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Do More with Studiocart Sales Funnels & Uncanny Automator

Every WordPress business owner/operator knows that it’s a long way from “click” to “sale”—and an equally long way from “sale” to “delivery”. The process of converting prospective buyers into loyal repeat customers is, however, the key to your business’ success.

With Studiocart and Uncanny Automator, you can build automated sales funnels that feed directly into your workflows—and all the way down to your bottom line!

Get your prospective customers started in your Studiocart sales funnel and excited about your digital content offerings with a free trial. Notify your team about new trial registrants with Slack messages so that they can prepare personalized greetings. And after a successful trial, follow-up with an automated email campaign to turn prospects into profit!

Boost your conversion rates for your digital products and online services with this powerful pairing. And the best part? There’s no code and no cost required to get started!

Sales Funnels and Workflows

If you’re excited about creating irresistible sales funnels and seamless workflows, you’re already halfway to better conversion rates. But before you run ahead and declare victory it’s fair to ask what, exactly, is a sales funnel? And how, precisely, does it feed into your workflows?

Sales Funnels

Simply put, a sales funnel defines the journey that consumers go through on their way to purchasing a specific product or service. Generally, sales funnels consist of four stages: awareness, interest, desire and action.

A sales funnel plugin such as Studiocart gives businesses the ability to centralize their sales funnels with advertising capabilities to boost awareness, interest and desire and transactional capabilities to execute sales.


By connecting your sales funnels to your workflows, you can start to automate your business’ operations and create new revenue streams. You can connect your sales funnels to your workflows by triggering different actions based on your customers’ behavior.

Did they show interest by viewing a product online? Automatically send an email offering them a limited time discount. Did they purchase an online course? Automatically add them to course chat groups, send them the course syllabus and offer a discount on more advanced courses if they pass with higher grades.

What is Studiocart?

Studiocart is a WordPress sales funnel plugin designed to help you sell your digital products and online services. You can think of Studiocart as a streamlined alternative to larger online retail platforms such as WooCommerce and Shopify.

Studiocart Homepage

Studiocart offers no-bloat, all-business features that make it easy to set up and use and economical for small businesses, all without sacrificing conversion-boosting performance. In its free version, Studiocart comes equipped with must-have features such as one-page checkout and order form short code.

You can also take advantage of built-in integrations such as ActiveCampaign and Mailchimp to widen your sales funnel. The Pro version of Studiocart allows you to use familiar page builders such as Elementor and Divi for maximum customization with minimum effort.

Why Studiocart?

There are dozens of great e-commerce plugins available on the market today, each with their own strengths and areas of focus. Studiocart is among the newest additions to the roster of sales funnels plugins but has already helped nearly 3,000 businesses improve their conversions.

Studiocart specializes in creating sales funnels for digital products and online services. It’s perfect for digital content creators and service providers who wouldn’t make use of features like shipping with WooCommerce or Shopify.

With its easy-to-use and familiar interface, small WordPress startups can take advantage of Studiocart’s free version with just a few clicks. Create stunning one-page checkouts that reinforce your brand identity, run pre-scheduled promotions and sales and tailor payment options to better suit your business.

Once you’ve gotten your customers through your sleek new Studiocart sales funnel, don’t forget to create a beautiful aftersale thank you page to upsell, cross sell and create repeat business.

Studiocart Thank You Page Template

As your business grows, Studiocart offers a whole bevy of premium features such as coupons, order bumps and upsells to keep your conversions high. You can even demo Studiocart’s Pro platform with a 14-day free trial!

Studiocart Pricing Plan

For all of its simplicity, however, it wouldn’t be fair to call Studiocart plain. By pairing Studiocart with Uncanny Automator, you can create powerful sales funnels that feed directly into your workflows. Automatically register users for online courses, add them to chat groups or scheduled events and get them started on their next purchase with aftersale emails.

Connect Studiocart and Automator

Before you can get your sales funnels hooked up to your workflows, you’ll need to download the free versions of both Studiocart and Uncanny Automator.

Step 1: Download the Studiocart Plugin

From your WordPress Admin Sidebar, navigate to Plugins > Add New. Type “studiocart” into the search bar, scroll to the Studiocart plugin, click Install Now and Activate.

