Step 1: Create your custom funnel OR Choose a template

Creating your own custom funnel

Choosing this option allows you to create a funnel from scratch, allowing you to design your customer’s journey from start to end and tweak the design elements of your funnel (e.g. the size, font styles, color and so much more). 

However, if you’re new to using RAID Funnels, we suggest using one of the templates we’ve crafted for you.

Choosing a template

Choose from a list of popular templates that have been used to boost sales throughout the eCommerce industry—streamlined and simplified for you. These templates include:

  • “Frequently Bought Together”
  • “Get 2nd Item at a Reduced Price”
  • “Upsize Your Order”
  • “Stock Up on This Item”
  • “Limited-Time Bundle Offer”
  • “Compare Different Products” 

*Include GIF on scrolling through templates

Choosing one of the above templates will take you to the Funnel Flow Editor.

Step 2:  Select product trigger on the Funnel Flow Editor

Note: A trigger is the action your customer makes that causes the pop-up to appear.

Choose the product(s) that will trigger the first pop-up of the funnel.

If you wish to add/remove products that trigger this pop-up, click “Edit Product Triggers”.

Step 3: Customize your offer on the Pop-Up Editor

Choose the products you want to upsell or cross-sell through your pop-ups. You can do this through the “Sections” Tab:

1. Header – Input your header text to best grab your customer’s attention, and adjust all the font styles necessary.

2. Text – Input your description text below the header to best promote your offer, and adjust all the font styles necessary.

3. Images Section — Add images/GIFs to help customers visualize/understand what you’re promoting.

4. Embed Videos – Include YouTube videos to demonstrate how products work or marketing videos you’ve created to help customers see the value of what you’re trying to upsell them.

5. Products – Customize the outlook of your product e.g. product image sizes, custom texts, vendor display, quantity selector, variant options, price comparison, ribbon banner and even discount badges.

6. Reject Button – Customize the style and size of the button to fit your theme.

Customize the entire look and feel of the pop-up by editing pop-up sizes and font styles, adding banners and images, and much more. You can do this through the “Styles” Tab:

  1. Pop-up Size – Change the pop-up size.
  2. Typography – Adjust the font styles, e.g. typeface, size, weight and line height.
  3. Spacing – Adjust the padding of your pop-up.
  4. Colors – Change the colors of your texts, buttons, and banners.

Step 4: Preview your funnel

Click “Preview” to see how your funnel looks on your storefront.

Step 5: Add more pop-ups to your funnel

On the Funnel Flow Editor, create more offers in your funnel by clicking on the “Plus” icon. 

You’ll be given two options to choose from:

1.“Add a single pop-up” – This creates a single pathway where customers who accept or reject the offer will both be led to this new pop-up.

2. “Add split-outcome pop-ups” – This creates two different pathways where customers are sent to either path depending on whether they accept/reject your offer.

You can also edit your funnel flow (e.g. where your pop-ups lead to), when you click the “Edit” icon:

1. “Go to another pop-up – This allows you to direct customers to an existing pop-up.

2,“Go to end of funnel” – This allows you to direct customers to the end of the funnel (see step 6).

What do the arrows mean?

Green Arrows — Show where customers go when they accept an offer.
Red Arrows — Show where customers go when they decline an offer.
Black Arrows — Show where customers go when there are no split outcomes.

Important note: Some arrows will flow underneath pop-ups but do not land there. Check where the arrowhead lands.

Step 6: Select where your customer’s journey ends

Choose from these options where your customer is led to after going through your funnel:

  1. “Cart page” — Customers will be sent to their cart after the last pop-up.
  2. “Checkout page” — Customers will skip the cart page and proceed directly to checkout.
  3. “Continue browsing” — Customers will stay on the original product page.

Step 7: Enable your funnel

Click “Enable funnel” and you will be prompted to set your custom start/end dates (if necessary). Once that’s done, the funnel will be published and working on your store!

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