sales-skills/sales-wpfunnels

WPFunnels Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What are you trying to do?

   • A) Send funnel data (leads/orders) to your own endpoint or Zapier via webhook
   • B) Build post-purchase one-click upsells/downsells and order bumps (WooCommerce)
   • C) Recover abandoned carts / trigger Mail Mint email flows on funnel events
   • D) Read funnel revenue/orders programmatically (via WooCommerce)
   • E) A/B test funnel steps, add conditional/personalized journeys
   • F) Decide Free vs Pro, or which page builder to design steps in

2. Code or no-code? Your own endpoint → per-funnel webhooks. No endpoint → Zapier (via webhook), Mail Mint (bundled email), or WooCommerce hooks for orders.

Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Funnel / CRO strategy across tools (which builder, funnel design) | /sales-funnel {question} | | Checkout/cart conversion strategy across platforms | /sales-checkout {question} | | Connecting WPFunnels to a CRM/ESP generically (iPaaS) | /sales-integration {question} | | Email sequences / nurture beyond Mail Mint basics | /sales-email-marketing {question} |

When routing, give the exact command, e.g. "This is a strategy question — run: /sales-funnel design a post-purchase upsell flow".

Step 3 — WPFunnels platform reference

Read references/platform-guide.md for the full reference — the funnel/step model (what's webhook vs WooCommerce vs UI-only), Free-vs-Pro gating and best-effort pricing, the lead/order data model, and quick-start recipes (receive a funnel webhook; read orders via WooCommerce; trigger a Mail Mint flow).

Read references/wpfunnels-api-reference.md for the integration surface — WPFunnels is WordPress-only (no REST API): per-funnel webhooks (funnel canvas → three-dot → Webhook → Add Webhook; fields Name/Request URL/Method/Format/Event; body All Fields or Select Fields; no documented event names, payload schema, or HMAC), Mail Mint event triggers, WooCommerce order hooks/REST for the underlying orders, and WordPress hooks.

Answer using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

Focus on the user's specific situation:

• Webhooks are per-funnel and undocumented in payload. Set them up from the funnel canvas → three-dot → Webhook. Since the docs don't publish event names or the payload schema, use Select Fields to pin the exact keys your endpoint needs, and capture a test delivery (webhook.site) before coding.
• No documented HMAC. Treat the Request URL as a secret; if your endpoint supports it, add verification on a value you send in Select Fields, and dedupe on email + funnel/order id.
• Read money through WooCommerce, not WPFunnels. Order bumps and one-click upsells/downsells are WooCommerce orders — the most reliable programmatic read of funnel revenue is the WooCommerce REST API / order webhooks, not a WPFunnels API (there isn't one).
• Email can stay in WordPress via Mail Mint. Funnel Event triggers start Mail Mint automations (welcome, abandoned-cart, post-purchase). Use it instead of routing to a third-party ESP if you want email inside WP; otherwise webhook/Zapier to your ESP.
• It's a WordPress plugin. No SaaS API or MCP — you need a self-hosted WordPress + WooCommerce site. Design steps in your page builder (Elementor/Gutenberg/Divi/Bricks/Oxygen).
• Pro gates the good parts. Webhooks, one-click upsells, A/B testing, conditional steps and order bumps are Pro; the free plugin builds basic funnels. Confirm current Pro pricing on the site (best-effort).

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research (2026-06) — pricing/feature specifics verified against the marketing site, docs, and comparison articles; confirm in-account.

1. Webhook payload/events aren't documented. The setup UI (Name/Request URL/Method/Format/Event, All/Select Fields) is documented, but not the event names or payload fields — capture a live delivery before relying on the shape.
2. No documented webhook HMAC. Secure the Request URL as a secret and dedupe; there's no published signature to verify.
3. WordPress + WooCommerce required. No hosted API/MCP; everything runs on your self-hosted site, and commerce features need WooCommerce.
4. Revenue lives in WooCommerce. For reliable order/upsell data, use the WooCommerce REST API / order webhooks, not WPFunnels (which has no read API).
5. Pro-gated features. Webhooks, one-click upsells/downsells, A/B testing, conditional steps need Pro — the free version is basic. Pricing is best-effort; verify.
6. Mail Mint is a separate (bundled) tool. Email automation is Mail Mint, not WPFunnels itself — its list/automation model is its own; for advanced sequences compare via /sales-email-marketing.
7. Page builder matters for design. Steps render through your builder (Elementor/Gutenberg/Divi/Bricks/Oxygen); template availability and styling depend on it.

