SaaS Onboarding Funnel Template

Collect payments from PayPal or any type of credit or debit card on a recurring basis automatically.

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Your full SaaS onboarding funnel in one template - ready for your brand, live within 10 minutes.

This template enables you to have a little chit-chat with each new customer automatically. Ask demographic and preference questions so you can create personalized brand interactions from the get go.

Automate onboarding new clients for personalized engagement opportunities.

Ready for your branding: add your logos, colours, upload your images, backgrounds gifs or even your own company fonts. Embed this template in your website.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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