Creating a MEGA WordPress website (with Online Store, CRM, Email Automation, Upsells, Sales Funnels)

Building a Website for a Client

In this section, the speaker discusses the process of building a website for a client and provides an overview of the various components involved.

Creating the Website

• The speaker has recently built a website for one of their favorite clients.

• The website is built using WordPress with WooCommerce integration.

• The WooCommerce setup includes one-click upsells and downsells, customized checkout pages, and in-cart upsells.

• A CRM system is integrated into the backend of WordPress to manage customer data.

• Forms are placed throughout the website to encourage visitors to join an email list and opt-in to CRM.

• Email automations are set up within the CRM system for targeted marketing campaigns.

• Speed optimization techniques such as image optimization and CDN setup are implemented.

Introducing the Client - Tattoo Artist

In this section, the speaker introduces their client, who is a tattoo artist. They explain why they put in extra effort to create an ultimate website build for this particular client.

Client Introduction

• The client is the speaker's girlfriend and she is a tattoo artist based in Sydney.

• She did not have a proper website to showcase her work before this project.

• The speaker wanted to surprise her with a new website as a birthday gift.

• The goal was not only to showcase her work but also to help her build an email list.

Overview of Website Structure

In this section, the speaker provides an overview of the structure of the website they built for their client. They highlight key pages and functionalities that will be discussed further in the video.

Website Structure

• The website uses Brix Builder as both theme and page builder.

• Key pages include the home page, about page, and multiple galleries for tattoo work and commissions.

• The speaker used Happy Files integration with Brix Builder to set up and manage the galleries.

• The website also includes a shop page with WooCommerce product listings.

Setting Up Product Sales

In this section, the speaker explains how they set up product sales on the client's website using WooCommerce. They discuss different types of products and their configurations.

Product Sales Setup

• The client sells gift vouchers and prints on their website.

• Gift vouchers are variable products where customers can choose the amount they want to pay.

• Prints are physical products that require shipping charges.

• The speaker demonstrates adding a gift voucher to the cart and explains that prints will be added later by the client.

Demonstrating Cart Functionality

In this section, the speaker demonstrates how cart functionality works on the client's website. They showcase adding a gift voucher to the cart as an example.

Cart Functionality

• The speaker adds a gift voucher to the cart as an example purchase.

• This showcases how customers can add items to their cart for checkout.

Timestamps may not be exact due to limitations in processing natural language.

Getting a Tattoo Gift Voucher and Upsells

The speaker discusses the process of purchasing a gift voucher for a tattoo and how upsells are incorporated into the checkout process.

Purchasing a Gift Voucher and Adding an Upsell to Cart

• A customer can buy a gift voucher for Christmas by visiting the website.

• If the customer sees an additional print while purchasing the gift voucher, they can click on it to add it to their cart.

• The upsell feature is powered by a plugin called Funnel Kit.

Custom WooCommerce Checkout Page

• After adding items to the cart, customers proceed to the custom WooCommerce checkout page.

• This page was designed using Brix Builder but is powered by Funnel Kit.

• Funnel Kit is responsible for various functionalities such as designing the checkout, in-cart upsells, CRM, and email automation.

Funnel Kit Plugin and Related Software

The speaker explains that Funnel Kit is a powerful plugin used for various functions within the website, including checkout design, in-cart upsells, CRM, and email automation.

Features of Funnel Kit Plugin

• Funnel Kit is responsible for designing the WooCommerce checkout page.

• It enables in-cart upsells during the checkout process.

• It serves as a CRM (Customer Relationship Management) tool.

• It provides email automation functionality.

Affiliate Links and Software Description

The speaker mentions that affiliate links are provided in the video description to support their channel. They also discuss software related to funnel kit.

Affiliate Links and Channel Support

• Affiliate links are available in the video description to support the channel.

• These links provide access to software mentioned in the video.

Software Description

• Various software tools are utilized alongside Funnel Kit for different functionalities within the website.

• The video description contains links to these software tools.

Funnel Kit Plugin and WooCommerce Checkout

The speaker explains that Funnel Kit is the primary plugin powering the website, handling checkout design, in-cart upsells, and other functionalities.

Funnel Kit as a Powerhouse Plugin

• Brix Builder is responsible for designing the website, but Funnel Kit handles most of the other functions.

• Funnel Kit serves as the WooCommerce checkout designer.

• It enables in-cart upsells and down sells.

• It acts as a CRM tool and provides email automation capabilities.

Setting Up Upsell System with Logged-In User

The speaker demonstrates setting up an upsell system with a logged-in user by adding items to cart and proceeding through the checkout process.

Adding Items to Cart

• As a logged-in user, items can be added to cart, such as a gift voucher.

• An upsell prompt appears after adding the gift voucher to cart.

Proceeding Through Checkout

• After selecting an upsell option, users proceed through the checkout process using a test gateway for demonstration purposes.

• This allows showcasing what happens on the next page of the sales funnel.

Upselling Process in Sales Funnel

The speaker explains how Funnel Kit takes customers through a series of upsells and downsells known as a sales funnel during the checkout process.

Upselling Process

• After completing the checkout form, customers are taken through a series of upsells and downsells before reaching the thank you page.

• A sample upsell is shown where customers are offered a second print at a discounted price for a limited time during holiday season.

• Customers can choose to add this additional item or proceed without it.

Configuring Upsells in Funnel Kit

The speaker demonstrates configuring upsells in Funnel Kit and the options available during the checkout process.

Configuring Upsells

• In the backend of Funnel Kit, upsells can be set up for specific products.

• A confirmation option can be enabled to ensure customers confirm their choice before proceeding.

• This feature helps prevent accidental clicks and potential refund requests.

Confirmation and Final Steps in Sales Funnel

The speaker explains how customers confirm their upsell choices and proceed through the final steps of the sales funnel.

Confirming Upsell Choice

• Customers are prompted to confirm their decision after selecting an upsell option.

• They can either accept or decline the offer.

Final Steps in Sales Funnel

• If customers accept the upsell, their credit card is charged again, and they receive a confirmation message.

• After this step, they proceed to the thank you page, which was also designed using Brix Builder.

Order Summary and Transactions

The speaker discusses order summary and transactions within WooCommerce related to gift vouchers and upsells.

Order Summary

• Within WooCommerce orders, an order summary shows all transactions made.

• Each transaction is associated with a specific product or upsell.

Gift Voucher Transaction

• The first transaction recorded is for the gift voucher purchase.

Upsell Transaction

• The second transaction recorded is for accepting an upsell offer using Upstroke plugin.

• It shows that a second print was added at a discounted price.

Setting Up Upsell Process

In this section, the speaker explains how to set up an upsell process using Funnel Kit. Funnel Kit allows customization of WooCommerce pages, adding upsells and downsells, and customizing the thank you page.

Setting Up Upsell Process

• Use Funnel Kit to customize WooCommerce pages and add upsells and downsells.

• Customize the thank you page to enhance the user experience.

• Funnel Kit also provides features like creating sales funnels, email automations, CRM, and broadcast emails.

Customizing WooCommerce Emails

This section focuses on customizing WooCommerce emails using Funnel Kit. The speaker demonstrates how to personalize order receipt emails by using a drag-and-drop builder and merge tags for dynamic data.

Customizing Order Receipt Emails

• By default, WooCommerce sends plain and generic order receipt emails.

• Use Funnel Kit's automation feature to customize order receipt emails.

• Drag columns into the email builder and add images, headings, text, and merge tags for dynamic data.

• Merge tags are replaced with real data when the email is processed.

• Design personalized order summary tables with billing details and shipping details.

Adding Personalized Notes in Emails

This section discusses adding personalized notes in WooCommerce emails using Funnel Kit. The speaker demonstrates how to include custom messages in order receipt emails for international customers regarding currency conversion fees.

Adding Personalized Notes

• Include personalized notes in WooCommerce emails using Funnel Kit's automation feature.

• Add custom messages for international customers regarding currency conversion fees.

• Enhance customer experience by providing relevant information about pricing discrepancies due to currency conversions.

