Everyday workflowsLesson 12 of 15 · 6 steps

Inspect and build a FunnelKit funnel

Inspect a funnel, prepare its steps and checkout products, then review the complete journey.

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Before you start

  • EMCP Pro 3.19.0+ for writes, active FunnelKit Funnel Builder and a practice store.
  • A connected user with FunnelKit permissions; Funnel Builder Pro for bumps, upsells and A/B tests.

Let’s do this, step by step.

Step 01

Enable and inspect the integration

Open Setup → Tools → Plugins → E-Commerce → FunnelKit. Check FunnelKit Read, enable FunnelKit Write for this task, Save changes and reconnect. Ask for the current operations before editing.

The integration now supports both reading and editing. Enable the actions you need and save. Ask the agent what this installed version supports before starting.

Step 02

Read a funnel or plan a new one

List funnels and inspect an existing funnel’s actual ID and ordered steps. For a new example, ask for a dry-run plan with a landing page, checkout and thank-you step.

Start by reading what is already there. For a new funnel, review its proposed steps before creating them. Keep the demonstration on a practice store.

Copy and adapt
                    Inspect FunnelKit operations and existing funnels. Propose a practice funnel with a landing, checkout and thank-you step. Dry-run supported creates and updates. Do not publish, import templates or change the store checkout.
                  

Step 03

Create the reviewed funnel and steps

After reviewing the plan, create-funnel, then create-step for each intended step. Record returned IDs. Build Elementor step content using those step IDs with the Elementor tools.

Create the reviewed funnel and its steps. Use each returned step ID to design that page. FunnelKit manages the journey; the page builder manages its visible content.

Step 04

Preview checkout products and prices

Read real WooCommerce product IDs. Dry-run set-checkout-products with quantities and discounts. Review effective prices, then save the approved configuration and read it back.

Choose the actual products and quantities. Preview the price a buyer would pay before saving any discount. Read the saved checkout configuration again afterward.

Step 05

Review optional offers

Where Funnel Builder Pro is available, inspect bump and upsell operations. Set products and pricing, then explicitly review accept and reject paths. Skip optional offers for the basic walkthrough.

An order bump or upsell is optional. If you add one, check its price and where both choices lead. Do not leave a sample offer in the final journey.

Step 06

Test before publishing

Preview all steps and fields on the practice store. Only after review, use publish-all-steps if publication is intended. Test the journey with the store’s test-payment setup, then inspect History.

Check the whole journey before making it available. Publishing all steps is a separate decision. Most configuration changes have an undo record, but analytics resets and some checkout or import actions cannot be undone.

You’re done when…

The intended funnel steps, product prices and destinations match the reviewed plan; publication remains deliberate.

Keep the reference handy.

The docs cover tool details and requirements for this lesson.