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Sales Funnel Shopify: Complete Guidelines to Build for Your Store

By: Tasmia Sharmin

Struggling to transform your store visitors into committed customers? The key to any successful Shopify business is a healthy Shopify sales funnel. The most effective method to increase revenue and convert each website visitor into a buyer is via the use of a sales funnel.

But how exactly can you build a strong sales funnel for your Shopify store? Don’t worry!

We’ll provide you with complete guidelines on building a Shopify sales funnel that will convert customers on autopilot.

Keep reading! 

Learn about the advantages of having a sales funnel, the different steps of a sales funnel, and the Shopify apps you need to use to build your own Shopify sales funnel.

Definition of Sales Funnel and its Importance

Definition of Sales Funnel and its Importance

A sales funnel is a process that guides potential customers through the journey of becoming aware of a product or service, engaging with it, making a decision, and finally taking action and making a purchase.

The purpose of a Shopify sales funnel is to create a strategic process that turns prospects into customers through an automated process. Understanding the importance of a sales funnel allows businesses to define their customer’s experience at each step and take them to the next stage in the funnel.

This process can help businesses identify what their buyers need at each stage and serve them with relevant content and calls to action. A well-constructed sales funnel can help businesses capture, nurture, and convert purchasing intent reliably by creating a path to conversion.

Shopify’s role in creating a successful Sales Funnel

Shopify's role in creating a successful Sales Funnel

Shopify plays a crucial role in creating a successful sales funnel for your eCommerce store.

  • Being a top-rated eCommerce platform, Shopify offers a myriad of features and apps that enable entrepreneurs to build and optimize a sales funnel seamlessly.
  • With Shopify, you can easily modify your store’s design to align with your brand identity and attract potential customers.
  • Moreover, the platform provides conversion quizzes that can turn visitors into subscribers, increasing your chances of engaging with them and making sales.
  • Through personalized Shopify email marketing, you can provide customers with relevant content and upsell and cross-sell products using one-click upsells and exit-intent pop-ups. 
  • Shopify also integrates with Facebook Messenger to recover abandoned carts and improve your sales funnel’s efficiency.
  • More importantly, the platform allows for growth and scalability by analyzing customer data and providing insights into consumer behavior.

By leveraging Shopify’s robust features, entrepreneurs can create a profitable sales funnel that drives conversions and improves customer retention. 

Awareness stage

Awareness stage

The awareness stage is the first step in a successful sales funnel. Here, prospective buyers are introduced to your company for the first time. 

The awareness stage can be initiated through various channels, including social media, search engine results, or a friend’s recommendation. The purpose of this stage is to pique the attention of the intended audience and get them involved.

Therefore, creating messaging that resonates with the target audience and makes them aware of your products and services is necessary.

To maximize the effectiveness of this stage, focus on the following: 

  • Promoting your goods and services to customers.
  • Producing communication that strikes a chord with the intended audience.
  • Engaging potential customers and providing them with valuable information By focusing on the awareness stage, you can bring potential customers into your sales funnel and start building a relationship with them.

Interest stage

Interest stage

The interest stage is where prospects start considering your store’s products. At this stage, they are seeking more information about your products, your brand, and what sets you apart from your competitors.

To keep your prospects interested, you need to provide them with valuable content and tell them how your products can solve their problems.

Tips to help you create interest and keep your prospects engaged:

  • Share educational content that highlights the benefits of your products and services.
  • Use social proof to build trust with your potential customers by sharing customer testimonials and reviews.
  • Offer valuable resources such as ebooks, whitepapers, or webinars to educate and inform your prospects.
  • Create targeted email campaigns that speak to their specific pain points and interests.
  • Use retargeting ads to keep your brand top of mind as they continue to browse the web.

Decision stage

Decision stage

The decision stage is where potential buyers are on the brink of making their purchase decision. They have shown interest and are now weighing their options. At this point in the sales funnel, provide them with all the information.

