Subscription Features

Easy Subscription Product Setup

Subscription + DownloadsSetting up a SaaSy subscription product through SpringBoard, our powerful, intuitive e-commerce platform, is quick and easy. You set up a subscription product, select its billing period, indicate the total number of times a recurring charge will occur, and save the setup.

We support initial fees that can be charged on activation in addition to the recurring cycle, as well as first subscription periods with different length and/or price. SaaSy's support specialists are happy to do the setup work for you if you'd like. They can advise you on the few simple integration steps necessary on your end to take your subscription store live. Take your subscripton store live in as little as three days for basic integrations.

ScreenshotView Subscription Product Setup Screenshot

PCI Compliance

PCI ComplianceSaaSy is PCI compliant and undergoes regular third-party scans. Unlike the vast majority of other recurring billing services, you don't need to worry about PCI compliance yourself since SaaSy handles all sensitive data.

International Tax Collection & Management

Tax Collection + ManagementAvoid tax compliance issues by state or country by having SaaSy handle tax collection, compliance, and payment on your behalf, including management of the European Union's Value-Added Tax (VAT). SaaSy includes support for real-time VAT ID validation and exemption for B2B customers.

Multicurrency Support + PayPal

MulticurrencySaaSy includes a key piece of functionality that can help grow your business internationally—support for multicurrency pricing. Increase international sales by enabling your customers to pay for your products in their own currency, including USD, Euro, Pound, Australian Dollar, Canadian Dollar, Yen, Swiss Franc, Danish Krone, Hong Kong Dollar, New Zealand Dollar, Polish Zloty, Singapore Dollar, Swedish Krona, South African Rand, Indian Rupee, and Brazalian Real.

Avoid customers being charged extra fees for currency conversion on their credit card statements. Let customers see your product's pricing displayed in a simple, rounded number they are used to, such as 20.00 Euros instead of 19.53 Euros, as an example.

Along with all major credit cards, PayPal is supported as a subscription payment methods. PayPal for subscriptions has been shown to increases sales conversion by offering a popular alternative method of payment to your recurring billing customers, some of whom are more likely to complete their purchase if PayPal is an option. It can also reduce churn associated with credit card expirations.

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SaaSy uses IP address detection to automatically display each customer's country, language, and currency. You can set your own foreign currency prices and even plan for market fluctuations using SpringBoard's currency calculator. For any currencies where you do not specify pricing, prices will be displayed to customers using real-time foreign exchange rates.

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ScreenshotView Currency Calculator

Rapid-Response Customer Service & Free Store Setup

Customer ServiceNot only will you benefit from our rapid-response service to your questions, but your customers will be quite pleased with getting such prompt and complete responses, helping lead to reduced churn and word-of-mouth referrals for your products.

While SaaSy''s SpringBoard platform is easy to use in self-service mode for those who prefer working on their own, each member of our support staff has in-depth knowledge of the platform's many capabilities and can work with you on every aspect of your store's design and configuration, to ensure optimal customer conversion and retention.

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Our support specialists are pleased to do all the setup work for you (no extra charge), replicating your existing store or creating a new store for you, making it easy to transition. We can develop a visual style to match the look and feel of your SaaSy order pages to your website's look and feel, add products, descriptions, pricing, setup cross-sells/product options/add-ons, setup notification emails and "thank you" page text, and so on. We're here to help you in every way we can, and we mean it.

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Rich Notification Engine—Customizable Communications

NotificationsFollow-up steps for subscription notifications are easy to set up too. Credit cards may expire, get lost, or canceled. Therefore, over time recurring payments can fail. SaaSy manages the process of following up with the customer after their payment fails using up to four customizable steps.

