Learn Through A Funnel: PLM/ Low Ticket Funnel

The Learn Through A Funnel series is intended to guide you through the process of building out specific types of funnels. This is your roadmap through the steps in building. The roadmap is broken into phases and each phase has steps to complete the phase. The steps below cover the action items to be taken and lead to articles with more details on how to achieve each step.

PLM stands for Paid Lead Maker, which is a low ticket funnel where the main product is generally under $50 and it has upsells to add to the cart value. This can also be called an SLO funnel or other terms for low ticket.

In This Article:

Phase One: PLM Funnel Account Prep

The PLM funnel account prep steps are listed in the Learn Through A Funnel: Account Prep article.
There are no additional steps for prep beyond that article. Once you have completed all the steps in this article, you can move to Phase Two: Build Your Assets.

Phase Two: Create Your PLM Funnel Products


Phase Three: PLM Funnel Build


Phase Four: PLM Funnel Settings

Phase Five: PLM Funnel Automation Prep

Before setting up your workflow, we are going to use a pipeline with this funnel. A pipeline is a

visual way to see customers moving through your funnel.

  • Build a pipeline with the following stages: How to Create a Pipeline
    • Abandoned Cart
    • Purchased Main
    • Purchased Order Bump
    • Purchased OTO

    • Expired


  • Create these tags. When creating tags, consider adjusting them to have the name of the product or funnel for clarity in the future: How to Create a New Tag ( under Settings > Tags )
    • main product name - abandoned cart
    • main product name - purchased
    • bump product name - purchased
    • oto product name - purchased
    • main product name - expired

    • new member signup temp tag


  • Create a folder for your PLM workflows under Automation -> Workflows. You will build 7 workflows, so creating a folder will help keep them organized.

Phase Six: PLM Funnel Automation Build

You will build seven workflows for your live webinar. If you prefer to purchase pre-build automations, there is a link to the automation shop in the left hand menu of your FG Funnels dashboard. Look for the Course Purchase Automation.


For each workflow, create a new workflow under Automation -> Workflows inside the folder you created in Phase Five. If you are brand new to workflows, the Workflow Builder Walkthrough will help you get acquainted with the builder.

Workflow 1: Main Product Abandon Cart Workflow

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select Your Funnel
      • Page Is: Select the Page with the Order Form
      • Submission Type: Opt-In
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • main product name - abandoned cart (Make sure to use the tag you created in Phase 5)
  • Action 3: Create Opportunity
    • Pipeline Is: Select the name of the pipeline you created in Phase Five
    • Click Add Fields and add Required Fields
      • Opportunity Name: {{contact.name}}
      • Pipeline Stage: Abandoned Cart
      • Status: Open
      • Opportunity Value: Optional, Monetary Potential for User
      • Opportunity Source: Optional
  • Action 4: Wait
    • Time Delay
    • Wait 1 Hour
  • Action 5: If / Else: Did they purchase within the hour wait?
    • Branch 1: Contact Tag Includes main product name - purchased (Make sure to use the purchased tag you created in Phase 5)
    • None Branch
  • Action 6: Differs Per Branch:
    • Branch 1: Tag Includes Bought Offer (Make sure to use the purchased tag you created in Phase 5)
      • Remove Contact Tag: Abandoned Cart (Make sure to use the abandoned cart tag you created in Phase 5)
    • Branch 2: None Branch:
      • Send Email: Abandoned Cart Email 1
        • Ensure your unsubscribe link is connected to your outgoing email.
        • You can then add as many wait and email steps as you would like to nurture abandoned cart leads to come back and complete their purchase.

Screenshot of PLM Abandoned Cart Workflow

Workflow 2: Main Product Purchase Fulfillment

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select your funnel
      • Page Is: Select the page with the order form & products connected
      • Product Is: Select your main product
      • Submission Type: Sale
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • main product name - purchased (Make sure to use the tag you created in Phase 5)
  • Action 3: Remove Contact Tag
    • main product name - abandoned cart (Make sure to use the tag you created in Phase 5)
  • Action 4: Remove from Workflow
    • Remove From: Another Workflow
    • Select the name of your PLM abandoned cart workflow
  • Action 5: Send Internal Notification (Optional)
    • Select Email
    • Fill in the fields to notify yourself or another member of your team that the purchase has been completed. You can use custom fields in this email to populate based on the specific customer.
  • Action 6: Course Grant Offer
    • Select the main product membership offer that you created in Phase 2
  • Action 7: Send Email
    • Send them an email welcome and let them know that their login details will be coming in a separate email.
  • Action 8: Find Opportunity
    • Opportunity to be Found: Most Recently Created Opportunity
    • Pipeline is Your Pipeline Name
    • Pipeline State is Abandon Cart
    • Action 8a: In Opportunity Found Branch: Update Opportunity
      • Click Add Fields and Add Required Fields
      • Pipeline: Select the Pipeline You Created in Phase 5
      • Pipeline Stage is: Purchased Main
      • Status: Won
    • Action 8b: In Opportunity Not Found Branch: Create Opportunity
      • Pipeline Is: Select the name of the pipeline you created in Phase Five
      • Click Add Fields and add Required Fields
        • Opportunity Name: {{contact.name}}
        • Pipeline Stage: Purchased Main
        • Status: Won
        • Opportunity Value: Optional, Monetary Potential for User
        • Opportunity Source: Optional