Some ideas that can help:

  • Showcase product reviews and ratings to build trust and confidence in the product. 
  • Offer a comparison chart or table to highlight the differences between similar products. 
  • Provide detailed product descriptions and specifications to help customers understand the features. 
  • Use retargeting ads to remind potential buyers of their interest in the product and offer them incentives.

By implementing these strategies, you can help potential buyers make informed decisions and increase the chances of converting them into paying customers. 

Action stage

Action stage

The Action stage is a critical part of the Shopify sales funnel, where potential customers are ready to make a purchase. This stage is all about guiding prospects towards completing their transaction and converting them into paying customers.

Here’s a closer look at the Action stage in the Shopify sales funnel:

Clear Call-to-Action:

At this stage, it’s crucial to have a prominent call-to-action (CTA) on your Shopify store. Add a button that says “Buy Now,” “Add to Cart,” or “Checkout.” Make sure the CTA stands out and is easily clickable to encourage users to take the next step.

Streamlined Checkout Process:

Simplify the checkout process to minimize any potential obstacles or distractions that could lead to cart abandonment. Optimize your checkout page by reducing the number of form fields, offering guest checkout options, and providing multiple payment methods for convenience.

Reassurance and Trust:

During the Action stage, it’s essential to reinforce trust and provide reassurance to potential customers. Display security badges, SSL certificates, and trusted payment logos to instill confidence in the transaction. Include clear information about shipping, returns, and customer support. Read 2023’s Best Ways to Add Trust Badges to Shopify Store.

Upselling and Cross-selling:

Take advantage of the Action stage to present upsell and cross-sell opportunities. Recommend related or complementary items when your customers select any product that may enhance their purchase. This can be done through targeted product recommendations or by offering exclusive discounts on additional items. Read 5+ killer Shopify Upsell Apps: Skyrocket Your Sales

Abandoned Cart Recovery:

Not every customer will complete their purchase on the first visit. Implement abandoned cart recovery strategies, such as sending automated email reminders to customers who have left items in their carts. Try enticing them with free delivery or deep discounts. Read Top 10 Dropshipping Tips for 2023 to Reduce Cart Abandonment.

Post-Purchase Follow-up:

After a successful transaction, follow up with customers to express gratitude and provide order confirmations and shipping updates. This helps build a positive customer experience and fosters brand loyalty. Additionally, consider asking for reviews and feedback to strengthen your reputation and improve future sales.

Order Confirmation and Order Tracking:

Provide customers with clear and detailed order confirmation emails that include their order summary, delivery details, and tracking information. This not only reassures them about their purchase but also allows them to track their package’s progress, increasing customer satisfaction. Read 2023’s Top 6+ Shopify Order Tracking apps for Dropshipping.

Post-Purchase Upsells:

Capitalize on the post-purchase stage to offer relevant upsells or recommend complementary products. By utilizing order confirmation and thank-you pages, you can present customers with exclusive offers or limited-time promotions that enhance their initial purchase.

The Action stage is the culmination of the sales funnel, where the ultimate goal is to convert potential customers into paying customers. By streamlining the checkout process, building trust, and offering post-purchase opportunities, you can optimize this stage to drive sales and foster long-term customer relationships.

How to Build a Shopify Sales Funnel

How to Build a Shopify Sales Funnel

Building a Shopify sales funnel is a strategic process that helps guide potential customers through the buying journey, from initial awareness to making a purchase.

Guide on how to build a Shopify sales funnel:

Define Your Target Audience:

Start by identifying your target audience, their needs, and their pain points. If you can identify the characteristics that define your ideal client, you can create a sales process that speaks directly to them. Read Target Market Analysis for Dropshipping: Detailed Guidelines for 2023.

Create Awareness:

Generate awareness of your Shopify store and products through various marketing channels. This can include social media advertising, influencer partnerships, content marketing, search engine optimization, and paid campaigns.

Attract Traffic:

Utilize strategies like search engine optimization, pay-per-click advertising, social media marketing, content marketing, email marketing, and more to attract customers to your Shopify shop. Ideally, you want consumers to visit your shop and start interacting with your brand.

