Funnel Types & Overview
Compare funnel types, key rules, and field requirements so you can pick the right setup.
Types of Funnels
ReviewLead supports three types of funnels, each designed for different use cases:
1. Review & Lead Funnel
Purpose: Collect customer reviews and leads simultaneously. Perfect for sellers who want to gather reviews while building their email list.
Flow: Satisfaction rating → Review writing → Marketplace posting → Lead capture
Key Features:
- Collect customer satisfaction ratings (5-star or 3-option)
- Collect detailed reviews with minimum length requirement
- Capture customer email and name
- Optional: WhatsApp collection, recommendation question, marketing consent
- Optional: Freebie delivery (file, coupon, or external URL)
- Support for 1-5 products (all must be same product type)
- Multi-marketplace support (customers choose their marketplace)
- Up to 3 marketplaces per selected product inside the funnel
Required Fields:
- Funnel Name
- Funnel Type (Review & Lead Funnel)
- At least 1 product (max 5 products, all same type)
- Rating Options (5-star or 3-option)
- Minimum Review Length (default: 60 characters)
- 1-3 marketplaces per selected product
Optional Fields:
- WhatsApp Collection (with predefined message)
- Force feedback routing for low rating (for platform marketplaces)
- Recommendation Question
- Marketing Consent
- Freebie (File Upload, Coupon Code, or External URL)
- Freebie Delivery Method (Instant download or Email delivery)
- Lead Capture Option (Marketplace Default / Email Optional / Email Required)
2. ARC Review & Lead Funnel
Growth Plan Required
Purpose: Share Advanced Review Copies (ARC) of books with reviewers before publication. Perfect for authors launching new books who want early reviews.
Flow: Lead capture → ARC download → Review reminder (after X days) → Review submission
Key Features:
- Upload ARC file (PDF, max 10MB)
- Set ARC expiration date (optional)
- Automated review reminder emails (default: 3 days after download)
- Track ARC downloads vs review submissions
- ARC download link with secure token
- All features of Review & Lead Funnel (ratings, reviews, freebies)
- Support for 1 product only (ARC funnels are single-product)
Required Fields:
- Funnel Name
- Funnel Type (ARC Review & Lead Funnel)
- 1 product (ARC funnels support only 1 product)
- ARC File (PDF, max 10MB) - Required when activating
- Review Reminder Days (3, 4, 5, 6, or 7 days)
- All Review & Lead Funnel required fields
Optional Fields:
- ARC Expiration Date
- All Review & Lead Funnel optional fields
Note: ARC funnels are available for Growth plan and above, and for Author, Enterprise, or Whitelabel user roles.
Best Practice: Use ARC funnels for pre-launch momentum. Share one focused title, collect downloads, trigger reminders, and convert early readers into launch-day reviews.
3. Lead Funnel
Purpose: Collect email addresses and names without requiring reviews. Perfect for building your email list or offering freebies without review requirements.
Flow: Lead capture → Optional freebie delivery
Key Features:
- Simple email and name collection
- No review requirements
- Optional freebie delivery (file, coupon, or external URL)
- Optional custom questions
- Optional marketing consent
- Faster customer experience (no review writing)
Required Fields:
- Funnel Name
- Funnel Type (Lead Funnel)
Optional Fields:
- Product Type (not required for lead funnels)
- Freebie (File Upload, Coupon Code, or External URL)
- Freebie Delivery Method (Instant download or Email delivery)
- Lead Capture Option (Marketplace Default / Email Optional / Email Required)
- Custom Questions
- Marketing Consent
Funnel Creation Process
All funnels are created using a step-by-step wizard. The number of steps depends on the funnel type:
Review & Lead Funnel - 4 Steps
- Funnel Setup: Name, type, product selection
- Customer Experience: Rating options, engagement features
- Freebie & Delivery: Optional freebie configuration
- Launch & Share: Status, QR code, preview
ARC Review & Lead Funnel - 5 Steps
- Funnel Setup: Name, type, product selection
- ARC Configuration: ARC file upload, expiration, reminder settings
- Customer Review: Rating options, engagement features
- Freebie & Delivery: Optional freebie configuration
- Launch & Share: Status, QR code, preview
Lead Funnel - 4 Steps
- Funnel Setup: Name, type
- Lead Collection: Custom questions, marketing consent
- Freebie & Delivery: Optional freebie configuration
- Launch & Share: Status, QR code, preview
Important Notes
- Product Selection: Review and ARC funnels require products. All selected products must have the same product type (e.g., all "Book" or all "Online Course").
- Marketplace Limit in Funnels: Each selected product supports 1 to 3 marketplaces in a funnel.
- Edit Lock Rule: Product assignment and per-product marketplace selection are editable only in Draft status.
- Lead Capture Option: Marketplace Default uses policy-aware defaults, Email Optional keeps contact fields optional, and Email Required requires contact fields for every submission.
- Freebie override: If freebie is enabled, Lead Capture Option is locked to Email Required to ensure delivery.
- Force feedback routing: For platform marketplaces, when enabled, ratings below 4 stars show the Feedback box instead of the Review box.
- Funnel Status: New funnels are always created as "Draft". You must activate them before customers can access them.
- Product Descriptions: Product descriptions are automatically pulled from your selected products. Ensure your products have complete descriptions before creating funnels.
- Freebie Delivery: If you include a freebie and activate the funnel, you must select at least one delivery method (instant download or email delivery).
- Email Delivery: For email delivery, you must set a Customer Support Email in your Profile settings.
When to choose each option: Use Marketplace Default for most funnels, Email Optional for awareness/volume campaigns, and Email Required when follow-up is mandatory for your sales process. If marketplace-specific defaults keep contact optional and you need guaranteed contact capture, switch to Email Required.