SaaS Mode (Login Mode)

Login Mode or SaaS Mode allows you to monetize your Toolsets directly from FormWise, allowing you to offer a combination of subscriptions and one-time-purchases.

Monetization

While you can always gate your Toolset and Tools on an external website, you can monetize your platform directly through FormWise for a flat platform fee on both subscriptions and credit packages.

If you are currently monetizing your Toolset and wish to take advantage of FormWise's managed monetization, see Migrating Existing Users.

Plans (Subscription Tiers)

You can create both Free and Paid subscription tiers for your users. You have multiple options in terms of customizing the subscription tier.

Price

You can set a recurring price point for your plan. If you set the price to $0, it will function as a "Free" plan and your users will not have to enter their billing information into Stripe.

Once a subscription is created, the price can no longer be modified. Creating a new subscription tier will require you you to "archive" the tier both on FormWise and on Stripe, and create a separate one within FormWise. This will not cancel any subscriptions currently on the archived price tier.

Renewal Interval

The renewal interval controls the billing schedule. You can choose between Monthly and Annual.

Credits

Credits renew Monthly, regardless whether the plan is Annual or Monthly. This affects both Free and Paid subscription tiers.

The subscription tier dictates the number of credits a user receives so they can use your Tools, they do not carry over month-to-month.

When a user does not have enough credits to use a tool, they will be prompted to either upgrade their Subscription Tier if one is available, or purchase a Credit Package.

You can control the number of credits a Tool requires by navigating to your Toolset, Entering "Edit Mode", selecting a Tool, then modifying the "Credit Usage" field. The default number of credits required on a Tool is 1 by default. You can modify this to accommodate more expensive models, and more complex prompt chains.

Tools

You can modify the Tools available on any Subscription Tier.

Require API Key

You can require users to enter their OpenAI API key upon signup if you prefer to defer the cost to them.

Credit Packages

Credit packages allow your users to "top-up" their credits once they have exhausted their Subscription's credit limit. These credits roll-over monthly and do not expire.

Credit packages function as a one-time-purchase and are separate from the users monthly subscription. They can also be modified after they are created.

Coupon Codes

Creating Coupon Codes for Your Toolset with FormWise

To create coupon codes for your Toolset using FormWise, follow these steps:

  1. Access your Stripe portal.

  2. Create a new coupon.

  3. Select the price it will impact.

These coupons will be valid during the Stripe checkout for your users in the Toolsets.


Examples of Plans

Below are multiple examples of types of plans and credit package combinations you can put together for your Toolset.

Remember, you can set varying levels of Tool access based on the plan. Users will be able to see which Tools they have and don't have access to before subscribing.

Example Subscription Tiers

Example Credit Packages

In the example's above we can see that we're offering both fully fledged subscription tiers, as well as freemium tiers which rely primarily on Credit Packages or upsells to higher plans to recoup API fees. The subscription structure and credit packages in the example incentivize upgrades over one-time-purchases, but it does not disqualify users who are not wanting to subscribe.


Credits

In SaaS mode, you can require users to use credits in order to use your tools. There are two ways FormWise collects the credits from users depending on the type of tool.

Smart Forms

Credits are collected when the output is generated. By default, 5 credits will be deducted from the end-users balance. We recommend modifying this based on the number of prompt chains in your tool. The user will only be charged once the output has been completed. If the content-stream is interrupted (In the event of a page reload, or if the prompt chain fails for some reason), the user won't be charged.

CoPilots

Due to the nature of CoPilots and how a conversation can be carried on for an extended period of time with many messages in a conversational format, credits are deducted for each message generated. The default credit cost is 1 credit per message. The user is charged equally regardless of the length of the message received.


Migrating Existing Users

If you are currently monetizing your Toolsets, but want to migrate to FormWise's managed monetization, we offer the ability to create coupon codes for your current customers.

  1. Create corresponding subscription tiers on FormWise through your Toolset.

  2. Create 100% forever codes through your Stripe portal for the plans you created.

  3. Provide your existing users the coupon codes and have them sign up to your Toolset using them.

Using this method, your existing user will not have to pay twice or cancel their current subscription, however any new users coming into your platform will. If an existing user cancels their plan to your platform, they will not be able to access the gated environment you are hosting your toolset on.

We don't recommend creating "Free" plans and offering this to your users as you won't be able to prevent other users who are not supposed to be on this plan from subscribing. All plans will be visible to all users unless they are archived.


Webhooks

You can webhook the user's information upon account creation to an endpoint of your choosing if you set up webhooks.

Webhook Response

Once the user signs up, the webhook will come back in the following format.

User Signup Webhook
{
  "user_email": "hello@formwise.ai",
  "first_name": "John",
  "last_name": "Smith",
  "creation_date": 1731430246234,
  "plan": "Agency",
  "toolset_id": "1694700360091x912304923609851400",
  "user_id": "1693339058148x341115438646682300"
}

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