Capture Leads:

Once visitors arrive at your Shopify store, capture their contact information by offering incentives such as free guides, discounts, or exclusive content in exchange for their email addresses. Use pop-ups, landing pages, and lead capture forms to collect leads.

Nurture Leads:

Develop an email marketing strategy to nurture your leads and build a relationship with them. Send personalized emails, share valuable content, and provide exclusive offers to keep them engaged and interested in your products.

Product Consideration:

Showcase your products effectively on your Shopify store by using high-quality product images, detailed descriptions, and customer reviews. Provide an intuitive user experience that allows potential customers to easily navigate through your product catalog and compare different options.

Offer Social Proof:

Add trust and credibility by using social evidence like customer reviews, ratings, and testimonials. Positive feedback from satisfied customers can significantly influence purchase decisions.

Simplify the Checkout Process:

Make the checkout process as smooth and straightforward as possible. Eliminate unnecessary steps, offer multiple payment options, and provide clear shipping and return policies to reduce friction and increase conversions.

Upsell and Cross-sell:

Implement upselling and cross-selling strategies to increase the average order value. Recommend related or complementary products during the checkout process or through personalized product recommendations on your store.

Follow-up and Retain Customers:

After purchase, follow up with customers to express gratitude, provide order updates, and encourage them to leave reviews. Implement a post-purchase email automation sequence to drive repeat purchases and foster customer loyalty.

Analyze and Optimize:

Continuously monitor your sales funnel and also analyze the performance. Use analytics tools and data to identify areas for improvement and optimize your funnel to increase conversion rates and overall revenue.

Remember, building a successful sales funnel takes time and experimentation. Regularly review and refine your strategies to align with your target audience’s preferences and continuously adapt to market trends.

Shopify sales funnel optimization tips

Shopify sales funnel optimization tips

To make the most of your Shopify sales funnel, it’s important to follow a few key optimization tips.

  • Begin by using targeted social media ads and email campaigns to attract potential customers to your online store.
  • Once they arrive, make sure your landing pages and product pages are optimized with persuasive copy and eye-catching images.
  • During the checkout process, consider offering to upsell opportunities or free shipping to increase average order value (AOV).

Attracting visitors to your Shopify store

To drive traffic to your Shopify store, it’s essential to have a strong online presence.

  • Create engaging content on social media platforms such as Facebook and Instagram and on your blog using secondary key terms like eCommerce, product pages, lead magnets, and click funnels.
  • By implementing email marketing campaigns, you can send targeted emails featuring special offers.
  • Creating landing pages optimized for search engines using secondary key terms like pricing, checkout page, and coding is another effective method.
  • Utilizing social proof through customer reviews and testimonials will encourage shoppers to trust your store, while incorporating analytics like google analytics helps measure success.

Best Shopify sales funnel app

Best Shopify sales funnel app

As an eCommerce business owner on the Shopify platform looking for ways to increase conversion rate and drive sales without coding or a complex funnel setup process, using a sales funnel app is the best way.

Honeycomb Upsell Funnels

Increase the revenue of your store by creating highly-targeted upsell offers based on customer behavior with Honeycomb Upsell Funnels – one of the best Shopify sales funnel apps available.

Provide customized recommendations to your customers and watch as they convert at higher rates. Gain valuable insights into the performance of your funnel with advanced analytics and optimize it over time for even better results.

ReConvert Upsell & Cross-sell

The ReConvert Upsell & Cross-sell app is an incredible addition to any eCommerce business running a Shopify store. This easy-to-use app with pre-built templates has been designed to improve sales and AOV without much coding or technical knowledge.

ReConvert utilizes advanced segmentation techniques that enable merchants to provide targeted offers at the right time during the buying process.

As a result, this feature-rich application’s customizable pop-ups appearing on product pages and checkout pages provide more value while ensuring a smooth customer experience resulting in higher conversions.

Shogun Landing Page Builder

With the Shogun Landing Page Builder app on Shopify, you can create stunning landing pages for your online store without any coding. The app offers an intuitive drag-and-drop interface where you can customize the pre-built templates to match your brand’s style.