Designing Email Templates with Visual Builder

In this section, the speaker explains how to design email templates using Funnel Kit's visual builder. The speaker demonstrates how to create visually appealing emails by dragging and dropping elements and utilizing merge tags for dynamic data.

Designing Email Templates

• Use Funnel Kit's visual builder to design email templates.

• Drag columns, images, headings, text, and rows into the email template.

• Utilize merge tags for dynamic data such as order summary, billing details, and shipping details.

• Save the designed template for future use.

Integrating CRM with Funnel Kit

This section focuses on integrating a CRM (Customer Relationship Management) system with Funnel Kit. The speaker explains how to add contacts to the CRM and set up email automations for subscribers and customers.

Integrating CRM with Funnel Kit

• Use Funnel Kit's CRM feature to manage contacts and set up email automations.

• Add subscribers and customers to the CRM from your mailing list or product purchases.

• Set up automated emails based on triggers like order creation or subscription status.

Managing Contacts in Funnel Kit

This section covers managing contacts in Funnel Kit's CRM. The speaker demonstrates how to add contacts manually and explains the importance of having contacts in subscribed status for effective email marketing.

Managing Contacts

• Access the contact management section in Funnel Kit's CRM.

• Add contacts manually by entering their information.

• Ensure that contacts are in subscribed status to enable effective email marketing campaigns.

The transcript provided does not cover the entire video content.

Segmenting Customers and Promoting New Prints

In this section, the speaker discusses how to segment customers who have purchased a specific print from Maddie's website and promote new prints to them.

Customer Segmentation and Promotion

• Maddie can use the CRM in Wordpress to segment customers who have bought a specific print.

• By creating a segment of these customers, Maddie can send targeted promotional emails for her new prints.

• This process allows Maddie to effectively promote her new products to interested customers.

Order Processing and CRM Status

This section explains the order processing flow and how it affects the customer's status in the CRM.

Order Processing Flow

• When a customer purchases from Maddie's website, their order goes into order processing.

• The customer's status in the CRM is checked to determine if they are already subscribed.

• If the customer is already subscribed, they follow a different path in the automation flow.

• If the customer is not subscribed, they receive an email inviting them to join Maddie's mailing list.

Unverified Status and Email Confirmation

Here, it is explained what happens when someone buys from Maddie's website but hasn't opted into her email list yet.

Unverified Status and Email Confirmation

• When someone purchases from Maddie's website without opting into her email list, their status in the CRM is set as unverified.

• These customers exist in the CRM but haven't confirmed their subscription yet.

• An email is sent to these customers thanking them for their purchase and inviting them to join Maddie's mailing list by clicking on a link provided in the email.

• Clicking on this link confirms their subscription and changes their status in the CRM from unverified to subscribed.

Building an Email List and Customized Order Receipt

This section highlights the benefits of building an email list and how it can be used to send customized order receipt emails.

Benefits of Building an Email List

• By building an email list, Maddie can notify customers about new merchandise, prints, flash days, and local tattooing events.

• Customers who have confirmed their subscription receive highly customized order receipt emails for purchases made through the WooCommerce website.

• This approach allows Maddie to simultaneously promote her products and build her email list for future offers.

Getting Customers on the Email List Through Forms

Here, it is explained how customers can be added to Maddie's email list through forms on her website.

Adding Customers Through Forms

• Customers can complete a form on Maddie's website, such as the "Book Your Tattoo" form.

• The form fields are mapped to contact fields in the CRM using Fluent Forms plugin.

• After completing the form, customers receive an email notification with information about joining Maddie's email list.

• Clicking on a link in this email confirms their subscription and adds them to the CRM as subscribed contacts.

Conclusion

Maddie utilizes various strategies to segment customers, promote new prints, and build her email list. By leveraging automation and targeted communication, she maximizes customer engagement and promotes future offers effectively.

Optimizing the Website for Email Confirmation and List Building

In this section, the speaker discusses how they optimized the website to send email confirmations to customers and encourage people to join the email list. They also mention the importance of not sending emails to those who are already subscribed.

• Implemented a solution on Maddie's website where email confirmations are sent to customers while also encouraging them to join the email list.

• The goal was to avoid sending emails to people who are already subscribed.

• This solution streamlined the process and made it more efficient.

Different Optimization Approach for an Australian Audience

The speaker explains that optimizing Maddie's website required a different approach compared to their wage part website, which targeted a global audience. They discuss using a CDN for asset distribution and other considerations specific to an Australian audience.

• Maddie's website primarily targets an Australian audience.

• To optimize the website, they needed to think differently and consider different factors compared to their wage part website.

• Used a CDN (Content Delivery Network) for pushing assets globally in wage part but focused on local optimization for Maddie's site.

• Explains image optimization techniques, including converting images into webp format.

• Discusses CDNs used for storing images and achieving high loading speeds.

Thorough Coverage of Image Optimization and Speed Enhancement

The speaker provides detailed information about image optimization techniques implemented on Maddie's website. They discuss converting images into webp format, using CDNs, and achieving high loading speeds.

• Thoroughly covers image optimization techniques implemented on Maddie's website.

• Explains how all images were converted into webp format for better performance.

• Discusses the use of CDNs for storing and delivering images.

• Mentions achieving a 95% speed score on mobile and 100% on desktop.

• Encourages viewers to watch this section for more information on optimization techniques.

Email List Joining Process and Website Speed

The speaker discusses the process of joining the email list on Maddie's website and highlights the fast loading speed achieved. They also mention the various tools integrated into the website, such as WooCommerce, CRM, and Funnel Kit.

• Explains how users can join Maddie's email list by clicking a specific link on her website.

• Shows the page where users can opt-in to join the email list directly.

• Mentions that this process is part of a separate funnel with its own email automations.

• Highlights the fast loading speed of Maddie's website, even with various integrated tools like WooCommerce, CRM, and Funnel Kit.

Overview of Pages and Content on Maddie's Website

The speaker provides an overview of the pages and content present on Maddie's website. They discuss the purpose of creating this website for Maddie's business.

• Provides a walkthrough of different pages on Maddie's website.

• Starts with the home page featuring a photo of Maddie.

• Mentions that designing websites without proper images can be challenging but shares how they overcame it by taking photos during tattoo sessions.

Introducing Maddie and Tattoo Gallery

The speaker introduces Maddie further by discussing her background in tattooing. They highlight sections like "About Us" and "Tattoo Gallery" that help introduce visitors to her work.

• Shares photos taken during tattoo sessions to introduce Maddie and her work.

• Mentions the "About Us" page featuring a photo of Maddie with a client.

• Discusses the "Tattoo Gallery" section showcasing Maddie's tattoo designs, shop, and commissions.

Importance of Authentic Photos for Website Design

The speaker emphasizes the importance of using authentic photos for website design. They explain how they took high-quality photos during a four-hour session, making the website design process easier.

• Highlights the significance of using authentic photos for website design.

• Shares their experience of taking high-quality photos during a four-hour session at Maddie's tattoo shop.

• Mentions that having personal photography skills can be beneficial when building websites for clients without access to professional images.

Incorporating Email List Joining on Tattoo Website

The speaker discusses incorporating an email list joining feature on Maddie's tattoo website. They mention initial hesitations due to industry norms but express optimism about its potential benefits.

• Explains the decision to incorporate an email list joining feature on Maddie's tattoo website.

• Acknowledges initial hesitations due to traditional practices in the tattoo industry.

• Shares personal experience with running an e-commerce website and highlights the value of building an email list.

Hopeful Outlook for Email List Implementation

The speaker expresses hope that implementing an email list on Maddie's website will yield positive results. They discuss their own experiences with email marketing and express enthusiasm about sharing its benefits with Maddie.

• Expresses optimism about the implementation of an email list on Maddie's website.

• Shares personal experiences with running a large email list and generating revenue through email marketing.

• Hopes that Maddie will see the value and benefits of building an email list for her tattoo business.

Flash Days and Email Marketing New Section

In this section, the speaker discusses the use of email marketing to notify subscribers about flash days in a tattoo studio.