Studiocart WordPress Plugin Download

You can also download the Studiocart plugin here. Then import the downloaded file into your WordPress website by navigating to Plugins > Add New and clicking Upload Plugin in the upper left-hand corner.

Studiocart offers lots of resources for its new users to help you get started. If you need additional help, you can sign-up for their free course and experiment with the 14-day free trial of their Pro platform

Step 2: Download the Uncanny Automator Plugin

From your WordPress Admin Sidebar, navigate to Plugins > Add New. Type “uncanny automator” into the search bar, scroll to the Uncanny Automator plugin and click Install Now then Activate.

Uncanny Automator WordPress Plugin Download

You can also download Uncanny Automator from the WordPress website by clicking here.

Connect Your Sales Funnels and Workflows

With both Studiocart and Uncanny Automator all set up on your WordPress website, it’s time to start improving your sales funnels and automating your workflows.

Automator works using recipes—i.e., combinations of triggers and actions that seamlessly integrate your various WordPress plugins. Recipes can work for either users who are logged-in to your WordPress website or for all site visitors.

Below are just a few examples of the ways in which you can improve your sales funnels and automate your workflows using Studiocart and Automator.

Example 1: Free Yoga/Exercise Classes

If you’re providing online classes, webinars or workshops one of the best ways to improve your conversion rates is to offer free trials. Once your customers know that you can deliver the goods, they’ll be lining up down the digital block to get more of what you have to offer.

Follow these steps to set free trials for your online yoga/exercise classes.

Step 1: Create Your Free Trial Product

If you haven’t already created your products in Studiocart, don’t worry. Uploading your entire catalog of digital content into Studiocart is easier than packing store shelves.

From your WordPress Admin Sidebar, navigate to Studiocart > Products and click Add New Product. Scroll down to the Product Settings pane and select Payment Plans from the sidebar. Click + Add New and select Free from the drop-down list next to Product Type.

Studiocart Product Builder

Under Purchase Restrictions, you can set product limits and date restrictions to automatically limit the size and availability of your free trial class. When your class reaches capacity or when your free trial expires, it will no longer be available for purchase.

Studiocart Product Restrictions

Configure the rest of your product’s specifications to your liking and when you’re satisfied, click Publish.

Step 2: Create a New Recipe

Next, navigate to Automator > Add New from your WordPress Admin Sidebar. Select Logged-in users from the pop-up window that appears and click Confirm.

Automa Logged in Users

Step 3: Name Your Recipe

It’s always a good idea to name your recipe as soon as you can. Try coming up with a naming convention that makes it easy for you to identify your various recipes at a glance. For simplicity’s sake, we’ve named this recipe Studiocart-Zoom: Free Trial because of the integrations that we’re going to use.

Step 4: Select Your Trigger

Next, you’ll need to select the trigger for your recipe. From the list of available integrations, click Studiocart.

Automator Trigger Selector Studiocart

From the drop-down list that appears, select your desired trigger event. For our example, we’ll need to select A user purchases a product.

Automator Studiocart Trigger Selector

You’ll then be prompted to select a product. For our example, we’ve selected our Free Trial product. Click Save and make sure that your trigger is Live.

Automator Title

Step 5: Select an Action

Scroll down to the box labeled Actions and click Add action. This is where you can really get creative with your workflows!

Automator supports a few dedicated webinar platforms, including Zoom Meetings and Google Meets for small and medium sized businesses and Zoom Webinars and GoTo Webinar for larger businesses. For our example, we’re going to select Zoom Meetings.

Automator Action Selector Zoom Meetings

Note: If your Zoom account isn’t already connected to Automator, don’t worry. Getting it all set up takes just a few minutes. Click here for a brief step-by-step guide on connecting Zoom Meetings to Automator.

From the drop-down list that appears, select Add the user to a meeting then select the Zoom meeting that you’ve created for your free trial. Click Save and make sure that your action is Live.

Automator Zoom Meetings Action Live

Step 6: Go Live!

The last thing for you to do is to take your new automation live and watch your free trial fill up with prospective customers!

