# soFunnels user guide Source: https://sofunnels.com/guide How to use soFunnels: build a sales funnel, take Stripe payments, add order bumps and one-click upsells, send follow-up emails and read your numbers. > soFunnels is an online sales funnel builder for coaches, course creators, consultants, software founders and small businesses. It puts landing pages, checkout, order bumps, one-click upsells, quizzes, automated follow-up emails and analytics in one workspace, and every payment goes straight to the seller's own Stripe account with a 0% platform fee. There is a free plan, and paid plans start at $16 a month billed yearly. ## Getting started What soFunnels is, how to create your account and first funnel, the words funnel builders use, and what each plan includes. - [What is soFunnels?](https://sofunnels.com/guide/what-is-sofunnels.md): soFunnels is a sales funnel builder with pages, Stripe checkout, one-click upsells, follow-up emails and analytics in one place, and a 0% platform fee. - [Create your account and your first funnel](https://sofunnels.com/guide/create-your-first-funnel.md): Sign up free, choose a plan, then build your first sales funnel three ways: describe your offer to the AI, start from a template, or use a blank canvas. - [Sales funnel glossary](https://sofunnels.com/guide/sales-funnel-glossary.md): Plain definitions of sales funnel terms: opt-in page, lead magnet, VSL, tripwire, order bump, one-click upsell, downsell, OTO, conversion rate and more. - [Plans, limits and billing](https://sofunnels.com/guide/plans-and-billing.md): What the Free, Basic and Pro plans include, how page view limits work, how to upgrade or cancel, and how the 30-day money-back guarantee works. ## Build your funnel Plan a funnel with AI, start from a template, map the steps on the visual flow builder and design every page. - [Build a funnel with AI](https://sofunnels.com/guide/ai-funnel-builder.md): Describe your offer and the soFunnels AI plans the steps, writes the pages and drafts the follow-up emails. Learn how to brief it and refine the result. - [Start from a funnel template](https://sofunnels.com/guide/funnel-templates.md): Use a ready-made soFunnels template: complete funnels for lead magnets, courses, coaching, quizzes, challenges, webinars, books and software trials. - [Map your funnel on the visual flow builder](https://sofunnels.com/guide/visual-flow-builder.md): How the soFunnels flow builder works: page steps, emails, waits and conditions, what each kind of line means, and how to add, connect, copy and remove steps. - [Design pages with the drag-and-drop editor](https://sofunnels.com/guide/page-editor.md): Edit funnel pages without code: drag in blocks for video, countdown timers, forms, testimonials and pricing, preview on phone and desktop, and write with AI. - [Create a quiz funnel](https://sofunnels.com/guide/quiz-funnels.md): Build a one-question-per-screen quiz: question types, scoring, results, a different page for each result, and reminders for people who do not finish. - [Branch, A/B test and delay your funnel](https://sofunnels.com/guide/conditions-splits-and-delays.md): Use Condition, Traffic Split and Delay steps in soFunnels to send buyers and non-buyers different ways, A/B test pages, and time follow-up emails. ## Sell and get paid Connect Stripe, set up your checkout, add order bumps and one-click upsells, and keep track of every order. - [Connect Stripe and get paid](https://sofunnels.com/guide/connect-stripe.md): Connect your Stripe account to soFunnels so every checkout, order bump and upsell pays you directly, with 0% platform fee and payouts on your normal schedule. - [Set up your checkout: prices, order bumps, coupons and payment plans](https://sofunnels.com/guide/checkout-setup.md): Set your product and price, add order bumps and coupon codes, sell subscriptions, payment plans and free trials, and choose what buyers see after paying. - [Add one-click upsells and downsells](https://sofunnels.com/guide/one-click-upsells.md): Add a one-click upsell after checkout so buyers accept an upgrade without typing their card again, and route people who decline to a downsell. - [Track orders, refunds and disputes](https://sofunnels.com/guide/orders-and-refunds.md): Find every order in soFunnels, understand each order status, issue refunds through Stripe, handle disputes and export your orders to CSV. ## Leads, emails and automation Capture leads, send follow-up emails automatically and connect soFunnels to the other tools you use. - [Send automated follow-up emails](https://sofunnels.com/guide/email-automation.md): Connect