  • Chance to Correct: At a minimum the steps require that the customer receive at least one chance to correct their payment information, and three days in which to correct it before their subscription is canceled.
  • Flexible Configuration: Notification steps following card failure are flexible; cancellation or reminder steps can be set at 3, 5, 7, 14 and 21 days after an initial card fail. Default settings for payment failure on a subscription product are (1) Automatic first payment followup; (2) Remind, 7 days after previous step; (3) Remind, 3 days after previous step; (4) Cancel, 3 days after previous step. The notification contents use a default template that can be easily modified with your preferred wording and variables.
  • Pro-Active Reminders: The SpringBoard platform also provides proactive pre-billing reminder notifications for annual and bi-annual subscriptions as they approach renewal. This feature serves to inform customers of their pending renewal and allows them to update credit card information (such as expiration dates) as needed. These notifications, of particular importance for annual billing cycles, serve to reduce both churn and support costs, and can be fully customized as well.
  • Trial to Paid: Notifications sent prior to switching from trial to paid subscriptions are also integrated into SpringBoard.
  • Customization: All notifications set up within SpringBoard can be both html (view example) and plain text, so you have the ability to customize not only the wording but also the design of your outgoing notification emails.
  • Localization: Notifications can be easily localized using SpringBoard's "Phrases" and "Template Code Logic" functionality (view our support article on Translating Notification Emails).

ScreenshotView Notification Configuration Screenshots2variables

Customized Fulfillment Actions

Subscription products may have fulfillment actions like any other product—such as customized plain text or html emails with login details (or even delivery of license codes). Due to their recurring nature, you can customize when the fulfillment actions are applicable on a subscription.

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The following scenarios are supported for subscription fulfillment actions:

  • Applicable always (for first order and all future rebills)
  • Applicable on the first order only (not applicable on future rebills)
  • Applicable on rebills only (not applicable on the first order)

You can also further customize a fulfillment action for a subscription using advanced settings within SpringBoard, allowing a block of template text to be inserted as a named variable into an e-mail/web fulfillment template.

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API for Seamless Integration

APIFastSpring's existing APIs for authentication, orders and notifications are built upon in our recurring billing offering with new subscription-specific APIs. These include Get Subscription, Update Subscription, Cancel Subscription and Renew (for "On-Demand" subscriptions). Full documentation is available on our Github site: Key excerpts from this documentation, including an overall architectural diagram, are also presented on this site in the FAQ section.

RESTful Architecture

Communication between your site/application and SpringBoard is developed in a sophisticated combination of push/pull, ensuring that your data and the data residing in our system are always in sync. We follow the best-practice parameters of REST architectures: (1) Client-server separation of concerns; (2) Stateless; (3) Cacheable; (4) Layered system; (5) Code on demand; (6) Uniform interface. We also follow the guiding principles of REST: (1) Identification of resources; (2) Manipulation of resources through these representations; (3) Self-descriptive messages; and (4) Hypermedia as the engine of the application state.

Subscription Reporting

ReportingIn addition to the detailed reporting features available within SpringBoard (such as by product, country, date ranges, and many other parameters), additional subscription-specific reporting is revealed in SaaSy's subscription service, including total subscribers, outstanding subscriber charges, and upcoming rebills. These data points give you both an overview of your business and the ability to drill-down to the subscriber level to see individual activity.

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SpringBoard has built-in data export too for your reports, so there is no need to use an API to get data out of the system and into external accounting programs. SaaSy's reporting and data exports—including active subscribers and inactive subscribers exports—are built right into the administrative UI. Finally, all records of payments to you, existing account balances and current payment method on file are always shown in SpringBoard in real-time in the Account section.

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On-Demand Subscriptions

On Demand Metered BillingOn-Demand subscriptions give you the ability to charge at an as-needed schedule instead of a pre-defined schedule (such as monthly). This is especially useful for services which are credit-based, and have variable usage of the product/service over time.

For instance, a customer has subscribed to a certain amount/quantity of your service, and arrives mid-month at a point where she has used up her allotted amount and needs to renew. You keep track of the usage or renewal request and simply call our API to credit them another block of service usage so she can continue with your service without interruption.