When you’re all finished, your recipe should look something like this:

Automator Studiocart Zoom Meetings Recipe

If you want to offer a more generous free trial, you can easily add more actions to this recipe. Click Add another action and invite your prospective customers to join you for more free sessions of your online offerings.

Example 1: Continued

No sales funnel is complete without, well, a sale. Using Automator, you can track the success of your free trial and automate an email campaign to turn your trial participants into paying customers.

Step 1: Add a Tag to a User

Keep track of the users who have signed up for your free trial using tags. In the same recipe, click Add another action then Groundhogg.

Automator Groundhogg Action

Note: You can use any other customer relationship management (CRM) that supports user tagging or lists such as ActiveCampaign, Hubspot or Mailchimp.

From the drop-down list that appears, select Add a tag to the user and then whichever tag you’ve created to designate participants in your free trial. Click Save and set the action to Live. Your action pane should now look something like this:

Automator Zoom and Groundhogg Actions

Step 2: Add Tag to Paying Customers

For this next step, it is possible to create a secondary trigger and tertiary action within your existing recipe, though we recommend creating a new one for simplicity.

Create a new recipe following the instructions from Step 2 and Step 3 in the previous example. You can then add another tag to users who purchase the paid version of your free trial product or service. Your recipe should look something like this:

Automator Studiocart and Groundhogg Recipe

Step 3: Follow-up with Your Prospects

With your Automator recipes in place, you’ll automatically know which of your users participated in your free trial but did not opt-in for your paid product or service.

Using Goundhogg’s email broadcast and filter features, you can then send a follow-up email to your prospective customers to boost your conversion rates.

From your WordPress Admin Sidebar, navigate to Groundhogg > Broadcasts and click Schedule Email Broadcast. Follow the prompts in the pop-up window that appears and configure your contact filters as follows:

Groundhogg Broadcast Contact Filters

You can use this email broadcast to remind your free trial participants to sign-up for your paid online yoga classes. Alternatively, you can ask them to fill out a brief survey to find out how you can improve your trial experience to increase your conversions in the future.

With sales funnels this seamless, pretty soon, you’re going to need a bigger virtual yoga studio!

Example 2: E-learning Sales Funnels for Pros

Once you’ve familiarized yourself with Studiocart and Automator, you can upgrade to the Pro version of these platforms to unlock even more powerful sales funnels and workflows.

Want to offer a 7-day free trial that gives your users access to all of your LearnDash courses and notify course instructors that they have a new student? No problem.

Step 1: Set Up Your Recipe

Create a new recipe as you did before with a Studiocart trigger. Then, under the Actions pane, click Add action then LearnDash and select Add the user to a group.

Automator LearnDash Action

Select the group to which you would like to add your trial participants. You can create multiple actions just like this if you want to give trial participants access to more courses and groups.

Step 2: Limit Your Free Trial Period

Uncanny Automator allows you to create time-delayed actions. You can use this feature to limit your free trial period. First, click Add another action then LearnDash and select Remove the user from a group. Once you have saved this action, hover over it and click Delay to set your trial period.

Automator Action Delay

Click Set delay.

Step 3: Notify Course Instructors

Ensure a smooth onboarding process for trial participants by notifying course instructors that they have a new student. Click Add another action then Slack and select Send a direct message to a Slack user. Fill out the specifics of your message as follows:

Automator Slack Action

Click Save and toggle your recipe to Live. It should look like this:

Automator Studiocart LearnDash Recipe

Augment Your Automations

Now that you have some recipes under your belt, it’s time to cook up an automated, seven-course sales funnel meal. Use Studiocart to elevate your conversions and leave the heavy-lifting of your workflows to Automator.

Want to host a virtual premiere? No problem. Build hype amongst your site users with ActiveCampaign or Mailchimp and create a seamless sales funnel with Studiocart. Notify your team when someone purchases a VIP pass so they can roll out the virtual red carpet. Then automatically send premium content and aftersale emails to your users with Automator and guide them into your next sales funnel.

Tell us how you optimize your sales funnels in the comments section below. Until next time, happy automating!

author avatar
Brendan Da Costa
Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time.

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