ChatGPT is one of the powerful language model that uses natural language to interact with users and is trained on large number of text data, that allows it to respond to users on wide range of topics. 

In the following use-case you will find the steps on how to use ChatGPT to create dynamic flow and filling dynamic slots with Floatbot. 

Magento has stopped supporting Magento 1 from June 1, 2020. But the debate on whether the sellers should migrate from Magento 1 to Magento 2 version is still hot. The announcement to stop supporting Magento 1 version doesn’t mean your store will stop working. No. It simply means that the company won’t release any more security and feature updates for your store.

And, that’s something to worry about as it can put you at high risk! Here are two major issues that you will face:

• Security Threats: As Magento is no longer supporting Magento 1 stores, they won’t fix any bugs for you. Due to this, the data related to your store, like customers’ personal details, payment information, etc., can become vulnerable. Worst of all, you are on your own to deal with all this!

• Degrading Store Performance: Everything needs maintenance from time to time, and so is your online store. If you are not updating your store, none of your store-related issues will be resolved. Ultimately, it will reduce your website's loading speed and its overall performance.

But how Magento 2 update help your store?

Benefits of Migration from Magento 1 to Magento 2

Here’s how Magento 2 version beats the older version and benefits sellers using this platform:

More Stable Architecture

Magento 2 supports the latest PHP version, resulting in improved security and store speed. Moreover, the user experience and browser caching are far better in Magento 2 store than in the older version.

Increased Page loading speed

Because Magento 2 offers full page caching, page loading speeding is higher in Magento 2 version. Also, this feature is available for both community and enterprise editions.

Multiple 3rd party extension compatibility

Magento 2 update supports multiple third-party extensions. So, it means the Magento sellers can now use any number of marketplace Integration extensions.

User-Friendly Dashboard

Magento 2 offers a more efficient user dashboard that the sellers can use to manage everything more smoothly. The sellers can easily monitor their whole business by navigating through different tools.

Effective SEO & SERP Presence

The new Magento version has introduced a hashing algorithm. So, the sellers can now add hashes to their product pages and mark a position in the search engine results.

There are Magento Migration services that can help you in this process. It’s best for the sellers who don’t want to do the hard work of migrating Magento 1 to the Magento 2 version. I know it’s pretty messy and time taking.

If you want to learn more about it, you can read this Magento Migration Case Study. It will give you a better insight into the journey of a seller.

Reasons why Magento sellers must sell on multiple platforms?

Multichannel with Magento can be gearing up all your efforts to make big. It can rid your store’s emptiness of making limited sale numbers year after year. Let’s go through the real-time global insight-based benefits, reasons, and emerging online shopping trends of the global eCommerce industry.

Reason 1: High sales volume:

High sales volume always brings exceptional future business opportunities. Selling on multiple markets through different channels expands its capability to cater to shoppers’ needs globally.

Reason 2: Enormous Revenue Through Multichannel Selling:

How much revenue can you generate through selling on multiple channels? The answer is just ‘enormous’ and ‘unexpected.

More Channels for sale = More sales volume

As per Shopify, on average, multichannel selling increases revenue by 38%, 120%, and 190% with each additional channel selling.

Since the sales volume is going up, this will give rise to your entire revenue.

Look at the user story of Rachael, a retailer from the US who benefitted from selling their Magento-based products on multiple sales channels like Walmart and jet.

Reason 3: Brand Awareness and Increase in Customer Base:

Except for investing in advertising and promotions, making products available on marketplaces will automatically enhance all your brand awareness campaigns. Presence on multiple selling sites will strengthen the brand's USP and its offerings.

Reason 4: Maximization of Market Share by selling on marketplaces:

Lowering the prices, launching innovative products, and a quality assurance-oriented approach is the direct market approach. Strengthening customer relationships and updating the store with the latest eCommerce extensions will help capture the whole market easily.

Reason 5: Increase Customer Retention:

According to many marketing pieces of research, the average rate of repeat customers is 20-40%. eCommerce players are working smart on business intelligence to increase their repeat business. This is one of the backbone-building strategies of today’s eCommerce and online players. Except for the customers who live in the vicinity, single-selling channels won’t match the multichannel eCommerce customer retention rate.

Reason 6: Increase in the conversion rate of customer

Conversion and expansion both are related to each other. The more the expansion, the more the conversion. As a seller, it is crucial to get your leads turned into your customers. For this, multichannel selling builds trust and shows the strength of your brand and products. The presence of a brand on multiple global online marketplace platforms ensures the highest rate of conversion and sales.

Reason 7: Target-based selling on online marketplaces

Multichannel selling will help your online selling optimize for target-based dominant global marketplaces. It will get your store out of the non-preferable regions that are dominated somewhere by marketplaces with their unmatched sales strategies.

Reason 8: Change in Social Media Shopping Trend

Social media can nowadays be considered an ideal platform for selling online. Multichannel selling is trending in the arena of social commerce.

As per the North-American e-commerce agency Absolunet, “87% of e-commerce shoppers believe social media helps them to make a wise online buying decision. 1 out of 4 business owners is selling on Facebook. 40% of merchants use social media to generate sales and revenue.”

Reason 9: Emerging Trend of Mobile Commerce and Online Buying Behaviour

Mobile commerce is one of the fastest-growing global eCommerce dilations today. Most shoppers prefer mobile to compare product prices online. Mobile marketing is bringing the whole web commerce activities on a 6-inch screen. Using image recognition tools vital is one of the most trending tools. As per many marketing reports,’ It is projected that the Indian mobile commerce retail market will reach 80% of all retail eCommerce by 2021.

Reason 10: Feasibility To Operate & Manage Multiple Online Stores

In terms of the best extensions to create a high-performing bridge, CedCommerce Magento Extensions are the best-tested ones. It has developed the multitasking Magento Extensions, which offer a broad range of market-oriented, innovative selling features. They are designed enough to reach the global eCommerce heights most efficiently.

eCommerce automation is the most innovative technology in this digital era. It is helping small businesses and entrepreneurs expand their businesses with ease. It helps them reduce costs and save time. eCommerce marketplace Integration is the perfect example of automation in the eCommerce world which is changing the course of the future and how sellers manage their online stores today.

Multichannel Integration is an API-based eCommerce solution that works as a two-way connection between multiple marketplaces and a single online store. In short, it is a tool that connects two or multiple channels and unifies their data to a centralized platform. The sellers can then manage, control, and track different activities on the connected channels from a single place.

More and more sellers are turning to Integration solutions to make their selling process easier and more efficient. According to a global survey report by McKinsey & Co, 31% of businesses use at least one fully automated function. And more businesses are likely to automate business in the coming years.

But why?

Why has Integration Become Essential Today?

eCommerce today has become much more competitive than it was at the time of its invention. With the advancements of new technologies and the growing trust of people in online shopping, sellers have more tasks in their hands than managing orders, inventories, shipments, etc, manually on their store.

Automation simplifies many aspects of your eCommerce store, here are some of them:

• Easy management of inventories
• Selling on multiple online platforms
• Better marketing opportunities
• Simplified order fulfillment
• Shipment tracking
• Enhanced customer service
• Easy management of returns and refunds
• Better email marketing and cart abandonment
• Simple analytics and data collection
• Secure Workflow management

So, automating the online platforms frees up sellers and their teams to focus on more important things; such as providing better customer interaction, planning creative ways to engage more customers, and analyzing sales. Even 68% of top-performing small businesses use eCommerce automation to earn higher revenue.

