Set up SaaS Subscription in 9 steps
Does it all seem complicated and take forever to set up? Just follow the most streamlined flow designed specifically for SaaS businesses and get started on a seamless and efficient subscription management process in just 30 minutes.
Onboarding | Notification | Branding | Gateway | Tax | Plan | Customer | Subscription | Customer Portal
Onboarding
Go through an onboarding process where you customize your currency, product, your first pricing plan and price.
Leverage AI onboarding, which will create basic customizations for you according to given parameters and provide answers to your questions.
Notification settings
To set up notifications go to settings – Configure – Personalization – Email settings.
Here you can configure your SMTP server so that customers receive emails directly from you. Enable all necessary triggers to send notifications and if you wish, customize each individual email in each language in which your customers will receive emails from you. You can learn more about each customization step in our Guide.
NOTE!
This step is highly important, because without your settings customers will not receive notifications with invoices, confirmations, dunning and other important messages.
Set up seamless tracking of customer actions that trigger system changes with Event Notifications and maximize the efficiency of your workflow in the system.
Branding customization
Create branding that will form your customers’ visual connection to your product. The convenient format of branding customization in Rainex allows you to do everything in one place.
Just go to the Branding tab and add all the distinctive marks. And Rainex will attach them to the items your customers interact with. Refer to the Guide, which will suggest how to quickly make all the customizations.
Invoices, Notifications and customers’ personal accounts via Customer Portal fit perfectly with your website and product thanks to Branding.
And if you’re running multiple brands through Rainex, add them all and operate the management flexibly.
Gateway setting up
Select the gateway you need from the list of gateways presented on the page and fill in the required data for its connection. Don’t worry, we’ve taken care of all the connection complexities and following our Guide, connecting any gateway will take minutes.
Remember that you have the opportunity to connect more than one and even all gateways presented. To make the multi-Gateways work as efficiently as possible, also add the necessary Currencies and configure Routing.
Enabling tax rules
To have taxes calculated correctly in your customer invoices, go to Configure – Tax rules.
Simply enable the Default Tax Rules with the toggle switch. Our tax experts have ensured you are compliant with international tax regulations.
If you wish to set Custom Tax Rules, you can do so in the corresponding tab.
NOTE!
Pay special attention to this step, as without the Rules enabled, the tax will not be calculated and included in the generated invoices.
If you need help with customization or clarification, schedule a meeting and our tax experts will be happy to assist you.
Creating a plan with trial period
You have already created one plan in the onboarding process. When you go to the Subscriptions tab you will see it and can edit or set prices in the plan card by clicking on its name.
The step-by-step creation of a Plan is detailed in the Guide.
In the plan card, when setting prices, you will only see the currencies and billing frequencies added to the project. So, by default, the month and year frequencies are set. You can create any Frequencies you need and add Currencies in Configure, and our Guide can help you do it as fast as possible.
Creating a customer
You can enter your customers’ data manually or import them (the Guide is always there to help you). We’ll talk about the option to let customers enter their own data below!
For auto-payment, enable the corresponding panel when creating a customer or in their card, where you can go by clicking on the customer’s name.
To make it all work, you’ll need to get your customer’s payment method. Just click Request payment method, select one of the connected gateways and send the generated link to your customer in any convenient way.
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Creating a customer subscription
Creating a subscription consists of three logically organized sections.
- Select for whom, what product and plan you are selling.
- Set up the conditions for generating invoices and debiting payments.
- Define the conditions for starting this subscription.
Don’t forget to click Create and you’re done! You will find detailed information with explanations about each item in the Guide.
Setting up the Customer Portal
Independent management of subscriptions, invoices, payment methods by customers and your additional point of sale is configurable in just minutes with Rainex. Use the Guide to streamline your setup.
Fill in the subdomain name and define the branding of the Portal. Take advantage of the opportunity to maximize the brandability of the Portal by connecting your Custom Domain.
Define the product and consequently the plans, addons and charges that will be reflected in the Portal.
Customize billing terms and customer’s ability to edit and cancel subscriptions through the Portal.
Place a link to the Portal on your resources and take subscription management to the next level.
Existing customers can manage already active subscriptions, while new customers create new ones.
And their every action is immediately synchronized with the data in your Rainex account.
For the created Portal, you can add Custom Agreement and customize the order of elements to be displayed with Sorting.
Configure Single Sign-on if you have your own backend and make using the Portal even easier for customers and more manageable for you.
Grow your SaaS with us!
If you need help, schedule a meeting and our experts will be happy to assist you.
