The Sales Funnel is a feature available on Hotmart that helps guide potential buyers through the purchase journey for your product or service. With it, you can strategically present new offers, increasing the chances of conversion and encouraging the purchase of other products during the process.
In this article, you’ll learn which strategies can be used in a Sales Funnel, what you need to configure it, and how to create each step of the flow until the funnel is activated.
Which strategies can be used in the Sales Funnel?
Before setting up your Sales Funnel, it’s important to understand the main strategies used in the tool.
Upsell: this is a strategy used to offer buyers a complementary product right after their initial purchase. This offer does not necessarily need to have a higher price than the first product.
Downsell: this is a sales strategy used to persuade customers who declined a purchase by offering them a second opportunity with more attractive conditions.
Cross-sell: this combines elements of Upsell and Downsell in the Sales Funnel, offering customers options according to their positive or negative response to the product previously offered.
You can now also add physical products for upsell, downsell, and cross-sell! Learn more about physical products by clicking here.
What should I know before setting up my Funnel?
Before starting the setup, check out some important information:
- Only the main creator of the product can set up a Sales Funnel. Affiliates, cocreators, Affiliate Managers, and Support Agents don’t have permission to perform this setup.
- You must have two or more products registered and approved for sale on Hotmart.
- The sales page for the first product, called the “setup” product, can be an internal Hotmart page or an external page. However, the other sales pages for the remaining products in the Funnel must be external.
How do I set up the Sales Funnel?
To create your funnel, follow the steps below:
- Access your account through the link: app.hotmart.com
- In the left-side menu, click Tools.
- Then, select Sales Funnel.
- Click New Funnel.
- Fill in the Funnel Name.
- Choose the product for which you want to create the funnel.
- Select the offer where the funnel will be active.
- Define the desired payment methods. Remember that credit card is mandatory.
- Click Save.
After that, the funnel will be created and you can start setting up the steps in the purchase journey.
How do I create the steps in my Funnel?
After creating the funnel, you can define the offer flow that will be shown to the buyer.
To set up the steps:
- On the main Sales Funnel page, find the funnel you created.
- Click Actions > Edit steps.
- Click the Start button.
On the next screen, you’ll need to set up the step information:
- Offer text;
- Messages shown to the buyer;
- Purchase button text;
- Button appearance.
After filling in the information:
- Click Next.
- Configure the buyer’s decision paths:
- Yes: when the buyer accepts the offer;
- No: when the buyer declines the offer.
- Define the text for each option.
- Click Save.
The product selected in this step will be the next product offered to the buyer after they purchase the initial product in the funnel.
How do I finish or continue the funnel flow?
After creating a step, you can:
- End the funnel by directing the buyer to a Thank You Page;
- Or continue creating new steps and offers.
If you want to end the flow:
- Create a new step.
- Select the Thank You Page option.
To continue the flow, just repeat the process and create new steps.
Important: the final steps of the funnel must direct the buyer to a Thank You Page. When the flow is completed correctly, the buttons in the last step will appear disabled.
How do I add the Widget to my sales pages?
After setting up all the Funnel steps, the next step is to install the Sales Funnel Widget HTML code on your sales pages. This code is responsible for displaying the purchase decision buttons corresponding to each step of the funnel.
The Widget code is the same for all funnel pages, and it must be installed in every step to ensure the purchase experience works correctly. To find the code, follow the instructions below:
In each step of your Funnel, you’ll find two icons:
- The edit icon, represented by a pencil;
- And the Widget code icon, represented by </>.
You can also find it in the upper-right corner of the Funnel editing page, in the Widget Code button.
Click the Widget code icon, copy the code displayed, and insert it into your external page.
How do I activate my Sales Funnel?
After setting up all the steps and installing the widgets on the sales pages, you can activate the funnel.
To activate it:
- Access the funnel step editing page.
- In the upper-right corner of the screen, find the Disabled toggle.
- Change the toggle to Active.
Done! Your Sales Funnel will be active.
How do I test the Sales Funnel?
After activation, we recommend making a test purchase to validate that the flow is working.
Ideally, you should test it using boleto or a local payment method. This way, you avoid having to request a credit card refund later.
As soon as you click “Download boleto” or access the receipt for the local payment method, you’ll be automatically directed to the next step of the Funnel.
If your account is foreign, don’t worry: the test doesn’t necessarily need to be carried out with a Brazilian boleto. You can also use local payment methods from other countries, such as:
- Chile: Sencillito;
- Colombia: Efecty;
- Mexico: OXXO;
- Peru: PagoEfectivo;
- Portugal: Multibanco.
Important: for the test to work correctly, the purchase must be made using the same offer configured in the Funnel.