next step, such as product id, home page variation, redirection, page type etc.

As a next step, users are required to enter their email address and opt-in to [https://earnware.com Earnware]. The process of collecting user emails and sending them to the API is handled through the Opt-In Form. A [https://codex.wordpress.org/Shortcode_API shortcode] can be added to any page or post that contains the Opt-In Form.
[opt_in_form ]
In addition, the user has the option to modify the process partially by using the shortcode attribute. Changing the default path, page type or redirection URL for example would be a good example. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Opt-in_Form Opt-in form]

=== Step 03: Submit Details to Earnware ===
On Submission plugin will send necessary data to [https://www.earnware.com/ Earnware] API and redirected to provided URL from the opt-in form.

In the process user email with IP address will added to the [https://www.earnware.com/ Earnware]

==== Process Diagram ====
[[File:Opt-in process sequence updated.png|alt=Opt in Process flow|none|frame|Figure 1.3 : Process sequence of Opt-in]]

==== Diagram explanation ====

# Opt-in form submission to the site
# check the page_type from the form data and call the function addToEarnware on Earnware object.
# addToEarnware function is responsible for validating user input data and gather required data including user IP address for the API call.
# Calling the contact endpoint of the Earnware API. This endpoints are initiated during the Funnel plugin setup.
# Confirmation delivery from the API endpoint.
# Check if debug is enabled for API call in the plugin settings.
# Redirect to the page according to the step 02

=== Step 04: Checkout Page ===
Following the successful completion of the above step, the user will be redirected to the checkout page [default behaviour] of the particular product. The user will be required to provide both their credit card information and their shipping details in this step. After that, the process will proceed.

The checkout page will be a typical WordPress page with custom fields integration.In the page customer is able to:

# Select the item option from the check list
# Enter contact information
# Shipping details
# Payment information - Card details
# Select order bump/s - Optional

And checkout.Page content modification can be done by the custom fields integrated to the page. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Checkout_Page Checkout page]

=== Step 05: Send Order Details to CRM ===
Submission on of the Checkout will execute two main Processes.

# Add Order details to [https://www.earnware.com/ Earnware]
# Add Order record to Konnektive CRM

==== Process Diagram ====
[[File:Checkout process.png|alt=Checkout Process Sequence|none|frame|Figure 1.4 Checkout Process sequence]]

==== Diagram Explanation ====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the funnel settings
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# get User IP Address
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.See funnel setup process
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of funnel setup.
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the debug mode state.
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

'''Note:''' This is a minimalistic explanation of the process. Obviously, there is more to the process, but they are intentionally left out for the sake of simplicity
#

=== Step 06: Receive CRM Confirmation ===
As explained in the above step 05, after receiving the Konnektive API response user will redirected according to the page order setup in the funnel settings.

=== Step 07: Upsell Pages ===
These Pages kick in according to the the order they have setup in the funnel settings. These page are also the typical WordPress page. see [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Up-sell_Page Up-sell Page]. In order to upsell work. user must set the product id & variation id that trying to promote in the page. Just like the landing/home page. And in addition to those these pages must utilise the following shortcode to continue the process
[next_step]
In the event of selecting or ignoring the product in the upsell there will be to process involved with it.

# Additional Sale process,
# Skip Sale process.

Each are described in more details below.

==== <big>Additional Sale</big> ====
This process will be executed if the user has accept the Upsell product to be added to his/her cart by clicking the CTA in the page.

===== Process Diagram =====
[[File:Upsell process updated.png|alt=Upsell Process|none|frame|Figure 1.5 Upsell Process]]

===== Diagram Explanation =====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the funnel settings
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.See funnel setup process
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of funnel setup.
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the debug mode state.
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

==== '''<big>Skip Sale</big>''' ====
Upsell Page will skip if the user didn't interested in the product and click rejection button. After that following process will happen behind.

===== Process Diagram =====
[[File:Skip process.png|alt=Upell Skip Process|none|frame|Figure 1.6 : Skip Process]]

===== Diagram Explanation =====

# User Ignores the upsell and proceed.
# function will get the page in the line. which is set during the funnel setup.
# Get the next page.
# Call the funnelRedirect function passing the next page to redirect.
# User will redirect to the next page

=== Final Step: Order Confirmation Page ===
As usual this will be a WP page and will be the last step in the process.But the Admin must set this page to the last in page flow in the funnel settings other wise there will be no order details page.

