SaaS Implementation Guide

To track a SaaS product with Sealmetrics, add the tracking script to your marketing site and app, then instrument three event types: pageviews (automatic, for pricing and feature pages), microconversions via sealmetrics.micro() (plan selection, signup steps, onboarding, feature usage) and conversions via sealmetrics.conv() (trial signup, subscription, upgrade). This guide covers each step with copy-paste examples, including a Next.js implementation.

What will you track?

Event Type	Example	Purpose
Pageviews	Pricing, features, blog	Traffic analysis
Microconversions	Plan selection, form steps	Funnel optimization
Conversions	Trial signup, subscription	Revenue attribution

Step 1: Basic Installation

Add the tracking script to your marketing site and app:

<script src="https://t.sealmetrics.com/t.js?id=YOUR_ACCOUNT_ID" defer></script>

Content Grouping for SaaS

<!-- Marketing pages -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=marketing" defer></script>

<!-- Pricing page -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=pricing" defer></script>

<!-- Blog -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=blog" defer></script>

<!-- Documentation -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=docs" defer></script>

<!-- App (logged in) -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=app" defer></script>

<!-- Onboarding -->
<script src="https://t.sealmetrics.com/t.js?id=YOUR_ID&group=onboarding" defer></script>

Step 2: Track Pricing Page Interactions

Plan Selection

// Track when user clicks on a plan
document.querySelectorAll('.plan-card').forEach(function(card) {
  card.addEventListener('click', function() {
    sealmetrics.micro('select_plan', {
      plan: this.dataset.plan,  // 'starter', 'pro', 'enterprise'
      billing: document.querySelector('.billing-toggle.active').dataset.billing  // 'monthly', 'yearly'
    });
  });
});

Billing Toggle

// Track monthly/yearly toggle
document.querySelectorAll('.billing-toggle').forEach(function(toggle) {
  toggle.addEventListener('click', function() {
    sealmetrics.micro('toggle_billing', {
      selected: this.dataset.billing  // 'monthly' or 'yearly'
    });
  });
});

CTA Clicks

// Track "Start Trial" or "Get Started" clicks
document.querySelectorAll('.cta-start-trial').forEach(function(button) {
  button.addEventListener('click', function() {
    sealmetrics.micro('click_start_trial', {
      plan: this.dataset.plan,
      location: this.dataset.location  // 'hero', 'pricing', 'footer'
    });
  });
});

Feature Comparison

// Track when user opens feature comparison
document.querySelector('.compare-plans').addEventListener('click', function() {
  sealmetrics.micro('view_comparison');
});

// Step 1: Email entered
document.querySelector('#signup-email').addEventListener('blur', function() {
  if (this.value && this.checkValidity()) {
    sealmetrics.micro('signup_step_1', {
      step: 'email_entered'
    });
  }
});

// Step 2: Password created
document.querySelector('#signup-password').addEventListener('blur', function() {
  if (this.value) {
    sealmetrics.micro('signup_step_2', {
      step: 'password_created'
    });
  }
});

// Step 3: Company info
document.querySelector('#company-form').addEventListener('submit', function() {
  sealmetrics.micro('signup_step_3', {
    step: 'company_info',
    company_size: document.querySelector('[name="company_size"]').value
  });
});

// Final: Account created (CONVERSION)
// Track on the post-signup/welcome page
sealmetrics.conv('signup', 0, {
  plan: 'trial',
  source: document.referrer.includes('pricing') ? 'pricing' : 'direct'
});

document.querySelector('#signup-form').addEventListener('submit', function(e) {
  // Track before form submits
  sealmetrics.micro('signup_submitted', {
    plan: document.querySelector('[name="plan"]').value
  });
});

// On success callback or success page
function onSignupSuccess(user) {
  sealmetrics.conv('signup', 0, {
    plan: user.plan,
    trial_days: '14'
  });
}

Step 4: Track Onboarding

Track how users progress through onboarding to identify drop-off points.

