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Optimizing Your Sales Funnel with Formstack

Abby Nieten
September 13, 2018
Min Read

Did you know Formstack can help you optimize your sales funnel? Our versatile online form builder makes it easy to guide prospects down a specific path. Read on as I walk you through some sales funnel basics and show you where Formstack comes in.

What is a Sales Funnel?

A sales funnel is the path that you take your client on toward your end result, purchase, or service. A funnel allows you to filter your traffic to get the right audience to its ultimate destination. This creates a more high-quality lead. With the right funnel, you can put your sales process on autopilot.

Why Do You Need a Funnel?

When trying to sell any product or service, volume is key. However, it can become challenging trying to work through a large list of contacts. With a sales funnel, you can move your contacts through a pipeline to determine what solution fits their need and convert more to achieve your goals.

Getting Started with a Funnel

There are a few key things to figure out before creating your funnel. Your sales funnel stages are important to closing any deal. Here are a few tips for a basic sales funnel:

  • What to offer: This is often your premium product or service. This item should be a full-package service or product
  • After the yes: Offer an upsell that compliments the premium product. This offer should easily fit with the full-package service or product.
  • If the answer is no: This is your downsell. If the contact says no to the premium product or service, the offer should be a step down and ultimately your second attempt to get a sale.

Examples of Everyday Sales Funnels

Have you been through the drive-thru at your favorite restaurant lately? Were you asked if you would like to add an apple pie or cookie? Upsell.Purchasing a new car? Here is our extended warranty. Upsell. Don’t like the extended warranty? Here is our oil change package. Downsell.

How to Build Your Funnel Using Formstack

To build your funnel with Formstack, you will want to get familiar with the following features, based on your product:

  1. Separate Values
  2. Conditional Logic
  3. Payment Integrations

The information in the above support articles will help get you started with creating your first sales funnel. Separate Values are important if your products have a cost. They will allow you to calculate the cost in the background while displaying the name to the contact.Conditional Logic is used to help make the decisions with the contact. This logic can show and hide the up-sell and down-sell when it is appropriate to do so. With Conditional Logic, the contact will not see the up-sell or down-sell until a decision has been made on the premium item.Your payment integrations will help you collect the funds when it is time to complete the sale, if your product or service has a cost.When building your online form in Formstack, you will design your form as needed to capture your usual data. You can start with your funnel first and then gather personal information afterward or gather personal information first and finish with your funnel. After your product fields are in place, you will add Conditional Logic to your up-sell and down-sell items to appear based on what your sales pipeline requires. Always remember to test your form and logic before distributing your form.If you’re ready to create or optimize your sales funnel, Formstack can simplify the process. As always, we are here to help during your journey. Happy building!

Conditional Logic can help transform your lengthy form into a short, targeted form. Click below to learn how conditional logic can increase your conversions!


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Abby Nieten
As Senior Manager, Content Strategy, Abby leads an amazing team of marketing content creators toward a shared content vision. She's been growing with Formstack since 2015 and spent several years as a professional editor before that.
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