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How To Create an Effective Shopify Sales Funnel For Your Store?

shopify sales funnel
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Creating a Shopify sales funnel is not as complicated as it may seem. In this article, you’ll find the best sales funnel for Shopify and how to build it quickly.

What Is The Shopify Sales Funnel?

shopify sales funnel graphic 1
The Shopify Sales Funnel

A Shopify sales funnel is a strategic approach to guide potential buyers through the entire buying process on the Shopify ecommerce platform. It turns online visitors into happy customers. Let’s check a sales funnel example!

Say you’re selling cool T-shirts on Shopify. 

First, you run an ad on social media to make people aware of your T-shirts. Interested people click on the ad and check out your Shopify store. 

You then send an email with a special discount to spark their interest even more. As they browse your Shopify store, you provide helpful info about the T-shirts (materials and sizes), making them seriously consider purchasing. 

Finally, you offer them an exclusive deal or free shipping, nudging them to hit that Buy Now button.

Without a sales funnel, it’s like expecting people to buy magically. It’s tough, right? So, a Shopify sales funnel is your online assistant. It ensures people enjoy the journey from discovering your online store to buying your products.

5 Stages Of Sales Funnel For Shopify

every shopify store needs a sales funnel

Most Shopify sales funnels have five stages. They represent the sequential steps that potential customers go through during their first interaction with your brand to buy and potentially make repeat purchases. These stages are:


At the start of the journey is the awareness stage. During this stage, your goal is simple: make your brand memorable. You can use ads, social media, emails, and a website to make your brand visible.

You need to create eye-catching visuals, share engaging content, and let your potential customers know what makes your products stand out. 

The more people who know about your products, the better your chances of turning them into paying customers later.


As people move from being aware to being interested, it’s time to make them curious about what you offer. Your Shopify store needs to be a magnet, pulling visitors in and keeping them interested. 

Design matters, and so does providing detailed information about your products. You can showcase your products with high-quality images, offer buyer reviews, and maybe throw in a special deal (or more).

Engagement (Desire)

shopify sales funnel graphic 7

Now, it’s time for engagement. It’s when potential customers actively interact with your online store. In this stage, you can use features like wishlists, live chat support, and friendly customer service to make visitors feel welcome.

Positive interactions at this stage build trust and set the stage for future transactions. They can be your repeat customers and enthusiastic advocates for your brand.

Conversion (Action)

shopify sales funnel graphic 8

The conversion stage is the turning point where a potential customer becomes an actual customer by purchasing. 

Your goal here is to make the buying process smooth and enjoyable. Nobody likes a complicated checkout process, right? Ensure your customers have multiple payment options and are clear on shipping details. 

Renewal (Loyalty)

customer loyalty

The customer journey doesn’t end with a sale. The renewal stage is about nurturing the relationship beyond the first purchase. 

Think of it as a ‘welcome back’ for your existing customers. Encourage them to make repeat purchases, explore more products, or renew subscriptions.

To achieve this, you can use loyalty programs, personalized recommendations, and exclusive offers that work wonders here. 

Actively seek feedback, address concerns promptly, and always look for ways to improve based on what your existing customers tell you.

Why Is The Sales Funnel For Shopify Important?

Regarding benefits, the Shopify sales funnel helps businesses understand and retain customers, plan smartly, fix problems, and keep people coming back for repeat purchases. Specifically, here’s what it can do:

Helps Plan Smartly

The sales funnel gives a clear plan for businesses to follow. It helps you decide where to focus your efforts and resources, making your marketing and sales strategies more effective.

Understands Customers Better

By looking at the different stages in the sales funnel, you can understand how customers think and what they like. Then, you can create messages, products, and experiences that match what customers want at each step.

Improves Conversion Rates

One of the primary benefits of the sales funnel is its ability to highlight potential points of drop-off in the customer journey. You can then improve things, like making it easier to buy or improving product info, to get more sales.

Maximizes Customer Lifetime Value And Builds Loyal Customers

The sales funnel isn’t just about getting one sale. It’s about keeping valuable customers coming back. You can implement post-purchase strategies in the renewal stage, such as loyalty programs. 

This way, you’ll encourage repeat business and transform one-time buyers into loyal patrons. Then, current customers talk about the brand to friends, leading to word-of-mouth marketing and organic growth.

