Create funnel from templates
Introduction
A funnel template is a pre-built funnel designed around a specific business goal. It comes with widgets placed at the appropriate touchpoints and predefined design presets. Merchants only need to select products, customize the content, and publish the funnel.
There are four templates available. See Create Funnel to learn how to choose a template, and Product Use Cases for industry-specific use cases.
| Template | Goal | Touchpoints with widgets |
|---|---|---|
| Product Routine | Turn a single-product purchase into a complete product routine. | All five: Popup on ATC, Cart Drawer, Checkout, Post-purchase, and Thank-you |
| Cart Maximizer | Increase order value with spending milestones and rewards. | Popup on ATC, Cart Drawer, Checkout |
| Subscription Upgrade | Turn one-time purchases into recurring revenue. | Cart Drawer, Checkout |
| Post-purchase Offer | Drive additional sales with one-click upsells after checkout. | Post-purchase, Thank-you |
How to Use a Template
- Go to Funnels → Create new funnel and select a template.
- On the Preview screen, review the buyer journey across touchpoints and switch between mobile and desktop views. Click Use this funnel to continue.
- In the Funnel Editor, open each widget to select products and edit the content. Configure funnel discounts if needed, then publish.
What's Included in Each Template
All upsell groups in the templates use the Always display condition. Preset names are shown in parentheses.
1. Product Routine
| Touchpoint | Widget Group | Display Condition | Widgets & Default Presets |
|---|---|---|---|
| Popup on ATC | Upsells group 1 | Always | Tiered Rewards Bar (Rewards - Progress Bar) · Complementary Products (Carousel - Vertical card) |
| Cart Drawer | Upsells group 1 | Always | Tiered Rewards Bar (Rewards - Progress Bar) · Complementary Products (Carousel - Vertical card) · Payment Guarantee (Payment - Standard) |
| Cart Drawer | Subscription (enabled) | Always | Subscription (Subscription - Button) |
| Checkout | Upsells group 1 | Always | Complementary Products (List - Horizontal card) · Social Proof (Social Proof - Scroll Bar) |
| Checkout | Subscription (enabled) | Always | Subscription (Subscription - Button) |
| Post-purchase | Upsells group 1 | Always | Product Offer (Single product - Order Progress) |
| Thank-you | Upsells group 1 | Always | Social Commerce (Multiple products - Carousel) |
2. Cart Maximizer
| Touchpoint | Widget Group | Display Condition | Widgets & Default Presets |
|---|---|---|---|
| Popup on ATC | Upsells group 1 | Always | Tiered Rewards Bar (Rewards - Progress Bar) · Complementary Products (Carousel - Vertical card) |
| Cart Drawer | Upsells group 1 | Always | Tiered Rewards Bar · Complementary Products (Carousel - Vertical card) · Add-ons (Service - Shipping Insurance) · Payment Guarantee (Payment - Standard) |
| Checkout | Upsells group 1 | Always | Complementary Products (List - Horizontal card) · Add-ons (Service - Shipping Insurance) |
3. Subscription Upgrade
| Touchpoint | Widget Group | Display Condition | Widgets & Default Presets |
|---|---|---|---|
| Cart Drawer | Upsells group 1 | Always | Complementary Products (Carousel - Vertical card) |
| Cart Drawer | Subscription (enabled) | Always | Subscription (Subscription - Button) |
| Checkout | Upsells group 1 | Always | Complementary Products (List - Horizontal card) · Trust Badges (Trust Badges - Feature) |
| Checkout | Subscription (enabled) | Always | Subscription (Subscription - Button) |
4. Post-purchase Offer
| Touchpoint | Widget Group | Display Condition | Widgets & Default Presets |
|---|---|---|---|
| Post-purchase | Upsells group 1 | Always | Product Offer (Single product - Order Progress) |
| Thank-you | Subscription (enabled) | Always | Social Commerce (Multiple products - Carousel) |
Important Rules
- Templates are starting points. Once created, a funnel is completely independent of its original template. You can customize it freely without affecting other funnels.
-
Adding a Tiered Rewards Bar automatically creates funnel discounts. If the
funnel has no discount tiers configured, GemUpsells automatically creates the following
defaults:
- $65 → Free shipping
- $190 → 20% off the order
- These rewards are based on cart value. Merchants should adjust the thresholds and discounts to fit their profit margins before publishing.
- Templates do not select products or fill in content. Merchants must configure the products for Product Offer and Social Commerce widgets, select add-on products or services, add video links, provide review content, and complete other required fields.
- Subscription widgets require products with selling plans. The products must have selling plans configured in Shopify through the merchant's subscription app. If the store has no selling plans, the Subscription Upgrade template will only have its Complementary Products and Trust Badges widgets available.
-
Some touchpoints have additional requirements:
- Checkout: The store must be on Shopify Plus to use Checkout widgets.
- Post-purchase: GemUpsells must be selected as the post-purchase app.
- Checkout and Thank-you: Merchants must add the relevant app blocks using Set up on Checkout / Thank you.
- See Publish Funnel for setup instructions.
Frequently Asked Questions
Q1. Can I use the Product Routine template if my store is not on Shopify Plus?
Yes. Other touchpoints will work as expected, but widgets on the Checkout page will not appear.
Q2. Why does the template preview look different from the funnel after creation?
The preview uses sample images and products to illustrate the buyer journey. Once created, the funnel uses your actual products and your store's styles.
Q3. Where are the cart value milestones for the Tiered Rewards Bar configured?
They are part of the default funnel discounts that GemUpsells creates for the template. You can edit them in the Funnel discounts card within the Entry Point section.
Current Limitations
- Only four templates are available. Templates cannot yet be filtered by industry.
- Templates do not include predefined display conditions. All widget groups use Always by default.
- Tiered Rewards Bar and Payment Guarantee are not available on Checkout. As a result, the Checkout touchpoint in Product Routine contains fewer widgets than shown in the original design.
- The Service - Checkout+ preset for Add-ons is hidden and is no longer included in templates.