What Is Activation?
Activation measures how far along a user or account is in their journey toward that "aha!" moment — when they first realize the value your product can deliver.
It’s not about full mastery or frequent usage. Instead, activation focuses on early signals of value — the steps that indicate someone is set up, engaged, and ready to benefit.
In Accoil, activation is:
A static measurement (it shows progress, not ongoing engagement)
Calculated as a percentage of key steps completed
Tracked separately for users and accounts
Key Aspects of Activation
🧭 Non-Linear Journeys
Users and accounts don’t move through onboarding in a straight line. They:
Take different paths
Complete actions in varying orders
Discover value at their own pace
Accoil respects this flexibility by treating activation as non-sequential — the order doesn’t matter, just the completion.
📊 Percentage-Based Tracking
Progress toward activation is shown as a percentage:
If there are 4 activation steps and a user has completed 3, they’re at 75%
Once all steps are complete, they’re considered fully activated
This gives you a clear, comparable way to see where each user or account stands.
🧱 Foundation of Customer Health
Activation is a critical pillar of customer health. It’s the first real indicator that a user or account is on the right track — not just signed up, but genuinely starting to experience value.
Without activation, engagement scores are often meaningless: a user can be active but still unprepared to succeed.
Why Activation Matters
Improves Onboarding: Spot where users get stuck and refine your flows
Drives Retention: Early value = long-term success
Prioritizes Outreach: Help unactivated users before they churn
Aligns Teams: Gives Product, Success, and Growth a shared success metric
When users hit that “aha!” moment, their customer health improves — and they’re far more likely to keep coming back.
Activation for Users and Accounts
You can track activation for both:
Users — based on what an individual has done
Accounts — based on combined activity across users
Each profile in Accoil can define:
A custom set of activation criteria (events, traits, or both)
Separate logic for users and accounts
A running Activation Rate for each object
From within a Profile go to Configuration → Account Activation or User Activation to define these steps.