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SaturnOne.io: 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 SaturnOne.io 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, SaturnOne.io 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 SaturnOne.io journey!!!

Get started with SaturnOne.io!
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 SaturnOne.io Dashboard

Here’s to start SaturnOne.io Automation part…

1. Registration Form in SaturnOne.io

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 SaturnOne.io 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 SaturnOne.io 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 SaturnOne.io 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 SaturnOne.io 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. What Next?

Now they they are in the trial is is time to successfully onboard the users.

You need onboard automations and in-app monitoring to measure and automate with. Here are some resources to explore more:

SaaS Onboarding Email Automation: Time-Based Vs. Action-Based; Which Is RIGHT For You?

How To Increase Your SaaS Trial To Customer Conversions Up To 25% Using Behavior-Based Email Automations

Define your “Aha Moment”…

If you are using Saturn than use our API to monitor events and trigger email automations:

Defining your Aha Moment

Trial/Onboarding Checklist

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