OnboardFlow

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Q: Hi, I understand this product is geared towards SaaS companies that want to track conversions.

My question is - If I am a service-based business (dev shop) can I use this product to track how many leads have opted-in to receive my lead magnet (Step 1 of my funnel), and consequently track each of that leads' visits to my website (via a cookie?) and eventually see if they go through my funnel, like Step 2: Watch the VSL page; Step 3: Book an appointment with my sales rep, Step 4: Visit our proposal page and finally, Step 5: Made a purchase on Stripe?

Sumо-IingJun 5, 2020
Founder Team
Ben_OnboardFlow

Ben_OnboardFlow

May 15, 2024

A: Hi there. Thanks for reaching out. In theory yes this is possible, however because OnboardFlow expects the data to be based on a trial setup, you would need to make sure that you send custom trial data into OnboardFlow either via the JS Tracker or the API. Sending customer trial data is more technical though and will require a developer to make sure it is sent properly.

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