SaaS Onboarding Funnel Template

Create an efficient and seamless onboarding experience for your new SaaS users with an automated funnel that guides them through key steps of the setup process

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Template Overview

The SaaS Onboarding Funnel template streamlines the process of introducing new users to your software by guiding them through essential features, tutorials, and account setup steps. By automating the onboarding experience, this funnel ensures users engage with the product early on, increasing their chances of becoming active, long-term customers.

This template is best for sales as it directly impacts user retention and conversion by ensuring a seamless transition from free trials to paid subscriptions, turning new users into loyal customers.

Key Features

  1. Collect industry information

  2. Collect contact information

  3. Answer based outcomes

  4. PDF download element

Benefits

  • Automated Onboarding Process: Saves time by automating the entire onboarding sequence, ensuring consistent delivery without manual intervention.

  • Enhanced User Experience: Provides a smooth and intuitive experience for new users, making it easier for them to get started and adopt key features quickly.

  • Higher Conversion Rates: A clear and engaging onboarding experience helps users see the value of your software, increasing the likelihood of converting them into paying customers.

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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