Adapts To Changes

The online world changes a lot, and so do what customers like. The sales funnel helps businesses stay flexible because it relies on data analytics to measure the effectiveness of each stage. You can check these in the sales funnel apps.

With it, you can gather valuable insights into changing consumer preferences. You can modify your approaches to align with the changes as customer behavior shifts. 

How To Build A Sales Funnel For Shopify?

Shopify stores are pulling in traffic using ads and emails, steering people straight to their product pages to make sales. Some ecommerce stores throw in collection pages, pre-sales posts, and other pit stops.

Among them, product pages are the big boss. That’s why the first pit stop is jazzing up that product page when you’re putting together a solid sales funnel.

Below is a 10-step process of creating a sales funnel for a Shopify product page that hooks people in and leads to more sales. 

Step 1: Pick The Layout Of Your Product Page

shopify theme store

The first thing you must decide is how your page should look in your Shopify store. In other words, you need to pick a layout. You have three choices with this:

  • Regular product page layout

If your product is pretty simple and doesn’t need a lot of explaining, go for the regular page. It has a basic setup with pictures, a short description, a price, and the Add To My Cart button. 

  • Long-form layout

If your product has a story to tell, technical details to explain, benefits to unveil, or objections to overcome, then a long-form layout is your go-to. 

With this layout, everything is on one long page, including detailed descriptions, customer reviews, and all the bells and whistles. 

  • Mini-site for your product

A mini-site is the sweet spot if your product narrative is extensive while you want to maintain a user-friendly experience. 

This layout is like a little website for your product in your Shopify store, with different pages linked together. Each page covers a specific thing, making it easy for shoppers to check out without feeling overwhelmed. 

Remember, there’s no one-size-fits-all here. It depends on your product. So, choose the one that fits your product’s personality; this sets the stage for your Shopify sales journey!

Step 2: Optimize The Landing Page

what is landing page optimization

Your Shopify landing page is the front door to your store. So, make it inviting. To ensure your landing page is a conversion powerhouse, follow these:

  • Optimize your header

A clear and accessible header means visitors won’t get lost. It should include your brand logo, home button, shopping cart, menu options, and anything else your customers might need. 

  • Mindful design choices

First impressions count. A well-designed page is visually appealing, making visitors want to stay. Too cluttered or too sparse, and you risk losing them. For this task, choose fonts, colors, graphics, and subheadings carefully.

  • Mobile optimization

In the mobile era, with more online shoppers browsing on mobiles, if your site isn’t mobile-ready, you’re missing out on a chunk of new customers. A smooth mobile experience means happy, engaged shoppers.

  • Cart access everywhere

Always have a visible link to the cart, usually in the page header. Easy access to the cart ensures a hassle-free checkout process. Customers are more likely to complete their purchases if it’s a breeze.

  • Showcase promotions and offers

Everyone loves a good deal. Highlighting offers on your landing page grabs attention and encourages exploration. Your deal can be free shipping, discounts, email sign-ups, or anything your visitors might like.

Step 3: Choose The Featured Testimonial

sales page testimonials

Before we jump into the details, why should you even bother with featured testimonials? 

These testimonials go beyond your regular positive reviews. It’s a single and standout endorsement you prominently place where your customers make the purchase decision, the buy box. 

How can you choose a featured testimonial? 

  • It should be a rave review. Pick the best quote you have about the product. 
  • It should be short. Your customers are busy, so keep it concise. An impactful quote is more likely to catch their attention and leave a lasting impression. 
  • It should resonate with your target market demographic. If, for instance, your buyers are 75% women and 25% men, choose a woman’s testimonial. 
  • Unlike regular positive reviews that can rotate, this featured testimonial is a one-shot deal. So, make it count. Choose a quote that resonates deeply with your audience and encapsulates why people love your product.

Step 4: Choose The Carousel Photos Of Your Product

People can’t touch or feel your product when shopping online, specifically on Shopify. So, what they see in the pictures is super important. 

In fact, a survey by Shopify found that customers care about good pictures when they make a decision to buy online. Because of this, your product photos need to be the best they can be. 

There are two main types of pictures you need:

  • Clean product photos: These show your product all by itself, usually on a monochrome background, ideally in white.
  • Lifestyle photos: These show people using your product in real life. They should make it look like using this product is a great experience. Visitors are more likely to buy it when they can picture themselves with it.

