CartFlows replaces WooCommerce’s standard multi-page checkout with custom sales funnels – a sequence of pages designed to increase average order value through order bumps at checkout and one-click upsells after purchase. The default WooCommerce checkout works, but it leaves money on the table by not offering relevant add-ons at the moment a customer has already decided to buy. This guide covers the complete CartFlows setup from first funnel to live transactions.
Understanding CartFlows Funnel Structure
A CartFlows funnel is a sequence of steps a customer moves through instead of the standard WooCommerce cart and checkout pages. The basic sequence is: Landing Page (optional) -> Checkout Page -> Thank You Page. The more profitable sequence adds: Order Bump on the Checkout Page (a checkbox offer shown before payment) -> One-Click Upsell after payment -> One-Click Downsell if the upsell is declined -> Thank You Page.
The checkout page in CartFlows replaces the WooCommerce checkout. When a customer is directed to a CartFlows checkout URL, they see your custom checkout design rather than WooCommerce’s default. The order bump appears as a checkbox within the checkout form. After payment, CartFlows intercepts the thank you redirect and shows the upsell page instead.
Step 1: Install CartFlows and Choose a Page Builder
CartFlows works with Elementor, Gutenberg, Divi, and other page builders to design funnel pages. Install CartFlows from WordPress.org (free) or CartFlows Pro for upsells and order bumps. The free version covers the checkout page design and basic funnel; Pro ($239/year) adds order bumps, upsells, A/B testing, and analytics.
After installing, CartFlows prompts you to import its templates. These pre-built checkout and thank you page designs give you a starting point rather than building from scratch. Choose a template that matches your store’s visual style and import it.
Step 2: Create Your First Funnel
Go to CartFlows -> Flows -> Add New. A Flow is CartFlows’ name for a funnel. Give it a descriptive name (Product Name Funnel) and add steps. The minimum viable funnel for most stores:
- Checkout step – the custom checkout page where customers enter payment details
- Thank You step – the confirmation page after purchase
For each step, select a template or design from scratch using your page builder. The checkout step has CartFlows-specific widgets or shortcodes that render the actual WooCommerce checkout form within your custom design.
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Step 3: Connect Products to the Funnel
In the Checkout step settings, find the Products section. Select which WooCommerce products this checkout applies to. When a customer is sent to this checkout URL with those products in their cart, CartFlows intercepts the checkout and shows your custom page instead of WooCommerce’s default.
You can also configure CartFlows to pre-load specific products into the cart when a customer lands on the checkout page directly – useful for landing page funnels where customers click “Buy Now” and go straight to checkout without browsing a product page first. Set the pre-checkout products in the checkout step settings.
Step 4: Add an Order Bump
An order bump is a checkbox offer inside the checkout form. When checked, the additional product is added to the order automatically. The customer does not need to re-enter payment details – it is added to their current purchase. Order bumps convert at 10-30% on relevant offers, which is significantly higher than post-purchase upsells.
In CartFlows Pro, go to the Checkout step -> Order Bumps tab. Add a product, write a compelling short description of the offer, set a price (often discounted from the regular price), and configure the position (above or below the payment button). Keep order bump copy short and focused on a single clear benefit – it is not a place for long sales copy.
Step 5: Add Post-Purchase Upsells
After payment processes, CartFlows shows the upsell page before the thank you page. The customer has already entered payment details – accepting the upsell is a single click that charges their stored payment method. This is one-click upsell functionality that WooCommerce does not have natively.
In CartFlows Pro, add an Upsell step after the Checkout step in your funnel. Design the upsell page with a clear offer, price, and two buttons: Accept (charges the upsell product immediately) and Decline (goes to the downsell or thank you page). Configure which product is charged on accept.