The page will show the order summary details by utilising the the shortcode below. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Order_Confirmation_Page Order Confirmation Page]
[order_confirmation]
This shortcode is responsible for calling to the konnektive API and get all the order details by order id and displaying those.

User Interfaces

2022-05-08T10:29:25Z

Seneview:

File:Order confirmation page.png

2022-05-08T10:27:44Z

Seneview:

Confirmation page

File:Upsell page example.png

2022-05-08T10:11:22Z

Seneview:

Upsell Page Example

Process Flow

2022-05-08T09:04:35Z

Seneview: /* Diagram Explanation */

[[File:Funnel Settings Version 2.1.x.png|thumb|Figure 1.1 : Overall Process Flow]]

=== Step 01: Landing Page ===
As the name suggests, the Landing page is the first page that users land on when they arrive on a site. Landing pages are the first pages users see. It will be the item page of your interest in the funnel for your convenience. This page look will defer from site to site. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Landing_Page Landing Page]. If the user wishes to proceed, they need to click [[wikipedia:Call_to_action_(marketing)|CTA]].

As mentioned above user is free to create the page using any tool but it is mandatory to have following data as wp page meta for the landing/front page.

# page variation id
# product id

There can be up to two product ids per site, but the user must supply at least one product id

==== Process Diagram ====
[[File:Page Initiative.png|alt=Page Initiative process diagram|none|frame|Figure 1.2 : Page Initiative Process]]

==== Diagram explanation ====

# User request the page from server
# Funnel plugin create a required Konnektive instance
# Konnektive object will execute the init function
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Konnektive objects generate FunnelLogs for debugging purposes
# Success response from the Konnektive object
# Then plugin will instantiate the Earnware class
# Earnware object init function withing the class
# Init function which get the required data from the database which created at the Funnel Plugin setup process
# Success response of initializing the Earnware object
# Landing page displays to the user

=== Step 02: Collect Email Address ===
CTA on the landing page will direct user to this form. It can be a pop up or a separate page. it is up to the user to place its [https://codex.wordpress.org/Shortcode_API shortcode] wherever he likes. This form will collect the user's email along with a few other details needed for the next step, such as product id, home page variation, redirection, page type etc.

As a next step, users are required to enter their email address and opt-in to [https://earnware.com Earnware]. The process of collecting user emails and sending them to the API is handled through the Opt-In Form. A [https://codex.wordpress.org/Shortcode_API shortcode] can be added to any page or post that contains the Opt-In Form.
[opt_in_form ]
In addition, the user has the option to modify the process partially by using the shortcode attribute. Changing the default path, page type or redirection URL for example would be a good example. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Opt-in_Form Opt-in form]

=== Step 03: Submit Details to Earnware ===
On Submission plugin will send necessary data to [https://www.earnware.com/ Earnware] API and redirected to provided URL from the opt-in form.

In the process user email with IP address will added to the [https://www.earnware.com/ Earnware]

==== Process Diagram ====
[[File:Opt-in process sequence updated.png|alt=Opt in Process flow|none|frame|Figure 1.3 : Process sequence of Opt-in]]

==== Diagram explanation ====

# Opt-in form submission to the site
# check the page_type from the form data and call the function addToEarnware on Earnware object.
# addToEarnware function is responsible for validating user input data and gather required data including user IP address for the API call.
# Calling the contact endpoint of the Earnware API. This endpoints are initiated during the Funnel plugin setup.
# Confirmation delivery from the API endpoint.
# Check if debug is enabled for API call in the plugin settings.
# Redirect to the page according to the step 02

=== Step 04: Checkout Page ===
Following the successful completion of the above step, the user will be redirected to the checkout page [default behaviour] of the particular product. The user will be required to provide both their credit card information and their shipping details in this step. After that, the process will proceed.

The checkout page will be a typical WordPress page with custom fields integration.In the page customer is able to:

# Select the item option from the check list
# Enter contact information
# Shipping details
# Payment information - Card details
# Select order bump/s - Optional

And checkout.Page content modification can be done by the custom fields integrated to the page. See [https://funnel-settings.seneview.com/index.php?title=User_Interfaces#Checkout_Page Checkout page]

=== Step 05: Send Order Details to CRM ===
Submission on of the Checkout will execute two main Processes.

