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Sticky.io Funnels Module - CBSplit Integration Guide

This guide explains how to use the Sticky.io Funnels Module inside CBSplit. By the end of this tutorial, you'll know how to connect your Sticky.io account, create a funnel, add upsells, and test the entire process.

Watch the full video walkthrough here:


Step 1: Connect Your Sticky.io Account

  • From the top menu in CBSplit, click Sticky.ioAccounts.
  • Click the ➕ (plus) button at the top-right corner.
  • Enter your Sticky.io domain, username, and password.
  • Once connected, CBSplit will sync:
    1. Products
    2. Campaigns
    3. Shipping Methods

Example: Sticky.io → Products → Configured products will appear in CBSplit → Funnels → Product selection.


Step 2: Build a Funnel

  • Go to Sticky.ioFunnels in the CBSplit menu.
  • Click the ➕ Create Funnel button.
  • Enter a Funnel Name (e.g., “Vitality Funnel”).
  • Select a Sticky.io campaign.
  • Choose whether to auto-create:
    1. Order Page
    2. Summary Page
    3. Retry Page
    4. Thank You Page
  • You can also choose to manually create steps (recommended for full control).

Step 3: Add Funnel Steps

  • Click Add Step.
  • In the popup:
    1. Enter a Label for the step (e.g., “Landing Page”).
    2. Select the products to show on that page (e.g., 3 Vega Omega-3 packs).
  • Add another step called Upsell.
    1. Select a 10-bottle pack for upsell.
    2. This step appears after successful checkout on the landing page.

Step 4: Setup Funnel Pages

Go to the Setup tab in your funnel and assign the following pages:

  • Order Page
  • Retry Page
  • Thank You Page
  • Error Page

Once configured, your funnel structure is ready.


Step 5: Add Funnel Snippets to Pages

Insert funnel link snippets into your CBSplit pages:

  • On the Landing Page and Upsell Page, place snippets in “Add to Cart” buttons or CTAs.
  • This ensures routing through Sticky.io’s funnel flow.

Step 6: Test the Funnel

  • Visit your Step 1 (Landing Page).
  • Click Add to Cart in the pricing section.
  • You’ll be routed to the Sticky.io Order Page.
  • Use the Sticky.io test credit card to complete checkout.
  • After placing the order, you’ll land on the Upsell Page.
  • Click “Yes, Add to My Order” to accept the upsell.
  • You’ll then be redirected to the Order Summary Page.

Step 7: Verify Orders in Sticky.io

  • Log into your Sticky.io dashboard.
  • Navigate to Customers → Orders.
  • You’ll see the order placed via CBSplit.

Summary

This is how you can quickly build a full Sticky.io funnel inside CBSplit — from account setup to testing the final checkout experience.

Thanks for following along. Need more help? Watch the screencast above or reach out via the CBSplit support portal.


stickyio.txt · Last modified: 2025/07/30 04:08 by stephan