You can add product collections, social media links, email capture forms, and much more to enhance the user experience on the page.

 This Shopify sales funnel app integrates with popular email marketing tools for better lead generation and nurturing. Shogun will surely help you convert those potential shoppers into loyal customers.

PageFly Fast Page Builder

Struggling to create custom pages on your Shopify store? Worry no more! PageFly Fast Page Builder is the perfect app for you.

It offers a user-friendly interface with drag-and-drop functionality that helps in designing the layout of your pages easily, without any coding experience.

Additionally, it has pre-designed templates that save time and effort while adding engaging elements like images, videos, text, buttons, countdown timers, and social media icons. 

Zipify Pages Builder & Editor

Zipify Pages Builder & Editor is an amazing Shopify app designed to make eCommerce store owners’ lives easier. By using this app, you can create high-converting landing pages and product pages.

It offers a variety of templates to match your brand’s aesthetic. The A/B testing functionality allows you to optimize conversion rates and increase your ROI.

Moreover, social proof options like adding customer reviews or testimonials on your page will help increase trust with potential customers visiting your store.

This Shopify app is perfect for optimizing your online presence on various platforms, including Facebook ads and Instagram influencers.

UFE Cross Sell & Upsell Funnel

This powerful app offers a range of customizable templates to create landing pages for your products.

With this app’s help, you can easily incentivize your customers to make additional purchases by offering them complementary products or upgrades.

GemPages Page Builder & Funnel

GemPages, one of the best Shopify apps for creating high-converting landing pages and funnels. Its drag-and-drop interface is easy to design customized pages without any coding.

Whether you’re looking to increase sales or grow your email list, GemPages has a variety of templates to choose from. Plus, with advanced features like upsell and cross-sell pop-ups, social proof widgets, and countdown timers, you can persuade potential customers to buy from your Shopify store. Try GemPages today and optimize your funnel for maximum ROI.

Shopify sales funnel analytics and shipping options

Shopify sales funnel analytics and shipping options

Analyzing data from your eCommerce store is key to optimizing your Shopify sales funnel and improving conversion rates. Additionally, providing multiple transparent shipping options is critical for great customer satisfaction and encouraging repeat business.

With so many Shopify apps available for email marketing, landing pages, and social media campaigns, there are plenty of ways to improve your eCommerce business beyond just average order value (AOV).

And with various upsell templates available to you on top of software like ReConvert or Honeycomb Upsell Funnels or pop-ups on product pages or checkout pages help you to increase revenue without coding skills.

Frequently Asked Questions

Frequently Asked Questions

What are the key components of a successful sales funnel for Shopify?

A successful sales funnel for Shopify requires a clear understanding of the customer journey, effective lead generation and nurturing, persuasive copywriting and website design, and strategic use of email marketing. Continuous optimization is also crucial to maximize conversions.

How can I optimize each stage of the sales funnel to increase conversions?

To boost conversions in the sales funnel, optimize each stage by tailoring content to the customer’s needs, using targeted advertising, simplifying the checkout process, and providing exceptional customer service. Testing and analyzing data can also provide insight into areas for improvement.

Are there any apps to streamline the sales funnel process for my Shopify store?

Absolutely! There are numerous tools and apps that can help streamline the sales funnel process for Shopify stores, such as Zipify OneClickUpsell, CartHook, and Klaviyo. These tools offer automation of email marketing, upselling, and cart abandonment recovery. However, it’s essential to research and pick a tool that aligns with your specific requirements and budget.


Creating a Shopify sales funnel for your store is essential to maximize your revenue potential. You can attract visitors, persuade them with the best solutions, and convert them into buyers.

With the right Shopify app, you can make the process even more efficient. Some of the popular apps include Honeycomb Upsell Funnels, Shogun Landing Page Builder, and ReConvert Upsell & Cross-sell.

These apps will help you create an optimized sales funnel that improves conversion rates and boosts sales.

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