# Add Order details to [https://www.earnware.com/ Earnware]
# Add Order record to Konnektive CRM

==== Process Diagram ====
[[File:Checkout process.png|alt=Checkout Process Sequence|none|frame|Figure 1.4 Checkout Process sequence]]

==== Diagram Explanation ====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the funnel settings
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# get User IP Address
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.See funnel setup process
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of funnel setup.
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the debug mode state.
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

'''Note:''' This is a minimalistic explanation of the process. Obviously, there is more to the process, but they are intentionally left out for the sake of simplicity
#

=== Step 06: Receive CRM Confirmation ===
As explained in the above step 05, after receiving the Konnektive API response user will redirected according to the page order setup in the funnel settings.

=== Step 07: Upsell Pages ===
These Pages kick in according to the the order they have setup in the funnel settings. These page are also the typical WordPress page. In order to go further in the process. in order to upsell work. user must set the product id & variation id that trying to promote in the page. Just like the landing/home page. And inaddition to those these pages must utilise the following shortcode to continue the process
[next_step]
In the event of selecting or ignoring the product in the upsell there will be to process involved with it.

# Additional Sale process,
# Skip Sale process.

Each are described in more details below.

==== <big>Additional Sale</big> ====
This process will be executed if the user has accept the Upsell product to be added to his/her cart by clicking the CTA in the page.

===== Process Diagram =====
[[File:Upsell process updated.png|alt=Upsell Process|none|frame|Figure 1.5 Upsell Process]]

===== Diagram Explanation =====

# Page will execute the addition_sale step on upsell is accepted.
# page checks the page_type and call the upsellUpdate function in Earnware
# upsellUpdate function will gather required data and validate before Enarware API call to update client order details
# API response of Success/Failure will return to the caller
# Optional process of writing to log in case debug mode is turn on in the funnel settings
# Then the Page will get the success response from checkoutUpdate method.
# Page call the method addOrderToKonnektive of Konnektive instance.
# Passing all the data to the Konnektive API via wp_remote_post function. Where endpoint is defined in the Funnel plugin settings.See funnel setup process
# Success/ Failure response will return from the Konnektibe API.
# If the Konnective response is a success method will get the next step to proceed via get_next_funnel_step which will bring the next order of the page user will redirect to. This is also defined in the process of funnel setup.
# API response will be logged if debug mode is on.
# After retrieving the next redirecting step calling the redirect function.
# User will redirect to the page accordingly.
# When API response is a failure,API response will be record into log regarding the debug mode state.
# Call the errorMessage to generate the error message based on the API response.
# Call redirect function for automatic redirection
# Response page with error message will display to the user.

==== '''<big>Skip Sale</big>''' ====
Upsell Page will skip if the user didn't interested in the product and click rejection button. After that following process will happen behind.

===== Process Diagram =====
[[File:Skip process.png|alt=Upell Skip Process|none|frame|Figure 1.6 : Skip Process]]

===== Diagram Explanation =====

# User Ignores the upsell and proceed.
# function will get the page in the line. which is set during the funnel setup.
# Get the next page.
# Call the funnelRedirect function passing the next page to redirect.
# User will redirect to the next page

=== Final Step: Order Confirmation Page ===
As usual this will be a WP page and will be the last step in the process.But the Admin must set this page to the last in page flow in the funnel settings other wise there will be no order details page.

The page will show the order summary details by utilising the the shortcode below
[order_confirmation]
This shortcode is responsible for calling to the konnektive API and get all the order details by order id and displaying those.

