Funnel step types
Opt-in, sales, order form, upsell, downsell, calendar, thank you.
4 min read Updated 2026-04-24
| Step type | Purpose |
|---|---|
| Opt-in | Collect email and optionally phone. Creates contact. |
| Sales | Pitch the offer. No form — drives clicks to the order step. |
| Order form | Checkout with OpenPay. Supports order bumps. |
| Upsell | One-click upsell after purchase (same card). |
| Downsell | Shown to upsell decliners. Lower-priced alternative. |
| Calendar | Embeds a calendar so the visitor books immediately. |
| Thank-you | Post-conversion page. Delivery, next steps, and referral ask. |