SaaS marketing automation is the onboarding journey before it is anything else: the sign-up on day zero, the activation nudge on day one, the feature note on day three, the upgrade offer on day seven, each with a drop rate. SaaS marketing automation tools that run it need the account with its trial date, its plan and its journey step on one record, so the offer goes to the sign-up that reached it and not to everyone. This page is about that journey for a small software company, and the free customer journey sheet on this site works how many sign-ups become customers from the company's own step rates with no account.
The onboarding journey, timed
Day zero, one, three, seven: four steps with a rate each. 300 sign-ups at 60%, 40% and 15% through three steps is 11 paid conversions on the worked example; the tool's job is to send each step at its day to the accounts at that step, and to record the drop.
What the tools must keep
The account with its trial date, plan and journey step; the campaign with what went out and what came back; the journey with its timings and drops. Tools that keep the step as a tag on a mailing list send the day-seven offer to the day-one sign-up.
The figure to watch
Emails per customer won, 153 on the worked example: it falls when a step's rate rises and rises when a step is added. The paid plan on this site keeps the accounts, the journeys and the steps at one flat price; the sheet works the figure free.
Questions people ask about saas marketing automation
What is SaaS marketing automation?
The onboarding journey from sign-up to paid as timed steps with a drop rate each; the free customer journey sheet works the conversions.
What must SaaS marketing automation tools keep?
The account with its trial date, plan and journey step, and the journey with its timings and drops, on one record.
Does Funnelvo send the onboarding emails?
It keeps the accounts and the journey and exports them to the platform that sends; it sends nothing itself.