Using Email List for Flash Days

• Flash days are special events where a tattoo studio offers limited designs that are only available on that day.

• The studio promotes the flash day and people line up to choose their desired design.

• To ensure customers don't miss out on flash day designs, the speaker suggests using an email list to notify subscribers a few days before the event.

• Including flash sheets in the email can generate excitement and encourage attendance.

• Building up an email list gradually and sending emails specifically for upcoming flash days can be an effective strategy.

Happy Files Gallery Plugin New Section

This section focuses on the Happy Files Gallery plugin used to organize media files and create galleries on Maddie's website.

Introduction to Happy Files Gallery Plugin

• Happy Files is a plugin developed by the Brics Builder team for organizing media files into folders within the media library.

• The plugin allows users to insert gallery blocks into Brics Builder or Gutenberg pages by selecting folders from Happy Files.

• The galleries created with Happy Files are user-friendly, allowing zooming in and easy navigation on mobile devices.

Tattoo Galleries: Designs Ready to be Tattooed, Flash Day New Section

This section explores different tattoo galleries on Maddie's website, including designs ready to be tattooed and a dedicated page for flash day information.

Tattoo Galleries Overview

• There are three entry points for tattoo galleries: Designs Ready to be Tattooed, Flash Day, and general Tattoo Gallery.

• Each gallery utilizes Happy Files galleries for displaying images.

• Designs Ready to be Tattooed gallery showcases drawings by Maddie that people can choose from for their tattoos.

• Flash Day page is dedicated to explaining what flash day is and provides FAQs to clarify misconceptions.

The transcript does not provide timestamps beyond this point.

The Importance of Email Lists over Instagram

In this section, the speaker discusses the benefits of using email lists compared to relying solely on Instagram for reaching followers.

• Instagram only pushes out posts to a small percentage of followers, while email inboxes have higher open rates.

• The industry average for open rates is around 25-30%, and it is likely even higher for an email list.

• Therefore, having an email list is a better option for reminders and reaching a larger audience.

Simplifying Website Navigation

This section focuses on the decision to simplify website navigation by avoiding drop-down menus.

• Instead of using drop-down menus, the speaker prefers a simple main menu structure.

• By clicking on a specific category like "Tattoos," users are directed straight to the relevant page (e.g., tattoo gallery).

• The simplicity of this approach has been well-received so far.

• The speaker invites feedback from viewers regarding their preference for drop-down menus or simplified entryways.

Seeking Feedback on Menu Design

Here, the speaker seeks input from viewers regarding their preference for drop-down menus or simplified entryways in website navigation.

• While designing the website, choosing between drop-down menus and simplified entryways seemed like a minor decision.

• However, feedback from viewers would be valuable in understanding user preferences.

• Viewers are encouraged to share their thoughts in the comments section below the video.

Mobile-Friendly Design and Portal vs. Drop-down Menus

This section discusses mobile-friendly design choices and compares portal-style navigation with drop-down menus.

• On mobile devices, the website design utilizes tiles as portals for different sections, such as tattoos.

• The speaker personally prefers portal-style entryways over drop-down menus.

• However, viewer feedback on this design choice is still welcomed.

Showcasing Commissions and Encouraging Engagement

This section focuses on showcasing commissions and encouraging engagement through the website.

• The website includes a commission gallery, where visitors can view previous commissions.

• The goal is to attract people to follow the artist on Instagram or inquire about a commission.

• Additionally, the "Commission Info" section provides details about available services and reasons why someone might want to get a commission.

• Examples of commission ideas are given, such as personalized artwork for nurseries or gifts for loved ones.

Commission Sizes and Booking Process

Here, the speaker discusses commission sizes and explains the booking process through a form on the website.

• The website provides information about various commission sizes offered by the artist.

• Visitors can explore the gallery to see examples of different sizes.

• To book a commission or ask questions, visitors can fill out a form that includes options for color preferences, desired completion date, budget range, and additional notes.

Woocommerce Integration for Vouchers

This section highlights the integration of Woocommerce for selling gift vouchers on the website.

• The speaker mentions using Woocommerce for voucher sales.

• A dedicated section called "Vouchers" is included in the shop menu.

• Gift vouchers are placed at the top of this section due to their popularity among customers.

• Clicking on a specific voucher product allows users to add it to their cart.

In-Cart Upsells with Funnel Kit Plugin

This section introduces the use of the Funnel Kit plugin to implement in-cart upsells for increasing sales.

• The speaker explains that an in-cart upsell feature has been added using the Funnel Kit plugin.

• This feature prompts customers who are purchasing a gift voucher to consider adding a ladies print to their order.

• The purpose of this demonstration is to showcase how in-car upsells work, but it may not be a permanent part of the website's functionality.

Value and Features of Funnel Kit Plugin

Here, the speaker discusses the value and features of the Funnel Kit plugin used for in-cart upsells.

• The Funnel Kit plugin continuously adds new features without requiring additional payments for add-ons.

• Unlike other plugins that offer separate paid add-ons, Funnel Kit enhances its main plugin with more value.

• The primary goal of Funnel Kit is to help online store owners increase profits by selling more products and services.

Timestamps beyond this point were not provided.

Optimizing Website Speed for Australian Audience

In this section, the speaker discusses the importance of optimizing website speed for an Australian audience and demonstrates how fast the website loads.

Website Loading Speed

• The website loads super fast, even though the server is located in Australia.

• Reloading pages and adding items to the cart are quick and smooth.

• The speaker is impressed with the performance of the website and its ability to handle upsells without redirecting users to a separate cart page.

• A discount code feature is available for users to enter during checkout.

• The cart icon remains accessible on any page of the website.

Adding Upsells to Cart

This section focuses on adding upsells to the cart and highlights the seamless user experience provided by this feature.

Adding Upsells

• Demonstrates how to add products to the cart without pausing or interrupting the video.

• Shows how quickly new items appear in the cart after being added.

• The speaker expresses surprise at how well this feature works, as they had not tested it before.

Integrating Fluent Forms for Contact Page

This section explores integrating Fluent Forms into the contact page and explains why using a simple header can help improve user focus.

Fluent Forms Integration

• Three entry points are available on the contact page: book your tattoo, inquire about a commission, and general inquiry.

• Each entry point utilizes Fluent Forms for easy submission of information.

• The header changes to a simple format on these forms to minimize distractions for users.

Simplified Mailing List Subscription Process

This section discusses simplifying mailing list subscription process by removing distractions and implementing double opt-in.

Mailing List Subscription

• Demonstrates a simplified mailing list subscription process with a focus on removing distractions.

• The simple header on the subscription form helps users stay focused on the content.

• Users enter their name and email to join the mailing list, triggering a double opt-in process.

Optimizing Website Speed for Australian Audience (Continued)

This section delves into the decisions made to optimize website speed for an Australian audience and showcases the results achieved.

Website Optimization Decisions

• Emphasizes the importance of considering traffic sources when optimizing website speed.

• Achieved high scores (95 on mobile, 100 on desktop) in Google PageSpeed test.

• Discusses various optimizations implemented to improve loading speed.

Conclusion and Future Plans

In this final section, the speaker concludes by summarizing the content of the website and discussing future plans for improvement.

Summary and Future Plans

• Summarizes the current state of the website's content and optimization efforts.

• Mentions plans for future expansion, including publishing blog articles to increase traffic from local search terms.

• Encourages viewers to check out Funnel Kit through affiliate links provided in the video description.

Understanding Website Assets and Server Setup

In this section, the speaker discusses the components of a website, including assets such as images, CSS, and JavaScript files. They also explain the server setup and the importance of server location for faster loading times.

Components of a Website

• A website contains assets such as images, CSS, and JavaScript files.

• These assets are stored on a server that serves the website to visitors.

Importance of Server Location

• The closer the server is to the audience accessing the website, the faster it will load.

• The speaker sets up their server using GridPane in Sydney since most of their traffic comes from Australia.

Optimizing Website Performance with Caching

This section focuses on optimizing website performance through caching. The speaker explains how caching works and its benefits in reducing processing time on the server.

