Build Marketing Funnels in WordPress with OptimizeFunnels

As we are fast approaching the end of the year we are back with another update post for you.

Each month in our new Release Notes update, we will share what's new with OptimizePress so you can be sure you don't miss new features and improvements.  You'll also get a sneak peek at what's coming soon.

In this post we going to be looking at the latest update to the platform which was rolled out during December.

And…. drumroll…

That update was OptimizeFunnels - the awesome new WordPress marketing funnel builder.

Note: Remember, all updates are available to view in our Members Hub Changelog.

We also released a bunch of fixes and other new features but we wanted to focus the December update on the release of the brand new OptimizeFunnels plugin.

This is more than just a normal feature update, it a completely new tool that we've been working on for over 12 months. So lets call a really big feature update!

How do I get access to OptimizeFunnels?

Step 1

OptimizeFunnels is part of the OptimizePress Suite Plan - if you're part of our Essential or Business plans you can find options to upgrade within your members hub

Table of contents

What's New In OptimizePress 🎉

Features Coming Soon To OptimizeFunels

What's New In OptimizePress 🎉

What Is A Marketing Funnel

A marketing funnel is typically a start, middle and end of the customer journey. These stages are often referred to as the top, middle and bottom of the funnel. What the user experiences through that journey depends on the offers you make and the type of marketing funnel you are using.

Top: This is typically a landing page where we are asking for name and email in exchange for a some form of lead magnet or free trial.

Middle: Typically this is where you nurture the relationship, and build rapport with your new subscriber. Creating a bond of trust and confidence with your new subscriber will lead to a higher chance of them converting to a paying customer when you sell your products.

Bottom: At this stage of the funnel you usually make a sales offer to your subscribers. The goodwill and value you have provided in the previous stages of the funnel will give you the best chance of successfully converting a subscriber into a customer.

A marketing funnel takes the user through multiple pages where you might make offers, upsell and downsell products or even provide educational content.

There are many different types of funnels, some might be lead generation where are you nurture the customer by providing some free training. Another type might be where you are leading the customer through a sales journey with an offer at the end. 

Others types of funnel could be a webinar replay funnel with the opportunity to sell something at the end or a book launch funnel where you are promoting your new book. 

NOTE: We will soon be releasing training on marketing funnels and how to use them in your business.

  Example of a webinar replay funnel with sales offer.  


With OptimizeFunnels we have completely simplified the process of creating marketing funnels inside of WordPress. Using our range of pre-created funnels, it only requires a few clicks of the mouse to have a fully designed, connected and optimised funnel.

There's no need to spend $99 or more per month on funnel building tools! 😉

We have done all the hard work. We have made linking pages, naming pages and designing pages as simple as possible using our Lightning Page Builder and by us pre-configuring each funnel step for you.

A great feature of OptimizeFunnels is that it works seamlessly with the new OptimizePress 3 lightning page builder. This means there is a minimal learning curve, and you can get your funnels built with ease.

OptimizeFunnels our WordPress funnel builder has been designed so you can also customise our pre-built funnels by adding new custom pages, your own existing pages or delete pages from any step of the funnel. You have full control.

Are you planning to launch a new product? With a few clicks of your mouse, you can create a five-page launch funnel, each with a different step in the funnel, and they will all be linked together. Our range of pre-made funnels works for multiple niches and topics so that you can find a funnel for your exact need.

Lets take a look at an example of a simple lead generation funnel and the steps that you can add to that funnel to expand it.  

  Every business needs some kind of lead generation funnel. This could simply be a landing page asking for name and email and a thank you page.  

Add another step on the end with a sales pages, you now have a lead generating sales funnel. Easy!

Why make funnel building complicated?

  Lead generation funnel with sales page.

After that step, you could put the customer into a new lead nurturing funnel where they are shown a free video course over a set number of days.

A simple lead nurturing funnel helps build trust between you and the customer.

Not every marketing funnel needs to have any sales side to it. 

You can use marketing funnels to engage with your potential customers. You could even use them to persuade more people to attend a live webinar.

  Webinar funnel with persuasion page to increase webinar attendance numbers.

If done correctly the sales process should be much easier when you’ve spent the time getting to know the customer, building trust and educating them.

Let’s build a small funnel using OptimizeFunnels.

Building A WordPress Marketing Funnel

Ok, are your ready to get inside of OptimizeFunnels and build your first funnel?

From inside the OptimizeFunnels dashboard, you can select from the full range of pre-built funnels that we have, or you can choose to create a funnel from scratch.

We currently have four main funnel categories, launches, list building, sales and webinar funnels.

You can choose any funnel type, and you will then be presented with a range of pre-built funnels for that category.

You can also preview each funnel in detail to review the page designs and see how many steps the funnel contains.


OptimizeFunnels includes an industry-first tool that makes building funnels that much easier. After you have chosen from the range of pre-built funnels, you are taken to our NicheOptimizer tool.

Our NicheOptimizer creates various versions of your chosen funnel that are optimised for the main niche categories of Home, Wealth, Lifestyle, Technology and Wellness.

This means that your chosen funnel will be optimised for your niche with images, branding, colour scheme and copy pre-created.

Once you decide on which niche branding you want the funnel is created and all the pages linked together.

Now the fun part begins where you add your own content and set the final live. All the default pages will be linked together.


Step 1

You can re-order your funnel steps, delete funnel steps and add new ones easily. You have full control to customise your funnels as you need.

OptimizeFunnels and OptimizeBuilder work seamlessly together, so editing funnels in OptimizeFunnels is simple.

OptimizeFunnels adds a series of additional options to the OptimizeBuilder that means you can link opt-in forms, images, text, etc. to any of the pages in your funnel using our funnel steps settings.

These options allow you to choose from the next step in the funnel, previous step in the funnel or a specific step in the funnel without the need to copy funnel page URLs.

If you clone a page later and add new content you can simply link back to a specific funnel step or the previous step.

The Opt-in forms on funnel pages also include new options that logically work with your funnel. These options will only show on funnel pages.

Have you built an awesome page and want to use that in your funnel? We thought of that too. 

You can convert any OptimizePress page into an OptimizeFunnels page.

And when you add a new step into a funnel you can choose the pages you've converted.

OptimizeFunnels lets you preview pages, clone pages, publish and unpublish pages, add new steps, reorder steps and much, much more.

New Features Coming Early 2020 


In early 2020 you will be able to sell your products with our new plugin OptimizeCheckouts. We want to make the process of taking payments easy, allowing you to sell and upsell products.

Our goal is for you to process payments for digital products and then deliver those products to the customer.

As of now, we have lead generation marketing finals, but once OptimizeCheckouts is released live, you’ll be able to create full sales funnels and upsell products.

Your checkout pages in your funnel can process the payment rather than you sending the customer to another shopping cart to check out.

All of this power within the OptimizeSuites means limited need external solutions in your business, so as a result, you save time and money.

Another main feature we have currently in development is OptimizeStats. Using OptimizeStats, you will be able to see your conversion metrics, visitor stats, split test pages and view your sales performance throughout every funnel.

Once you have stats and split testing this will allow you to optimise the sales process of any marketing funnel to increase your subscriber and customer numbers.

We'd love to hear from you!  Let us know about how you're most excited to implement funnels in your business...

    31 replies to "Release Notes: OptimizeFunnels & Whats Coming For 2020"

    • Jon

      Nice! Few questions. Will any of these new plugins feature a true “order bump” feature prior to upsells/downsell pages? Also, is there anyway for any of these new tools to work with physical products and integrate with Ship Station? I’m a current OP3 owner but all my products are physical.

      • James Dyson

        Hi Jon. Thanks for your comment. We will include an order bump feature in OptimizeCheckouts – but this will come after launch and won’t be in the initial release version. We want to focus on releasing one core feature at a time to ensure stability of the platform.

        Regarding physical product selling, while we recognise this is a popular business model, we’ve found the majority of our community are focused on digital products and services, so our focus (at least initially) will be on supporting the needs of sellers in this category. We may release better physical product support later but this brings with it additional challenges in terms of different tax requirements and other shipping complexities.

        I believe that ThriveCart does have a Ship Station direct integration already – so that might be worth a look if you’re looking for a more immediate solution. You can still use embeddable checkout forms from ThriveCart on your OptimizePress pages.

    • Si

      All sounds pretty interesting and exciting for the OP team and long term users alike! How similar to products like Clickfunnels will Optimizefunnels be? With Clickfunnels you can integrate with most payment processors and CRM’s will you be able to do that with the suite of OP tools too?

      • James Dyson

        Si thanks for your comment.

        I think it’s important to identify one key difference right away between OP and CF or similar solutions. OptimizePress runs on your own hosting and servers, which means you maintain control. You are not held hostage by visitor or optin limits, and you maintain complete privacy about your revenue and site stats. You also can control your site optimization, and test new strategies and tools as you wish without being shackled by a “closed” system.

        In terms of payment processors and CRMs – We already integrate with most of the major CRMs and email marketing services for opt-in forms within OptimizePress (and OptimizeFunnels). In terms of our upcoming Checkouts solution, you will be able to add buyer information to your chosen CRM or external service with our direct integrations (so you can send buyer information and add tags or add buyers to a list in your external system).

        In terms of payment processors, we’re launching with Stripe and will expand to other solutions later. Our aim is not to become a fully fledged cart/checkout solution – that’s beyond the scope of this solution and there are many options out there for advanced marketers who have more indepth or specific requirements. Our aim with OptimizeCheckouts to provide a simple solution which integrates well with the rest of our product suite for taking payments for digital products and services.

        We will expand our feature set to some degree depending on user feedback and requests, but we will still recommend other solutions like ThriveCart for marketers that need a more indepth solution. We’ll most likely also be developing deeper integrations with solutions like ThriveCart for those users already on those platforms so they can benefit from using the rest of our tools suite with their existing cart.

    • Yetty

      I’m so giddy. This is exciting. Just in time to save me from signing up for that other funnel. I love the design style and ease of use of Optimizepress. I am 4 years in and I love every update. Thank You

      • James Dyson

        Thanks Yetty! We’re excited to keep bringing you more updates. We have SO much planned for 2020 it’s going to be an exciting year

    • Daniela Pesconi-Arthur

      This is brilliant! Does it mean that something like Mailchimp won’t be needed anymore?

      • David Frosdick

        Hi Daniela, no you will still need to use an email provider like mailchimp to send your emails. The funnels will help you collect more leads thought 🙂

    • Matt

      Is there official release date for the cart function yet?

      • David Frosdick

        Not yet Matt. We’ll be shouting about it when it launches.

    • smael mayabo

      Good morning, sir,
      Is there a members area in optimizefunnels?
      Is there an upsell and downsell system?
      When will the optimizefunnels be fully operational?
      Thank you

      • David Frosdick

        Hello Smael! There’s isn’t a membership area created when you make a funnel. I think that’s what you are asking. We will be rolling out our new checkout system soon and this will be tied into our funnel builder. You will be able to create sales funnels and offer upsell and downsells by taking payments with the checkout all on your own site.

        OptimzeFunnels is already operational and live for our suite customers. OptimzeCheckouts and sales funnels are coming soon as described above.

        • smael mayabo

          Hi, I think I misspoke my question.
          I would like to know, how will the people who will buy my training online get my training? Is there a member’s area where they can log in to access their video program?

          Can I set up a payment system that allows me to pay in installments? For example, if a customer wants to pay in 5 or 10 installments, is that possible?

          Thank you

          • David Frosdick

            Right now we have OptimizeMember that allows you to protect pages and sell membership access to content. OptimizeFunnels is different to that and also OptimizeCart will be slightly different where you can take payments for products but at first it won’t be used for selling access to a member’s area.

            It might be easier to reach out to our support team and get some examples of how to use our products for your needs.

    • Michelle

      With OP Funnels and OP checkout it would be amazing to see the course/membership stuff get some love. To be able to do all of the marketing and sell my courses direct from OP would be AMAZING. To just use one system and not host my courses elsewhere would be time and money saving. I came to OP just as OP3 was in the really early days and so far the course/membership aspect hasn’t really been mentioned. Yet as a new course creator it was one of the things I came for. An update on what plans you do/don’t have for us to host and sell our content via OP would be fab – especially when the example funnel in Ian’s video was a course launch!

      • David Frosdick

        Hey Michelle! Thanks for stopping by and giving us your feedback. OP2 was heavily used for membership sites so we want OP3 to have the same however it will take us time to code a completely new platform from scratch. We are looking at other solutions to help you all have a membership site using OP3. We know how important it is to bring everything under one platform as we’ve literally done this with our new hub and new shopping cart.

    • Mike Wagner

      Hi, glad to see you’re taking OP to the next level, thanks! One question though: do you plan to integrate/bring back the full launch suite functionality, e.g cookied visitors for a controlled launch (live and evergreen)? Anyway, OptimizeFunnels was what I was eagerly waiting for, much appreciated!

      • David Frosdick

        Hi Mike, Great question. I’m not sure if those exact features will return but some may be added to the new sales funnels with checkout. James might jump in and give us more info. The old launch suite was quite complex so we may try making it easier to use. First, we want to get the funnels, checkout and stats rolled out.

    • Erlank

      Great news guys, glad to have this functionality! When will you be looking at the blogging features for OP3…?

      • James Dyson

        Thanks Erlank – do you mean in terms of new themes, or actual blogging features like blog post elements inside the page builder?

        • Erlank

          Hi James, I mean blogging features. As was possible with OP2. Themes would be a bonus.

    • Luigi Del Zoppo

      WOW! Great, thank you so much for this great update! TOP

      • James Dyson

        Thanks for your comment Luigi – we’re excited too

    • Sara

      Hello, where I can look for a demo of newsletter funnel?

      • James Dyson

        Sara we’ll share more examples of funnels created with the funnel builder in the coming weeks. We also have some examples inside our training hub inside OptimizePress 3.0 members hub where the OptimizeFunnels training videos are open to all our users

    • Tadeu

      I would love a checkout integration with paypal.

      • James Dyson

        Tadeu – our OptimizeCheckouts plugin will have Stripe integration initially. We plan to add Paypal later depending on demand

    • Ángel

      This is great!! Looking forward to trying it 🙂

      Just one question (about the Page Builder, not the Funnel Builder): do you have any plans to bring back the Membership Navigation Sidebar element from OptimizePress 2?

      I use it in all my online courses but I’ve noticed it’s not in OptimizePress 3 yet, so until you guys add it I cannot migrate 🙁

      For me, this is one of your distinctive features. No other Page Builders have it because they don’t focus on online course creators as much as you do.

      Happy Holidays to all the team and looking forward to see what you have in the works!! As you know, I asked Santa Claus to bring me Everwebinar integration in OP3 😛

      • David Frosdick

        Thanks Ángel. Happy Holidays to you! We’ll make a note of that feature and see if it’s on the map.

    • Barry Friedman

      I couldn’t be more excited about this update. You guys continue to raise the bar. This comes just in time. I launch every March and the last few years your Launch Suite has made it all so easy. This looks even better.

      • David Frosdick

        Thanks Barry. Would love to get a glmpse of your launch!

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