How is eCommerce Automation Going to Help Your Business?

Automation can solve many eCommerce issues and enhance your selling experience. It helps you get most tasks done without investing a lot of effort or time in it. So, here is the list of benefits your business will get from Automation -

• Complete hours of manual tasks in a short time
• Experience faster and easier online business processes
• Easy inventory management with ERP and POS
• Helps in smoother customer experience by offering multiple fulfilments, drop-shipping, easy returns, and improved customer service
• Reduce manual tasks means reduced employees and training cost
• Helps focus on better tasks such as decision-making and strategy
• Experience surge in sales

Easier marketing process with automated emails and scheduled social media posts

eCommerce automation makes the business workflow more convenient, efficient, and cost-effective. So, small businesses can run with limited resources and compete with bigger companies.

In the modern digital world, where time is precious and information is abundant, finding the right articles can be like trying to find a needle in a haystack. FutureGenApps can change the way you read and assist with that. Our innovative approach of quickly connecting you to the most popular articles on our website by means of carefully curated excerpts exemplifies our commitment to quality.

Why Are Snippets Used?

Snippets is your online guide, pointing you in the direction of the most relevant and engaging content. These concise synopses offer an overview of each article's key ideas, allowing you to select what to read without investing a lot of time in it.

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How It Operates: The Benefit of FutureGenApps

We at FutureGenApps recognize the worth of your time and the significance of high-caliber content. By using sophisticated algorithms, our Snippet Recommender sorts through the massive amount of content on the internet and selects the best pieces that fit your interests.

Customized Suggestions:-

Our snippets are customized based on your interests and reading habits, so you can be sure to have a pleasant and unique reading experience.

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Bid farewell to never-ending searching and scrolling. Our snippets help you make informed decisions by slicing through the clutter and providing you with succinct summaries.

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There's something for everyone on our Snippet Recommender, with themes ranging from the newest tech trends to lifestyle hacks to thought-provoking writings.

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Using our Snippet Recommender allows you to access the most thought-provoking and interesting articles on the internet, which not only saves you time but also keeps you updated and motivated.

Open Up a Universe of Opportunities: Your Path Begins Here

Explore new frontiers with FutureGenApps. Maximize your reading time, find outstanding content, and explore the vast online space. Our Snippet Recommender can be your friend when you're looking for entertainment and information, and it will make every surfing session enjoyable and educational.

In summary, Rather than just being a catchphrase, the tagline "Navigate Brilliance: Uncover Excellence with Snippets Guiding You to the Best Website Articles!" is a promise. FutureGenApps will ensure that you enter an extraordinary world and fundamentally alter the way you consume online information with each click. Take off with your research now, using the excerpts as a guide!

Amerigo Scientific, a distributor focused on providing critical products and services to biomedical and life science communities, has announced the release of the cyclic-di-GMP assay used to streamline the analysis of cellular function by providing researchers with a simple and reliable method for detecting and quantifying the important signaling molecule cyclic-di-GMP.

Cyclic-di-GMP is a key regulator of bacterial physiology and plays a critical role in biofilm formation, virulence, and other cellular processes. However, traditional methods for measuring cyclic-di-GMP levels have been cumbersome and time-consuming, often requiring multiple steps and specialized equipment. Amerigo Scientific's cyclic-di-GMP assay offers a user-friendly alternative, allowing researchers to quickly and easily assess levels of this important molecule in a wide range of cellular samples.

The cyclic-di-guanosine monophosphate (c-di-GMP) assay is a simple mix-and- read, highly selective, high throughput screening (HTS)-ready assay to measure c-di-GMP levels in cells. The cyclic-di-GMP assay is easy to use and has excellent signal stability, allowing for rapid measurement. Additionally, the c-di-GMP assay can also be used to measure intracellular c-di-GMP concentrations in bacteria in a homogenous format without pelleting, lysis, or wash steps.

“We are excited to introduce our cyclic-di-GMP assay to help researcher simplify cell analysis,” said the business development manager of Amerigo Scientific. “By providing a simplified and efficient method for detecting cyclic-di-GMP, we hope to empower researchers to gain deeper insights into bacterial signaling and behavior, ultimately advancing our understanding of cellular function.”

The cyclic-di-GMP assay includes all the necessary reagents and materials for performing the assay, along with detailed protocols and instructions for accurate and reproducible results. Researchers just need to incubate their samples with the provided assay reagents for 30 min and read the samples on a fluorescence plate reader with FITC/GFP filter or excitation wavelength 482nm and emission wavelength 505nm. The fluorescent signal is stable over time and thus allows batch-mode processing of samples. For more information about Amerigo Scientific’s cyclic-di-GMP Assay, visit their website at www.amerigoscientific.com.

Are you searching for the best candle scents to add a touch of luxury to your home? Look no further! Our selection of high-end candles offers an exquisite array of aromas to indulge your senses. At our best candle company, we understand the importance of ambiance and strive to provide you with candles that not only smell divine but also enhance your living space.

Imagine coming home after a long day to the soothing fragrance of luxury candles filling the air, creating a warm and inviting atmosphere. With our carefully curated collection, you can transform any room into a sanctuary of relaxation and indulgence. Whether you prefer floral notes, woody undertones, or exotic blends, we have the perfect candle to suit your preferences.

Our commitment to quality is evident in every aspect of our candles, from the finest ingredients to the meticulous craftsmanship. Each candle is hand-poured with precision to ensure a consistent burn and long-lasting fragrance. Plus, our attention to detail extends to the packaging, making our candles not only a delight for the senses but also a stylish addition to any decor.

Service Highlights:

• Exquisite fragrance selection
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Indulge your senses with our best smelling candles, crafted to perfection to elevate your everyday moments into extraordinary experiences. Whether you're unwinding after a hectic day or hosting a special occasion, our candles provide the perfect finishing touch to any setting. Immerse yourself in the captivating scents and let them transport you to a realm of luxury and tranquility.

Our commitment to excellence doesn't stop at the product; we also prioritize customer satisfaction. From the moment you browse our collection to the final flicker of your candle, we strive to ensure a seamless and enjoyable experience. Join our community of candle enthusiasts and discover why discerning customers choose Thomas Blonde for their candle needs.

In conclusion, when it comes to luxury candles and the best candle scents, trust in the expertise and quality of Thomas Blonde. Experience the difference that our meticulously crafted candles can make in your home and indulge in a sensory journey like no other. Elevate your ambiance and treat yourself to the luxury you deserve with our exquisite selection of candles.

Social media and Internet users create tones of content daily, and many of their posts and tweets contain mentions of brands. This is a good chance for your company to convert them to brand advocates!

Keep reading to find out how to define brand lovers in cluttered social media feeds and use user-generated content like a pro.

In any Software-as-a-Service (SaaS) business, customer churn is terrible news. Lowering churn can improve almost everything related to revenue ‒ from your Lifetime Value (LTV) to your Customer Acquisition Cost (CAC) payback period and your growth rate. Researchers at Bain & Company found that increasing customer retention by just 5% can increase profits by a whopping 25–95%.

But how do you go about reducing customer churn rates efficiently? This article contains all the insider secrets and techniques you will need.

What Is Customer Churn?

