Process Flow

From Funnel Settings
Revision as of 13:18, 5 May 2022 by Seneview (talk | contribs) (Process flow update)
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Funnel Settings Version 2.1.x.png

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 User Interfaces > Landing Page. If the user wishes to proceed, they need to click CTA.

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.

  1. page variation id
  2. product id

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

Process Diagram

Page Initiative process diagram
Page Initiative Process


Step02: Collect Email Address

CTA on the landing page will redirect to this form. It can be a pop up or a separate page. it is up to the user to place its 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 affliation id, home page variation, redirection, page type etc.

Step 03: Submit Details to Earnware

On Submission plugin will send necessory data to Earnware API and redirected to provided url from the optin form.In the process user email with Ip address will added to the Earnware

Step 04: Checkout Page

Following the successful completion of the above step, the user will be redirected to the checkout page 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.

Step 05: Send Order Details to CRM

Submission on of the Checkout will execute two main Processes.

  1. Add Order details to Earnware
  2. Add Order record to Konnektive CRM

Step 06: Receive CRM Confirmation

After a successful order placement Konnektive CRM will response with a confirmation message.

Step 07: Upsell Pages

In the next step, the user will be redirected to the upsell that is defined by the settings in the plugin. Moreover, it can be an upsell or a downsell, and the user has the freedom to choose the type, order of those pages. Each upsell/downsell click will recorded similar to the step 05

Final Step: Order Confirmation Page

Each upsell is completed and the user is then redirected to the order detail page.