How Caching Works

• When a visitor accesses a webpage, WordPress retrieves content from the database and renders it.

• To avoid repeating this process for subsequent visitors, caching plugins save optimized versions of webpages on the server.

Benefits of Caching

• Caching reduces processing time on the server by serving cached versions instead of re-rendering pages.

• Plugins like WP Rocket and Flying Press cache HTML, CSS, JavaScript files, resulting in faster page loading times.

• These plugins can also optimize CSS and JavaScript by removing unused code or combining files.

Flying Press as an Effective Caching Plugin

In this section, the speaker recommends Flying Press as an efficient caching plugin for optimizing website performance. They highlight its advantages over WP Rocket in terms of speed and simplified settings.

Advantages of Flying Press

• Flying Press is a powerful caching plugin that offers faster performance compared to WP Rocket.

• It excels in removing unused CSS and provides instant results, making websites load faster.

• The plugin has a simplified settings page that is frequently updated with new features.

For more information and the affiliate link to Flying Press, refer to the video description.

Conclusion and Recommendation

In this final section, the speaker concludes by reiterating their recommendation of Flying Press as the best caching plugin for website optimization.

Recommendation

• The speaker highly recommends using Flying Press due to its superior speed and powerful optimization features.

• They suggest checking out the plugin through their affiliate link provided in the video description.

Optimizing Image Delivery for a Website

In this section, the speaker discusses the optimization of image delivery for a website. They explain the use of caching and the importance of converting images to the webp format for smaller file sizes.

Caching and Image Formats

• The server stores website files and serves them to users.

• Flying Press is a caching plugin that saves cached versions of web pages.

• Cached versions are accessed by users, reducing server load.

• Images on websites are typically in JPEG or PNG format.

• Webp is a web-only image format with smaller file sizes than JPEG and PNG.

• Converting images to webp is recommended for better user experience.

Converting Images to Webp

• Option 1: Upload images to WordPress, then use an image optimization plugin like ShortPixel to convert them to webp format.

• ShortPixel can also compress images during conversion.

• This method results in two versions of each image (original JPEG/PNG and converted webp).

• Suitable for smaller websites with manageable storage requirements.

Challenges with Image Duplication

• Image duplication can lead to excessive storage usage.

• Backing up multiple versions of each image increases backup size significantly.

• Large websites with many images may face storage limitations due to duplicated files.

Alternative Approach: Pre-compressing Images Locally

• Upload original JPEG/PNG images directly into WordPress media library on the server.

• Use local compression software like ImageOptin before uploading images into WordPress.

• Compressed images are then uploaded into the media library.

• Media library remains small in file size due to pre-compression.

Using a CDN for Webp Conversion

• Content Delivery Network (CDN) duplicates website content across servers worldwide.

• CDN ensures faster access to website content from different locations globally.

• CDN can be used to convert JPEG/PNG images to webp format.

• Users access the webp images from the CDN, reducing server load and storage requirements.

Using a Content Delivery Network (CDN) for Image Delivery

In this section, the speaker explains how a Content Delivery Network (CDN) can improve image delivery by duplicating and distributing images across multiple servers worldwide.

Benefits of a CDN for Image Delivery

• A CDN duplicates website content, including images, to servers worldwide.

• Users can access website content from a server closer to their location.

• Faster image loading times due to reduced latency.

• Improved user experience with quicker access to images.

Example: Maddie's Website and CDN

• Maddie's website is hosted in America.

• Without a CDN, users worldwide would have slower image loading times.

• With a CDN, copies of Maddie's images are stored on servers globally.

• Users can access the nearest server for faster image delivery.

How CDNs Work

• When a user requests an image, the request is routed to the nearest server in the CDN network.

• The requested image is delivered from that server instead of the main server in America.

• CDNs use caching techniques to store frequently accessed content closer to users.

Choosing a Suitable CDN

• Consider factors like pricing, performance, global coverage, and ease of integration when selecting a CDN provider.

• Popular CDNs include Cloudflare, Amazon CloudFront, and Fastly.

Pre-compressing Images Locally for Better Storage Efficiency

This section focuses on pre-compressing images locally before uploading them into WordPress. The speaker explains how this approach helps reduce storage requirements and backup sizes.

Uploading Original Images into WordPress Media Library

• Upload original JPEG/PNG images directly into the WordPress media library on the server.

• Avoid using image optimization plugins that convert images to webp format during upload.

Pre-compressing Images Locally

• Use local compression software like ImageOptin before uploading images into WordPress.

• Compress the original images on your local machine before uploading them.

• This reduces file sizes and improves storage efficiency.

• The compressed images are then uploaded into the media library.

Benefits of Pre-compressed Images

• Media library remains small in file size due to pre-compression.

• Reduced storage requirements for backups as only one version of each image is stored.

• Improved backup efficiency and reduced backup sizes.

Converting Images to Webp Format for Better User Experience

This section discusses the importance of converting JPEG/PNG images to webp format for better user experience. The speaker explains how to convert images using an image optimization plugin and highlights the benefits of using webp format.

Importance of Converting Images to Webp

• JPEG/PNG formats are not ideal for optimal user experience.

• Webp format offers smaller file sizes compared to JPEG/PNG, resulting in faster loading times.

Using an Image Optimization Plugin

• Install an image optimization plugin like ShortPixel in WordPress.

• Access the plugin settings page and select all images in the media library for conversion.

• ShortPixel can convert all selected images to webp format and compress them simultaneously.

Benefits of Webp Conversion

• Smaller file sizes improve website performance and loading times.

• Enhanced user experience with faster image delivery.

Timestamps may vary slightly depending on the source video.

Understanding CDNs and Image Optimization

In this section, the speaker discusses content delivery networks (CDNs) and image optimization for websites. They explain how CDNs work and the benefits of optimizing images on the fly.

CDN Functionality and Image Optimization

• A CDN is a network of servers that helps deliver website content to users from servers closer to their location.

• CDNs can optimize images on the fly by converting them to webp format, which reduces file size without compromising quality.

• The optimized images are then stored in various locations around the world for faster access.

Leveraging CDNs for Image Optimization

• The speaker's website, wagepart.com, uses a CDN to duplicate assets worldwide and optimize images on the fly.

• However, since all traffic to Maddie's website comes from Australia, there is no need for global image replication.

• The ideal option would be to have a CDN where only Australian images are stored and optimized.

BunnyCDN vs. FlyingCDN

• BunnyCDN is a highly regarded CDN service but charges an additional $9.95 per month for on-the-fly image optimization.

• FlyingCDN leverages the BunnyCDN network but includes image optimization with no minimum cost.

• FlyingCDN offers a $3 minimum per website with up to 100GB storage, making it more cost-effective for Maddie's needs.

Choosing FlyingCDN for Image Optimization

In this section, the speaker explains why they chose FlyingCDN over BunnyCDN for image optimization. They discuss pricing differences and highlight the benefits of using FlyingCDN.

Cost Comparison between BunnyCDN and FlyingCDN

• BunnyCDN charges $9.95 per month as an add-on for on-the-fly image optimization.

• FlyingCDN includes image optimization in their $3 per month minimum plan, making it more affordable.

Benefits of Using FlyingCDN

• FlyingCDN utilizes the BunnyCDN network, replicating assets and images to various locations worldwide.

• The $3 per month plan includes webp conversion, adaptive images, image compression, and duplication to 114 edge locations.

• Maddie's website will benefit from optimized images without incurring the higher cost of BunnyCDN's add-on.

Conclusion and Recommendation

In this section, the speaker concludes by summarizing the benefits of using a CDN for worldwide traffic and recommends FlyingCDN as a cost-effective option for optimizing website images.

Benefits of CDN and Image Optimization

• CDNs improve website performance by delivering content from servers closer to users' locations.

• Optimizing images on the fly reduces file size and improves loading speed.

Recommendation: FlyingCDN for Maddie's Website

• Since all traffic to Maddie's website comes from Australia, global replication is unnecessary.

• Using FlyingCDN with its included image optimization at a lower cost is recommended.

