Customer Funnel Flow

See exactly how customers move through review, feedback, and lead capture steps.

Overview

When customers access your funnel link, they go through a structured flow that collects their information, satisfaction rating, and either a review or feedback depending on their rating and the marketplace type.

The flow varies slightly based on:

Funnel Type: Review & Lead, ARC Review & Lead, or Lead Funnel
Marketplace Type: Unified Review Marketplaces vs. Dual Option Marketplaces
Customer Rating: High ratings (4-5 stars) vs. Low ratings (1-3 stars)
Freebie Configuration: Whether a freebie is included

Complete Funnel Workflow

┌─────────────────────────────────────────────────────────────────┐
│              COMPLETE FUNNEL WORKFLOW                             │
└─────────────────────────────────────────────────────────────────┘

SELLER WORKFLOW:
┌─────────────────┐
│ 1. Create       │
│    Product      │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 2. Add          │
│    Marketplace  │
│    (Amazon,     │
│     eBay, etc.) │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 3. Create       │
│    Funnel       │
│    (Select      │
│     Products)   │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 4. Configure    │
│    Customer     │
│    Experience   │
│    (Rating,     │
│     Questions)  │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 5. Set Up       │
│    Freebie      │
│    (Optional)   │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 6. Activate     │
│    Funnel       │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ 7. Share Link   │
│    / QR Code    │
└─────────────────┘

CUSTOMER WORKFLOW:
┌─────────────────┐
│ Customer        │
│ Clicks Link     │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ STEP 1:         │
│ Product         │
│ Selection +     │
│ Satisfaction   │
│ Rating          │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ STEP 2:         │
│ Email & Name    │
│ Collection      │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ STEP 3:         │
│ Review OR       │
│ Feedback        │
│ (Based on       │
│  Rating &       │
│  Marketplace)   │
└────────┬────────┘
         │
         ▼
┌─────────────────┐
│ STEP 4:         │
│ Thank You +     │
│ Freebie         │
│ Download        │
└─────────────────┘

Review & Lead Funnel - Customer Flow

┌─────────────────────────────────────────────────────────────────┐
│         REVIEW & LEAD FUNNEL - CUSTOMER JOURNEY                   │
└─────────────────────────────────────────────────────────────────┘

STEP 1: Product Selection & Satisfaction Rating
├─ Select Product (if multiple products)
├─ Select Marketplace (if multiple marketplaces)
├─ Select Country (if applicable)
├─ Enter Order Number (optional)
└─ Rate Satisfaction:
   ├─ 5-Star Scale: ⭐⭐⭐⭐⭐ (1-5 stars)
   └─ 3-Option Scale: 👎 😐 👍

STEP 2: Contact Information
├─ Enter Email (required)
├─ Enter Name (required)
├─ Enter WhatsApp Number (optional, if enabled)
├─ Answer Recommendation Question (optional, if enabled)
└─ Marketing Consent (optional, if enabled)

STEP 3: Review or Feedback
│
├─ HIGH RATING (4-5 stars) OR Unified Marketplace
│  │
│  ├─ Unified Review Marketplaces:
│  │  (Amazon, eBay, Etsy, Goodreads, Myntra, Flipkart, Walmart)
│  │  └─ Single Review Page (same for all ratings)
│  │     ├─ Write Review
│  │     ├─ Use Quick Review Assist (optional)
│  │     ├─ Add Private Note to Seller (optional)
│  │     └─ Copy & Share Review Marketplace
│  │
│  └─ Dual Option Marketplaces:
│     (Shopify, Teachable, Wakabi, Custom Website)
│     └─ Review Writing Page
│        ├─ Write Review
│        ├─ Use Quick Review Assist (optional)
│        └─ Copy & Post Review
│
└─ LOW RATING (1-3 stars) - Dual Option Marketplaces Only
   └─ Feedback Collection Page
      ├─ Write Feedback (private to seller)
      └─ Submit Feedback

STEP 4: Thank You & Freebie
├─ Thank You Message
├─ Freebie Download (if configured)
│  ├─ Instant Download (60 min expiry)
│  └─ Email Delivery (7-day expiry)
└─ Review Link (if review was submitted)

ARC Review & Lead Funnel - Customer Flow

┌─────────────────────────────────────────────────────────────────┐
│         ARC REVIEW & LEAD FUNNEL - CUSTOMER JOURNEY                │
└─────────────────────────────────────────────────────────────────┘

STEP 1: ARC Download Request
├─ Enter Email (required)
├─ Enter Name (required)
└─ Submit Request

STEP 2: ARC Download
├─ Receive ARC Download Link (via email)
├─ Download ARC File (PDF)
└─ ARC Download Date Recorded

STEP 3: Review Submission (After Reading)
├─ Rate Satisfaction (5-star or 3-option)
├─ Write Review
├─ Use Quick Review Assist (optional)
└─ Submit Review

STEP 4: Thank You
├─ Thank You Message
└─ Review Link (if review was submitted)

NOTE: ARC Review Reminder emails are automatically sent
      X days after download (3, 4, 5, 6, or 7 days based on
      funnel configuration)

Lead Funnel - Customer Flow

┌─────────────────────────────────────────────────────────────────┐
│              LEAD FUNNEL - CUSTOMER JOURNEY                       │
└─────────────────────────────────────────────────────────────────┘

STEP 1: Contact Information
├─ Enter Email (required)
├─ Enter Name (required)
├─ Answer Custom Questions (optional, if configured)
└─ Marketing Consent (optional, if enabled)

STEP 2: Thank You & Freebie
├─ Thank You Message
├─ Freebie Download (if configured)
│  ├─ Instant Download (60 min expiry)
│  └─ Email Delivery (7-day expiry)
└─ No Review Required

NOTE: Lead Funnels skip product selection, satisfaction rating,
      and review steps. They focus solely on lead capture.

