OnboardFlow

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Q: Hey there!

Love the idea, but have a few questions to see if it is a fit for my SaaS business. (sorry for the repeat questions)

1. I see you have different plans on your site, is this deal the "Expansion Plan"?
2. I have clients in different countries and use different currencies with Stripe, is that possible with your tool? To charge in a different country based on location?
3. We give users the option of paying monthly or annually. Is this supported?
4. Once a user has an account that is charged monthly, and they want to upgrade to an annual plan does this go through your tool or do we need to also have another Stripe integration?
5. Our signup flow is as follows: User signs up for free (no credit card) and starts a 7-day trial in our sanbox. To push their creation live, they need to upgrade. Would this flow work/be supported?
6. On our site users can have multiple plans, that are each billed on a SaaS model. I'd imagine this wouldn't be an issue with your tool?

Sorry for the questions, but depending on the answers I might be buying 10 codes!

kasey34Oct 27, 2020
Founder Team
Ben_OnboardFlow

Ben_OnboardFlow

May 15, 2024

A: Hey Kasey,

Thanks for reaching out - some great questions there. Please find my answers below:

1) The plan you get with this offer is our middle tier plan (the Growth plan). If you stack additional codes you get access to pretty much all of the features of the Expansion plan but you're still technically on theh Growth plan (albeit a super-powered one)

2) Ah good question. We dont yet support multiple currencies but we plan to. Pop us a message via support if you sign up and we'll make sure to speed the development up to support it for you.

3) Yes absolutely. Weekly, Monthly, and Annual are supported.

4) Essentially OnboardFlow focuses on the trial stage of the journey. This means that once a trial has either converted or expired, we no longer track them. We may expand in the future to helping our customers monitor their paying customers, but for now, it's only for trials.

5) If you want to use our Stripe integration, then you will need to make sure that your create a customer and trial subscription record in Stripe when a trial is created. It doesn't matter whether you are asking for their credit card or not. If you are only creating the Stripe record if they convert to a paying customer, then you would need to send the data into us either via the JS Tracker or the API - both of which are more technical but completely possible.

6) At the moment we don't support multiple plans but as with the multi-currency, this is something we plan to offer so i'd be happy to speed the development up for this if you join us.

Thanks and hope the above helps answer your questions. I'm here if there are any further questions.

Ben

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