File:Skip process.png

2022-05-08T08:44:11Z

Seneview:

skip process

File:Checkout process.png

2022-05-08T08:34:44Z

Seneview:

checkout process sequence diagram

File:Upsell process updated.png

2022-05-08T08:21:30Z

Seneview:

Upsell Process

File:Upsell Process Diagram.png

2022-05-08T08:11:19Z

Seneview:

Upsell Process sequence diagram

Funnel Settings

2022-05-06T12:17:20Z

Seneview: /* See Also */

Process Flow

2022-05-06T11:59:00Z

Seneview: /* Step 02: Collect Email Address */

File:Image.png

2022-05-06T11:56:02Z

Seneview:

Checkout process sequence

User Interfaces

2022-05-06T11:07:37Z

Seneview:

File:Checkout button edit.png

2022-05-06T11:01:38Z

Seneview:

Checkout button edit area

File:Checkout Garantee Edit.png

2022-05-06T11:00:16Z

Seneview:

Checkout Garantee Edit

File:Checkout button edit area.png

2022-05-06T10:57:54Z

Seneview:

Checkout button edit area

File:Garantee section edit.png

2022-05-06T10:56:43Z

Seneview:

Grantee section edit area

File:Order summery Section.png

2022-05-06T10:51:18Z

Seneview:

Order detail summary

User Interfaces

2022-05-06T10:47:44Z

Seneview:

== Landing Page ==
[[File:Funnel-landing-page sample.png|alt=Sample Funnel Landing Page|thumb|200x200px|Figure 1.1 : Funnel Landing Page]]

The landing page is the first page of the site where the user interacts with. To be able to do this, you first have to set up the front page of the WordPress site. [https://wpengine.com/resources/change-wordpress-font/#:~:text=Locate%20your%20themes%20editor%20by,is%20where%20fonts%20are%20defined.&text=More%20often%20than%20not%2C%20you,different%20areas%20on%20your%20site. See how to change the WordPress front page]. Choosing which tool to use for building the page is up to the user. for example Elementor, WP Bakery, etc. It is a necessity to add the variation ID and relevant product id you are promoting on the page to the front page meta description. see [[:File:DeepinScreenshot select-area 20220506084320.png|figure 1.2: Landing Page meta.]] Generally, this need to be applied to any product promo page created on the site.
[[File:DeepinScreenshot select-area 20220506084320.png|alt=Wp Landing page |thumb|Figure 1.2 Landing page Meta|none|441x441px]]

== Opt-in Form ==
[[File:Optin-form sample.png|alt=Optin form popup sample|thumb|Figure 1.3 : Opt-in Form Popup]]

It is necessary to use an opt-in form in order to collect email addresses from users. This can be a page, part of a page or maybe a popup integrated with the opt-in-form [https://codex.wordpress.org/Shortcode_API shortcode]. This will integrate a small form to collect the email of the user and some additional details required to register the user to [https://earnware.com Earnware].

To integrate the form shown in figure 1.4, the following [https://codex.wordpress.org/Shortcode_API shortcode] must be used. It is possible to override the form style by changing the theme style.
[opt_in_form]
Additionally, users are allowed to change the default redirection path of the user registration process by adding the following attribute to the shortcode. Default will be the checkout page of the product
[opt_in_form redirect_to="redirection path"]
and also the page type which is checked during each page submission by the funnel plugin. Default will be the checkout page. There are several predefined page type to use. see [https://funnel-settings.seneview.com/index.php?title=Funnel_Settings#Enums Enums]
[opt_in_form page_type="page type"]
The attribute doesn't change the form's look, but it adds some hidden variables that will be needed for the next step.
[[File:Optin-form.png|alt=Optin Form represented by the short code|none|thumb|Figure 1.4 : Shortcode HTML representation]]

== Checkout Page ==
[[File:Checkout page sample.png|alt=Checkout Sample Page|thumb|Figure 1.5 : Checkout Sample Page]]
Checkout page also can be a typical WP page integrated with the checkout form short code with different look and feels.Main checkout page can be divide into several sections. These section defer to the style use within the shortcode.
[checkout_page] , [checkout_form_v2] , [checkout_form_canada_v2]

==== Item Options ====
The pricing schemes for the Main Item are presented to the user in a variety of ways.
[[File:Item-options list.png|alt=Item Options|none|thumb|Figure 1.6 : Item Options]]
The user has the option of defining these options in the back-end of system checkout page. Can be access by ''WP-admin > pages > checkout page you defined''
[[File:Checkout-item-setting.png|alt=Item Options back-end|none|thumb|Figure 1.7 : Item options setup]]

==== Static section : Contact Details, Shipping Details, Card Details ====
These are some static form segments to get user information <gallery perrow="3" caption="Figure 1.8 Static Form Segments">
File:Index.php?title=File:User contact info1.png|User Contact info
File:Index.php?title=File:Shipping section .png|User Shipping info
File:Index.php?title=File:Card Details Section.png|alt=Static Form Segments|User Card Info
</gallery>