• The $3 per month plan provides webp conversion, adaptive images, compression, and duplication to multiple edge locations.

ShortPixel Adaptive Images with CDN

In this section, the speaker discusses ShortPixel's offering called "Adaptive Images" which involves a CDN. They compare it to Flying Press and explain why they chose ShortPixel for their website.

ShortPixel Adaptive Images

• ShortPixel offers an adaptive images feature that identifies and optimizes all of your site's images on the fly.

• The CDN associated with ShortPixel automatically optimizes and scales images to the optimum size for each device, while leaving the original images on your web server unchanged.

• The speaker chose ShortPixel because they already had credits from AppSumo deals, making it cheaper than Flying Press.

• The pricing for ShortPixel's adaptive images starts at $3.99 per month for 35 gigabytes of usage, but it is free for under 500 megabytes of usage.

• If you have low traffic and want to optimize your images on the fly, ShortPixel's adaptive images can be a cost-effective option.

• Once you exceed 500 megabytes of usage or 35 gigabytes if using Flying CDN, it may be more economical to switch to Flying CDN due to its lower price per gigabyte.

• The speaker recommends ShortPixel for smaller websites or those with low traffic, especially if they are under 500 megabytes of usage.

Flying Press Plugin and Caching

In this section, the speaker discusses the Flying Press plugin and its integration with caching. They compare it to the paid version of Cloudflare.

Flying Press Plugin

• The speaker mentions that they use the Flying Press plugin for their website wagepirate.com.

• Unlike the paid version of Cloudflare, when using Flying Press with Flying CDN, clearing the cache does not remove optimized images.

• The plugin allows you to purge HTML, CSS, JavaScript, and images separately or all at once from the CDN.

• The integration between Flying Press and Flying CDN is cost-effective compared to the paid version of Cloudflare.

• The plugin offers various options for caching, including scheduling cache removal and optimizing CSS and JavaScript.

• The speaker recommends trying out the feature of removing unused CSS in Flying Press as it has been more stable compared to WP Rocket.

This summary covers only a portion of the transcript.

Optimizing and Storing Images

The speaker discusses the optimization and storage of images on the website, including the use of a caching plugin and a CDN.

Image Optimization and Caching

• The speaker recommends using Flying Press for optimizing images and implementing database optimizations.

• A caching plugin is used to cache CSS and JavaScript files.

• Cloudflare's free version is utilized to cache these files, resulting in improved website speeds.

Optimization for Specific Traffic

The speaker explains that the optimization strategies discussed are tailored towards traffic from Australia. Different approaches may be required for global traffic.

Global Traffic Optimization

• If interested, the speaker offers to create a separate video on optimizing websites for global traffic.

• The example of wagepart.com is mentioned as an illustration of optimized performance for global traffic.

Backend Configuration

The speaker provides an overview of how the backend of the website is configured, focusing on specific elements such as the homepage and header menu.

Homepage Configuration

• The homepage is built using Bricks Builder with a main image and two columns containing panels and gift cards.

• No complex configurations are present on this page except for the header section.

Header Menu Configuration

• The new header/menu builder feature in Brix Builder is used to configure the header menu.

• It offers flexibility in designing custom menus with elements like buttons that can be added or hidden based on user interactions.

• Users need to build their menus from scratch using this feature instead of relying on default menu builders found in WP admin under appearance.

Page Design Using Gutenberg

The speaker demonstrates how simple page designs can be created using Gutenberg, including the use of images and galleries.

Page Design with Gutenberg

• A basic page design is showcased, featuring text paragraphs and an image.

• The Happy Files Gallery block is used to create a gallery by selecting images from specific folders.

• The speaker highlights the advantage of managing galleries through folders, allowing easy reuse of the same gallery on multiple pages or blog posts.

Managing Galleries with Happy Files

The speaker explains how galleries can be managed using the Happy Files plugin, including creating galleries and outputting them on different pages.

Gallery Management with Happy Files

• Galleries can be managed through the Media Library by creating folders and adding images to them.

• The Happy Files Gallery block can then be used to output all images from a specific folder onto a page or post.

• This approach enables consistent gallery display across multiple pages or posts without duplicating content.

Timestamps are provided for each section based on the transcript.

Setting up the About Us Page

The speaker explains how they set up the About Us page on their website using Happy Files and added a signature as an image.

Steps for setting up the About Us page:

• Use Happy Files to create a block for the About Us page.

• Add a signature as an image to the page.

Creating Tattoo Galleries

The speaker demonstrates how they created tattoo galleries on their website using Happy Files and Bricks Builder.

Steps for creating tattoo galleries:

• Use Bricks Builder to edit a Happy Files Gallery element.

• Customize the gallery by choosing images, sizes, and columns.

• Ensure responsive design by adjusting column numbers for different devices.

Integrating Happy Files with Bricks Builder

The speaker explains the tight integration between Happy Files and Bricks Builder, allowing seamless editing of galleries within Bricks Builder.

Steps for integrating Happy Files with Bricks Builder:

• Drag and drop the Happy Files element into a Bricks Builder page.

• Choose a folder or add local images to the gallery.

• Customize size and columns of images in the gallery.

• Enjoy real-time updates of changes made in Bricks Builder to the Happy Files Gallery.

Enhancing Gallery Experience with Zoom Feature

The speaker demonstrates how to enable zoom functionality in a full-screen gallery created using Happy Files and Bricks Builder.

Steps for enhancing gallery experience with zoom feature:

• Enable lightbox view with zoom functionality in the gallery settings.

• Test zooming in, zooming out, and full-screen mode in the front-end view of the gallery.

• Utilize keyboard shortcuts and escape key to navigate and exit the gallery.

Cloning Galleries for Multiple Pages

The speaker explains how they cloned galleries created with Happy Files and Bricks Builder for different pages on their website.

Steps for cloning galleries:

• Clone the entire gallery section.

• Replace images in the cloned gallery with new ones.

• Consider linking each gallery to a Happy Files folder for easier management in the future.

Managing Images in Galleries

The speaker discusses future plans of allowing someone else to manage the images in the galleries by linking them to a Happy Files folder.

Steps for managing images in galleries:

• Link each Happy Files Gallery to a specific Happy Files folder.

• Teach someone how to compress and upload images into the linked folder.

• Enable easy image adjustments by giving control over image management.

Introduction to Complex Website Setup

The speaker introduces more complex elements that can enhance websites, such as setting up a shop, funnels, and other features related to generating revenue.

Key points about complex website setup:

• These elements are often overlooked or not prioritized but are essential for business websites aiming to generate revenue.

• Setting up a shop is one of these important elements.

• Funnel Kit plugin can be used with WooCommerce to enhance website functionality and increase sales.

Creating Shop Pages with Bricks Builder

The speaker demonstrates how they built shop pages using Bricks Builder and WooCommerce integration.

Steps for creating shop pages:

• Use Bricks Builder templates specifically designed for WooCommerce product pages.

• Customize the template by adding elements like product price, add to cart button, and product content.

• Apply the template to the single product page and the shop archive page.

Utilizing Funnel Kit for Enhanced Shopping Experience

The speaker explains how they used Funnel Kit plugin with WooCommerce to enhance the shopping experience on their website.

Steps for utilizing Funnel Kit:

• Use the "cart" feature of Funnel Kit to display a summary of items added to the cart.

• Demonstrate adding a gift voucher product to the cart using variable product options.

• Highlight how Funnel Kit enhances the functionality of WooCommerce.

The transcript continues beyond this point, but it is not included in this summary.

Setting up a Custom WooCommerce Checkout Page

In this section, the speaker discusses the process of setting up a custom WooCommerce checkout page using Bricks Builder and the Funnel Kit plugin.

Creating a Custom WooCommerce Checkout Page

• The speaker demonstrates how to add a cross-sell into the cart, apply a coupon code, and proceed to checkout.

• Clicking on "Go to Checkout" takes the user to a custom checkout page designed with Bricks Builder and powered by the Funnel Kit plugin.

