Sound familiar?
Do these questions resonate with your team? Accoil helps you find the answers:
What parts of our product are new users loving right from the start?
What obstacles prevent users from getting the most value from our product?
Which features excite new users the most?
How can we better target and engage users ready to convert?
What signs indicate a trial user is ready to subscribe?
How can we tailor our sales approach to highlight the perfect fit for each user?
In a Nutshell....
Helping new users quickly experience the value of your product (their first value moment) is key to converting trials into paying customers. Accoil tracks activation metrics, ensuring teams can guide users effectively through this journey.
What's the lowdown?
Activation is the moment a new user truly engages with your product and realizes its value. It’s the “aha!” moment that makes them more likely to stick around. Your goal? Get users to this moment as quickly and smoothly as possible.
Without activation, there’s little incentive for users to convert. That’s why understanding who activates and why is essential—not just for revenue growth but also for ensuring your product meets user needs effectively.k.
Who does this help?
Each team benefits from activation insights:
Team | How activation insights help |
Product Team | Identifies which features drive engagement and improves UX. |
Marketing Team | Targets users with messaging that highlights key product benefits. |
Sales Team | Recognizes high-intent users and personalizes outreach for better conversions. |
Customer Success Team | Guides users toward early wins to improve satisfaction and reduce churn. |
Key Steps
We are assuming that you have already done your Accoil Analytics set up, but if not, that's no worries—our four-step guide is here to walk you through the process.
Step 1: Define activation criteria
Every product has unique activation milestones. Define the key actions that indicate a user is engaging with your product.
Example activation milestones for a Project management tool:
Creating an account
Inviting at least two team members
Setting up a project
Uploading files
Scheduling events
Adding and completing tasks
Once defined, set these milestones up in Accoil.
Step 2: Track activation progress in Accoil
Accoil tracks activation by monitoring user progress toward milestones.
Metrics to monitor:
Activation Rate (% of trial users who activate)
Time-to-Activation (how long it takes for users to activate)
Activation by Account Type
Set up tracking under the “Configuration” tab in Accoil. It can be for either an Account or a User. More configuration details can be found here.
Step 3: Segment your Activated accounts for greater clarity
Use segmentation to analyze activated accounts further. Filter by:
Activation rate
Account type
User role
Engagement trends
Use the “Activation” tab in Accoil to explore activation insights in detail.
Step 4: Deep dive in the Activation tunnel
Analyze how many users complete key activation steps and identify trends.
Example Analysis:
How many users complete 2 out of 7 activation steps?
How many reach full activation?
Use Accoil’s Activation Charts to track progress. More details on Viewing Activation Data here.
Step 5: Connect activation data to team workflows
Maximize activation insights by integrating Accoil with tools like:
Slack – Notify teams when high-value users activate.
HubSpot – Trigger personalized outreach based on activation data.
Intercom – Automate in-app messages for users needing help.
Want to learn more about using Connections?
Where to go from here?
Share activation insights across teams to optimize strategies.n
Team | Action |
Product Team | Refine activation criteria and improve onboarding UX. |
Marketing Team | Personalize email campaigns based on user engagement. |
Sales Team | Engage high-intent users with tailored outreach. |
Customer Success Team | Provide proactive guidance to struggling users. |
And finally
Activation isn’t a funnel—it’s a flexible journey. Users complete milestones in different orders, so avoid treating activation as a strict linear process.
Track activation at the account level. In most B2B SaaS setups, multiple users contribute to account activation, so measuring only individual user behavior may not give the full picture.
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