Process Flow

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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 Landing Page. If the user wishes to proceed, they need to click 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.

  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
Figure 1.2 : Page Initiative Process

Diagram explanation

  1. User request the page from server
  2. Funnel plugin create a required Konnektive instance
  3. Konnektive object will execute the init function
  4. Init function which get the required data from the database which created at the Funnel Plugin setup process
  5. Konnektive objects generate FunnelLogs for debugging purposes
  6. Success response from the Konnektive object
  7. Then plugin will instantiate the Earnware class
  8. Earnware object init function withing the class
  9. Init function which get the required data from the database which created at the Funnel Plugin setup process
  10. Success response of initializing the Earnware object
  11. 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 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 Earnware. The process of collecting user emails and sending them to the API is handled through the Opt-In Form. A 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 Opt-in form

Step 03: Submit Details to Earnware

On Submission plugin will send necessary data to Earnware API and redirected to provided URL from the opt-in form.

In the process user email with IP address will added to the Earnware

Process Diagram

Opt in Process flow
Figure 1.3 : Process sequence of Opt-in

Diagram explanation

  1. Opt-in form submission to the site
  2. check the page_type from the form data and call the function addToEarnware on Earnware object.
  3. addToEarnware function is responsible for validating user input data and gather required data including user IP address for the API call.
  4. Calling the contact endpoint of the Earnware API. This endpoints are initiated during the Funnel plugin setup.
  5. Confirmation delivery from the API endpoint.
  6. Check if debug is enabled for API call in the plugin settings.
  7. 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:

  1. Select the item option from the check list
  2. Enter contact information
  3. Shipping details
  4. Payment information - Card details
  5. Select order bump/s - Optional

And checkout.Page content modification can be done by the custom fields integrated to the page. See Checkout page

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

Process Diagram

Checkout Process Sequence
Figure 1.4 Checkout Process sequence

Diagram Explanation

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.