Marketplace Routing & Review Paths

Unified Review Marketplaces (7 Marketplaces)

These marketplaces use a single unified review page that works for both positive and negative ratings. Customers always see the same review writing interface regardless of their satisfaction rating.

Amazon - All countries (US, UK, IN, CA, DE, FR, ES, IT, JP, AU, etc.)
eBay - All countries
Etsy
Goodreads
Myntra
Flipkart
Walmart

How it works: Regardless of whether the customer rates 1 star or 5 stars, they see the same review writing page. The system does not route low ratings to a separate feedback page. Customers can write their review (positive or negative) and optionally add a private note to the seller.

Dual Option Marketplaces (Other Marketplaces)

These marketplaces use separate paths based on customer satisfaction rating. High ratings go to review writing, while low ratings go to feedback collection.

Shopify
Teachable
Wakabi
Custom Website

How it works:

High Rating (4-5 stars): Customer sees review writing page with Quick Review Assist option. They write a review that can be posted publicly.
Low Rating (1-3 stars): Customer sees feedback collection page. They write feedback that is private to the seller (not posted publicly). This helps sellers improve without negative public reviews.

Rating Thresholds

5-Star Rating Scale:

4-5 stars: High rating → Review path (or unified review for unified marketplaces)
1-3 stars: Low rating → Feedback path (dual option marketplaces only)

3-Option Rating Scale:

👍 (Positive): High rating → Review path (or unified review for unified marketplaces)
👎 (Negative): Low rating → Feedback path (dual option marketplaces only)
😐 (Neutral): Treated as low rating → Feedback path (dual option marketplaces only)

Quick Review Assist

Quick Review Assist is an AI-powered feature that helps customers write authentic reviews by generating a draft based on their input.

How It Works

Customer clicks "Quick Review Assist" button on the review writing page
Customer enters 3-5 points they liked (for positive ratings) or areas for improvement (for negative ratings)
AI generates a review draft using:
- Product type and name (from funnel)
- Product description (from product, used for context only - not displayed to customer)
- Customer's input points
- Satisfaction rating
Customer can copy the draft and edit it as needed
Customer uses the draft as a starting point for their review

Features

AI-Powered: Uses advanced AI to generate authentic, context-aware reviews
Product-Aware: Considers product type, name, and description for relevant content
Rating-Aware: Adjusts tone based on satisfaction rating (positive vs. constructive feedback)
Compliant: Generates reviews that comply with marketplace policies
Optional: Customers can write reviews manually or use Quick Review Assist
Editable: Generated drafts can be edited by customers before submission
Fallback UX: If AI is temporarily unavailable, customers see a clear inline message and can continue with manual review writing.

Note: Quick Review Assist is available on the review writing page for high ratings (4-5 stars) and on unified review pages. It is not available on the feedback collection page for low ratings.

Private Notes to Seller

On unified review marketplaces (Amazon, eBay, Etsy, etc.), customers can optionally send a private note to the seller in addition to their public review.

Private notes are not posted publicly - only the seller sees them
Customers can send private notes at any time during the review process
Private notes are stored in the lead record and visible in the Leads table
Useful for customers who want to share additional feedback privately

Freebie Delivery

If a freebie is configured in the funnel, customers receive it after completing the funnel flow, regardless of their rating or whether they submitted a review or feedback.

Delivery Methods

Instant Download

Download link available immediately after submission
Link expires in 60 minutes
One-time download

Email Delivery

Download link sent via email
Link expires in 7 days
Uses "Freebie Delivery" email template
Requires Growth plan or above

Both Methods

You can enable both instant download and email delivery to give customers multiple access options.

Compliance Messaging Playbook (Amazon/KDP + Similar Flows)

Use this section when writing funnel copy, insert text, and follow-up messaging. This is tactical guidance for setup teams.

Recommended phrasing

"Share your honest feedback"
"Tell us about your experience"
"If you found this helpful, you're welcome to leave a review"
"Reader companion resource"
"Post-purchase support material"
"Honest feedback welcome"

Avoid phrasing like

"Leave a 5-star review to unlock"
"Positive review required for access"
"Reward in exchange for review outcome"
"Only positive reviews are welcome"
"Contact us instead of leaving a negative review"

Companion-resource framing (checklist/workbook/bonus)

For Amazon/KDP-style flows, position freebies as companion resources that extend customer value after purchase.

Keep the value proposition focused on customer support and product usefulness.
Do not frame access as payment for a specific rating outcome.
Keep review language neutral and independent from reward wording.

Operator note: This section is the implementation playbook. The public compliance page stays high-level and trust-focused on how ReviewLead is designed.