In the SaaS business world, customer churn (also sometimes called “attrition rate”) is the number of customers who cancel their subscription to a product or service over a certain period. The rate of customer churn is usually measured as a percentage. This is what the equation looks like:

For example, if your business had 800 customers at the beginning of the quarter, and you lost 40 of them by the end of the quarter, you would have a 5% customer churn rate. Evaluating your customer churn rate is vital to consider when you’re assessing your retention strategy. A high churn rate means it’s time to nurture your existing customers and improve the product, service, or experience you offer.

Why a High Churn Rate Is Risky

A high customer churn rate means your business is losing customers and, therefore, revenue. The high churn can also make it hard for you to cover your CAC and generate a good cash flow. Ultimately, it will hinder your company’s growth.

How Do I Know If My Churn Is Cause for Concern?

A little churn is natural for SaaS businesses operating in a highly competitive environment. About 5–7% is considered within the “healthy” range of monthly churn, though this is quite a general estimate within the industry. If your customer churn rate is within this range, you’re probably able to balance it out by acquiring new customers or expanding your current customer base.

Warning Signs To Look Out For:

A high churn rate can be a sign of something bigger, like underlying problems with your product or service. Customers churn most often because of poor onboarding, a low-quality product, or a lack of access to an effective customer support team. It’s therefore vitally important to keep an eye on this rate.

You may find you have a problem if:

• Your churn is happening faster than you can sign on customers
• Your LTV is shrinking
• Your churn rate is above 10%
• You’re experiencing more downgrades than upgrades from your customers

The 3 Stages of Customer Retention

Many businesses only turn their attention to churn once they’re losing customers. This is a reactive strategy that could cost you dearly. Being proactive against customer churn means starting at the moment of customer acquisition. There are three main stages to the lifecycle of customer retention. Understanding these will help to inform your strategy throughout the customer journey:

1. Early-Stage Retention

Early-stage retention usually refers to the first week a customer is engaging with your SaaS product or service. This stage tends to contain the most significant drop in retention. Here the focus should be on encouraging customers to use the product or service more than once, helping them find the benefits, and ultimately realize the value of what you offer.

2. Mid-Term Retention

Mid-term retention refers to the period of weeks two to four. These few weeks are vital as customers need to develop a usage pattern with the SaaS product or service. Building customer loyalty and engagement are critical at this stage. The more the product is integrated into a customer’s life and becomes a habit, the less likely they’ll churn.

3. Long-Term Retention

Long-term retention runs from week five for the duration of the customer’s time with the business. Here, the focus is on making the product indispensable to the user and ensuring that they continue to receive value from it. Engaging customers in the early stages of retention is most likely to keep them around for the longer term. Making improvements in the later stages will also help you to sustain a good subscriber base over time.

10 Secrets To Quickly Reducing Customer Churn

1. Focus on Your Onboarding Process

Your user onboarding needs to help you shorten time to value and get more customers to experience your product’s core value. The best way to do this is through your onboarding process. For a full breakdown of SaaS onboarding best practices, see our recent blog post.

Key Tips For Improving User Onboarding:

• Speak to your customers’ desires and pain points.
• Welcome new customers to the platform.
• Use quick, simple, and intuitive processes.
• Set achievable tasks.
• Celebrate and reward customer success and progress.
• Keep communication and support open and clear.

2. Strengthen Your Customer Relationships

If you build good relationships with customers and understand them, you’ll be able to continue providing users with a valuable product or service as time goes on. An honest and transparent relationship with a customer builds trust, trust builds loyalty, and loyal customers are far less likely to churn. This relationship-building process can start from the moment a user signs up for your SaaS product or service.

Key Tips For Improving Customer Relationships:

• Be quick to respond to complaints and queries.
• Build a strong online community where users can interact and gain value.
• Interview users for business tips and testimonials, and share these on your website and social media platforms.
• Show your customers that they’re dealing with people and not a cold, faceless organization.

If you build solid relationships and a smooth customer experience, your users are more likely to reach out if there are problems and stick around while you address them. They’ll also be more likely to stay with you for longer periods and through other changes in their lives. And if they do cancel their subscription, you’re more likely to get feedback on why they did it.

3. Identify At-Risk Users and Target Them

Part of being proactive about reducing churn is identifying “unhealthy” or “at-risk” users before they have a chance to cancel their subscriptions. To identify at-risk customers, you need to build a profile of these customers and use micro surveys to collect information to inform your retention strategy.

You can collect information about at-risk users by looking at churn indicators specific to your business. Two examples are your Net Promoter Score (NPS) and your customers’ engagement with your software. Read more about the most critical SaaS metrics here.

Poor customer service will only worsen your churn. However, when you prioritize proactive customer service, then your teams can make personal contact with at-risk customers to prevent customer churn by checking if they’re getting the necessary value from the product. Nothing is more effective at reducing churn than offering stellar customer service.

Also, have a good look at the users that aren’t using your product, those using it far less frequently, and those suddenly not engaging at all. Identifying these users means you can build a specific strategy to reach them and fix the root issue — sometimes before they realize there’s a problem.

Improve customer retention and increase your revenue with the complete list of 10 secret tactics for lowering customer churn in SaaS on PayPro Global’s blog.

Welcome to the Email Marketing Online Conference

What if you can't watch online?

Here you can learn more, about how to get record of summit

Welcome to the Email Marketing Conference

What if you can't watch online?

Here you can learn more, about how to get record of the conference

As online shopping and Software as a Service businesses become more popular, your business may be expanding across multiple states. While growth is essential, it comes with sales tax complications, many of which can result in hefty fines or even the possibility of prison.

Therefore, it’s vital for your business’s health and your liability to understand sales tax on software and SaaS to ensure you’re collecting and remitting your taxes correctly.

Our software and SaaS Online Sales Tax guide covers everything you need to know about being tax compliant in the United States.

SaaS Sales Tax: The Basics

What Is Sales Tax?

Sales tax on software and SaaS is a tax collected by the seller of the product or service and added to the total cost of that purchase. Sales tax is never supposed to be paid out of your software as a service business’s pocket. You merely play the role of the ‘middle man’ between the customer and the governing body.

In the United States, how you manage sales tax is determined at the state level. Every state has its own set of rules, which makes things rather complicated.

A product may be taxable in one state but not in another. In addition, in some states, items are taxable when written up together on an invoice but not when listed separately.

How Is Sales Tax Different for Online Sellers?

Online sellers can quickly provide products and services to customers across both state and country borders. As a result, software as a service businesses, which trade online, can find themselves dealing with various sets of laws and rules in different countries or states.

In contrast, you have far fewer tax rules to consider if you have a physical store that only operates in one state, region, or country.

When Am I Required To Collect Sales Tax Online?

In the United States, you’re responsible for taxes in the following two instances:

➡️ If your business has a sales tax nexus in the same state as your customer.

➡️ If the product or service is taxable in that state through remote sales tax.

We’ll chat a bit more about nexus laws later.

For now, it’s essential to take note that if you’re responsible for sales tax on software and sales tax on SaaS in a particular state, you must charge your customers the correct amount of tax and remit the collected taxes back to the state.

Sales Tax Categories and Product Taxability

Most physical products are taxable, however, some states have made exceptions for specific products. For example, in some states, digital goods carry a reduced tax rate, while in others, the same items aren’t taxable at all.

It’s imperative that you make it your business to know precisely which sales tax categories your products or services fall into to determine their taxability in the relevant states.

Economic Nexus Laws

What Does the Word ‘Nexus’ Mean?

