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Building a basic SaaS funnel

~20 minutes · Beginner

The end-to-end "hello world" of FunnelFizz. By the end, you'll have a fully tracking funnel with Stripe wired up, a first email automation, and clear visibility from first click to first paid customer.

Who this is for​

  • You're shipping a SaaS. You have a landing page and a Stripe account.
  • You've never used a dedicated funnel tool before.
  • You want to measure conversion rates and maybe send a welcome email, not run a 12-step marketing ops playbook.

The scenario​

You just launched Widgets Pro at widgetspro.com. You have:

  • A marketing homepage with "Sign up free" CTA.
  • A Stripe product with $9/mo Hobby and $29/mo Pro tiers.
  • An app at app.widgetspro.com where users sign up for a 14-day free trial of Hobby.

You want to know:

  1. Which traffic sources actually convert.
  2. What % of trialists pay.
  3. Who churns in the first month.
  4. Automatically send a "you're halfway through your trial" email.

Steps (outline — full version coming)​

1. Sign up and name your funnel (2 min)​

2. Install tracking (3 min)​

  • Copy snippet from onboarding.
  • Paste into <head> of both widgetspro.com and app.widgetspro.com.
  • Enable cross-subdomain cookies with cookieDomain: '.widgetspro.com'.
  • Wait for verification to pass.

3. Identify users after signup (2 min)​

  • In your app's post-signup handler, call: 
    funnelfizz('identify', { userId: user.id, email: user.email });
  • Now every future event from this user is attributed to their profile.

4. Connect Stripe (3 min)​

  • Create an rk_live_... key with the seven read scopes (guide).
  • Paste into FunnelFizz.
  • Map your Hobby product to the TRIAL conversion (position 1) and CUSTOMER conversion (position 2).

5. Add a split for traffic source (2 min)​

  • Add a split between AWARENESS and CONSIDERATION.
  • Condition: Traffic source. Branches: twitter.com, reddit.com, producthunt.com, direct.
  • Now your canvas shows conversion rates per source.

6. Set up a trial welcome automation (5 min)​

  • Open the TRIAL stage → Automations → Create.
  • Trigger: subscription_trial.
  • Steps:
    • SEND_EMAIL: "Welcome to Widgets Pro." (Day 0)
    • WAIT: 7 days.
    • CONDITIONAL_SPLIT: profile.subscriptionStatus != "active".
      • True branch: SEND_EMAIL: "Your trial ends in 7 days — here's how to get the most out of it."
      • False branch: END.
  • Activate.

7. Enable extensions for upsell tracking (optional, 2 min)​

  • Settings → Extensions → Anchor = Hobby tier.
  • Now you'll see how many Hobby customers upgrade to Pro.

8. Check results after 7 days​

  • Canvas shows AWARENESS / CONSIDERATION / TRIAL / CUSTOMER counts.
  • Split branches show per-source conversion rates.
  • Email campaigns dashboard shows open and click rates for your trial welcome.

Full write-up with screenshots, edge cases, and common mistakes coming soon. If you run into anything, email hello@funnelfizz.com — your questions shape the final version.

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