When picking photos, pay attention to quality. But you don’t need an expensive camera for this task. Even a smartphone can take great pictures. Just make sure they look sharp to make your product look its best.

Also, take pictures from various angles and show your product in different ways. If your product can change, like open and closed, or in and out of a case, show that. It helps customers see all the sides of what you’re selling.

And don’t just stick to one type of picture. Show close-ups, detailed shots, and ones that focus on specific features. The more kinds of photos you have, the easier it is for people to imagine having your product in their own lives.

Beautiful and detailed images are not enough; they need to load fast. It’s helpful for how well your Shopify store shows in online searches and makes shopping on your site faster. 

Step 5: Make A Short-Form Demo Of Your Product

You’ve already had a fantastic product page with testimonials and stunning product shots. But here’s the secret sauce many successful Shopify stores use: the short-form demonstration video. 

Think of it as a visual teaser, a GIF that showcases your product in action. You can add it to the product carousel, share it on Instagram, toss it into video ads, and more. 

So, what makes your short-form demonstration stand out? 

The key here is keeping it short. Aim for a maximum of 30 seconds. You don’t need a Hollywood production; a brief, to-the-point demo is what you’re after. 

Regarding what to include in the video, show what your product does. If it’s a gadget, demonstrate how it works. If it’s a wearable, showcase it in action. The goal is to give potential customers a taste of what it’s like to use it. 

Worry about your limited budget? You don’t need a fancy studio or a big budget. A lot of short-form demos use smartphones. Find good lighting, focus on your product’s star features, and let your creativity flow. 

Step 6: Add Content To The Buying Box

The buying box is where a visitor turns into a buyer, and nailing it is crucial. To make your Shopify store thrive, here’s how you can amp up this box in three simple steps.

#1. Start with a testimonial (I’ve discussed in step 3).

#2. In one powerful sentence, tell them why they need your product. Address their problem or desire directly. Make it urgent and exciting. Here are some questions I recommend asking yourself to find the best sentence:

  • Why buy this?
  • What’s the primary benefit?
  • What changes after using it?
  • How will others see the customer differently after using it?

Now, squeeze those answers into a couple of punchy sentences for your buying box. Remind people why they should hit that Add To My Cart button.

#3. Follow up with a brief product description. Highlight what sets your product apart. Keep it short enough to keep them interested.

With a well-crafted buying box, you’re not just selling a product but selling an experience. And when they’re convinced, that buying click is just a heartbeat away.

Step 7: Choose A CTA

In your buying box, you’ll see the Buying button. The text on it, known as the CTA, can make all the difference. While some websites get fancy with their CTA text, for ecommerce businesses on Shopify, keeping it simple is the golden rule. 

I recommend sticking to familiar phrases like:

  • Add to My Cart
  • Buy Now
  • Checkout Now
  • Add to My Bag

These CTAs are a language that online shoppers understand. Straying too far from these familiar phrases might confuse visitors. You don’t want them scratching their heads; you want them confidently clicking that button.

Remember to stick to the chosen CTA across your website. If your Buy button says ‘Add to My Cart’ on one page and ‘Buy Now’ on another, it might make visitors pause and wonder if they’ve stumbled onto a different site.

Step 8: Personalize

Each ecommerce business is unique. So, your sales plan should be, too. You need to personalize your Shopify sales funnel and make your customers feel special.

First, you must understand your sales strategy and customer attraction points. Your Shopify marketing funnel should be a reflection of these unique values, whether it’s the tone of your communication or how you present products.

Second, you must know what your customers want.

  • Ask them questions
  • Read their reviews
  • And focus on what they like.

This way, you can shape your funnel based on what your customers really care about.

If any parts of your sales funnel don’t hit the mark, figure out which ones aren’t doing well; maybe it’s social media, emails, or something else. Tweak these areas based on what your customers like, making the whole experience more personal.

Besides, make sure your sales plan and marketing efforts go hand-in-hand. When you improve one, let it improve the other. 

Keep tweaking and adapting, and watch your personalized sales plan become a powerful tool for winning over your audience.

Step 8: Have A Good Customer Support System

Customer support is a big part of your Shopify sales funnel. You must help customers and make them feel good about buying from you. 

To have the best customer support system can boost your sales and keep your customers happy, decide how your customers can contact you first. It could be through email, phone calls, or chat. Pick what suits your customers best.

