A quick hack for SaaS companies to easily enhance their onboarding and conversion.
Conversion in SaaS can be very tough.
There are plenty of products out there and yet it’s still not easy to build a good onboarding.
The thing is, conversion is key and that’s often related to small improvements that move the needle and have a huge impact.
To move the needle, you need to work on experiments and quick smart hacks.
At Captain Data, we’re specialized in data extraction & automation.
We’ve already written about how you can Instantly Find Out Who Your (Secret) Subscribers Are .
We’ll use the same kind of mechanism, but this time to automatically connect with people on LinkedIn, with a personal email address.
Create the workflow
First, you need to create the following LinkedIn Auto-Connect from Email workflow.
Click on “Use This Bot”.
Click on ‘Save + Configure”.
The follow the onboarding; if you need help, ping us on the chat.
As for your custom message, here’s what we use at Captain Data:
Automate it like a pro 💪
At Captain Data, we’re big big fans of Segment, as it helps us integrate pretty much anything in our marketing stack.
We use Vitally as a way to understand product usage and for our email onboarding sequences.
Vitally is directly integrated with Segment 🔥
The automation flow is the following:
- Segment captures the “Sign Up” events from our app
- This event is sent to Vitally, which allows us to add the lead in a “Trial” segment
- We then use Vitally’s integration with Zapier to receive the new lead
- This triggers a slack message on a specific channel
- And finally we send the email through Zapier’s Custom Request to Captain Data’s API
This is an example, you obviously might want to do things differently depending on your stack 👍
The most important thing here is the last step, “Custom Request” with Zapier.
You could also trigger this HTTP request directly from your app if one of your developers is available.
The image above shows how to format the request.
You need to use a POST Method with the following URL:
The data to send:
You can find YOUR_PROJECT_ID and YOUR_API_KEY in your project settings.
YOUR_WORKFLOW_ID is referenced in the workflow’s URL like this one https://app.captaindata.co/bots/YOUR_WORKFLOW_ID/
The EMAIL field is the email used for signing up in your app.
Now that you have identified your leads, you could also use additional bots, like extracting data from a company, or sending a second message if the previous one has not been read: check out our LinkedIn library.