Activation & Onboarding

Know exactly when users hit their "aha" moment — and when they lose it

Track activation steps, uncover friction, and guide users toward value, whether they're new trials or long-term customers.

See who's getting it, who isn't, and who needs help — at every stage.

Activation tracking dashboard

Why activation matters

Activation is the spark that drives long-term engagement. But users don't just activate once — people join, leave, and change roles inside accounts all the time. Unless you can see who has and hasn't reached basic value, onboarding becomes guesswork. Accoil gives you a precise, continuous read on activation so you can improve onboarding, support trials, and ensure paying customers are actually getting value.

  • See who has and hasn't reached value
  • Improve onboarding with real data
  • Ensure paying customers actually get value

Key capabilities

  • Activation pathways

    Define value moments and see user progress step by step.

  • Trial and paid profiles

    Track activation differently for trials, new users, and existing customers.

  • Drop-off detection

    See which steps users consistently stall on — and fix them.

  • Segmented activation lists

    Create live segments for stuck, almost activated, and newly activated users.

Activation pathways
Trial and paid profiles
Drop-off detection
Segmented activation lists

How it works

01

Set the actions that matter

Define the actions a user or account must take to reach value. Start with defaults or customize your own.

02

Track activation for accounts and users

See who is progressing, who is stalling, and who is speeding through onboarding — for both users and accounts.

03

Act on activation signals

Create segments for stuck users, trigger outreach, and send activation status to your CRM.

Activation isn't one-and-done — it's a continuous signal.

Integrations & actions

Connect activation signals to your existing tools — so every team can act on onboarding progress.

Trigger outreach

Trigger outreach when a trial hits activation or new users fail to activate.

CRM & messaging sync

Sync activation segments to HubSpot, Salesforce, Intercom.

Signals Feed

Add activation events to the Signals Feed for team visibility.

Combine with scores

Combine activation with engagement scores for deeper insight.

What this unlocks

For customer success

  • Ensure every new user inside a customer account reaches basic value
  • See trials and paying users who need onboarding help
  • Prioritise accounts close to activation or falling behind

For sales

  • Spot trials that are ready to convert
  • Time outreach based on actual product progress

For leadership

  • Measure onboarding effectiveness
  • See activation trends across customer cohorts

For product teams

  • Identify friction points in onboarding
  • Understand which actions predict long-term retention and expansion

For marketing

  • Trigger nurture campaigns based on activation status
  • Build targeted audiences for users who missed key steps

Activation used to be a complete blind spot. Now we know exactly who needs help and when — across trials and existing customers.

See how Accoil works

Discover how activation tracking — and the rest of Accoil's features — can help your teams understand onboarding and drive long-term value.

  • Track activation for users and accounts
  • Not just for trials — track ongoing activation
  • Detect regression and re-activation needs