In legal terms, a ‘nexus’ is a connection or link. In most instances, it’s used to establish jurisdiction, prove causation, or solve the conflict of law issues.

What Are Nexus Tax Laws?

In the tax world, nexus laws refer to the connection that a seller must have with a particular area before they’re required to charge and collect sales tax there.

There are two main types of nexus: sales tax nexus and income tax nexus, with the potential for businesses to meet the requirements for one, both, or neither. With a sales tax nexus, a business is liable for collecting and remitting sales tax in that state. With income tax nexus, a business must file income tax returns for that state.

Certain business activities, including having a physical presence or reaching a certain sales threshold, may establish physical nexus within that state. The definition can differ slightly from state to state. However, the general consensus is that if your software as a service business has a brick-and-mortar store or an office in a state, you’re required to collect and submit taxes in that state.

It’s best to check each state’s laws and requirements if you’re not 100% sure whether you have nexus there. The best way to do this is to check with each state’s taxing agency.

What Is Physical Presence Nexus?

Physical nexus is the legal term for a business’s physical presence in a state. In some states, only the slightest presence could translate into a physical nexus.

For example, having an office or warehouse in a state qualifies as a physical nexus. This instance is pretty straightforward, however, in some states having just a single employee working, delivering goods or services there counts as a physical presence.

Be sure to check all the criteria that count as a physical presence. Physical nexus is usually easier to determine than economic nexus.

What Is Economic Nexus Tax Law?

Economic nexus is an economic threshold set out by each U.S. state. When a certain level of sales is achieved, online sellers need to start paying sales tax.

These activities can include sales revenue and/or the number of transactions taking place.

Economic nexus thresholds vary from state to state. If you have an economic nexus in a state that follows economic nexus law, it’s crucial to determine where you meet the relevant thresholds.

The History of Economic Nexus

Before June 2018, businesses were only required to pay sales taxes where they had a physical presence or nexus. However, in June 2018, a landmark ruling set into motion events that have changed the sales tax landscape. The US Supreme ruled in favor of the state in South Dakota vs. Wayfair, Inc court case. This ruling allowed South Dakota to begin taxing remote sales via economic nexus laws.

Since the ruling, over 40 states have followed suit and created their own economic nexus laws. Unfortunately, this change has made sales tax on software and sales tax on SaaS much more complex for online sellers.

Non-Compliance with Economic Nexus Laws

Failing to comply with economic nexus laws can lead to hefty fines or possible jail time in some states. Even if your business isn’t fined, you’ll be required to pay the taxes you haven’t remitted to the relevant state(s).

The nature of economic Nexus laws means this is an incredibly easy and costly mistake to make, especially for a small business selling software as a service.

SaaS Sales Tax: The Marketplace Facilitator Act

What Is the Marketplace Facilitator Act?

This act, passed in California on October 1st, 2019, requires that a marketplace facilitator (i.e, Amazon) is responsible for collecting and paying the tax on retail sales made through their marketplace.

Since then, 30 states have implemented a marketplace facilitator ruling. The ruling makes it easier for states to manage sales tax, as they only have to deal with tax from the facilitator rather than multiple sellers.

Effects of the Marketplace Facilitator Act on Online Sellers

If your business uses a marketplace facilitator such as Amazon, they can collect sales tax on your behalf, taking the responsibility off your hands.

But if you sell across multiple channels, you’re not entirely off the hook. Suppose you use a marketplace facilitator but also sell your product via your company website. In that case, you’re liable for the online sales tax on software and software as a service from your website sales.

What are the 14,000 U.S Tax Jurisdictions?

There are approximately 14,000 tax jurisdictions in the U.S. This large number may seem difficult to believe as there are only 50 states (and Washington D.C), but taxes are based on the exact address, which takes into consideration if the state is a single rate state or not.

How Is Sales Tax Set in Different Jurisdictions?

Each state sets a sales tax rate. Then, different jurisdictions within that state can have their own add-ons. For example, a county within a state can add a further percentage to the state rate. Within that county, a district could lay on another additional tax.

Luckily, as an online seller, you’re only required to remit the entire amount to the state — it’s their job to divide it between the various county, city, and district levels.

That said, you still need to make sure you’ve charged the correct tax for each jurisdiction, as well as keep up with any changes that occur in tax rates.

Important Categories Within Different Jurisdictions’ regulations

➡️ Sales Thresholds

Once your business reaches a specified dollar amount of sales or a predetermined number of transactions, you have economic nexus in a jurisdiction and are required to pay sales tax.

For example, in the state of Nevada, online sellers must register for sales tax on software and SaaS if they have 200 retail transactions within the state or if they reach over $100,000 of retail sales.

➡️ Evaluation Periods

The evaluation period is the measurement period of the sales thresholds — for example, sales from the current or previous calendar or financial year. It’s essential to check the evaluation periods on a state-by-state basis, as they can differ.

➡️ Timing of Tax Registrations

This refers to the time a business has to register with the state for its sales taxes. This period can be anywhere from the moment the company crosses the economic nexus threshold to up to 90 days after they reach this threshold.

How Do I Know What the Different Sales Tax Laws Are in Each State or Jurisdiction?

Staying on top of sales tax on software and software as a service can feel like a daunting task with so many tax rules and regulations within different states to consider. Fortunately, some organizations have done the legwork for you and collated the data on sales tax requirements.

Avalara, for example, provides comprehensive information on economic nexus and sales tax laws in each state. This info includes enforcement dates, sales thresholds, evaluation periods, registration requirements, and more.

Read on to learn the common mistakes made by online sellers and the 3 steps to be tax compliant in the U.S. in our all-in-one guide to SaaS online sales tax on PayPro Global’s blog.

Digital marketing is rampant and inevitable, and sending emails has been an integral part of it. Sending personalised newsletter recommendations through email is a direct and cost-effective approach to garner higher conversions, spread brand awareness and boost favourable results for the business.

Artificial Intelligence plays a crucial role when it comes to sending personalised newsletter recommendations through email. The emerging trends in AI across various industries have improvised several processes. Email marketing has become more powerful and upgraded with the help of AI, and the results are even better.

Role of AI in Email Marketing 

AI has taken email marketing to new heights and is undoubtedly the future. AI through email marketing generates revenues, decreases costs and accelerates sales. AI-powered tools help you send better emails, produce better results, conduct AI-powered searches, enhance open and click rates and help you make more money from email marketing campaigns.

AI is massively growing, leading to the unprecedented development of email marketing. AI follows these three steps to accelerate the email marketing process:

• Detect: AI has a solid feature of detecting and deciphering which elements of data are the most predictive ones, which ones to ignore and which ones to pay attention to.
• Deliberate: Further, AI analyses the most predictive attributes of the collected data and answers questions and makes personalised document recommendations based on it.
• Develop: Machine learning, an integral part of AI, helps in programming, and reprogramming can modify and analyse data based on experimentation and results of the extracted information.

Further,

• AI analyses various email marketing campaigns and improves the daily performance and results of email marketing.
• AI can provide better insights into the growth prospects and assist businesses in identifying new customers while retaining existing ones.
• AI in email marketing strategies can enhance customer retention, better personalisation, smart segmentation, higher conversion rates and can boost customer gratification.

The Functionality of Artificial Intelligence in Email Marketing

AI-powered tools help in writing portions of emails and subject lines. It helps in optimizing send times and sending personalized information through emails to each lead. It can also help in cleaning up email lists and can automatically create email newsletters with unprecedented personalisation.

