OnboardFlow Questions

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Q: We are looking for a solution like this but our use case is a bit different.

Users provide their email and get set up with a demo that they can play around with and add their Google Analytics to. The demo doesn't have an end date and doesn't require a payment to use.

A use can pay to upgrade from the demo platform to a fully featured version and we would like to monitor and track the people that signed up for the demo vs. the people that convert to a paying customer.

Can this be done with your platform?

GregTMar 19, 2021
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Q: Which plan should I buy for freemium users?

Thank you!

SumopreneurPLUSMar 17, 2021
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Ben_OnboardFlow

Ben_OnboardFlow

May 14, 2024

A: Hi there, thanks for reaching out. We havent yet officially launched Freemium support (it's currently in beta). We haven't yet finalized exactly which plan it will be pegged to. As soon as we have made a decision we'll let everyone know.

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Q: Hey Ben, any plans on releasing the In-App Prompts?

Ved_LeadDeltaMar 3, 2021
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Ben_OnboardFlow

Ben_OnboardFlow

May 15, 2024

A: Hey Ved. Yep absolutely - this is on our roadmap :)

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Q: Hi Ben, I'm interested in Onboardflow, but like many others in the comments we have a freemium model so ...

would be great if you could let us know if this feature is ready and if it will be included in the appsumo plans.

Because of the different dynamics of freemium vs trials, this will likely require higher limits or a different mechanic to clean the leads from the CRM. In the spirit of 80/20 thinking, what do you think about having an option to track freemium subscribers like trials, so that they stay hot for 30 days (or 60 days) and then are automatically removed from the CRM (like as if it was a free trial). This I think would solve the issue of limits & tracking large amounts of users. But would be very valuable as if prospects are not closed within 30-60 days chances are they won't close.

In terms of users going over the limits, you could simply implement a mechanism where no new leads are added until there is space left for new leads to be added to the hot list, at which point they would be added in order of recency (last one in, first one out).

I think having this would be a win win for all, opening up Onboardflow to many more saas companies and helping more saas companies integratate onboardflow.

Another question, how are emails handled? Can we specify our own sender (like sendgrid etc)?

Lastly is there a way to enrich lead data in the CRM using clearbit so we can get a better idea of who the prospect is? Or to add custom fields if we do the enrichment ourselves?

Thanks
Chris

EquinoxFeb 14, 2021
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Founder Team
Ben_OnboardFlow

Ben_OnboardFlow

May 15, 2024

A: Hi Chris,

Thanks for reaching out. We released Freemium support (in beta) a number of months ago and are currently working with our beta tests to iron out bugs and refine the functionality. At this stage, we havent yet made any decisions regarding which plan it will be pegged to (and by extension - whether it will be included for all AppSumo users by default). I think there's a strong chance...

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Q: Can we just use OnboardFlow to track existing users and use the email follow ups and other features more for ...

retention than free trial conversions?

admin792PLUSJan 8, 2021
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Founder Team
Ben_OnboardFlow

Ben_OnboardFlow

May 15, 2024

A: Hi there, thanks for reaching out.

I'm afraid not. OnboardFlow is specifically focused on trial users - to the extent that once they have converted they effectively disappear from the CRM and reports. We may expand in the future so that we also track converted users, but for now we're razor focused on the trial period of a users journey.

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