Getting Started

Thanks for purchasing a copy of Conversion Funnel for Wordpress! In this guide, I'll outline how to get it up and running on your WordPress site.

Installing the plugin

You should have received a copy of the plugin as a ZIP file in an email. Download that zip file, and install it by clicking on "Plugins", "Add New", and then "Upload" from your WordPress admin.

Make sure you have activated the plugin.

Setting up your InfusionSoft information

To access the plugin, click "Conversion Funnel" in the navigation bar. You should see three tabs: "Funnel", "Tags", and "Settings". Choose "Settings".

Enter in your InfusionSoft domain (just the subdomain), your API key, and a refresh time. The refresh is how frequently we'll request new tags for a contact. If someone is sent to your site we'll cache their tags for an hour by default (3600 seconds). If they're still browsing an hour later we'll pull their tags again to make sure they're current.

Mapping your InfusionSoft tags

Next, you'll want to click the "Tags" tab. Here you'll be able to add in the tags you want us to track. Click "Add New Tag" to begin. In the "Name" field, enter in how you'd like us to display your InfusionSoft tag in your funnel view (note: you don't need to have the name match the name of your InfusionSoft tag, but it's a good idea.) In the "InfusionSoft Tag ID" column, enter in the ID of the tag you want us to track. You can find this by going to your contact settings and choosing "Tags" within InfusionSoft.

Setting up your call-to-actions (CTAs)

Call-to-actions, or CTAs, are the blocks of content you want us to display depending on the visitor. To access them, select "Call To Actions" from the navigation bar.

CTAs are like normal WordPress posts. You can paste in HTML in the "Text" view, or you can upload an image and supporting text through the "Visual" editor. This content will be injected wholesale into your template.

Setup one CTA for each step of your funnel.

Creating your funnel

Click back to the "Conversion Funnel" area on the navigation bar. The default tab is the funnel view.

At the top of your funnel are people who we don't track. We don't have a Contact ID for them, and thus we assume they aren't in your system. (Note: If someone visits your website who happens to be in your database but you haven't linked them to your site through an email or a web form redirect, we have no way of knowing they exist in your InfusionSoft database, therefore they'll see your default CTA. However, the first time you send them to your site through an InfusionSoft email, they'll be tracked on your WordPress site. If they clear their cookies, they'll no longer be tracked.)

Should we not have any information for the visitor, we'll show them this default CTA - you probably want this to be your newsletter opt-in form or a downloadable report.

You'll now want to add more conditions — one per tag in your funnel. In my case, I want people to buy my first book, and then my second, and then take my class, and then hire me as a coach. This means I have five levels of my funnel, which includes the default, top level.

To add a condition, click "Add Condition". You can delete all of your conditions by clicking "Purge All" (Note: This won't delete your tags or CTAs.) Select the tag you want us to check against on the left hand side of your condition, and the CTA you want us to show if they don't have that tag on the right. Saves happen automatically when you change either the tag or CTA.

Registering the plugin in your template

The easiest way to do this is through using a shortcode. From the "Appearance" -> "Widgets" area of your WordPress install, you can add a "Text" block to your sidebar and enter the shortcode [show_cta]

If you'd like to add the plugin to your actual template file (e.g. index.php or sidebar.php), add the following: <?php echo do_shortcode('[show_cta]') ?>

And that's it! Your site is ready to go.

Advanced usage

Want to show conditional modal popups based on whether is in your list or not? Or tweak the language of end-of-post call to actions? All of this is easily done with the plugin.

We expose two functions: is_a_contact() and is_tagged() to your templates or functions file. With these two functions, you could easily setup logic that gets triggered depending on whether someone's in your database or tagged with something specific.

For example, let's say you use an exit modal popup to collect opt-ins, and you don't want someone who's already on your list to ever see them again. It's as simple as...

<?php if (!is_a_contact()): ?> popup code...
<?php endif; ?>

You could take this a step further by maybe even keeping the modal, but changing what's shown to share links for those on your list, or even whatever you'd like to sell the reader next based on their tags.

Making sure we know who your contacts are

Lastly, whenever you create a link within InfusionSoft or redirect a form, you're going to want to make sure you pass us the customer data. This is an InfusionSoft feature which will include the contact ID in the URL that gets passed to your server, which is how we're able to work our magic.

When adding a link to an email
When creating a web form "Thank You Page" redirect