Check User Logged In status and set up nurturing automations

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This solution checks whether your leads or customers have logged in or not after subscribing to a trial or a paid plan.

You can choose to send an email to the lead, assign it to yourself or another lead owner, create an opportunity, add it to a list or a nurturing sequence, create a task, etc.

Solution Expert: Sheryll Chua

SKU: 202210111828 Categories: , , Included in License Cost: Standard, PremiumTechnologies: Sharpspring, FunnelBud GoResults sought after: Increase conversions, Communicate with your leads, Communicate with your customers, Upsell to customers
What this solution gives you:
  • FunnelBud Login form integrated with your website
  • Emails and notifications (if applicable, you will provide the content)
  • Follow-up automation
  • User guide and documentation

 

How we will deliver this solution to you:
  1. We will have an initial discovery session to understand the Login scenarios and follow-up automation.
  2. Once your requirements are captured and the scope is approved.
  3. We will provide you with the details on how to set up the Landing Page with the Login form.
  4. Also, we will set up the Login checks and add a lead tag if a user is logged in.
  5. Set up follow-up automation.
  6. Once completed and fully tested, we will deliver the solution to you and provide you with a user guide and documentation.
  7. Customers should be providing Landing pages and email templates before testing starts to ensure timely delivery.
Real-world application:
  • This is especially useful to nurture your leads who have subscribed to your products Free, Trial or Paid.
  • For example, if the Trial user has logged in, then you can set up a personalised nurturing sequence for the users who have logged in and tried your offering.

 

  • Cost to implement:

    Basic: 

    • One-time setup fee = $150
    • Maintenance Fee =   $75/ Month.

         Standard and Up 

    • Included
  • Solution Invoicing:
    • Upfront payment: $150
    • Any changes or upgrades from the scope will be charged on an hourly basis.
  • Additional Services and Costs
    Any Outsourced Work is billed at $65/hour. Outsourced work like Editing forms, creating forms, creating emails, landing pages etc.

Note: Custom workflow (if needed ) will be scoped and charged separately based on custom requirements. The fee will be added on top of the one-time setup fee as per your plan.

Sheryll Chua

About the Author

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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