==== Order bumps ====
The dynamic order bump section is editable from the back-end.
[[File:Order bump section.png|alt=Order bump section in the checkout page|none|thumb|Figure 2.1 : Order bump]]
Modification area built using custom fields plugin can be access by following ''wp-admin > pages > Checkout page.''
[[File:Checkout order bump back-end.png|alt=Order bump edit area|none|thumb|Figure 2.2 : Order bump edit]]

==== Order Details area ====
As a final step, you will see the detailed summary of the order as well as the grantee option with the checkout button

== Interface #2 ==
[[File:Image3.jpg|thumb|350x350px|none]]

== Interface #3 ==
[[File:Image4.jpg|thumb|352x352px|none]]

== Interface #4 ==
[[File:Image5.jpg|thumb|322x322px|none]]

== Interface #5 ==
[[File:Image6.jpg|thumb|320x320px|none]]

== ''Interface #6'' ==
[[File:Image7.jpg|thumb|310x310px|none]]

= Shortcodes =

=== Legacy Shortcodes ===
''Legacy shortcodes as of Funnel Settings version 2.1.0. These codes will be removed in a future release and will no longer work. This is for documentation purpose only''.

A.[checkout_page]
[[File:Image1.jpg|thumb|418x418px|none]]

B.[checkout_form_v2]
[[File:Image2.jpg|thumb|602x602px|none]]

=== Modern Shortcodes ===
''These are shortcodes that were introduced as of Funnel Settings version 2.1.x.''

A.[checkout_form style=a]

B.[checkout_form style=b]

C.[checkout_form style=c]

D.[checkout_form style=d]

E.[checkout_form style=e]

F.[checkout_form style=f]

G.[checkout_form style=g]

H.[checkout_items style=a]

I.[checkout_items style=b]

J.[order_bumps]

K.[guarantees]

L.[billing_details section=customer-details]

M.[billing_details section=address-details]

N.[card_details]

O.[checkout_summary]

P.[checkout_submit]

User Interfaces

2022-05-06T10:46:50Z

Seneview: /* Order Details Page */

== Landing Page ==
[[File:Funnel-landing-page sample.png|alt=Sample Funnel Landing Page|thumb|200x200px|Figure 1.1 : Funnel Landing Page]]

The landing page is the first page of the site where the user interacts with. To be able to do this, you first have to set up the front page of the WordPress site. [https://wpengine.com/resources/change-wordpress-font/#:~:text=Locate%20your%20themes%20editor%20by,is%20where%20fonts%20are%20defined.&text=More%20often%20than%20not%2C%20you,different%20areas%20on%20your%20site. See how to change the WordPress front page]. Choosing which tool to use for building the page is up to the user. for example Elementor, WP Bakery, etc. It is a necessity to add the variation ID and relevant product id you are promoting on the page to the front page meta description. see [[:File:DeepinScreenshot select-area 20220506084320.png|figure 1.2: Landing Page meta.]] Generally, this need to be applied to any product promo page created on the site.
[[File:DeepinScreenshot select-area 20220506084320.png|alt=Wp Landing page |thumb|Figure 1.2 Landing page Meta|none|441x441px]]

== Opt-in Form ==
[[File:Optin-form sample.png|alt=Optin form popup sample|thumb|Figure 1.3 : Opt-in Form Popup]]

It is necessary to use an opt-in form in order to collect email addresses from users. This can be a page, part of a page or maybe a popup integrated with the opt-in-form [https://codex.wordpress.org/Shortcode_API shortcode]. This will integrate a small form to collect the email of the user and some additional details required to register the user to [https://earnware.com Earnware].

