No-Code Integrations

Kickplan is typically used to help you integrate your monetization tools with your product, typically via an SDK that can personalize each account's feature entitlements. But you can easily set up a no-code integration in Kickplan that can help get you start getting value quickly, and requires no SDK or investment by your engineering or product teams.

No-code integrations are great to help integrate multiple systems you're currently using for monetization. For example, if you have a value metric in your application database, and you want to use it to do Usage Based Billing in your CRM, you might use our Postgres connector to pull in the metric (along with an account identifer) and our Salesforce connector to update your CRM with the account's usage.

By pulling your monetization data, along with other key metrics, into Kickplan, you'll have a powerful account-level dashboard your teams can leverage when making important decisions.

This data can be aggregated into dashboards that can reveal product usage across plans and features, which unlocks powerful insights into what parts of your product are resonating with customers, as well as which parts are under-valued and under-monetized.

This will help you with product roadmapping and prioritization as well as inform your pricing and packaging strategy.

One of the most powerful features of Kickplan are its Quotas and Triggers. Quotas allow you to set limits and benchmarks for your features. They are typically used to create entitlements for your Plans.

But Quotas have a super-power – Triggers. These are automations that are triggered when account activity matches a Trigger value. For example, an account may be limited to 10 users on your Basic Plan. When an account hits 8 users, you can trigger an email to be sent to Sales to reach out to the customer.

Triggers can send emails, send data to other apps via webhooks; they can even transition the account to a new plan, increasing or decreasing entitlements as you need. For example, you may want to automatically upgrade customers to a new plan based on their increased usage (users, in this case), so they can continue to get value from your product. You could configure a Trigger to switch their plan, add them to an "plan upgraded" email drip campaign, and alert your Sales team that they need to reach out and confirm with the customer.

All these actions can be enabled in the workflows and tools your team already use every day.