AI uses various technologies like ML- machine learning, NLP – natural language processing, deep learning, computer vision and more in email marketing to perform specific cognitive tasks better than humans.

For example, AI personalised document recommendations offered by Amazon and Netflix to offer products and movies you might like, making assumptions about your preferences.

Relevance of AI in Email Marketing

1. Optimizing Subject Lines

AI applies algorithms and generates attractive subject lines that can attract higher click-through rates. This application considers every marketing campaign before it optimizes your subject line over time.

2. Sending Personalised Emails

AI incorporates hyper-personalisation in emails that increase your overall customer engagement rates. Using predictive analytics, AI can apply complex algorithms, ML and customer data to predict the future behaviour of customers based on trends and previous interactions. This helps in creating customised emails that are personalized for each customer.

3. Smart Segmentation and Targeting

Segmentation is important in many areas, especially when subscribers have different choices, preferences and interests. AI and ML apply to segments that can bifurcate your subscriber list based on parameters like a position in the sales funnel, purchase history, geographical location, demographics, etc., to help you target your customers better. You can get access to accurate details of customers and their behaviors so that you can categorize them into distinct groups.

4. Optimizing the Email Sending Time

Too many or few emails can bring you at risk of being superseded by competitors. AI optimises the email sending time by scrutinising the user’s activity history. Based on the downtime of the customer, his time zones and personal habits, AI can schedule the right time for sending the emails. For instance, Amazon uses AI for cart abandonment through email with an incentive of free delivery considering the privacy policy.

5. Improve Deliverability and Optimize Email Outreach

AI ensures that your email reaches its intended target and can use historical data to break your marketing campaign into sub-campaigns, then structure and deliver more targeted emails to maximise inboxes.

6. Product Recommendations

As per a recent report, big brands like Netflix and Amazon use AI in sending product recommendation emails to their customers based on their browsing, daily activity, choice of streaming/products, purchasing history, etc. This approach helps businesses to enhance their click-to-convert ratio on emails and the loyalty of the customer. For example, an email by Netflix recommending users for shows or series that they may have watched in the past considering the privacy policy.

7. Deep Insight Into the Customer Lifecycle

AI and predictive analytics can extract customer data based on their behaviour and interests. Effective email campaigns can be formulated to inform and engage customers, eventually maximising the ROI and revenues.

8. The Role of Big Data

Big data can help in the personalisation and automation of an email marketing campaign. It helps businesses segment subscribers to create more personalised information through emails. It enables and analyses huge sets of data to avoid all the clutter that marketers make manually.

9. Create Smarter Newsletters Using Personalisation

Email newsletters contain personalised content curated for every single user, which improves subscriber engagement. AI automates hyper-personalised content through”smart” newsletters increasing reader engagement and providing rich insights back to the brand. AI can create a weekly newsletter that is personalised for every single subscriber, based on his preferences. This kind of segmentation is difficult for humans to manage.

10. Clean up Email Lists

AI-powered technology can clean up email databases, eliminate out-of-date contacts, update information about the user – for example, job titles, phone numbers and other information and improve deliverability.

11. Increased Engagement

AI technology aims to improve the email marketing process by cutting down the time from testing and allowing businesses to work with more combinations of messaging elements. This enhances conversion and revenues.

12. Discovering new segments

AI and machine learning help you discover new areas and subscriber groups based on basic information such as age, behavioural signals, location and purchase history that can be transformed into new and distinct marketing segments.

How AI Collects Data by Protecting Privacy

AI helps you identify and monitor the preferences of people who have their personal data anonymised. As soon as the data becomes part of a large dataset, AI can de-anonymise this data based on inferences from other devices and use high-end technologies like encryption and secure-server accessibility to maintain privacy.

It is a misconception that since AI uses personal data to make recommendations to businesses, the privacy and security of consumers may get affected. AI has the potential to enhance privacy protection. Organisations can reap the benefits of AI to accelerate data privacy to classify sensitive data across a data ecosystem.

AI uses compliance methods and ML techniques to protect this sensitive data. AI ensures the highest levels of customer privacy in streamlining interactions, especially when automation has become so rampant. It serves as the one-stop for managing data, so it helps constrict the data using standardised privacy practices.

To Wrap Up

Artificial Intelligence is a lucrative investment in email marketing that can improve your ROI and lead to optimum utilisation of resources. AI, NLP and ML have become an integral part of any email marketing strategy and ensure success in the long run of business.

So your eCommerce business is experiencing rapid growth. You’re scaling your operations and increasing your reach across the U.S and into new global markets. Excellent news, right?

Well, yes and no.

One thing is for sure: as your SaaS company scales, staying compliant with sales taxes becomes increasingly more complex, both in the U.S and internationally. The importance of prioritizing compliance cannot be overstated.

What Is Sales Tax?

Sales tax is a consumption tax that the U.S government charges on the sale of goods and services. Retailers generally collect sales tax at the point of purchase and then pass it on to the government. Since the birth of eCommerce, this has been a somewhat confusing endeavor, and digital goods have made it even more complex.

In short, your business is liable to pay tax in a specific state or jurisdiction if it has a nexus there. But more on this later.

Why is U.S SaaS Sales Tax So Complex for Scaling Businesses?

Many factors contribute to the complexity of sales tax compliance and financial reporting within the United States, and each one is crucial for SaaS companies to understand. Let’s start with the most critical elements to get to grips with if you are scaling your business:

Understanding U.S Nexus Legislation

What Is Nexus

When talking about sales tax rules in the U.S, ‘Nexus’ refers to the level of connection between a specific taxing jurisdiction and an entity. The taxing jurisdiction can be a state or a district, and the entity, in this case, is the business itself. When this connection is established, a taxing jurisdiction can impose taxes on SaaS companies.

Physical and Economic Nexus

A physical nexus means that any business with sufficient physical presence in a specific jurisdiction must pay tax rates there. This presence includes having a property in a jurisdiction or employees working there.

Economic nexus refers to a threshold of economic activity after which a business must pay taxes in a particular jurisdiction. This is usually measured in terms of a monetary threshold, the total number of transactions over a specific period of time, or both.

The Impact of South Dakota v. Wayfair

As online sales increased across the U.S in the 2010s, states became aware they were losing billions of dollars of sales tax. As a result, they began to push for a new standard of compliance.

Before 2018, nexus in the U.S generally referred to physical nexus, and you would only have to pay sales tax if you had an actual presence in a state.

However, after the judgment of South Dakota v. Wayfair in June 2018, sales tax in the U.S became much more complicated for online sellers. The Supreme Court agreed with South Dakota that states should be collecting sales tax where businesses have economic nexus. Since this precedent was set, most states have followed suit and imposed their own nexus standards.

So, if your business sells SaaS, Software, or digital goods and services within a U.S state, you may be required to register and pay sales tax in that state regardless of whether or not you have a physical nexus there.

Additionally, it’s essential to clarify that you are not exempt just because the transaction takes place online. If your sales exceed the nexus threshold in a state, you’ll need to pay taxes.

It is safe to say that with all these legal changes, many businesses have had to scramble to comply with audits as states try to reclaim lost revenue.

Differing state and District Regulations

Currently, there are over 14,000 tax jurisdictions in the U.S, each with its own rates, rules, and regulations, making staying on top of taxes incredibly confusing and time-consuming.