• The custom checkout page allows users to input their details, choose shipping options, and complete their order.

Funnel Kit Automations

• The speaker explains that behind the scenes, Funnel Kit offers additional features for automating processes.

• By accessing the Funnel Kit dashboard and navigating to automations, users can create automations based on specific triggers.

• An example automation is shown where an email is sent to customers when an order is created with the status of "processing."

Designing Order Receipt Emails

• The speaker demonstrates how order receipt emails can be designed using Bricks Builder within Funnel Kit.

• Elements such as columns and merge tags are used to customize the email content.

• Merge tags allow dynamic data such as contact names and order summaries to be included in the email.

Building Email List through Automations

• The speaker explains that by utilizing Funnel Kit's automations, it is possible to build an email list from customers who make purchases.

• After placing an order, customers receive an order receipt email. If they are already subscribed in the CRM system, they exit the automation.

• If customers are not subscribed after receiving their order receipt email for one minute, they receive another email inviting them to join Maddie's mailing list.

Reviewing Order Receipt Emails

• The speaker reviews two emails that have been received: the order receipt email and Maddie's mailing list invitation.

• The order receipt email includes details about the order, billing and shipping information, and a link to stay up to date with Maddie on Instagram.

Replacing WooCommerce Emails with Funnel Kit Automations

• The speaker mentions that the goal is to replace all WooCommerce emails with automations from Funnel Kit.

• Currently, only the processing order email has been replaced, but the plan is to disable other default WooCommerce emails and use Funnel Kit automations instead.

Reviewing Order Receipt Emails

In this section, the speaker reviews the content of an order receipt email designed using Bricks Builder within Funnel Kit. They also discuss adding additional information such as currency conversion for international customers.

Content of Order Receipt Email

• The speaker opens an order receipt email and showcases its design created in Bricks Builder.

• The email includes a thank you message, details about the ordered items (using merge tags), and additional information such as currency conversion for international customers.

• Billing and shipping details are also included in the email.

• A link is provided for customers to stay up to date with Maddie on Instagram.

Disabling Default WooCommerce Emails

• The speaker explains that they plan to replace all default WooCommerce emails with automations from Funnel Kit.

• Currently, only the processing order email has been disabled in WooCommerce settings.

Timestamps may not be exact due to limitations in processing natural language.

Setting up Mailing List Integration

In this section, the speaker explains how to set up mailing list integration using Funnel Kit Automations and CRM.

Setting Up Email Subscription

• The speaker demonstrates sending an email to customers asking them if they want to join the mailing list.

• They navigate to the CRM in Funnel Kit Automations and go to contacts.

• The email address used for a purchase is shown, indicating that the customer is already subscribed as an administrator.

• Regular customers would be in the unverified status initially.

Customer Status and Confirmation

• When an order is placed, a customer is created in the CRM and put into unverified status.

• An email with a special link is sent to unverified customers for confirmation.

• Clicking on the confirmation link changes their status to subscribed.

Integration of Funnel Kit Plugins

• The CRM and automations in Funnel Kit are built by the same team as the plugin itself.

• This tight integration allows for seamless functionality between different components of a WooCommerce website.

Customer Details and Purchase History

• In the CRM, it is possible to view customer details and their purchase history.

• The purchases section shows what products were bought, categories, recent orders, and statuses.

• It also displays information about automations that customers have been through, including emails received.

Enabling Cart Tracking for Abandoned Cart Recovery

This section focuses on enabling cart tracking for abandoned cart recovery using Funnel Kit Automations.

Enabling Cart Tracking

• By enabling cart tracking in Funnel Kit Automations, abandoned carts can be recovered in WooCommerce.

• When someone adds a product to their cart but leaves without completing the purchase, their email address and cart contents are captured.

Creating an Abandoned Cart Reminder Automation

• Under automations, a new automation can be created for abandoned cart reminders.

• The trigger for this automation is the event "cart abandoned" when cart tracking is enabled in Funnel Kit.

Recovering Lost Customers

• Funnel Kit has a built-in system to track carts and capture customer data without the need for additional plugins like Clavio.

• This allows for triggering automations to recover lost customers by sending them back to checkout and potentially generating revenue.

Going Deeper with Cart Tracking

In this section, the speaker delves deeper into cart tracking and its technical aspects using Funnel Kit Automations.

Advanced Cart Tracking Features

• Advanced features of cart tracking include adding prints for Maddie (not yet enabled).

• Enabling cart tracking captures email addresses and cart contents of customers who abandon their carts during checkout.

Creating Custom Automations

• New automations can be created from scratch, such as a test automation.

• The trigger "cart abandoned" under WooCommerce can be selected to start an automation when someone abandons their cart.

Seamless Integration with Funnel Kit

• Funnel Kit's built-in system seamlessly integrates with WooCommerce, capturing customer data during the checkout process.

• This integration eliminates the need for extra plugins and allows for effective recovery of lost customers through targeted automations.

Cart Recovery Link

The speaker explains that the merge tag in the cart recovery link generates a unique URL for each customer's session. This link takes the person back to their cart and adds the products they had previously added.

Cart Recovery Link

• The merge tag in the cart recovery link generates a unique URL for each customer's session.

• The unique URL takes the person back to their cart.

• The products previously added by the customer are automatically added back into their cart.

Email Follow-ups

After 12 hours, another email is sent to customers. The speaker mentions that additional emails or weights can be added as desired. This demonstrates how the Funnel Kit plugin enhances the WooCommerce experience and interacts with CRM.

Email Follow-ups

• After 12 hours, another email is sent to customers.

• Additional emails or weights can be added as desired.

• Funnel Kit plugin enhances WooCommerce experience and interacts with CRM.

Funnel Kit Overview

The speaker explains that Funnel Kit serves as a sales funnel builder, customizes the WooCommerce checkout page, and adds features like the cart slide-out. It aims to increase revenue by optimizing front-end product presentation while providing backend automation for contact details and cart data storage.

Funnel Kit Overview

• Funnel Kit serves as a sales funnel builder.

• It customizes the WooCommerce checkout page.

• Features include adding a cart slide-out.

• Front-end optimization increases revenue by showcasing more products.

• Backend automation handles contact details and stores cart data.

Setting Up Cart Slide-Out

The speaker navigates to Funnel Kit and demonstrates the setup process for the cart slide-out feature. Various settings can be adjusted, such as enabling the cart price display and adding an icon to make the button stand out.

Setting Up Cart Slide-Out

• Access Funnel Kit and navigate to the cart section.

• Adjust settings for the cart slide-out feature.

• Enable cart price display.

• Add an icon to make the button stand out.

Upsells in Cart Slide-Out

The speaker explores upsell options within the cart slide-out. Different styles can be chosen, and cross-sells and upsells can be assigned to specific products in the catalog.

Upsells in Cart Slide-Out

• Explore upsell options within the cart slide-out.

• Choose different styles for upsell presentation.

• Assign cross-sells and upsells to specific products in the catalog.

Cross-Selling Products

The speaker demonstrates how cross-selling works by assigning a print product as a cross-sell when purchasing a gift voucher. The added product is displayed in the frequently bought together section of the cart slide-out.

Cross-Selling Products

• Assign a print product as a cross-sell when purchasing a gift voucher.

• The added product appears in the frequently bought together section of the cart slide-out.

Variable Products with Cart Slide-Out

The speaker showcases how variable products work with the cart slide-out. Different variations can be selected, and their details are displayed within the slide-out.

Variable Products with Cart Slide-Out

• Showcase how variable products work with the cart slide-out.

• Select different variations of a variable product.

• Display variation details within the slide-out.

Custom Checkout Design

The speaker explains the process of creating custom checkout designs using Bricks Builder. Templates for the checkout page and thank you page are created, and shortcodes from Funnel Kit are used to output the cart sidebar widget and checkout form.

Custom Checkout Design

• Create custom checkout designs using Bricks Builder.

• Use templates for the checkout page and thank you page.

• Utilize shortcodes from Funnel Kit to output cart sidebar widget and checkout form.

