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Saturn Funnels: Step-by-Step “How-To” of Registration & Trial Flow Setup

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As promised in the previous post, here is a detailed walkthrough of Saturn Funnels Registration & Trial Flow Setup; highlighting two of the most important features:

  • Marketing automations
  • Trial automations

 

Recap: 

In our post “How To Double Your SaaS Trial Signups,” it was highlighted that many starting SaaS founders share two common problems: (1) prospects are dropping out even before completing their trial registration process and (2) making in-app registration changes are costly. While there are a lot of services that promise to resolve these issues, Saturn Funnels offers a quick and easy remedy that will take over the “supposed”difficult and costly marketing and monitoring of the clients’ progress.

 SaaS Registration with Automations

 

Basically, all you will have to do is register with us!

 

Start your Saturn Funnels journey!!!

 

Get started with Saturn Funnels!

 

The Registration Page

 

Upon login, you will see this DASHBOARD. Here you can navigate through the Menu bar. It is important to know these because your “automation” will start here.

The Saturn Funnels Dashboard

 

 

Here’s to start Saturn Funnels Automation part…

 

1. Registration Form in Saturn Funnels

The primary goal of our Registration Process is to guide users to a few actions as much as possible, while collecting the needed information to direct them to the service. We say “as few options as possible” because experts say 51% are more likely to leave the registration flow just by seeing what they need to be completing on the registration page.

The plan, therefore, is to stay away from a friction-based flow [the kind of registration process that is difficult for users to complete] and just stick with “zero-friction” registration flow.

This is exactly what Saturn Funnels has designed for you.

 

All Calls-To-Actions (CTAs), Popups and Landing Pages can have a template. However you structure the templates, just remember that these are the portals where you can capture the initial information in your registration (e.g. email and a plan). Of course, you can design your own registration flow to your own liking, but  it is best to have these three (3) most important information:

  1. Email address (You can generate through our Marketing strategies– Calls-to-Actions, Popups, and Landing Pages, which by the way have their own unique forms/templates.)
  2. An automation sequence.
  3. A plan that they will subscribe to…assuming you have more than one (You can generate through our Marketing strategies- Calls-to-Actions, Popups, and Landing Pages, which by the way have their own unique forms/templates.)

 

Edit “YOUR OWN” SaaS Registration Form

 

The Registration form can include a drip sequence trigger. So, for starters, use the “Trial Sign-Up, But Not Initiated” email drip sequence template. when this form is filled out, that visitor will be added to that drip sequence.

To add the “plan” to the form you have three choices:

  1. Hidden field (see below)
  2. A dropdown select field
  3. Or a radio button group

 

In the example below, the hidden variable is “plan” and the value is set to “monitor_v1”. This is used on our pricing page to select the Monitoring only plan for trial and churn automation and not marketing automation.

 

Saturn Funnels Pricing Page

 

2. Destination URL to Send the Form Data

You need to set a “Destination URL” to send the form data. The CTA, Popup and Landing Page editors have this option:

  1. Under the “Form Completed” tab select the “Destination URL” option.
  2. Enter in your SaaS app’s registration URL

 

Set your Destination URL

 

An example URL might be https://app.mydomain.com/register.

The Saturn Funnels will send the data as URL encoded parameters. With this example URL and the above form you would get:

https://app.mydomain.com/register?email=my@email.com&plan=monitor_v1&add_sequence=a_sequence_id_string&visitorId=an_id_string

You can ignore the “add_sequence” value in your app because Saturn Funnels will add that email and visitor to that sequence. You can also remove it in an automation or API call as desired. Just remember, the visitorId is important. It is a unique identifier that you can use to identify that visitor within Saturn Funnels via our API.

 

3. Setup Trail & Onboarding Automation Email Sequences

Create your drip email sequences. These can and should include:

  • Signed Up, But Not Registered… recommended
  • Times Trial/Onboarding… recommended
  • Feature Activated Sequences…triggered by milestones
  • Feature Activation Encouragement…triggered when a milestone is not completed

To create drip sequences:

  1. Select Email Sequences from the sidebar
  2. Create a New sequence with a template or a blank “empty” sequence
  3. The templates include some SaaS specific signup and trial sequences
  4. Edit the sequences.