In the U.S, sales tax legislation is different in every state, charging differing base rates. Then each jurisdiction within a state can add more tax on top of that. For instance, a county could impose an additional sales tax, while a district could impose yet another tax on top of the previous two.

This means that the total could be significantly more than the state rate would typically be.

Different states set different sales thresholds, and they may also have different evaluation periods and registration timings. Because of these complexities, it’s essential that SaaS leaders and founders check each state’s nexus laws.

To help you better understand the complexity of global tax compliance, we have created our SaaS & Software Tax Panic Scale

. It gives each U.S state (and many other countries, states, and provinces around the world) a score based on a range of factors, including its tax rate and tax registration complexity.

New Products and Services

SaaS, Software, and digital goods companies notoriously suffer from the complexity of taxability. Each time you add a product or service to your arsenal, it potentially creates complicated changes to your sales tax nexus. Software is taxed according to numerous categories and criteria, and the system hasn’t always kept up with changes in technology.

Since products can be taxed at different rates depending on who purchased them, where they bought them from, and whether the item is taxable in a particular state or jurisdiction, this situation is destined to cause confusion and frustration for company owners, no matter their experience or business size.

Filing Tax Returns for Multiple States

There is simply no way around it; you must register for sales tax in every jurisdiction in which you have nexus. As mentioned before, this could mean you’ll have to keep track of different filing deadlines and requirements for multiple states.

The frequency of filing differs in many states. Also, you may need to pre-pay part or all of your sales taxes, which may change as your sales grow in a jurisdiction.

In short, it often becomes clear very quickly that if you have nexus in many states, it may become too much to handle in-house.

The Intricacies of Filing Tax Returns

There is a saying, “the devil is in the details,” and it seems very fitting regarding tax. Different tax return forms require so much varying information that it can be easy for even the most competent SaaS company to mismanage this task.

For instance, a state can reject a return for something as small as leaving off a signature, and some states require you to round amounts up, while others need them rounded down. Because of these intricacies, we caution SaaS businesses to seek the help they need to mitigate bringing this type of hurdle into managing your business.

Managing Historical Liability

Some states allow voluntary disclosure agreements, which means you can remit sales tax liability with limited look-back periods and no penalties. But If you realize you are liable for backdated sales tax, you must have a solid plan before filing them.

To summarize, It’s always better to get out in front of historical tax liability. A good motto, in this case, is don’t ignore it and hope it will go away!

Differing Taxable Periods

Because individual states set their own taxable periods, some will want you to file your taxes annually, while others require you to file quarterly or monthly. Dealing with the differing taxable period requirements can be overwhelming, which is another reason for considering outside help with your taxes.

If you are unsure if you can manage all aspects of tax compliance, it is better to err on the side of caution and ensure that knowledgeable professionals are managing this side of your business.

Read on to learn the 8 key sales tax considerations when scaling up your SaaS business, so that you can avoid risks and ensure sales tax compliance on PayPro Global’s blog.

Growing businesses are often encouraged to think big, think national, and, ultimately, think global. But to increase your reach and revenue in international markets, you need an international expansion strategy that must also include localization strategies.

Yes, we can hear you asking: Why think local when I’m trying to go global? The answer is simple: to be successful, you need to create a frictionless experience for every shopper who interacts with your brand and product throughout the customer journey, wherever in the world they may be.

That’s why we put together this comprehensive guide on localization strategies which covers everything you need to know to grow globally. If you have more questions, you know where to find us, and we are always here for you!

Brush Up on the Terminology

Before we go into the nitty-gritty of localization, let’s first take a look at the terms you’ll be seeing in this article:

What is Localization?

Localization is the process of adapting your product, information, content, or marketing campaigns to suit the needs, preferences, interests, and context of customers in a specific country, region, or foreign market. The most critical localization factors to consider are language, culture, religion, politics, and regulations.

What are Localization Services?

Localization services are the tools used to modify a product to adapt to the needs and preferences of users in different regions. Businesses looking to expand beyond their own regions should use these services to build trust and confidence in new markets.

Some good examples of localization services include:

👉 Translating a product into a local language.

👉 Changing units of measurement to suit the intended new market.

👉 Checking whether font and character sizes work in other alphabets.

👉 Re-working visual elements in games to make them resonate with the cultures you’re targeting.

Marketing Strategies

➡️ Localization Marketing

Like search engines or video marketing, the localization process is a subsection of the bigger marketing strategy, which is promoting and selling your products or services. It requires purposeful planning and a commitment to scale your business’ marketing efforts by paying close attention to local factors, customs, and needs.

➡️ Global Marketing

Global marketing, quite predictably, refers to the marketing strategy, practices, and activities that lead to identifying and successfully attracting customers on a worldwide scale.

A global marketing plan should include specific strategies for selling your product in different countries and regions and an overarching set of goals to achieve sustainable growth on an international level. Therefore, your localization process and strategies form part of your bigger global marketing plan.

A global marketing plan should include your:

👉 Value proposition

👉 Target audiences

👉 Business models

👉 Success factors

👉 Marketing mix

👉 Resources

It’s essential that your plan includes the “local factor.” What cultural, economic, religious, and political factors will affect your brand identity and success in the markets you’re targeting? It’s critical information you should be considering and monitoring regularly.

➡️ What is Global Marketing Localization?

Global marketing localization means taking your international marketing plan and localizing each element based on your different regional target markets. In short, you are making it familiar and relevant to each segment of the population you plan to market.

For example, components of your overall marketing plan should include:

👉 Your website

👉 Social media campaigns

👉 Press releases

Global marketing localization requires an in-depth understanding of customers in many different contexts, such as:

👉 Economy

👉 Social trends

👉 Values

👉 Technology

👉 Legal compliance regulations

Why Do Businesses Need Localization Strategies?

It’s pretty evident that you need customers for your business to survive, and what business doesn’t want more customers? The truth is that, with a little bit of effort, you can open up a world of exciting new opportunities. If you can scale up your marketing efforts and reach out to customers in different regions, you will, without a doubt, increase your customer base and grow your business.

A good localization strategy will make customers feel like they’re getting the best possible customer experience. To achieve this goal, you must understand their needs and always consider them in all customer service areas. This is why businesses should prioritize their localization strategy. It is a critical, tried-and-tested tool for improving global revenue and customer loyalty across the board.

The Top 3 Advantages of Localization for Global Marketing

01. Growth

Localization provides a competitive advantage by expanding your reach and improving global brand awareness. For example, customized, localized content is likely to rank higher in search engines because it enhances the quality of results for users.

Seamlessly integrate localization to help your business overcome common scalability problems, such as struggling to retain clients or meeting your growth targets. Good localized content and information are more likely to lead to loyal customers, as the global target audience will feel like your brand speaks to their specific needs. Also, as you sell more products in new regions, you’ll have the opportunity to sell your excellent business reputation by word of mouth with new users.

02. Making Connections

Localization can help to humanize your brand.

If done well, customers in every corner of the world will look at your products and feel as if your brand speaks to them and addresses their needs. Customers are more likely to engage with your brand through social media, your website, and other channels if they see themselves reflected in your marketing campaigns and content. They’re more likely to engage in social media posts that understand cultural differences and reflect their cultural norms.

Localization shows that your brand respects other cultures and values and that you’re making an effort to meet your customers in their world. Most importantly, it shows that you understand them and their needs.