Upsells in Global Checkout

The speaker demonstrates how upsells can be added in the global or store checkout. For example, if a customer purchases a print, an upsell offer can be presented for another matching print at a discounted price.

Upsells in Global Checkout

• Add upsells in the global or store checkout.

• Offer additional products at a discounted price based on customer's purchase history.

Upsell Offer Setup

In this section, the speaker discusses setting up an upsell offer for a product.

Setting Up the Upsell Offer

• The speaker mentions that they don't have the specific print set up for the upsell offer yet.

• They suggest imagining a scenario where customers have already purchased a print and are being offered the same print at a discounted price as a gift for someone else.

• The discount offered is $10 off the regular price, with free shipping.

Confirmation and Skipping Options

• The speaker explains that it's possible to enable confirmation for upsell offers to avoid accidental clicks by customers.

• They mention that skipping options can also be implemented based on whether customers have already bought certain products in their cart.

• For example, if a customer has just purchased the print being offered in the upsell, it may be skipped to avoid annoyance.

Designing and Short Codes

• The speaker introduces short codes that can be used with favorite page builders to design and integrate payment processing for upsells using Funnel Kit.

• These short codes include information such as product image slider, offer price, regular price, sale price, savings value, etc.

• Short codes are added to buttons so that when clicked, they trigger credit card charges for accepting the upsell offer.

Example Implementation

• The speaker demonstrates adding elements using Gutenberg editor without using a page builder.

• They add a product image slider and display the offer price below it.

• A button is created with a link connected to accepting the offer ("yes") and another button linked to rejecting it ("no thank you").

• The design is saved but not previewed since it would typically be built using a page builder.

Customizing Upsells Based on Rules

In this section, the speaker explains how upsells can be customized based on specific rules and conditions.

Adding Rules for Upsell Display

• The speaker mentions that multiple upsells and downsells can be included in a funnel step.

• They demonstrate adding a rule to show an upsell offer only if the main order before the upsell contains at least one gift voucher.

• This rule ensures that the offer is relevant to customers who have already added gift vouchers to their cart.

Testing the Customized Upsell

• The speaker adds a gift voucher product to the cart with a value of $200.

• They proceed to add the print product and go through checkout.

• After placing the order, they reach the upsell page where customization would typically be done using a page builder.

• The displayed offer includes the featured image and price details, offering $10 off on a $100 print.

• Customers can choose to accept or reject the offer by clicking corresponding buttons.

Confirmation for Upsell Acceptance

In this section, the speaker discusses implementing confirmation for accepting upsell offers.

Enabling Confirmation for Upsells

• The speaker explains that confirmation can be enabled to ensure customers consciously accept an upsell offer without accidental clicks.

• They mention that enabling confirmation may impact conversion rates and suggest A/B testing different approaches within Funnel Kit.

A/B Testing Options

• Funnel Kit allows A/B testing of two variations for handling an upsell, such as with or without confirmation.

• By comparing conversion rates between variations, users can determine which approach works best for their specific funnel.

Accepting or Rejecting Upsell Offer

• The speaker demonstrates accepting an upsell offer after confirming acceptance.

• Upon acceptance, credit card charges are processed using the same payment gateway used in the main checkout step.

• If customers choose to reject the offer, their credit card is not charged, and they are redirected to a thank you page.

Conclusion

The transcript covers the setup of an upsell offer, customization based on rules, and implementing confirmation for accepting upsells. It provides insights into designing and integrating upsell offers using Funnel Kit.

Understanding the Cart Upsell Feature

In this section, the speaker explains how the cart upsell feature works and its significance in the upsell process.

Cart Upsell Process

• The product was added to the cart through the slide-out feature.

• The purchase is labeled as "upstroke purchase," indicating that it occurred during the upsell process.

Analyzing the Funnel Timeline

Here, the speaker discusses how Funnel Kit provides a timeline view of the customer's journey through the checkout process and upsells.

Funnel Timeline Analysis

• The customer initiated the funnel after going through the main checkout page.

• They accepted an upsell for a 10% discount.

• The customer converted and proceeded to the thank you page.

• Funnel Kit offers a timeline view of these events.

Payment Gateway Integration

This section focuses on payment gateway integration and its impact on tracking orders and charges.

Payment Gateway Integration

• Different charge IDs are generated for each transaction within a WooCommerce order.

• Funnel Kit lists these charge IDs, allowing easy tracking within your payment gateway.

• Post-purchase upsells and downsells are recommended for WooCommerce websites to increase sales without forcing products onto customers.

Benefits of Post-Purchase Upsells and Downsells

Here, the speaker highlights why post-purchase upsells and downsells are beneficial for selling more products without being forceful.

Benefits of Post-Purchase Offers

• Post-purchase offers provide customers with additional products they may have missed or would be interested in.

• It allows customers to explore more options, especially if they have a large product catalog or made quick purchases.

• These offers can be particularly effective for mobile users who may have seen specific ads and made immediate purchases.

CRM Overview and Order Tracking

In this section, the speaker explains how to track orders and customer interactions using a CRM system.

CRM Features

• The CRM displays all orders made by a contact, including the products purchased.

• It also shows the automations that the contact has gone through.

• Funnels are tracked within the CRM, providing insights into upsells and order details.

Email Marketing with Funnel Kit Automation

Here, the speaker demonstrates how to use Funnel Kit automation for email marketing campaigns based on customer purchases.

Email Marketing Campaign Example

• A store owner wants to promote a new print that complements previous purchases.

• Using Funnel Kit's broadcast email feature, they can filter contacts based on their previous purchases.

• An email is crafted to inform customers about the new print and provide a link to purchase it.

• The email blast is sent out easily without complex data transfers or integrations.

Creating Customized Email Campaigns

This section focuses on creating customized email campaigns using Funnel Kit automation.

Customized Email Campaign Process

• A store owner wants to promote a new product that matches previous purchases.

• They create a new broadcast in Funnel Kit's automation section.

• Contacts are filtered based on their previous purchases of related products.

• An email is composed with personalized content mentioning their past purchases and introducing the new product.

• The email includes a link to the product page for easy purchase.

Sending Email Blasts for Product Promotion

Here, the speaker explains how to send email blasts to inform customers about new products.

Sending Email Blasts

• A store owner can easily send out an email blast using Funnel Kit's broadcast feature.

• The email informs customers about a new product that complements their previous purchases.

• The email includes a link to the product page for easy purchase.

Handling Booking Forms with Funnel Kit

This section discusses how Funnel Kit handles booking forms on a website.

Handling Booking Forms

• Funnel Kit provides options for different types of booking forms, such as pay deposit, general inquiry, commission inquiries, subscribe, and book now.

• These forms can be integrated seamlessly into the website's frontend.

• Specific examples are shown for booking a tattoo appointment.

Funnel Organization and Analytics

In this section, the speaker discusses the organization of funnels and the use of analytics to track conversions.

Funnel Organization

• The speaker uses a funnel system called Funnel Kit in WooCommerce to manage different campaigns.

• Each campaign, such as booking a tattoo or general inquiries, is housed as a separate funnel within Funnel Kit.

• This organization helps keep all related steps and pages together for easy management and updates.

• It also separates action-oriented funnels from informational pages like the home page and about page.

Analytics Tracking

• By using Funnel Kit, the speaker can track analytics for each step in the funnel.

• They can see how many people visited the initial page (e.g., book now) and how many converted to the next step.

• This data allows them to calculate conversion rates and make informed decisions based on user behavior.

Commission Inquiries Funnel

The speaker explains how they set up a commission inquiries funnel using Funnel Kit.

• The commission inquiries funnel follows a similar structure as other funnels but with different steps.

• It includes a form page where users submit their inquiry and a thank you page after submission.

Pay Deposit Funnel

The speaker demonstrates setting up a pay deposit funnel using redirect links and query strings.

• The pay deposit funnel consists of three steps: sales page, checkout page, and thank you page.

• Users are directed to maddytattoo.com/deposit where they can choose their deposit amount (e.g., $50, $100, $200).

• Clicking on an amount redirects them to the checkout page with a query string that pre-selects the corresponding product.

