Onboarding Activation

What It Is

Activation rate measures how far users or accounts have come in completing the key steps needed to unlock your product’s core value. It’s the ultimate early indicator of success.

Why It Matters

Activation sets the tone for everything that follows:

• High activation means users are finding value quickly, leading to higher retention and long-term engagement.

• Low activation signals friction, confusion, or gaps in your onboarding experience—and a potential risk of churn.

The faster you guide users to their “Aha!” moment, the better your chances of turning them into loyal customers.

How It’s Measured

Activation rate tracks the percentage of steps completed during onboarding:

Formula:
Activation Rate = (Steps Completed / Total Steps) × 100

Example:

• A user completes 5 out of 7 steps → Activation rate = 71%, showing they’re on track.

• A user stuck at 2 out of 7 steps → Time to step in and smooth the path.

Signals to Watch

• Healthy Accounts: Activation rates of 70% or higher show users are progressing well and primed for long-term engagement.

• Warning Signs: Rates below 40% suggest users may be dropping off before they experience meaningful value.

Who Uses It and How

• Onboarding Teams: Ensure users hit their activation milestones fast, minimizing drop-offs.

• Product Managers: Identify bottlenecks in the onboarding flow and optimize the journey.

• Sales Teams: Leverage activation data to reach out at the right moment, turning potential leads into paying customers.

Why It’s Part of Customer Health

At Accoil, onboarding activation is the foundation of customer health. It’s not just about getting users in the door—it’s about making sure they experience value right away. By focusing on activation, you create a solid base for retention, engagement, and loyalty.

Because every loyal customer starts with a successful first step.