Related skills

• /sales-funnel — Sales-funnel / CRO strategy across tools (WPFunnels is one of the WordPress funnel builders covered) — funnel design, tool selection vs CartFlows/FunnelKit
• /sales-checkout — Checkout/cart conversion (order bumps, one-click upsells) across platforms
• /sales-integration — Connecting WPFunnels to a CRM/ESP via webhooks/Zapier/WooCommerce
• /sales-email-marketing — Email sequences beyond Mail Mint basics for the leads you capture
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

Example 1: Send funnel leads to my own endpoint via webhook (developer/automation)

User says: "When someone opts into my WPFunnels funnel, how do I POST their email to my own API?" Skill does: Walks Recipe 1 — on the funnel canvas, three-dot → Webhook → Add Webhook, set Request URL + Method=POST + Format, pick the opt-in Webhook Event, and choose Select Fields to send exactly email/name/funnel_id. Warns the payload schema isn't documented (capture via webhook.site) and there's no HMAC (secret URL + dedupe). Notes Zapier as the no-code alternative and Mail Mint if email should stay in WordPress. Result: Leads POST to the user's endpoint with a known, pinned payload.

Example 2: Build a post-purchase one-click upsell

User says: "I want to offer a one-click upsell after checkout in WooCommerce." Skill does: Explains WPFunnels Pro one-click upsells/downsells add a post-purchase offer charged to the original WooCommerce order (no re-entering card). Points to the funnel canvas to add the upsell step, A/B test the offer, and read results via the WooCommerce REST API/order webhooks (since WPFunnels has no read API). Routes broader AOV strategy: "run: /sales-checkout maximize average order value with order bumps and upsells." Result: A working post-purchase upsell with a reliable way to read the orders.

Example 3: Free vs Pro — what do I actually need?

User says: "Is the free WPFunnels enough, or do I need Pro?" Skill does: Maps features to tiers — free builds basic funnels; Pro unlocks webhooks, one-click upsells/downsells, order bumps, A/B testing, and conditional steps. Frames pricing as best-effort (verify on site) and notes it needs WooCommerce + a page builder. Compares positioning vs CartFlows/FunnelKit and routes the tool-selection decision: "run: /sales-funnel choose a WordPress funnel builder." Result: User picks the right tier and knows the prerequisites.

Troubleshooting

My webhook fires but the data isn't what I expected

Symptom: The receiving endpoint gets a payload with unexpected or missing fields. Cause: WPFunnels doesn't publish the webhook payload schema or event names, and All Fields sends the complete (variable) funnel dataset. Solution: Switch the webhook Request Body to Select Fields and pick exactly the keys your endpoint needs, then capture one real delivery (e.g. webhook.site) to confirm names/format. Recreate the endpoint mapping from that sample. Verify you attached the webhook to the correct Webhook Event on that funnel.

My one-click upsell / order bump isn't working

Symptom: Post-purchase upsell doesn't appear or doesn't charge. Cause: One-click upsells/downsells and order bumps are Pro features and require WooCommerce with a compatible payment gateway that supports post-purchase charges. Solution: Confirm you're on WPFunnels Pro, WooCommerce is active, and your gateway supports one-click/post-purchase charges. Rebuild the upsell step on the funnel canvas and test a full checkout. For AOV strategy across tools, use /sales-checkout.

I can't find a WPFunnels API to read my funnel orders

Symptom: Looking for a REST endpoint to pull funnel revenue/contacts. Cause: WPFunnels is a WordPress plugin with no hosted REST API — there's no api.wpfunnels.com. Solution: Read the underlying orders via the WooCommerce REST API / order webhooks (order bumps and upsells are WooCommerce orders), capture leads via the funnel webhook or Mail Mint, and use WordPress hooks for server-side PHP. For generic iPaaS wiring, use /sales-integration.