How to create a sales funnel?

Sales funnel focuses on the process of collecting leads and finalizing the sales process. It is useful if your aim is to:

  • find potential buyers,
  • promote and sell products online,
  • increase sales results.

To start creating your funnel go to Menu > Autofunnel > Create funnel.

Now, you can start setting your funnel up:

  1. Type in the name of your funnel and GetResponse will automatically create a new list for that. The name should have at least 4 characters.
    Funnel_name
  2. Choose Sell a product type of funnel and click on Create funnel

    sales funnel.
  3. Choose either full or quick type of funnel:
  • Full sales funnel: choose this option if you want to get new contacts and send them emails until they buy.
  • Quick sales funnel: choose this option if you want to take people straight to your sales page.
    full and quick sales funnels.

After you select the type of funnel, you will get to the funnel settings page. There you can create a store or connect to an existing one.

Connecting to a store

Existing store
You can choose an existing store (if you had one created with API or in another Autofunnel). All existing stores will be visible on the dropdown list.

Select_Store

New store
If you do not have a store yet, no problem, you can create it. To do so:

  1. Click on Create another store and you will be able to create the store from there.
  2. Now click on Create a GetResponse store.

    create a getresponse store.
  3. Type the name of your store, choose the currency and click on Create.

One store can have only one currency. If you would like the store to have several currencies, create separate stores for each currency.

Connecting to a store
You can also choose to connect to an existing store.

  1. To do that, click on Connect an existing store
    connect to a store.
  2. Click on one of the platforms and you will be able to import products from there:

– XML,
Stripe (we only import products which have a name set up. The type of products we import is “good”, products such as “services” (subscriptions and plans) are not added),
Etsy (we only import products which have a name set up and the products have to be set to “active”),
Magento (we only import products which have a name set up. For Magento 1.9 – the status of the product has to be “enabled.” For Magento 2.0 – we don’t import “bundle” and “grouped” products),
Shopify (we only import products which have a name set up and have the status “published”),
BigCommerce (we only import products which have a name set up. Other than that, we import all the products).

importing products.

Note: You can always go to Menu > Stores and products > Manage stores to see all the existing stores. Want to add new stores now? Just click on Add store.

Adding and selecting products

You can add products to an already existing store or to a newly created one.
To do that, click on Let’s do it.

add a product.

You can add products:

  • manually,
  • by importing your catalog from another service,
  • by connecting to your online store via a plugin or API.

There are 4 types of products that you can add:

  • Downloadable file (like an ebook)
  • Online course (like video training or email series)
  • Service (like a photoshoot or website design)
  • Physical product (like a book or T-shirt)

If you want to add products manually, click on Add New Product. You will see several types of products to choose from.

Importing products into GetResponse store

You can also upload your complete product database to GetResponse by adding a product feed in Product feeds. Visit this section to find out how to do it.

Types of products

Downloadable file
Choose this option if you sell ebooks, or other downloadable files. Download product consists of:

  • File name (required)
  • Description (required)
  • Price (required)
  • Image (you can use: JPG, .PNG, .GIF)
  • Product (max size is up to 50 MB)

Online course
Choose this option if you sell video trainings or a course that will be conducted online, e.g. via emails. Online course consists of:

  • Course title (required)
  • Description (required)
  • Price (required)
  • Image (you can use: JPG, .PNG, .GIF)
  • Delivery option: 1) I’ll copy them to a list that has my course 2) I’ll redirect them to a site that hosts my course

Service
Choose this option if you sell a service, e.g. photoshoot or web design. Service consists of:

  • Service name (required)
  • Description (required)
  • Price (required)
  • Image (you can use: JPG, .PNG, .GIF)
  • Service delivery: inform your customers how the service is going to be delivered to them. This information will show up on the confirmation page and confirmation email.

Physical
Choose this option if you sell physical goods, e.g. a book or a T-shirt. Physical consists of:

  • Product name (required)
  • Description (required)
  • Price (required)
  • Image (you can use: JPG, .PNG, .GIF)
  • Quantity
  • Bar code
  • Explanation how you will ship the order to the customer

If you completed all the steps, selected the store, added the products, click Save. You should now see all the added products.

Note: You can always go to Menu > Stores and products, click on the name of the store and you will be able to add products from there. To do so, click on Add a product.

Choosing the payment processor

Now it’s to time to decide on how you will be collecting payments. We currently offer 4 options:

Payment_processor

PayPal

  1. To connect with PayPal, click on PayPal logo and then Connect with PayPal. You will see a PayPal window open up.
  2. Log in by typing in your email address and click on Next.
  3. Type your PayPal password and click Log in.

    Paypal_Login

    If you do not have PayPal account, create one. Note that this has to be a Business account.

Stripe

  1. To connect with Stripe, click on Stripe logo and then click on Connect with Stripe.
  2. Choose Sign in with Stripe to connect.
  3. Type your Stripe email address and password and click Sign in to your account.

Stripe1

Stripe2

If you do not have Stripe account, create one.

BlueSnap

  1. To connect with BlueSnap, click on BlueSnap logo.
  2. Type your BlueSnap user name and password and click on Connect.

Blue_Snap

If you do not have BlueSnap account, create one.

PayU

  1. To connect with PayU, click on PayU logo.
  2. Type the POS ID (pos_id), OAuth protocol (client_secret) and Second key (MD5). (The MD5 is in your PayU account. To get there, log into PayU and go to My Shops > Shop details > Point of sales and generate the configuration keys).
  3. Click Connect
    payU.

If you do not have PayU account, create one.

Once you configure the payment method, click Save. You will now see your funnel, consisting of 4 stages (in the case of full sales funnel):

Sales_funnel_overview

or 2 stages (in the case of quick sales funnel):

quick sales funnel.

To continue setting up your funnel, visit this section.