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Examples of On-Demand subscriptions include the following business scenarios:

  • Email sending service where the customer pays per email, or block of emails (e.g.
  • Stock photo service where the customer pays per photo, or block of photos (e.g.
  • Communication service where the customer pays per minute, or block of minutes (e.g.

On-Demand subscriptions are also useful when coupled with our Update Subscription API. Using this API you can optionally update the quantity/units (and therefore total cost of renewal), prior to calling the renew API. This gives your business additional flexibility in fulfilling the on-demand needs of your customers, which may vary considerably over time.

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ScreenshotView On-Demand Subscription Configuration Screenshots

Translated Order Pages

LocalizationSaaSy uses IP address detection combined with web browser locale to automatically detect each customer's country, language, and currency preferences. Pricing will be displayed to customers in local currencies using real-time foreign exchange rates.

Currently supported languages include Arabic, Chinese (Traditional and Simplified), Croatian, Czech, Danish, Dutch, English, French, German, Greek, Hungarian, Italian, Japanese, Korean, Latvian, Lithuanian, Polish, Portuguese, Russian, Serbian, Spanish, Swedish and Turkish.

ScreenshotView Translated Order Page Screenshots

Unique, Secure Customer Page

Each of your customers will have a secure, unique page for payment information updates, subscription cancellation, and display of billing history.

The link to this page is delivered to your customers on initial sign up, is available for each subscription record within SpringBoard, and can also live in the member's section of your site.

This hosted customer page feature helps you as well to steer clear of any need to demonstrate PCI compliance, as no credit card information ever enters your system.

ScreenshotView Customer Subscription Record & Customer Page Screenshots

Cross-Sells & Add-Ons

Cross-SellsExplore rich cross-sell opportunities with your subscription products. Would you like to offer cross-sells or add-ons to your service that occur as either additional recurring billing amounts or as one-time purchases? SaaSy not only easily accomodates these, it allows you to place them in various places in the order sequence, including dedicated (interstial) and checkout pages.

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Test cross-sell and add-on placement and pricing to determine the best method of encouraging your customers to opt-in to other products and services and increase your revenue per order. Supported cross-sell and add-on locations include service or product detail page, interstitial/dedicated page, shopping cart (within or below order contents), or after customer information has been collected.

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Subscription Testing

Subscription TestingSaaSy makes testing easy. You can test the whole life cycle of a subscription order in SpringBoard's UI, just as you can via the API. Your test environment behaves exactly the same way as it will in your live store. Components of the testing suite include Create a Subscription; Subscription Details; Edit a Subscription; Cancel a Subscription; and Simulate Failures & Successful Future Payments.

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  • Create a Subscription: You can either create a subscription from SpringBoard or from your external website/application. From SpringBoard, within the Store Testing area, you can open one of the test links and order a subscription product. If you want to test subscription creation outside of SpringBoard, you must add the parameter "mode=test" to the URL or POST. This puts the purchase process in test mode and allows you to enter your username and password as payment information.
  • Subscription Details: Within the Recent Orders tab of the Reporting console, you can open the test order you created. The View Subscription link provides all details and actions for the subscription order.
  • Edit a Subscription: You can Upgrade or Downgrade a subscription by editing a subscription. Edit lets you change the product and simulate an upgrade or downgrade to another subscription plan. You can also change the quantity and the end date of a subscription. You can either set an end date or remove an existing end date. Removing an existing end date makes the subscription run indefinitely.
  • Cancel a Subscription: Cancel Now lets you stop a subscription immediately, while Cancel at Next Period lets you schedule the cancellation at the end of the given billing cycle—changing the end date to the day before the start of the next billing cycle.
  • Simulate Failures & Successful Future Payments: Billing simulation functionality is like a time machine; it allows simulation of upcoming steps, including simulating a failure (cycling through each dunning step until the subscription cancels) and simulating without failure (cycling through successful future billings).