Onboarding Checklist

// Generic onboarding step tracker
function trackOnboardingStep(stepName, stepNumber, data) {
  sealmetrics.micro('onboarding_' + stepName, {
    step_number: stepNumber.toString(),
    ...data
  });
}

// Step 1: Profile completed
trackOnboardingStep('profile_completed', 1, {
  has_avatar: document.querySelector('#avatar').src ? 'yes' : 'no'
});

// Step 2: First project created
trackOnboardingStep('project_created', 2, {
  project_type: projectType
});

// Step 3: Team member invited
trackOnboardingStep('team_invited', 3, {
  invites_sent: inviteCount.toString()
});

// Step 4: Integration connected
trackOnboardingStep('integration_connected', 4, {
  integration: integrationName  // 'slack', 'github', 'jira'
});

// Step 5: First action completed
trackOnboardingStep('first_action', 5, {
  action_type: actionType
});

Onboarding Completed

// When user completes all onboarding steps
sealmetrics.micro('onboarding_completed', {
  time_to_complete: calculateDays(signupDate, new Date()),
  steps_completed: '5'
});

Skip Onboarding

document.querySelector('.skip-onboarding').addEventListener('click', function() {
  sealmetrics.micro('onboarding_skipped', {
    last_step: currentStep.toString()
  });
});

Step 5: Track Feature Usage

Track which features users engage with to understand product-market fit.

Feature Activation

// First time using a feature
function trackFeatureActivation(featureName) {
  if (!localStorage.getItem('activated_' + featureName)) {
    sealmetrics.micro('feature_activated', {
      feature: featureName
    });
    localStorage.setItem('activated_' + featureName, 'true');
  }
}

// Examples
trackFeatureActivation('dashboard');
trackFeatureActivation('reports');
trackFeatureActivation('exports');
trackFeatureActivation('api');
trackFeatureActivation('integrations');

Key Actions

// Track important user actions
sealmetrics.micro('create_report', {
  report_type: reportType
});

sealmetrics.micro('export_data', {
  format: 'csv',
  rows: rowCount.toString()
});

sealmetrics.micro('invite_team_member', {
  role: memberRole
});

sealmetrics.micro('connect_integration', {
  integration: integrationName
});

Step 6: Track Subscription Conversions

Trial to Paid

// When user enters payment info and subscribes
sealmetrics.conv('subscription', monthlyPrice, {
  plan: 'pro',
  billing_cycle: 'monthly',
  currency: 'USD',
  trial_days_used: trialDaysUsed.toString()
});

Plan Upgrade

// When user upgrades to a higher plan
sealmetrics.conv('upgrade', priceDifference, {
  from_plan: 'starter',
  to_plan: 'pro',
  billing_cycle: 'monthly',
  currency: 'USD'
});

Plan Downgrade

// Track downgrades for churn analysis
sealmetrics.micro('downgrade', {
  from_plan: 'pro',
  to_plan: 'starter',
  reason: selectedReason  // from exit survey
});

Annual Upgrade

// When user switches from monthly to annual
sealmetrics.conv('annual_upgrade', annualPrice, {
  plan: 'pro',
  previous_billing: 'monthly',
  savings: savingsAmount.toString(),
  currency: 'USD'
});

Step 7: Track Churn Signals

Cancel Flow

// User clicks cancel
sealmetrics.micro('cancel_initiated');

// User selects reason
sealmetrics.micro('cancel_reason', {
  reason: selectedReason  // 'too_expensive', 'not_using', 'missing_feature', etc.
});

// Offer accepted (save)
sealmetrics.micro('cancel_saved', {
  offer: acceptedOffer  // 'discount', 'pause', 'downgrade'
});

// Final cancellation
sealmetrics.micro('cancel_confirmed', {
  reason: finalReason,
  days_as_customer: customerDays.toString(),
  plan: currentPlan
});

Reactivation

// When a churned user returns and subscribes again
sealmetrics.conv('reactivation', monthlyPrice, {
  plan: 'pro',
  days_churned: daysSinceCancellation.toString(),
  previous_plan: previousPlan
});

Complete SaaS Funnel

┌─────────────────────────────────────────────────────────────────┐
│                      SaaS FUNNEL                                 │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│   ACQUISITION                                                    │
│   ───────────                                                    │
│   Landing ──► Pricing ──► Select Plan ──► Start Trial           │
│   (pv)        (pv)        (micro)         (micro)               │
│                                                                  │
│   ACTIVATION                                                     │
│   ──────────                                                     │
│   Signup ──► Onboarding Steps ──► Feature Activation            │
│   (CONV)     (micro x N)          (micro)                       │
│                                                                  │
│   REVENUE                                                        │
│   ───────                                                        │
│   Trial End ──► Enter Payment ──► Subscribe                     │
│                 (micro)           (CONV)                        │
│                                                                  │
│   EXPANSION                                                      │
│   ─────────                                                      │
│   Feature Usage ──► Upgrade ──► Annual                          │
│   (micro)           (CONV)      (CONV)                          │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Example: Complete Implementation

