What is a funnel?
A funnel describes the path from the first visit to the sale. On your website its most important part is often a multi-step form: it asks about the need, shows matching answers or a price and collects contact details at the end.
The difference from a classic contact form: after the submit you know who is asking, what they need and how urgent it is.
What a funnel plugin should do
- Paths by answer. Every answer leads to the right next question.
- Calculate. A price, a quantity or a score from the answers, live in the form.
- Appointment and payment. The visitor books an appointment or pays a deposit right away.
- Pass it on. Enquiries land in your CRM, newsletter tool or team channel.
- Measure. Drop-off per step, sources and campaigns, A/B tests.
- Stay in WordPress. Entries in your own database, managed in the WordPress admin.
How Funnelforms covers this
Funnelforms is a WordPress plugin. You build the funnel on a canvas, insert it as a block, Elementor widget, shortcode, popup or its own page and handle the enquiries in WordPress.
| Task | Free | Pro |
|---|---|---|
| Steps and paths | Paths per answer, show fields by answer | plus rules with AND and OR |
| Calculate | – | Formulas with live result, lead score, lead value, quizzes |
| Appointments and payments | – | Google, Microsoft 365, Apple iCloud, CalDAV; Stripe, PayPal, Mollie |
| Pass it on | Email to you and confirmation | HubSpot, Pipedrive and more, webhooks, Slack, Teams, SMS, WhatsApp |
| Measure | Conversion and drop-off per step | plus sources, campaigns, drop-off per field, A/B tests |
All the details are on Features.
How to choose the right plugin
- Write down what should come out of the funnel, for example an appointment or a quote.
- Check whether the plugin does this without add-ons, or what the add-ons cost.
- Build a test funnel with a free edition and look at it on your phone.
- Check where entries are stored and what loads without consent.
Tip: a funnel from an industry template shows faster than any feature list whether a tool suits you. The industry pages each show a real flow.
Frequently asked questions
Do I need a page builder as well as Funnelforms?
No. Funnelforms works in any theme as a block or shortcode, and as a widget in Elementor. A form can also get its own page under /funnelforms/your-name.
Does Funnelforms send email sequences?
No. Funnelforms sends the email to you, a confirmation and, in Pro, appointment reminders and reminders to visitors who left. For newsletter sequences, Pro passes contacts to your email tool, such as Brevo, CleverReach, KlickTipp or Mailchimp.