• The user can then proceed to place the order and pay the deposit.

Email List Subscription Funnel

The speaker explains how they set up a newsletter opt-in form using Funnel Kit.

• Users can subscribe to the mailing list by clicking on the "Subscribe Now" button in the website footer.

• This takes them to a page that enters them into a funnel within Funnel Kit.

• The funnel includes an opt-in step, an opt-in confirmation, and another opt-in confirmation (related to double opt-in).

• The first step provides information on why users might want to join the mailing list and includes a subscription form.

Opt-In Form Placement

The speaker discusses where they place the opt-in form for newsletter subscriptions.

• The opt-in form is placed in the website footer, which appears across most pages of the website.

• It is strategically positioned after providing information about Maddie's work, commissions, and new prints for sale.

• Users interested in staying updated can click on "Subscribe Now" to access the subscription page.

Creating and Customizing Opt-in Forms

In this section, the speaker explains how to create and customize opt-in forms using Funnel Kit. They demonstrate the process of adding a shortcode to a page builder and changing the appearance of the form.

Creating an Inline Form

• To create an inline opt-in form, you need to add a shortcode provided by Funnel Kit into your page builder.

• Edit your page in the page builder and paste the shortcode into it.

• The shortcode will generate a form for the opt-in process.

Customizing Form Appearance

• You can customize the appearance of the form rendered by the shortcode.

• Under the "Form" settings, you can change fields, add new fields, and modify their properties.

• Additionally, you can go to "Customize" to change the overall appearance of the form.

• The inline form is commonly used, but there is also an option for a pop-over form with features like progress bars.

Adding Opt-in Form Button

• To use a pop-up form instead of an inline form, you need to add a button element on your page that triggers it.

• Copy the URL associated with the pop-up form from Funnel Kit settings.

• Add a button element in your page builder and link it to that URL.

Opt-In Confirmation Process

This section covers how Funnel Kit handles opt-in confirmation after someone completes an opt-in step. It explains double opt-ins and how they help filter out fake email addresses.

Opt-In Confirmation Step

• After completing an opt-in step, users are automatically redirected to an opt-in confirmation step in Funnel Kit.

• This confirmation step ensures that only genuine email addresses are added to your list.

Double Opt-In Process

• Funnel Kit uses a double opt-in process to verify email addresses.

• When users fill out the opt-in form, they receive an email asking them to confirm their subscription.

• The status of the contact in the CRM remains unverified until confirmation is received.

Verifying Email Address

• Users receive an email with a confirmation link after filling out the opt-in form.

• Clicking on the confirmation link changes their status from unverified to subscribed in Funnel Kit's CRM.

Setting Up Opt-In Confirmation Email

This section explains how to set up and configure the opt-in confirmation email that is sent to users after they complete the opt-in form.

Configuring Opt-In Form Automations

• In Funnel Kit, go to "Automations" and then "Forms" to access the settings for opt-in forms.

• Select the specific form you want to configure, such as "General Subscribe Form."

Mapping Form Fields

• When configuring a form, map the fields (e.g., name and email) from the opt-in form to corresponding fields in your CRM system.

Sending Opt-In Confirmation Email

• After mapping fields, set up an automated email that will be sent for opt-in confirmation.

• Customize the content of this email, including a personalized greeting and a link for confirming subscription.

• Use merge tags like "Contact confirmation link" provided by Funnel Kit to change contact status upon clicking on the confirmation link.

Setting up the Newsletter Subscribe Form

In this section, the speaker explains how to set up a newsletter subscribe form using Funnel Kit and Convert Box.

Setting Up the Email Opt-In

• Clicking on a link in the inbox confirms the subscription.

• Subscribers are placed in "unverified" status initially.

• Reloading the contact page changes the status to "subscribed".

• Broadcast emails are sent only to subscribed contacts.

Using Convert Box for Pop-Ups

• Convert Box is used to create pop-ups on websites.

• The speaker plans to set up a pop-up for Maddie's website using Convert Box.

• The pop-up will redirect users back to the opt-in page.

Benefits of Convert Box

• Convert Box is a lifetime deal software that can be used for multiple websites.

• It provides analytics and allows A/B testing for better conversion rates.

• The speaker has already paid for it and uses it on wagepart.com.

Analytics and Automations with Funnel Kit

This section covers analytics and automations with Funnel Kit, including setting up forms and sending emails based on form submissions.

Analytics with Quick Wins Pop-Up

• Quick Wins pop-up is being tested with two variants (white background vs. dark background).

• Analytics show higher conversion rates for white backgrounds.

Automations and Forms in Funnel Kit

• Different forms are set up for various purposes like booking tattoos, commission inquiries, and general inquiries.

• When someone fills out a form, an email is sent to inform them about Maddie's mailing list.

Creating Forms in Funnel Kit

• Forms can be created from scratch by selecting the type of form plugin (e.g., Fluent Forms).

• Mapping form fields to contact fields is necessary for data integration.

Creating the Book Your Tattoo Form

This section focuses on creating the "Book Your Tattoo" form using Fluent Forms in Funnel Kit.

Setting Up the Book Your Tattoo Form

• The speaker demonstrates how to create a new form and selects Fluent Forms.

• Mapping form fields (first name, last name, email) to contact fields is done for data integration.

The transcript provided does not contain any timestamps beyond this point.

Creating Custom Fields in Contacts

In this section, the speaker explains how to create custom fields in the contacts section of a platform. These custom fields can be used to gather specific information from users.

Adding New Fields

• To create new custom fields, navigate to the "Contacts" section and then select "Fields".

• Click on "Add New Field" to create a new field.

• These custom fields can be mapped to other sections or forms within the platform.

Mailing List Subscription

The speaker discusses setting up a mailing list subscription and providing perks for subscribers.

Subscription Process

• Inform users about the mailing list and its perks.

• Provide a link for users to subscribe.

• Use merge tags and contact confirmation links to subscribe users.

• Create an email template thanking users for completing a form and offering them the option to join the mailing list.

Contact Confirmation Link

This section focuses on using contact confirmation links to verify user subscriptions.

Verifying Subscriptions

• After users fill out a form, their contact information is stored in the CRM system.

• Send them an email with a contact confirmation link.

• When users click on this link, their contact status changes from unverified to verified in the CRM system.

• Set up a webpage (e.g., thank you page) where users are redirected after clicking the confirmation link.

General Thank You Page for Subscribers

The speaker explains how to set up a general thank you page for subscribers who have completed various forms.

General Thank You Page

• Create a general thank you page on your website.

• This page can be used for all different forms that are not specific to one thing.

• For example, the URL of the thank you page could be "maddiepardo.com/subscribed".

• Use funnel kit automations and forms to set up this process.

Notification and Double Opt-In

The speaker discusses how the email notification system and double opt-in process work.

Email Notification and Double Opt-In

• Users receive an email notification confirming that their form submission has been received.

• Users are given the option to join the mailing list through a double opt-in process.

• Clicking on the provided link confirms their subscription and changes their contact status from unverified to verified in the CRM system.

• This ensures that users have a monitored inbox and allows for sending emails to real email addresses.

Using Forms for Mailing List Building

The speaker explains how different forms can be utilized to build a mailing list effectively.

Form Usage for Mailing List Building

• Utilize various forms, such as general contact forms or booking forms, to prompt users about joining the mailing list.

• After users submit these forms, they receive a message asking if they would like to join the mailing list.

• This indirect approach helps in building a valuable mailing list.

Power of WordPress and Funnel Kit Plugin

The speaker emphasizes the power of WordPress and recommends using plugins like Funnel Kit for creating dynamic pages and optimizing business processes.

WordPress and Funnel Kit Plugin Benefits

• WordPress offers immense capabilities for creating diverse functionalities with page builders.

• Plugins like Funnel Kit provide extensive features that can significantly enhance business operations.

• Allocating time to explore and utilize such plugins, especially Funnel Kit, can bring about transformative changes in a business.

The speaker mentions the plugin "Funnel Kit" as a valuable tool for optimizing business processes.