Whatever channel you choose, make sure you’re quick to respond. Nobody likes waiting forever for an answer. If you say you’re available, be there. 

And don’t wait for customers to complain. If there’s a delay in shipping or a known issue with a product, let them know in advance. 

If you offer support through different channels, keep things consistent. What customers hear on the phone should match what they read in an email. Remember, consistency builds trust.

Don’t forget to ask customers how their support experience was. Knowing what’s working and what needs improvement helps you get better.

Step 10: Optimize Post-Sales

The story with your customers doesn’t end when they purchase your product. What happens afterward is just as important. In this step, you must ensure your customers feel taken care of and happy even after buying something. 

The best way to build trust in this step is by offering guarantees; this shows you believe in your products and care about their satisfaction. You can also encourage them to return with loyalty programs and special offers. 

If someone wants to return a product, make it easy. A straightforward return process can turn a potentially bad experience into a good one, showing that you care about making things right.

Also, let your customers know you’re just a message or a call away. Ensure they can get in touch quickly if they have questions or issues. 

Train your support team to not just answer but to solve problems. Whether fixing an issue or giving extra info, empower them to be helpful.

When interacting with customers, remember the little details about them. If they had a preference during their purchase, keep that in mind for next time.

How To Optimize Your Sales Funnel For Shopify?

shopify sales funnel graphic 3

Optimizing your Shopify sales funnel is an ongoing process with many things to deal with. Here are some of the most vital factors you should prioritize:

Analyze Results And Identify Solutions

Start by looking at your Shopify analytics. They tell you where your visitors come from, what they look at, and if they make a purchase. Knowing these details helps you make informed decisions.

Don’t forget to turn on conversion tracking to see which parts of your funnel are working and which need improvement. Find out which ads or campaigns are bringing in the most sales.

Also, figure out where people often decide not to buy. It might be during checkout or on a specific page. Knowing these spots helps you focus on what needs fixing.

Once you know the issues in the sales funnel, fix them. Make changes based on what your data and customers are telling you.

Invest In Secure Payment

Security is paramount, especially when it comes to handling customer payments. 

Ensure your Shopify store has an SSL certificate (indicated by the padlock icon in the address bar); this will secure transactions and build trust. You should also offer various payment methods, including credit cards, digital wallets, and more.

Optimize Processes And Pages

  • Streamline checkout process: A simple checkout process with fewer steps and guest options helps customers finish their purchases.
  • Mobile optimization: Many people shop on mobile, so your site needs to be easy to use on different devices.
  • Page load speed: Faster pages make customers happier. I recommend optimizing images, using a content delivery network (CDN), and checking your page speed with tools like Google PageSpeed Insights.

Have Remarketing Strategies

Depending on your target market, you may choose one or several of the following strategies:

  • Abandoned cart remarketing: Send emails to people who left items in their cart. Offer them a discount or free shipping to encourage them to come back and buy.
  • Dynamic product remarketing: Show ads on platforms like Facebook with the exact products users viewed on your site. 
  • Email marketing sequences: Use email sequences to guide customers. Send emails based on what they looked at or bought. Well-timed emails build trust and keep your brand in their minds.
  • Social media retargeting: Advertise to people who visit your site on social media (Facebook and Instagram), bringing them back to your Shopify store.


Are Sales Funnels For Shopify Effective?

Yes. They guide potential customers through a structured journey, from awareness to buying. By optimizing each stage, businesses can enhance user experience and increase the likelihood of sales.

How To Know Whether My Sales Funnel For Shopify Work?

To assess the effectiveness of your Shopify sales funnel, monitor key metrics such as conversion rates, customer retention, and average order value.


Navigating the complexities of digital marketing and conversion requires a strategic approach. And I’ve walked through ten steps to build a Shopify sales funnel, helping you turn your online store into a buzzing hotspot for sales. 

Just remember, this effective sales funnel is an ongoing ride, not a one-shot deal. So, keep tweaking and vibing with what your customers dig, and watch your Shopify success story unfold!

Read More:

Key logo funnel secrets


Key Nguyen

Key is the brainchild behind Funnelsecrets.us. You'll often find him analyzing conversion rates, tweaking landing pages, and exploring new marketing automation software. He loves to write about sales funnel building and is always tinkering with the latest conversion optimization techniques!

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