03. Profits

Localization will increase profits, which are, of course, necessary for businesses looking to scale globally. Your investment in marketing is likely to be more effective, as a solid localization strategy will increase the potential for sales across a broader target market. If customers engage with content and information they understand and enjoy, they’re less likely to need customer support. Because of this, localization can also lead to significant savings in the long run, which is a win-win situation.

Ready to get started with localization? Explore the 10 simple steps to help you implement your localization strategy and ensure your localization efforts have a positive impact on your global revenue on PayPro Global’s blog.

We are all adjusting to the newfound necessity of prioritizing an ever-increasing flood of quantitative insights as we live in the era of information. By following the never-ending stream of media, research, blogs, tweets and other social media, it is possible to gain insight into macroeconomic patterns, how marketplaces change over time and even how corporations perceive and adjust to their environment.

Textual data, such as surveys and reviews, as well as interview transcripts and other forms of textual quantitative insights, are used by corporations, government agencies, researchers and educational organisations to gather information. Even though human beings are incapable of reading, gathering and evaluating millions of pages of text, natural language processing (NLP) breakthroughs have made it possible for anyone to spot trends and discern a person’s emotional state from a vast number of words or phrases.

The capacity to sift through a large amount of data and uncover the most important insights for your firm has become a strategic advantage since data is now viewed as a corporate asset. NLP trends can help organisations and investors get a competitive advantage by unearthing insights and patterns hidden in millions of pages.

Let’s take a look at examples of how natural language processing might assist you in quantifying human language and why that’s important in your research.

1. Validate C-Suite Interest on a Trend

How Do C-suite Leaders Use NLP to Learn about the Density of Keywords? Text analytics uses various linguistic, statistical and machine learning techniques to transform unstructured text input into useful information. C-Suite interest might use this information to see how well their marketing campaigns are working or to keep tabs on the most common customer complaints before deciding on how to respond or improve service. Keyword extraction and the detection of structure or trends in unstructured information are two additional ways that natural language processing (NLP) might assist with text analytics.

2. Handle a Large Amount of Data

The availability of large amounts of data is critical for machine learning and even more so for deep learning. On the other hand, quality should not suffer as a result of your decision to prioritise size over everything else. When it comes to data preparation, the most important questions for ML researchers are:

1. Do they have adequate data?
2. What criteria do they use to assess the quality of their data?

When gathering data on your own or utilising publicly available datasets, these aspects are important to keep in mind. Let’s take a look at each of these concerns one by one.

Defining the size of the dataset

No one can predict how many customer reviews, emails, sentence pairings, questions and answers and other elements you will need to achieve a reliable output. The size of a data set might be challenging to determine, but a few approaches can assist you in this process.

People are constantly working on NLP projects, and their findings are being published in academic journals and blogs. Search for specific solutions that will at the very least provide you with an estimate. Make use of your knowledge or consult with domain experts to accurately determine how much data is required to convey the intricacy of the activity.

Using statistical approaches, it is possible to determine the sample size for any sort of study. Consider the number of features (with x percent more instances than the total number of options), model parameters (with x examples for each parameter), or classes.

These methods are unreliable, but they are still widely used and will get you started.

Evaluation of the quality of text data

In different areas of application, there are differing perspectives on what constitutes high-quality data and what does not. In natural language processing, one quality measure is particularly important: representational.

Representational data quality indicators consider the ease with which a machine can interpret the text. Within the dataset, the following issues have been identified:

• Data that was incorrectly calculated
• Grammatical and punctuation errors
• Similar words spelt differently
• Sentences with a long average length

3. Gaining Different Insights 

Understanding consumer feedback and identifying your company’s strengths and flaws are critical to the success of any organisation. Website evaluations, chat interactions, conversation transcripts and social media comments are all examples of information that firms now have access to that can provide them with a search summary.

The use of natural language statements or question fragments made up of many keywords that may be parsed and ascribed a meaning opens up more chances for individuals to examine their data in new and interesting ways. It has been demonstrated that using language to explore data increases both the level of accessibility and the barrier to analytics across businesses, even for those outside the expected group of analysts or software developers.

4. Sentiment Analysis Using NLP

If you wish to assess whether data is favourable, negative, or neutral, sentiment analysis (also known as information extraction) could be a natural processing technique to use. Positive and negative feelings in the text can be detected through sentiment analysis. Customers’ perceptions of a brand can be assessed using this technique in social media posts, as can the company’s reputation.

The sentiment analysis method has three possible applications:

Rule-based Approaches

These systems typically use rules written by humans in order to determine the subjectivity, polarisation or subject matter associated with an opinion. Stemming, tokenisation, part-of-speech tagging, and parsing are all examples of NLP techniques that may be used in these rules.

Whenever there are more positive words in a passage, the algorithm produces a positive sentiment and vice versa. As long as there are no odd or even numbers, the algorithm will return a neutral feeling.

Automatic Approaches

Unlike rule-based systems, automatic approaches do not rely on a set of predetermined rules but rather on machine learning.

Hybrid Approaches

Hybrid systems incorporate the best aspects of rule-based and automated systems. One major advantage of using these approaches is that the findings are frequently more accurate than with traditional methods.

NLP Applications in the Investment Sector

NLP is being used across the financial world, from consumer banking to hedge fund investment, and it is becoming increasingly popular. Natural language processing (NLP) techniques such as sentiment analysis, question-answering (chatbots), document categorisation and topic clustering are employed when dealing with unstructured financial data.

A financial system that can make intelligent decisions in real-time can be designed using NLP and machine learning approaches. A company’s evolving character can be tracked with NLP to assist in creating solutions that enhance cash flows. Investment operations, for example, can benefit from NLP in the following ways:

• Improved detection and response to fraud or money laundering operations.
• An increase in adherence to rules and regulations. 
• Operations have become more efficient. 
• Improved personalisation of the experience for customers.

Conclusion

In recent years, natural language processing technologies have become significantly more dependable, consistent, accurate and scalable, allowing financial decision-makers to gain a comprehensive understanding of the market and make better-informed decisions. In the financial industry, natural language processing (NLP trend) is being used to drastically reduce tedious activities, speed up deals, identify risks, interpret financial emotions and design portfolios while automating audits and accounting.

Cuando intento conectar #Apiway con #Shopify me sale mensaje de Error al conectar la app y no se conecta

So you’ve created a great SaaS product or service, customers have signed up and you are ready and raring to go. Now’s the time to make sure their first experience is as good as your marketing and sales process has promised them.

How do you ensure a seamless user experience as customers start their journey with your business? The answer is to use an excellent customer onboarding system.

Read on to learn more about SaaS customer onboarding best practices and how to use these to drive your business forward.

What Is SaaS User Onboarding?

User or customer onboarding refers to introducing and familiarizing customers with your products or services. A complete SaaS user onboarding will cover the entire journey your customers will take from the moment they sign up until they’re regular, paying customers.

This process includes guidance and support through elements such as videos, documentation, tutorials, and customer service. These all help to move your customers from being novices to experienced users.

However, onboarding flows must consider your new users’ goals — what they want to achieve and what success means for them. Customers care about outcomes and reaching their goals as quickly and efficiently as possible.

SaaS Customer Onboarding: An Example

Let’s use a simple example to explain the concept in greater detail: Think of the SaaS user onboarding as introducing a new habit into a person’s life.