Screenshot of Mail Product Purchase Fulfillment Workflow

Workflow 3: Bump Product Purchase Fulfillment

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select your funnel
      • Page Is: Select the page with the order form & products connected
      • Product Is: Select your bump product
      • Submission Type: Bump
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • bump product name - purchased (Make sure to use the tag you created in Phase 5)
  • Action 3: Course Grant Offer
    • Select the bump product membership offer that you created in Phase 2
  • Action 4: Send Email
    • Send them an email welcome and let them know the bump product will be available in the same membership area as the main product within a few minutes
      • Ensure your unsubscribe link is connected to your outgoing email.
  • Action 5: Find Opportunity
    • Opportunity to be Found: Most Recently Created Opportunity
    • Pipeline is Your Pipeline Name
    • Pipeline State is Purchased Main
    • Action 5a: In Opportunity Found Branch: Update Opportunity
      • Click Add Fields and Add Required Fields
      • Pipeline: Select the Pipeline You Created in Phase 5
      • Pipeline Stage is: Purchased Bump
      • Status: Won
    • Action 5b: In Opportunity Not Found Branch: Create Opportunity
      • Pipeline Is: Select the name of the pipeline you created in Phase Five
      • Click Add Fields and add Required Fields
        • Opportunity Name: {{contact.name}}
        • Pipeline Stage: Purchased Bump
        • Status: Won
        • Opportunity Value: Optional, Monetary Potential for User
        • Opportunity Source: Optional

PLM Bump Product Purchase Workflow Layout Screenshot


Workflow 4: OTO Product Purchase Fulfillment

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select your funnel
      • Page Is: Select the OTO page where your OTO product is set up
      • Product Is: Select your OTO product
      • Submission Type: Upsell
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • oto product name - purchased (Make sure to use the tag you created in Phase 5)
  • Action 3: Course Grant Offer
    • Select the oto product membership offer that you created in Phase 2
  • Action 4: Send Email
    • Send them an email welcome and let them know the OTO product will be available in the same membership area as the main product within a few minutes
      • Ensure your unsubscribe link is connected to your outgoing email.
  • Action 5: Find Opportunity
    • Opportunity to be Found: Most Recently Created Opportunity
    • Pipeline is Your Pipeline Name
    • Leave pipeline stage empty because some people will be in the main product stage and some will be in the bump stage.
    • Action 5a: In Opportunity Found Branch: Update Opportunity
      • Click Add Fields and Add Required Fields
      • Pipeline: Select the Pipeline You Created in Phase 5
      • Pipeline Stage is: Purchased OTO
      • Status: Won
    • Action 5b: In Opportunity Not Found Branch: Create Opportunity
      • Pipeline Is: Select the name of the pipeline you created in Phase Five
      • Click Add Fields and add Required Fields
        • Opportunity Name: {{contact.name}}
        • Pipeline Stage: Purchased OTO
        • Status: Won
        • Opportunity Value: Optional, Monetary Potential for User
        • Opportunity Source: Optional

PLM OTO Purchase Workflow Screenshot

Workflow 5&6: Username and Password Workflows

The delivery of username and password workflows are the same as our traditional username and password workflows and are shown in this article, How To Add Students To Your Course (Membership Automations).

Workflow 7: Main Product Expired

  • Trigger: Stale Opportunities
    • Add Filters
      • Has Tag: main product name - abandoned cart (Make sure to use the tag you created in Phase 5)
      • Duration in days: 7
  • Action 1: Assign User
  • Action 2: Remove Contact Tag
    • main product name - abandoned cart (Make sure to use the tag you created in Phase 5)
  • Action 3: Add Contact Tag
    • main product name - expired (Make sure to use the tag you created in Phase 5)
  • Action 4: Find Opportunity
    • Opportunity to be Found: Most Recently Created Opportunity
    • Pipeline is Your Pipeline Name
    • Pipeline State is Abandon Cart
    • Action 4a: In Opportunity Found Branch: Update Opportunity
      • Click Add Fields and Add Required Fields
      • Pipeline: Select the Pipeline You Created in Phase 5
      • Pipeline Stage is: Expired
      • Status: Lost
    • Action 4b: In Opportunity Not Found Branch: Create Opportunity
      • Pipeline Is: Select the name of the pipeline you created in Phase Five
      • Click Add Fields and add Required Fields
        • Opportunity Name: {{contact.name}}
        • Pipeline Stage: Expired
        • Status: Lost
        • Opportunity Value: Optional, Monetary Potential for User
        • Opportunity Source: Optional
  • Action 5: Place your next step in both branches under Find Opportunity, this may be to send an email, add them to another workflow etc.

PLM Main Product Expired Workflow


Phase Seven: Test and Promote


  • Once you have verified it is working - share the link to your new funnel everywhere!