your email sending account, write emails in the drag-and-drop email editor, and send welcome emails, reminders and sequences automatically. - [Capture leads and manage contacts](https://sofunnels.com/guide/leads-and-contacts.md): Build opt-in and application forms, see every lead and their answers on the Contacts page, filter by funnel, and export contacts and submissions to CSV. - [Send leads and orders to Zapier, Make, n8n or your CRM](https://sofunnels.com/guide/zapier-make-webhooks.md): Forward new leads, paid orders and accepted upsells from soFunnels to Zapier, Make, n8n or your CRM automatically with a Send data step. - [Connect your AI assistant to soFunnels](https://sofunnels.com/guide/ai-assistant-connector.md): Add soFunnels as a custom connector (MCP) in your AI assistant so it can report on funnels, leads and orders and build draft funnels, pages and emails. ## Publish and grow Go live, share your funnel, track your ads and read the numbers that tell you what to fix next. - [Publish your funnel and share it](https://sofunnels.com/guide/publish-and-share.md): Review and publish your funnel, share its link, claim your own subdomain, restore an earlier version, and understand what visitors see while you edit. - [Track ads with Meta Conversions API, Google Analytics 4 and Microsoft Clarity](https://sofunnels.com/guide/ad-tracking.md): Send leads and purchases to Meta and Google from the server so ad blockers cannot hide them, with no double counting, plus Microsoft Clarity heatmaps. - [Read your funnel analytics](https://sofunnels.com/guide/funnel-analytics.md): See conversion and drop-off at every funnel step, which traffic sources and ads bring sales, the revenue you actually collected, and who is visiting live. ## Quick answers ### What is soFunnels? soFunnels is a sales funnel builder. You describe what you sell, and it builds the pages, the checkout, the upsells and the follow-up emails as one connected funnel. Payments go straight to your own Stripe account. [Read the overview](https://sofunnels.com/guide/what-is-sofunnels). ### Does soFunnels take a percentage of my sales? No. soFunnels charges a flat monthly price and takes 0% of what you sell. You connect your own Stripe account, so every order goes from the buyer to your Stripe balance. Stripe still charges its standard processing fee, as it would anywhere else. ### Is there a free plan? Yes. The Free plan includes 1 complete funnel with up to 200 page views a month, the page editor, the flow builder and lead capture, with no card needed. Taking payments and sending automated emails need Basic or Pro. [Compare the plans](https://sofunnels.com/guide/plans-and-billing). ### Do I need to know how to code or design? No. You can start from a sentence describing your offer or from a ready-made template, rearrange steps by dragging them, and edit pages by clicking and dragging blocks. Every page works on phones, tablets and desktops. ### What can I sell with soFunnels? Online courses, coaching, digital downloads, services, software trials, memberships and physical products that need a shipping address. Each checkout can charge once, charge on a subscription, split the price into a payment plan, or start with a free trial. ### Which payment methods and currencies are supported? Checkouts take credit and debit cards, Apple Pay and Google Pay through your Stripe account, priced in US dollars, euros, British pounds, Brazilian reais, Canadian dollars or Australian dollars. ### Can I use my own domain name? Not yet. On Basic and Pro you claim your own subdomain, such as yourname.sofunnels.com, with hosting and SSL included. Connecting a domain you already own is being built and will not cost extra. ### Can soFunnels send emails to my leads automatically? Yes, on Basic and Pro. You connect your own email sending account once, then emails placed in your funnel go out automatically after a sign-up or a purchase, with delays and conditions if you want them. [Set up follow-up emails](https://sofunnels.com/guide/email-automation). ### Can I export my contacts and customers? Yes, at any time and on every plan. Contacts, form submissions and orders all download as CSV files you can open in a spreadsheet or import into another tool. ### Can I cancel at any time? Yes. Upgrade, downgrade or cancel from your account in a few clicks. Paid plans also have a 30-day money-back guarantee: ask within 30 days of your first payment and you get a full refund, and everything you built stays in your account on the Free plan. --- The whole guide in one file: https://sofunnels.com/llms-full.txt