EmbedMyReviews gives you granular control over what access your customers have when using the system. When a feature is not available instead of hiding the feature we will label this as "Upgrade required" and show upselling popups to guide your customers to upgrade to higher tier plans.
Everything from email/SMS credits to what review sources they can connect to can be controlled through custom plans.
Setup Guide
- Click on agency settings
- Click on custom plans
- Click on the create plan button
- Type the name of your plan (this is customer facing a name like Starter/Basic would be good for the first plan)
- Click save
- You can now adjust the plan options and optionally link to a Stripe product price
How should I price my software?
Deciding on a pricing strategy is one of the hardest steps in any business and it is no different with software.
There are many factors to consider when coming up with a pricing strategy:
- What niche are you looking to sell in?
- What is the average software spend of your potential customers?
- What are your competitors charging?
- Will you be providing a managed solution?
- What will be your costs?
Selling within Europe or the North American markets will priced a lot higher then say if you were to sell the software in India.
The same could be said about your customers as well. If they are a small/micro business like a florist then your pricing should reflect this. But if you are selling to Dentists, Lawyers etc your subscription plan prices should naturally be on the higher side.
Checking out the competiton is a must and will give you a good idea on what others are charging in your space.
We are more then happy to help guide you through this process once you have an idea about the above. We also highly recommend joining our private Facebook community and tap into the collective knowledge of other agencies.
Minimum price: We recommend in most developed countries to sell the platform for at least $40 but in most instances you will be pricing a lot higher then this. We recommend prices to be between $99-400 per month. Pricing will depend on the factors mentioned above.
How to create/find my Stripe product price?
Please follow Stripes instructions here.
How is upselling handled in the platform?
When a feature is not available on your customers plan we don't hide the feature from their dashboard, instead we show the feature/setting with an upgrade label so your customers are aware this feature exists. For example if the plan your customers are on does not allow the "powered by URL" to be removed from widgets we will show the below:
And when the customer tries to enable the setting the below will be shown:
If Stripe is enabled then the Upgrade Now button will redirect them to the subcription page to upgrade their plan.
What features does the platform support?
Our agency community have created a Google sheet that can be used as a reference point. Please note new features are being deployed multiple times per week so it can be a case that the list falls behind. We suggest that you follow our changelog and Facebook community to keep updated about the latest changes.
How many plans should I create?
We recommend no more then 3-4 plans (ideally 3) as this seems to be the sweet spot for most SAAS based platforms.
How long should the free trial be?
Around 14 to 30 days is fine for most businesses. You always have the option of extending this for a given customer if you wish.
Do free trials need payment details upfront?
No, we have run a number of tests in this space and find that taking card details up-front reduces conversion rate so we don't do that here. Our goal is to reduce as much friction as possible and get customers onboarded.
What happens after a trial expires?
An email is sent to the customer advising them that the trial has expired. The content of this email can be adjusted under agency settings -> transactional emails. When customers login they will be automatically redirected to the subscription page (if Stripe is enabled) or a trial expired landing page asking customers to reach out to support.
Protect against spam
We feel it's our duty to warn our agency customers about effective spam controls. If you are offering free trials it's important that you are aware that this can be abused and offering free email/SMS credits could be taken advantage of by some bad actors. We recommend that in your free trial plan you include no email/sms credits or a very limited amount. This is only applicable to agencies that allow self-registration and include free trials.
What is a default plan?
Atleast on custom plan will be the default. This is the plan that system uses to assign to a new customer automatically. In most instances this will be the free trial plan.
What is a hidden plan?
These plans are hidden from the subscription page and are not linked to Stripe.
Overriding a custom plan
You can override custom plans at a customer level. When managing a customer via the agency dashboard you can get edit a specific customers plan options if required.
Warning: You may have noticed that you can switch to a customers organization/location directly under the agency account. This gives agencies the abillity to override without any custom plan options taking affect. This gives you a lot of flexibility but you should also be careful and always impersonate customers when providing support etc.