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ScreenshotView Subscription Testing Screenshots

Changing Plans & Prorating

Upgrade Downgrade Subscription PlansYou can easily switch between subscription plans and change quantities in the middle of a billing period. Usually the new amount will then be billed at the next recurring billing period and the billing date will remain constant. Such changes can be made directly in SpringBoard or via the Update Subscription API.

SaaSy also offers the option to perform a prorated change, which is quite useful for subscriptions that either have different periods/frequencies, or subscriptions that are longer than one month.

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For example, changing from a $50 yearly plan to a $100 yearly plan on month 6 of the current year results in a significant difference that won't be captured for another 6 months. By using the prorated option you can capture that difference immediately.

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ScreenshotView Plan Change/Prorating Screenshot

Trial Support

Trial PeriodSell subscriptions with built-in trial period. The user's credit card is taken at the start of trial but not charged. It is then charged at the trial expiration date. The user can cancel in the meantime. This can be a great method of giving your customers the full experience of your service right away at no initial cost, and then converting them to paying customers at the end of the trial period. SaaSy also supports paid trials. In addition, pre-payment notifications can be sent to customers before switching from free first period to paid period subscriptions.

One-Time Fees

One-time (or set up) fees for subscriptions are configured in SpringBoard as product options. Product options are an advanced configuration capability of SaaSy's platform that allows you to create bundles, or product offerings that include multiple components. This feature allows customers to be presented with a variety of different options that will ultimately make up the final purchase.

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For example, a required set-up fee can be "bundled" with a subscription purchase. With this feature, you can easily create a subscription offering with a required initial one-time set up fee clearly presented to prospective customers. One-time fees support customizable descriptions and, as with other features, can be tested using SpringBoard's testing links prior to going live.

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ScreenshotView One-Time Fee Setup & Testing Screenshots

Installment Payment Plans

SaaSy supports installment payment plans, where customers can "lease to buy" software. This can be useful for products that are more expensive and paying the whole amount upfront is an obstacle to customer acquisition. This feature is a type of "special case" subscription, as the recurring billing has a fixed end period with the final payment.

Membership Management

Membership ManagementThrough a third-party integration, SaaSy supports powerful and highly-configurable membership management software for your site/application.

Membership functionality includes automated signups and expirations; database checking for duplicate usernames; username and password generation; unlimited subscription types/products; multiple simultaneous subscriptions; customizable member pages; password reminders; manual addition; error & access logs; and more.

Our customer service team will be glad to assist you with this important component of SaaS.

Combine Product & Subscription Sales

Subscription SetupBecause FastSpring is a full-service e-commerce provider for downloadable products, including software, games, e-books and other digital products, you are not limited to selling subscription software or services sold exclusively through recurring billing. Every SaaSy client automatically receives full access to all FastSpring features.

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Unlike most other recurring billing providers, with SaaSy you can cater to your customers' complementary desktop software needs. You can offer them products with subscription services as add-ons (for support, value-added content, membership to portals, and so on). Alternately, you can offer them your base subscription to your SaaS and also downloadable products that work as a complement to your service.

This mixed-use model is full of opportunities for increased revenue and innovative business models, some obvious, others that will reveal themselves as the synergies that this type of e-commerce blend enables become clear for your business (and the SaaS industry as a whole). Please refer to our Innovate section for some exciting initial business models and use cases.

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Support Notes

Support NotesEach subscription has the ability to have administrative or order support notes attached. This can be a very useful feature in tracking support, communications, special requests or any other pertinent interactions with the customer over the lifetime of their subscription.

Data Migration

For many clients, there are ways to make migrating subscription data from another service or database over to ours a relatively seamless process. Please contact us for information on our migration solutions.

Branded, Fully Customizable Order Pages

cssOffer a seamless user experience and reduce your cart abandonment rate. Your customers will never feel as though they have left your site when they arrive on your order page because the order page will blend in with the look-and-feel of the other pages that comprise your site.

htmlSome commerce providers provide just a series of default visual styles which may or may not be able to be slightly customized. SaaSy supports full customization of its order pages. Additionally, the SaaSy order page design setup is designer-friendly—a web designer can create the HTML and CSS as he or she normally would locally, then upload it to SaaSy.

SaaSy staff will be happy to create a custom visual style matching the look & feel of order pages to your site for free. Simply send your request to

Mobile-Optimized Order Page Styles for iPhone, iPad, Android

iPad AndroidIncrease revenue from the ever-growing market of mobile users. Automatically serve mobile-optimized order page styles to handheld device users by adding styles for iPhone®/iPod®, iPad® and Android® to your store. As more and more consumers shop on mobile phones and tablets, FastSpring has implemented this support to enable maximum order page usability for customers using these market-leading devices.

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Using simple settings in the viewport meta tag in the style's html, along with CSS customization as needed, you can easily create styles for each of these devices. Your order page will then fill (but not overflow) the viewing area, creating a better checkout experience and reducing cart abandonment to maximize order conversion. Once in place, the styles are served automatically to the corresponding devices using our platform's mobile device detection functionality.

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ScreenshotView Mobile Styles Screenshots2345678

Coupons & Price/Split Testing

CouponCustomize and test product prices. Provide volume discounts for educational, corporate, and other large purchase groups. Select from standard options, including dollar value-based discounts, percentage-based discounts, and coupon codes.

Set the effective start and end dates or specify number of periods for discounts. Offer discount coupons as purchase incentives, or even zero-cost order coupon codes for special situations such as not-for-resale product giveaways, or codes for journalists, reviewers and partners.

 » Learn more

Create custom pricing calculations for advanced scenarios. Coupon fields in order page sequences are highly flexible: context-sensitive, they display based on conditions you set up.

Conduct A/B split price testing to determine the optimal pricing for your services and products. For example, you may determine that you earn 20% more revenue by charging $50.00 for a service or product instead of the $30.00 you had assumed was the appropriate service or product price.

Rather than relying on past experiences or intuition, let the data tell you your optimal price points. Test various prices against one another, determine how price sensitive your customers are to a particular product, and increase your revenue. Split testing is supported on both product and URL levels.

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Online Advertising Tracking & Google Analytics™ Support

Google AnalyticsYou can use our integration with Google Analytics to view detailed web site reports to help you understand exactly where your site visitors and paying customers are coming from, their demographics, traffic trends and more. We can also implement Omniture or WebTrends tracking for you in addition to Google Analytics, if you wish.

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You can even use the e-commerce tracking capabilities of Google Analytics to gain detailed insights into your revenue, sales trends and product performance. Set up Google Analytics on your website to enable cross-domain tracking, effectively tying traffic statistics from your main website and your SaaSy store together to form a complete metrics picture.

Use SaaSy's A/B split testing capabilities at the product url level combined with Google Analytics to test and determine ideal price points for individual services and products.

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Flexible Order Page Setups Including Shopping Cart Option + Surveys

Shopping CartMany providers limit you in both the design and the flexibility of order pages. SaaSy offers the ability to set up a single order page for a given service or product, with complete customization of options/choices available to customers, including form elements like drop-down menus, checkboxes, radio buttons and more. Create the optimal order page flow through refined customization.

Each service or product order page automatically includes urls for different ways of sequencing the checkout flow, enabling you to test and tweak the order page format until you've optimized conversion.

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One of the order page options is to use a shopping cart flow, hosted on a SaaSy store page, that allows your customers to "Continue Shopping" back on your site (adding items to their cart) and seamlessly & securely check out on your hosted and branded order page.

Survey customers as they complete a purchase to gain valuable insights into who your customers are, where they learned about your products, what they use your products for, etc. You can also use the survey feature to offer your customers the option to subscribe to your newsletter while they are completing their purchase.

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Reseller Partner Management

Through SaaSy's SplitPay feature, you can easily track and manage online and offline B2B/B2C resellers and various other partners. Track your partners' sales by product and view detailed sales reports. Each 3rd party partner is setup as a Payee in our system where they get a login to review their account, add their payment details, etc.

Funds are distributed to each partner automatically for you based on the products your partners sell and their designated split of revenue, profit, or royalty share. Prices, discounts, and cross-sells can be partner-specific, and each partner can have its own store look and feel.

Fast & Easy Third Party Integration via Notifications

Notification SetupFastSpring's clients use notifications primarily for pushing data out of the SpringBoard platform and into their own proprietary and 3rd party systems. While most e-commerce services require that you deal with the hassle of having your system adapt to theirs, at FastSpring, our system is flexible enough to easily adapt to a variety of client data delivery and integration needs – saving you development time and resources.

Because our notifications can be defined and configured completely via the web interface (including which data and in which order), integrating FastSpring to other systems is incredibly fast and easy. For example, integrating with a CRM system can often be completed in a matter of a few minutes. Some advantages to our powerful notification engine include:

  • Faster implementation time
  • Flexible interface
  • Easy to integrate with other systems
  • Do-it-yourself via the web interface


  • Unlimited Notifications
  • Notifications can be for one or all products
  • For subscriptions, notifications can be by first order or by renewal order
  • Supported formats: Email (text and XML), HTTP (Name/Value pairs, SOAP, text and XML)

For further technical reference on notifications, take a look at these articles from our support center:

Email Marketing Campaign Management

Email Campaign ManagementWhen your customers order, you can automatically sign them up for your newsletter or mailing list, or allow them to opt in. Communicate with your customers via email about your latest product offerings, special discounts / promotions / coupons that will boost your revenue, and other information about your product or service that may be relevant to them.

There is no charge for sending up to 12,000 emails per month to up to 2,000 customers. Through this third party partnership with MailChimp®, you will be able to build and manage your email list, design email campaigns in HTML, integrate your email campaigns with Wordpress, Drupal, Magento®, Twitter and Salesforce, conduct A/B split testing, track your results and view detailed analytics related to your email campaigns.

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SaaSy vendors can enjoy a seamless way to send email to customers and/or newsletter subscribers without the hassle of having to resort to manual unsubscribes, multiple data dumps and repeated bulk uploads. Your subscriber list is always up to date and ready for your next communication.

SaaSy is also integrated with Campaign Monitor, another industry-leading, user-friendly & full-featured email campaign management service. So if your subscriber list is already set up there, no problem; you can add subscribers to this service too at the point of sale.

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Revenue-Maximizing Fraud Prevention

SaaSy protects your store against fraud by automatically analyzing each new order prior to each transaction occurring, seeking inconsistencies and patterns worthy of further analysis. We make it easy to see why specific transactions failed to pass our fraud screen.

Unlike at some other commerce providers, at SaaSy fraud checks are real-time, which means you avoid upsetting customers and losing sales because there are no automated phone calls to your customers' homes to verify purchases and no lengthy delays due to manual fraud checks that often place a portion of your orders on hold, leading to incomplete orders.

Some clients have reported sales increases of 10-20% after switching to SaaSy just as a result of SaaSy processing a larger percentage of their prospective orders.

Flexible Client Payment Options

Prepaid MastercardYou have the option to be paid by SaaSy through check, direct deposit, PayPal™, wire, or the SaaSy PrePaid MasterCard via Payoneer. Receive your payment twice per month. International direct deposit (ACH) is available for banks located in the US, Canada, Mexico, Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Gibraltar, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. Wire payments are available globally.

Multi-Store Management, Plus Usage Tracking & User Roles

Run multiple web stores within a single account, each with a completely different look and feel. Take advantage of this feature to focus on niche areas of your service range, increasing your conversions by targeting a more tightly defined audience with specific services of interest. Set up users with different roles and permission levels and easily track their activity.

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No matter how large or small your company, usage tracking and multiple logins provides accountability for actions occurring in the SpringBoard administrative UI. For example, if someone disables a product or issues a refund, SpringBoard automatically tracks who made the change and when.

SpringBoard's user management/page-access control module supports the following roles: Account Administrator (full access to all company stores), Store Administrator (full access to a single store except Account), Store Maintainer (full access to a single store except Account and Reports), and Order Support (can view store orders, fulfillments, payments, files, subscriptions, and notes). In addition, you can set up a Limited API User, who can access API commands, but may not access SpringBoard.

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Pre-Launch Testing Environment

Gain full control over the status of items that comprise your store. Safely test service & product order forms, new pricing, and offers before customers see them live, avoiding potential revenue loss or store display errors while optimizing the page setup. SaaSy's testing environment enables you to gradually work on the setup of various items, to preview as you go, and to revisit previously created setups.

Google AdWords™ Expert Audit & Campaign Management

AdWordsWe will review your existing AdWords campaign to specify how you can increase your Google profits. Google Adwords Expert Audit is available to all SaaSy clients for no additional charge upon request, another added benefit to our full service offering.

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For ongoing Pay-per-click (PPC) management after the audit, the fee is 10% of the amount you spend on your search advertising or, in some instances, we will manage your PPC account on a performance-only basis and forego all fees. Current PPC clients include Microsoft®, Taleo, oDesk®, RazorGator, PopCap™, and DemandBase. Interested vendors should email us directly to request a Google Adwords Expert Audit.

We custom build your PPC campaigns from the bottom up, with an eye toward continually managing and growing your campaigns based on your specific metrics and ROI goals. Our services include:

  • One-on-One Consultation to understand your business, your customers, current revenue and profitibility goals
  • Keyword Generation & Analysis related to your products, services and website content
  • Customized Ad Creative Development with a focus on cost-per-conversion metrics
  • PPC Bid Management on a continuous basis in order to generate maximum ROIs
  • Landing Page Optimization & Development to maximize conversion rates by rotating and testing LPs
  • Reporting of all click, cost and conversion data, delivered weekly, along with custom reports as requested
  • Conversion Tracking infrastructure strategized to guide implementation of goal definitions and campaign success measurement
  • Conversion Funnel Analysis to guide optimization, from analytics, usability & messaging standpoints

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SEO Expert Assessment & Actionable Consultation

SEOIn a nutshell, our Expert SEO Consultation helps your marketing team learn how to target a mix of up to ten popular search terms Google users are searching for when they look for your product or service online. Using those keywords, our experts will recommend a course of action to help you gain more traffic and sales from organic search.

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This course of action includes optimizing up to ten separate landing pages to support the identified search terms; how to properly feature any new landing pages across your website to make the best use of the Google trust you'll be building into your site; and how to safely, efficiently and effectively support the number of natural links flowing into your site with advanced linkbuilding knowledge and practices.

Using analytics to track traffic, conversions, sales and average order value related to targeted search terms, you can estimate the potential ROI from increased rankings per keyword to assess whether or not further SEO assistance is right for your business.

To proceed with an Expert SEO Consultation after the complimentary Initial Basic SEO Assessment, fees will vary depending on your knowledge and use of SEO best practices prior to a consulting engagement.

The consultation delivers blocks of actionable items your team will implement to simultaneously increase their knowledge and skill with SEO while improving actual search engine rankings, traffic to your website and online sales relating to the improved optimization you'll put in place to support your targeted search terms. These actionable items may recommend anything from a do-it-for-you link-building campaign that can cost as little as $24.00 per month to customized consulting packages starting at $600.00 per block.

Our SEO Consulting packages are designed to help your business become self-sufficient at targeting and optimizing for new search traffic, with an end goal to eliminate your firm's dependence on outsourced SEO consulting altogether. Interested vendors should contact us to request an Initial Basic SEO Assessment.

SEO Consultation at a Glance
  • Phase I  Search Targeting – Making sure you know what search terms to target and the level of difficulty/time it will take to begin ranking for your terms - up to ten search terms initially.
  • Phase II  Landing Page Development – Making sure you know how to develop a page using SEO best practices to capture search volume for the targeted search phrase(s) assigned to each landing page - up to ten landing pages initially.
  • Phase III  Inner Linking and Site Structure – Making sure you're using SEO best practices to develop your site structure and navigation to improve the way Google crawls and indexes your website and targeted landing pages. Initial consultation focuses on up to ten landing pages and the associated site structure and navigation to support those pages.
  • Phase IV  Linkbuilding – Making sure you know everything you need to know to start safely, effectively and efficiently building links into your site. SEO is 10% on-page (Phases I-III) and 90% linkbuilding (Phase IV). During the final phase of consultation we get you setup to start efficiently building safe, effective links into your website focusing on the targeted search terms identified in Phase I.

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Affiliate Program Expert Audit & Campaign Management

Whether you have your own affiliate program or you use an external affiliate system—such as Commission Junction™, LinkShare, ShareASale and Google Affiliate Network (formerly Performics)—we will review your program and outline how your affiliate revenue can be increased. This service, available upon request, is included as part of being a SaaSy client.

Our leading expert began his affiliate career at Commission Junction in 1999 before managing programs for a number of software companies, and is a highly respected expert in the affiliate marketing industry.

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Benefits include:

  • Ensure your affiliate program is actively managed by an affiliate expert who focuses on nothing but affiliate program growth
  • Learn which US, international, and niche affiliate programs are the best for you to work with for your particular products and goals, in addition to your existing program
  • Increase the performance of your ads
  • Increase your overall website's conversion rate
  • Find out which of the top 1,000 super affiliates are not yet promoting your products and get them recruited
  • Increase affiliate outreach and communication
  • Increase the number of affiliates that generate sales every month vs. sit idle
  • Benefit from the learning gained from managing dozens of other affiliate programs
  • Learn how to optimize the program offer you're making to affiliates so you attract the higher quality affiliates
  • Get help with managing any channel conflict between affiliate and reseller channels
  • Develop a more effective affiliate incentive program to better motivate your affiliates

For any ongoing affiliate program growth management after Affiliate Program Expert Audit, there will be an additional fee, which often can be structured with a performance-based component; once a baseline revenue benchmark is established, the fee can be earned from the incremental revenue which is generated from our efforts. Our expert's current affiliate program growth management clients include eFax,, Angie's List, Callwave, and other firms. Interested vendors should email us directly to request an Affiliate Program Expert Audit.

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Online Marketing Expert Audit, Strategy & Campaign Management

We will review your existing online marketing status to determine areas for improvement in terms of strategy and increasing revenues.

Consult with marketing strategists, channel relationship experts, analysts, SEM pros, designers, developers, bloggers, brand marketers, copywriters, PR specialists, media buyers and project managers.

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Our online marketing expert has succeeded in the web marketing industry since 1999, accesses a team of over 15 specialists, and is the author of McGraw-Hill's 36-Hour Course on Online Marketing.

Online Marketing Strategy & Campaign Management Services include:

  • Web Marketing Strategy
  • Web Design and Development
  • Web Marketing Advisory
  • Web Marketing Optimization
  • Blog Strategy and Management
  • Copywriting and Messaging Support
  • Online Public Relations
  • Marketing Project Management
  • Search Marketing Strategy
  • E-mail Marketing
  • Affiliate Marketing Strategy
  • Online Customer Acquisition
  • Website and Online Marketing Analytics
  • Online Advertising Sales
  • Social Media Marketing
  • Website Management
  • Custom Training and Coaching
  • Corporate ID and Brand Development
  • Creative Direction

Upon completing a pre-consult questionnaire, a short introductory call is available to SaaSy clients. The free call addresses initial observations, recommendations and proposed next steps. Following this introductory call, you can choose to engage this service for a thorough web marketing audit project, which includes a full web marketing assessment, marketing action items, new online marketing ideas, and optimizations that can be made to boost your overall online marketing results.

For ongoing web marketing campaign management after the audit (optional), additional fees will apply. Interested vendors can email us at to request an introductory consultation.

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