Enable SaaS Subscriptions in Bulk Using Smart Prompts
Maximize the value of your CRM platform by identifying clients not yet subscribed to SaaS plans and guiding them through bulk activation. This feature helps streamline client onboarding and ensures consistent service delivery.
Prerequisites for Bulk SaaS Activation
Before using this feature, ensure the following conditions are met:
- Your agency must be on the $497/month Pro plan.
- Smart Prompts for SaaS Enablement must be enabled in your Labs settings.
- You must have more than 10 sub-accounts.
- At least one sub-account must not be on a SaaS plan.
What Happens During Activation
When you activate SaaS subscriptions in bulk:
- Selected sub-accounts will be automatically converted to SaaS plans.
- Sub-accounts with a payment card on file will experience no service interruption.
- Sub-accounts without a payment card will be locked until the client adds one.
How to Use Guided Bulk SaaS Activation
Step 1: Navigate to Sub-Accounts and Click the Prompt
Go to your Agency Account > Sub-Accounts page. If conditions are met, a yellow prompt will appear. Click Click here to enable SaaS.
Step 2: Select Sub-Accounts and Proceed
In the modal titled Select Sub-Accounts to Enable SaaS, check the boxes for the sub-accounts you want to activate. You can also click Select All. Click Proceed to continue.
Step 3: Choose Payment Provider
In the Choose your payment provider modal, select a payment provider such as Stripe and click Continue.
Step 4: Review the SaaS Plan
In the Select Subscription Plan modal, review plan details before proceeding. Click Show Full Details to see information like rebilling rates, included add-ons, marketplace apps, and custom menu links.
Step 5: Review and Confirm
In the Confirm Sub-Accounts to Enable SaaS modal, review your selected SaaS plan and sub-accounts. Click Proceed to start the activation process.
Step 6: Monitor Bulk Actions History
After initiation, a modal titled Bulk Action Initiated Successfully will appear. Note that execution may take a few minutes. Click View Bulk Action History to monitor progress.
Step 7: Access Bulk Action History Later
You can always check the status by navigating to Agency Account > Sub-Accounts > Bulk Action History (clock icon).