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stickyiofunnels

CB Split Admin – Sticky.io > Funnels

The Funnels section in CB Split Admin allows you to design and control the complete purchase flow that runs on Sticky.io, including checkout, upsells, downsells, retries, and confirmation pages.

A funnel is managed through three tabs: * Steps * Setup * Help

Each tab serves a specific purpose in configuring how customers move through your offer flow.


Tabs Overview

Steps Tab

The Steps tab is where the entire funnel logic is built.

Using steps, you define: * Which products are shown * The order in which they appear * What happens when an offer is accepted or declined

Each step represents a stage in the funnel, such as: * Landing / Order page * Upsell * Downsell

For every step, you can: * Select one or more products * Define the next action based on:

  • Successful purchase
  • Declined offer

This allows you to create flows like: * Purchase → Upsell on success * Purchase → Downsell on decline * Upsell → Exit funnel

The Steps tab controls the business logic of the funnel.


Setup Tab

The Setup tab controls the core Sticky.io pages used by the funnel.

Here, you configure:

* Order Page The main checkout page where the initial purchase happens.

* Retry Page Used when a card is declined during realtime upsell processing.

This page should allow the customer to enter a valid credit card again.

* Thank You Page Displayed after the funnel completes successfully.

* Error Page Used when an error occurs during upsells, such as a card decline.

If a blank page is selected, the error message is rendered automatically.  
Use the `{{ $error }}` snippet to display the error message.

Additional setup options include: * Process upsells in realtime * Collect upsells and process as a single transaction * Treat cart as abandoned after N seconds

The Setup tab defines infrastructure and fallback behavior, not product logic.


Help Tab

The Help tab provides: * Contextual guidance for funnel configuration * Explanations for retry handling and error pages * Information about snippets and best practices

This tab is intended as a reference, especially when configuring retry and error scenarios.


How Tabs Work Together

* Steps Defines what the customer sees and what happens next

* Setup Defines which Sticky.io pages are used during checkout and recovery

* Help Explains how and why certain options should be used

All three tabs work together to form a complete and reliable checkout funnel.

stickyiofunnels.txt · Last modified: 2025/12/19 17:38 by stephan