Marketing Site (Next.js)

// components/PricingCard.tsx
export function PricingCard({ plan, price, billing }) {
  const handleSelect = () => {
    if (typeof sealmetrics !== 'undefined') {
      sealmetrics.micro('select_plan', {
        plan: plan,
        billing: billing,
        price: price.toString()
      });
    }
    router.push(`/signup?plan=${plan}&billing=${billing}`);
  };

  return (
    <div className="plan-card" onClick={handleSelect}>
      {/* Plan details */}
    </div>
  );
}

// pages/signup.tsx
export default function Signup() {
  const searchParams = useSearchParams();
  const plan = searchParams.get('plan') || 'starter';

  const handleSubmit = async (formData) => {
    try {
      const user = await createAccount(formData);

      // Track signup conversion
      if (typeof sealmetrics !== 'undefined') {
        sealmetrics.conv('signup', 0, {
          plan: plan,
          source: document.referrer.includes('pricing') ? 'pricing' : 'other'
        });
      }

      router.push('/onboarding');
    } catch (error) {
      // Handle error
    }
  };

  return (
    <form onSubmit={handleSubmit}>
      {/* Form fields */}
    </form>
  );
}

App Dashboard

// components/UpgradeButton.tsx
export function UpgradeButton({ toPlan, price }) {
  const handleUpgrade = async () => {
    const result = await processUpgrade(toPlan);

    if (result.success && typeof sealmetrics !== 'undefined') {
      sealmetrics.conv('upgrade', price, {
        from_plan: currentPlan,
        to_plan: toPlan,
        billing_cycle: billingCycle,
        currency: 'USD'
      });
    }
  };

  return (
    <button onClick={handleUpgrade}>
      Upgrade to {toPlan}
    </button>
  );
}

Which SaaS metrics should you track?

Metric	How to Calculate	Events Needed
Visitor → Trial	signup / entrances	pageview, signup
Trial → Paid	subscription / signup	signup, subscription
Onboarding Completion	onboarding_completed / signup	signup, onboarding_*
Feature Adoption	feature_activated / active users	feature_activated
Expansion Revenue	upgrade + annual_upgrade value	upgrade, annual_upgrade
Churn Rate	cancel_confirmed / active subscriptions	cancel_confirmed

Dashboard Analysis

After implementing, analyze:

Acquisition

Which channels drive trial signups
Pricing page conversion rate
Plan preference by source

Activation

Onboarding completion rate
Time to first value
Feature activation patterns

Revenue

Trial to paid conversion by plan
MRR by acquisition source
Upgrade patterns

Retention

Churn reasons
Feature usage before churn
Reactivation success

In short

Conversions: signup (trial, amount 0), subscription, upgrade, annual_upgrade and reactivation with the plan price; everything in between (plan selection, onboarding steps, feature activation, cancel flow) is a microconversion.
Key ratios: Visitor → Trial (signup / entrances), Trial → Paid (subscription / signup), onboarding completion and churn (cancel_confirmed / active subscriptions).
Use content groups (marketing, pricing, blog, docs, app, onboarding) so acquisition and activation can be analyzed separately.

Understanding Event Properties in Sealmetrics — enrich signup, onboarding, and upgrade events with custom properties
Installation — add the tracking script to your marketing site and app
Funnel Report — visualize the trial-to-paid and onboarding funnels
Conversions Report — analyze subscriptions, upgrades, and MRR by channel
Lead Generation — a sibling guide for tracking demo requests and B2B forms

Written and maintained by the Sealmetrics Team

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What will you track?​

Step 1: Basic Installation​

Content Grouping for SaaS​

Step 2: Track Pricing Page Interactions​

Plan Selection​

Billing Toggle​

CTA Clicks​

Feature Comparison​

Step 3: Track Signup Funnel​

Multi-step Signup Form​

Single-page Signup​

Step 4: Track Onboarding​

Onboarding Checklist​

Onboarding Completed​

Skip Onboarding​

Step 5: Track Feature Usage​

Feature Activation​

Key Actions​

Step 6: Track Subscription Conversions​

Trial to Paid​

Plan Upgrade​

Plan Downgrade​

Annual Upgrade​

Step 7: Track Churn Signals​

Cancel Flow​

Reactivation​

Complete SaaS Funnel​

Example: Complete Implementation​

Marketing Site (Next.js)​

Signup Page​

App Dashboard​

Which SaaS metrics should you track?​

Dashboard Analysis​

Acquisition​

Activation​

Revenue​

Retention​

Related documentation​