To integrate the form shown in figure 1.4, the following [https://codex.wordpress.org/Shortcode_API shortcode] must be used. It is possible to override the form style by changing the theme style.
[opt_in_form]
Additionally, users are allowed to change the default redirection path of the user registration process by adding the following attribute to the shortcode. Default will be the checkout page of the product
[opt_in_form redirect_to="redirection path"]
and also the page type which is checked during each page submission by the funnel plugin. Default will be the checkout page. There are several predefined page type to use. see [https://funnel-settings.seneview.com/index.php?title=Funnel_Settings#Enums Enums]
[opt_in_form page_type="page type"]
The attribute doesn't change the form's look, but it adds some hidden variables that will be needed for the next step.
[[File:Optin-form.png|alt=Optin Form represented by the short code|none|thumb|Figure 1.4 : Shortcode HTML representation]]

== Checkout Page ==
[[File:Checkout page sample.png|alt=Checkout Sample Page|thumb|Figure 1.5 : Checkout Sample Page]]
Checkout page also can be a typical WP page integrated with the checkout form short code with different look and feels.Main checkout page can be divide into several sections. These section defer to the style use within the shortcode.
[checkout_page] , [checkout_form_v2] , [checkout_form_canada_v2]

==== Item Options ====
The pricing schemes for the Main Item are presented to the user in a variety of ways.
[[File:Item-options list.png|alt=Item Options|none|thumb|Figure 1.6 : Item Options]]
The user has the option of defining these options in the back-end of system checkout page. Can be access by ''WP-admin > pages > checkout page you defined''
[[File:Checkout-item-setting.png|alt=Item Options back-end|none|thumb|Figure 1.7 : Item options setup]]

==== Static section : Contact Details, Shipping Details, Card Details ====
These are some static form segments to get user information <gallery mode="packed-overlay" perrow="3" caption="Figure 1.8 Static Form Segments">
File:User contact info1.png|User Contact info
File:Shipping section .png|User Shipping info
File:Card Details Section.png|alt=Static Form Segments|User Card Info
</gallery>

==== Order bumps ====
The dynamic order bump section is editable from the back-end.
[[File:Order bump section.png|alt=Order bump section in the checkout page|none|thumb|Figure 2.1 : Order bump]]
Modification area built using custom fields plugin can be access by following ''wp-admin > pages > Checkout page.''
[[File:Checkout order bump back-end.png|alt=Order bump edit area|none|thumb|Figure 2.2 : Order bump edit]]

==== Order Details area ====
As a final step, you will see the detailed summary of the order as well as the grantee option with the checkout button

== Interface #2 ==
[[File:Image3.jpg|thumb|350x350px|none]]

== Interface #3 ==
[[File:Image4.jpg|thumb|352x352px|none]]

== Interface #4 ==
[[File:Image5.jpg|thumb|322x322px|none]]

== Interface #5 ==
[[File:Image6.jpg|thumb|320x320px|none]]

== ''Interface #6'' ==
[[File:Image7.jpg|thumb|310x310px|none]]

= Shortcodes =

=== Legacy Shortcodes ===
''Legacy shortcodes as of Funnel Settings version 2.1.0. These codes will be removed in a future release and will no longer work. This is for documentation purpose only''.

A.[checkout_page]
[[File:Image1.jpg|thumb|418x418px|none]]

B.[checkout_form_v2]
[[File:Image2.jpg|thumb|602x602px|none]]

=== Modern Shortcodes ===
''These are shortcodes that were introduced as of Funnel Settings version 2.1.x.''

A.[checkout_form style=a]

B.[checkout_form style=b]

C.[checkout_form style=c]

D.[checkout_form style=d]

E.[checkout_form style=e]

F.[checkout_form style=f]

G.[checkout_form style=g]

H.[checkout_items style=a]

I.[checkout_items style=b]

J.[order_bumps]

K.[guarantees]

L.[billing_details section=customer-details]

M.[billing_details section=address-details]

N.[card_details]

O.[checkout_summary]

P.[checkout_submit]

File:Checkout order bump back-end.png

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Backend to modify order bump area in the checkout page

File:Order bump section.png

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Order bump section the checkout form

File:Card Details Section.png

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Seneview:

Card Details section

File:Shipping section .png

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Seneview:

Shipping section of the checkout

File:User contact info1.png

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User contact info form area

File:Checkout-item-setting.png

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Checkout page item option settings

File:Item-options list.png

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Item Option List

File:Checkout page sample.png

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Checkout sample page Screenshot

File:Opt-in process sequence updated.png

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Opt In Process squence

File:Opt-in Process squence.png

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Seneview:

User opt-in process to Earnware

User Interfaces

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Seneview: