Elementor Forms Funnel: The New Way to Convert More Leads into Sales

Tell me if this rings a bell…

You have a lead capturing box that asks people to submit their name and email. After they do that… they get a welcome email.

And then, you don’t know what to do with those people. Soon they’re part of the list you send your blast emails to.

It’s not your fault!

Because all you knew about them was their name and email.

Nothing more about their problems, preferences, what they wanted. Nada.

With Elementor forms funnel, all this, changes.

Now you can use a quiz built using multi-step Elementor forms to capture qualified leads.

Then nurture them and turn them into sales using powerful automation that works like clockwork.

This post will set you into action, building your own system like a geek… Ready?

Great! Read on!

Enjoy watching videos over reading? You’re covered! Click below and start watching.☕️

Why Your Current Way of Converting Leads into Customers is Not Working

Imagine you just joined a new company…

…and your boss asked you to sell a brand new product to someone whom you don’t even know.

Would you be able to crack the sale when you have no idea about their needs and desires? I bet, not.

That’s why 79% of leads never convert into sales. {Source: NextLeapStrategy}

So when all you know about your leads is their name and email – you’re clearly doing it wrong.

Here’s the problem with your current approach:

  • You’re not assessing their needs:
    You don’t have a way to ask them about their needs or preferences. Engagement with your leads is essential to qualify them.
  • Lack of personalization:
    You’re not recommending the items they need. You leave them to explore the store on their own. And do not personalize their experience.
  • No urgency:
    We all know that urgency drives more sales. By not having a time-bound campaign, you’re losing a chunk of your revenue.

What you instead need is a quiz with a few thought-provoking questions.

And on the final step, take their name and email. More about this game-changing system in the next section.

Introducing the New Method Overview: Elementor Forms Funnel

In this section, we’ll look at how to set up a fool-proof system that captures leads and converts them into sales while you sleep.

It all starts with a good-looking Elementor form. Let’s take a look:

Step 1: The user submits a 2-step Elementor form

We’ll be building a multi-step Elementor form to capture leads and ask them specific questions about their needs.

elementor-forms_multi-step
Elementor forms funnel – Skincare quiz

Step 2: An automation gets triggered based on their response

Their responses don’t just get captured but we also take action based on what the options they chose in the quiz.

For example, if they select oily skin, they’ll be recommended items from the store that help nourish oily skin and so on.

Step 3: They receive a personalized product recommendation email

We’ll show you how to craft a personalized email that contains product recommendations based on the user’s response.

You can even give additional tips in this email based on the problem they selected:

elementor-forms-funnel-personalized-product-recommendation-email
Personalized product recommendation email for dry skin

Step 4: You direct them to a dedicated one-page checkout from the email to buy those items

We’ll show you how to direct users to a dedicated one-page checkout.

They can check the items they want and uncheck those they don’t. In fact, this is really the best part of the tutorial.

It’s also the most fun!

Creating a 2-step Elementor Form

To create an Elementor form, you can either drag and drop a new form widget from the left-hand panel or choose a form-based template.

In our case, we chose a template with a pre-set design.

As you can see there are three tabs for customizing your Elementor form – Content, Style and Advanced:

elementor-forms-set-up
Customizing options available in Elementor form

In the content section, you can add new form fields to your form.

Stylize the form, its colors, column width, and so on from the Style tab.

Take a look at our first form field, i.e. skin type:

elementor-forms-radio-buttons
Setting up radio button items

The options are listed one below the other.

Besides, map the form field id perfectly with the field so the fields can be stored correctly.

To do that go to the advanced tab, and enter the ID. Here we’ve written email for the email field:

elementor-forms-settings
Field-related settings available in Elementor forms

This will help store the field’s value correctly and will help us in setting up the automation.

To add a new step in the form, all you need to do is add a new item >> then select ‘Steps’ from the drop-down.

Take a look:

elementor-forms-steps
Adding steps to build multi-step Elementor forms

That’s how you can have multiple steps in your form.

So here’s how our quiz looks with all the questions added to it:

elementor-forms-fields
Setting up the forms fields in Elementor form

There are a ton of customization options available here.

You can customize the look and feel of the form the way you want to go with your brand.

Once you’re done, hit the ‘Update’ button.

That’s it, your multi-step Elementor form is now ready.

Setting Up a Workflow Based on the User’s Response to the Quiz

To set up an automation, we’ll be using Autonami.

Autonami is a marketing automation engine, it connects your WordPress/WooCommerce website with other apps and tools you love.

You can connect it to your CRM (Active Campaign, Convertkit, Drip & more), form-builders like Gravity Forms, Ninja Forms, Contact Form7, Elementor forms, Zapier, Slack and so many other apps.

So you can use any form builder here but we’re using Elementor forms purely because they recently came up with this multi-step form functionality which is great for our use case.

Here’s a glimpse at our workflow  :

elementor-forms-automation-rule-builder
Automation built using Autonami to trigger personalized product recommendation emails

There are three different emails that the system sends out based on the options users select in the quiz for the skin type.

Let’s now build this automation from scratch.

We’ll first select the ‘event’:

Select ‘Elementor’ from the first drop-down and ‘Form Submits’ from the second drop-down.

Next, select the Elementor page where you’ve built the form and map the email field with this automation.

Hit the ‘Save’ button.

Now, click on the ‘+’ icon and select the type of action you want to take:

You get two options here:

Direct action – If you want to take straight action whenever the specified event occurs.

Conditional action – If you want to have rules/conditions to be met for the action to take place.

In our case, we’ll select ‘Conditional Action.

Next, in the ‘IF’ section, set this rule:

Form Field – is – Choose Your Skin Type – Oily

So here, ‘Choose Your Skin Type’ is a field in the Elementor form, you’ll find it in the drop-down.

You can always select any field from the drop-down to set up rules for them and create different workflows.

Next, select the action for this automation.

Choose ‘WordPress – Send Email’ from the drop-down.

Now let’s see how to craft this email.

Creating Personalized Product Recommendation Emails

When you select the ‘Send Email’ action, you’ll see the email-builder on the right side.

You can first choose the template you want for your email.

Next, specify the recipient of the email using the merge tag.

To do that, choose the ‘Your email’ field under the elementor_form_field merge tag.

Next select ’email’ as the field:

Copy the merge tag to the clipboard and paste it on the ‘To:’ textbox.

Next, specify the subject of your email.

Next, to craft the email, start by adding the first name merge tag in the salutation.

To do that, select the ‘Enter your name’ field from the drop-down under the elementor_form_field merge tag.

Now list the recommendations based on the type of skin they’ve selected in the form.

List the items and hyperlink them with the product page where they’ll be able to browse the products and add them to their cart.

Additionally, you can also provide skin tips, skincare routine, and so on.

Further, set up a delay for this email.

We are setting the delay to 5 minutes because we want the email to go within 5 minutes of them submitting the form.

This is how you can do that:

elementor-forms-funnel-automation-delays
Setting up delay in the automation

In fact, the delay is a nifty feature if you’re sending out a sequence of two or three emails.

It allows you to time your emails and also, create a well-planned sequence.

Similarly, you can add more rules to this automation to send out different emails when the skin type selected is ‘Dry’ and ‘Combination’.

Note: Other than the WordPress ‘Send Email’ option, you can send emails through Active Campaign, Convert Kit, or Drip and you can send an SMS with Twilio. Besides, you can also choose to send the information to your slack channel.

Additionally, to fasten up the process, you can click on the ‘Send Email’ action, copy it, and paste it as an action for the next condition.

Take a look:

Once you’ve done that, you can make tweaks to the email body as per your needs.

Now let’s see how you can send your prospects directly to the one-page checkout that contains all the recommended products.

Sending Prospects to a One-Page Checkout to Buy the Items

You can always go a step further and

So you can tweak the copy of your email like this:

elementor-forms-funnel-email-hyperlink-one-page-checkout

When they click on this link, they’ll be directed to the one-page checkout.

Here’s an optimized one-page checkout that we’ve built using AeroCheckout:

elementor-forms-one-page-checkout
One-page checkout designed using Aero for Elementor Forms Funnel

Yes, this is designed to close the sale!

The One Page Checkout displays product recommendations for the users, directly on the checkout page.

So you can create one-page checkouts for every skin type and add the link in your email.

The key features of this one-page checkout:

  • At the top, you can have a short demo of the product or your company – your mission, vision, your story, or behind the scenes of how your products are made.
  • List the products that you want to recommend them one below the other.
  • After selecting the products they want and unchecking the items they don’t, they can proceed to the next step

Take a look:

elementor-forms-one-page-checkout-additional-description-section
The ‘What’s in your plan’ section on the one-page checkout

Moreover, there’s the quantity incrementer that allows them to increase the number of items they’re buying.

However, if you do not want it, you can choose to hide it.

On the right-hand side of the checkout, add customer testimonials and trust badges – these act as credibility boosters and make the decision-making process seamless for your buyers.

In the next steps, we ask about their basic details and shipping info and finally collect the payment.

Furthermore, you can add an Order Bump (available in the Business version of Aero Checkout or can be bought individually) to increase your average order value.

Watch the video here to learn how to create a one-page checkout page from scratch using Elementor:

Next Steps

When we set out to create a system for capturing leads, we asked ourselves:

Can there be a smarter way to capture leads? After all, all we know about our leads is their name and email…

Nothing about their problems, preferences or needs.

Further, could there be an automated system to turn them into sales?

We didn’t find any credible answers online. But we persisted.

Quizzing tools don’t let you build workflows. Automation tools can’t capture leads and send segmented emails based on users’ responses.

So we created this smart system that we call Elementor Forms Funnel.

And we hope you had a great time learning about this strategy.

Leave a comment and tell us if you’re using quizzes plus automation in your business.

Explore more about Autonami here and AeroCheckout here. Start unleashing the combined power of these two tools!

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Tavleen Kaur

Tavleen Kaur

Do you know after Amazon implemented the 1-click buy system, their sales shot up year-on-year hitting $88.9 Billion mark in 2014? Jeff Bezos attributed it to a friction-free & streamlined buying process. At BuildWooFunnels, we're determined to give you the tools you need to do the same in your business. I am Tavleen and I help you get there faster.

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