 

Onboarding Email Automation Sequence

 

4. Complete Registration in Your SaaS App

Now that you have the URL parameters from step 2:

https://app.mydomain.com/register?email=my@email.com&plan=monitor_v1&add_sequence=a_sequence_id_string&visitorId=an_id_string

  • email
  • visitorId
  • plan

 

The visitorId is important because it will be used by Saturn Funnels to record every page visit, every CTA seen, every popup show, every form filled out or button click, including all email actions. The person who visits your website via two different devices and fills out a form on both devices will have two different visitorIds; however, if they use the same email address it will be combined into just one contact.

What is a contact_id?

You will need to use this visitorId to get a contact_id and store it in your database for all future communications. You can use our API.

Below are three different methods you might wish to use to get the contact_id; wholly dependent on your case:

  1. Set Trial/Onboarding Dates
  2. Set As Customer With Dates
  3. Get Contact

Here is a link to our API documentation here.

Set Trial/Onboarding Dates

//api.saturnfunnels.com/api/app/contact/trial-onboard-dates

  • This tells Saturn Funnel they are in a trial within the dates set
  • These are used for the dashboard and reporting
  • Also used to trigger a Trial Initiated automation
  • Returns contact_id

 

Set As Customer With Dates

//api.saturnfunnels.com/api//app/contact/set-customer

  • This tells Saturn Funnel they are in a subscriber now with a start date
  • These are used for the dashboard and reporting
  • Also used to trigger Activation automation and receive retention events
  • Returns contact_id

 

Get Contact 

//api.saturnfunnels.com/api/app/contact/get

  • Returns the contact record with its _id, the contact_id

 

5. Add Trail/Onboarding Milestone Automation

When a user is in your free trial or just onboarding you want them to succeed with your SaaS app. Email automation can help increase user engagement and this helps with and accelerate their activation (“aha moment”) — convert from a trial to a paid account as the major use case.

Saturn Funnels has both trial/onboarding automation and trial/onboarding milestone tracking and analysis features. Here we talk about how to use automation with our API milestone events.

To learn about creating milestones click here (image below).

In step 3 above you learned how to create email sequences. You can use these in automation. In step 4.1 you learn to trigger a “Trial Initiated” automation. Below you will learn to trigger automation based upon milestones. You can:

  • Add automation triggers for Milestone Added
  • Add automation triggers for Milestones Not Added in X days
  • Program hooks within your SaaS to send milestones to Saturn Funnels API

 

After you have created your email sequences go to the sidebar and select TrialsAutomation to bring up a list of your onboarding automation.

 

 

How to create Automation?

  1. Name the automation
  2. Select an “Automation Type”:
    • Trial Initiated
    • Milestone(s) Added
    • Timed: Milestones Not Added in X Days
  3. Select the “Plan” the automation applies or “All Plans”
    • See here to set up your plans (link)
  4. Select the “Email Sequence To Trigger” in the dropdown
  5. Click the “Milestones” that are the triggers
    • For multiple Milestones selected, select
      • Logical AND … all have to be set
      • Logical OR … any of the list
    • See here to set up your milestones (link)
  6. Select any sequences to “Remove Contacts From Email Sequence(s) When Triggered”
    • Removes these sequences if the contact is in them, can be multiple

 

How to send milestones to Saturn Funnels?

An email automation sequence can be triggered by a user milestone. Milestones are only set once, if it existed this will return true and the “when” date will not be updated. The SaaS, on the other hand, registers the milestone via our API. 

What is an API Endpoint?

An endpoint is to add a trial/onboarding milestone to a contact. Use the milestone_ID from the Saturn Funnel App under Trails➥Milestones from the sidebar. A when timestamp will be automatically added. 

post: //api.saturnfunnels.com/api/app/contact/milestone

JSON Body:

{
api_key: string, //  found in dashboard
// one of the following 2 
contact_id: string, // unique contact identifier
visitorId: string, // either contact_id or visitorId is required 
milestone_id: string  // from the dashboard
}

Result: 

{
contact_id: string, 
milestones: [{ _id: string, when: Date }], 
existed: boolean
}

If you have more questions about the process, please contact us!

 

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