You decide to learn a new language. To achieve this goal, you download an app and sign up for a free trial. You resolve to practice every day and persist with it for a few days. Then life takes over, and work becomes busy.

So, you focus your attention elsewhere and make excuses for why you haven’t logged back on. Eventually, you delete the app and forget about learning French.

Sound familiar? In many ways, this scenario reflects the SaaS user onboarding experience. When someone adds a SaaS product into their daily routine or workflow, they need to develop a habit of using it consistently and effectively.

Making this a habit can be challenging (remember those French lessons?), which is why it’s best to support your customer as much as possible during the first few weeks.

The Importance and Benefits of User Onboarding for SaaS Businesses

The earliest experience your user gets during their onboarding experience is vital, helping to set the tone for all future experiences and interactions. Remember, first impressions last.

According to a PWC report on customer experience, one out of three customers will stop interacting with a brand they love after just one bad experience. This doesn’t leave a lot of margin for error when it comes to customer onboarding.

Customers need to quickly learn how to use your service and understand why it will be valuable.

If they find the initial setup process easy and meaningful, you’re more likely to retain them as a customer. And since many SaaS businesses rely on monthly recurring revenue, keeping them couldn’t be more critical.

If your onboarding experience is comprehensive, you’ll experience less churn (the rate at which you lose customers) and increase your product’s lifetime value. Your first-time customers could very well become loyal, long-term users.

A good SaaS customer onboarding will also keep customers engaged. If they’re learning new things, they’ll remain interested in logging back in and using your software. And, with a bit of luck, they might even become brand advocates.

SaaS businesses often have high marketing and sales bills. If your onboarding isn’t working, you’re essentially pouring money down the drain. On the flip side, improving your onboarding process will lead to more revenue and growth.

If there’s a free trial process, successful onboarding flows are even more critical. You’re aiming for the shortest time to value and only have the duration of the trial period to impress these users.

A good SaaS onboarding will mean you’re more likely to convert trial users to paying customers.

Finally, when you effectively guide customers through a well-thought-out onboarding, you’ll need to do less customer support at a later stage. Again, this can translate into savings.

Fine-tuning your onboarding system can be inexpensive and quick to implement. And you’ll enjoy a quick return on investment. So, this is a great place to start when you’re looking to take your business to the next level.

The 8 Elements of a SaaS Onboarding Process

It goes without saying that your SaaS business will need to develop its own unique onboarding processes. However, most successful onboarding journeys will include the following elements:

1. Sign-Up Process

This is the first step of the onboarding flow, even though your users haven’t quite signed up yet. Here you’ll collect some of their details (it’s crucial to only ask for information that’s absolutely necessary).

You can also add a further step at this stage, where you guide them through the setup process.

2. Welcome Email

This Email is a simple one that pushes potential customers further along the onboarding journey. It can welcome the user, introduce the business or product, or speak to customer pain points or desires.

The message needs to include a strong call-to-action, prompting the potential customer to continue through the process. Focus on the following action you’d like your user to take.

3. First Login

When a user logs in for the first time, they must never be greeted by an empty user state; in other words, they shouldn’t see a screen that contains no information.

This can make them feel lost and leave them unsure of where to go or what to do next. Instead, welcome them and lead them to your self-guided product walkthrough.

4. Product Tutorials

Product tutorials are where users get to know your SaaS product and the value it offers. The product tutorial is a vital step in the onboarding experience because it’s here where new users can become loyal customers.

Make sure this is in the form of an interactive product tour. Keep things simple and only walk the users through the essential features and tools they need to get value from the product.

Consider giving the user a task that can give them practical experience in using the product. They should be able to see its value for themselves.

5. Support Center

Support can come in the form of a customer support center or helpdesk software. You can also create a knowledge base that users can access for information.

Here, customers will get answers to common questions about your product. The knowledge base should, at a minimum, include “Getting Started” and “Frequently Asked Questions” documents.

6. Webinars and Workshops

Webinars are great for visual learners, as some people enjoy watching experts explain different features rather than just reading about them.

They can also work to build connections and a community. This is particularly true if these online sessions are happening live. However, webinars don’t have to be live — you can pre-record them and make them available on-demand.

7. In-App Notifications

Onboarding doesn’t stop when the introductory tour ends. For example, every time you make changes or updates to your product, you’ll have to keep users up-to-date too.

A great way to do this is to use in-app notifications. You can use these notifications to introduce new and unused features, upsell and cross-sell opportunities, and help keep users engaged.

8. Follow-Up

Once a user has signed up, businesses often stop onboarding. However, it’s most effective to check in regularly with your users.

Try to get feedback from them, offer them new products, features, or services, and provide them with unique learning opportunities every so often to help them continue to achieve customer success.

Unlock our 15 pro SaaS user onboarding tips to create a lasting customer impression and drive your company’s business growth on PayPro Global’s blog.

I won't do it myself since I'm working on Apiway full time, but maybe someone’s looking for a niche. 

I recently got a cold email from Funden. It's a startup with a base of investors and their contacts. The idea is simple. You buy a contact list and start sending cold emails. So, I started using it.

It works, you get replies, and they look at your pitch deck. I can see it in the stats. 

But there's a problem.

Fundraising at an early stage is a thankless job. Everybody wants to get away from you. And the worst thing is that you understand it, but you have to move forward. 

There are problems for investors as well. If you're a well-known fund, you get spammed from all sides. Even those who decide to open a "Unique T-shirt store" will send their pitch decks. 

If you're not a well-known fund, you have to look for projects on your own. Because startups don't know anything about you. If you're an angel investor, you also have to dig in the mug to find pearls.

Startups often use the carpet-bombing method and try to contact everyone, because the personal approach is very difficult at this stage. 

When startups and investors get to the call stage, they ask questions about traction like revenue, site traffic, active users, etc. 

To get a full picture, you need to call. Thus, it takes a lot of time. 

So, the biggest problem is filtering out adequate startups by stage niche and traction. And after that giving them as much time as possible. 

This is what Y Combinator does. It sells a base of startups to investors. The startup buys access to investors who are willing to invest. 

The solution exists.

You can make a marketplace where the startup posts its pitch deck and fills out a VERY long and detailed questionnaire. It specifies the industry like B2B, SaaS, or No-code. Marketplace verifies all applications. Investors only come in and look at startups in the category they’re interested in. 

Now comes the fun part. The startup uses an API to connect its bank, Google Analytics, search console, and CRM. You can look at the track chain in real-time. 

Investors can set up some kind of signals like setting up a meeting with someone whose revenue doubled in a month or more than 100 registrations passed in the CRM. 

At the end of the day, startups get emails from investors who understand their type of business, their stage, and their industry. Investors don't need to dig in the trash and only find out on the call stage that there are some crucial problems.

Monetization is simple. 

The startup pays a subscription for placement. The investor pays for access to startups. Or you could have a freemium model, and pay for signals.

Startups now spend time searching, sending emails, paying for mailing apps, etc. But you can do "Netflix for pitch decks."

I'd pay for that...

Hello all, 

I must say that I really like Apiway and I see more and more possibilities to use this. Unfortunately, when it comes to matching the correct variables to the right fields, the variables are not sorted alphabetically. I can't see what the selection of variables is based on. And alone with my contact fields I have more than 50 different variables. So that I can select them faster and easier it would be great if you write the name of the variables in the field and the dropdown menu would then search for them. Similar to how I did it manually on the screenshot. This would make my work much easier and save a lot of time.

Best Alexander