Activation Growth Hacks & Strategies

Below are some strategies and curated resources to help you enhance your Activation rate effectively. In the SaaS realm, understanding Activation is crucial. It’s about how users initially engage with your product and gauging the success of these interactions. This could involve various actions, like onboarding tutorials, key page views, or template creation. Perfecting this initial user experience is a common startup goal, with Activation rate being a key metric to measure post-acquisition. It’s vital to optimize and test strategies to boost this rate and prevent leaks in your conversion funnel.

Table Of Contents

Email Automation

1. Craft a Compelling Welcome Email


Start strong with a welcome email that radiates appreciation and excitement, setting the stage for the user’s journey with your SaaS. Your email should include a warm, personalized greeting, bullet points highlighting key features or resources, and a clear, actionable call-to-action (CTA). Customize the email based on the user’s entry point or specific campaign to make the first interaction memorable.

3. Enhance User Activation with Helpful Resources


Provide links to video tutorials, FAQs, personal success tips, and invitations to live product walkthroughs or webinars. These resources are designed to facilitate user activation and according to the Harvard Business Review, setting up quick wins like a profile picture or sending a test invite can significantly boost user adoption and satisfaction.

4. Reduce Churn with Ongoing Engagement

Maintain user engagement beyond the initial activation with automated and personalized check-ins, in-app support via chat or help desks, and ensure a 24-hour response time for customer queries. Ongoing engagement is key to reducing churn and retaining user loyalty.

5. Send a Tailored Educational Email Series

Educate users with a series of emails, each focusing on a specific feature or use case, starting with simple features and gradually introducing more complex ones. Include case studies and testimonials relevant to the user’s industry to help them learn at their own pace and see the real-world application of your SaaS.

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6. Initiate a “Get Started” Email Series with Multimedia


Enhance the learning experience by using multimedia such as short animations, gifs, and videos to simplify complex tasks and guide users through platform navigation. This visual onboarding strategy reduces cognitive load and makes it easier for users to grasp and use your product effectively.

7. Engage Inactive Users with Recommendation emails

Re-engage inactive users with personalized recommendation messages that provide tangible reasons to return, such as case studies of similar users’ successes, reminders of unused features, or exclusive offers. Personalization in the messages demonstrates that you value their participation and are eager to see them return, potentially converting an inactive user into a loyal advocate.

On-boarding & Product Tours:

8.Provide users with a clear path to success – Use a Checklist

Enable users to initiate their own onboarding by integrating checklists directly into your product’s homepage or within an easily accessible modal. This setup guarantees that crucial information is readily available. Enhance the onboarding experience with personalized activation paths by showing checklists that adapt based on user choices or previously entered data, directing them along the most pertinent route to activation. Simplify the journey towards value with automated progression in these checklists. As users complete actions within your product, steps will auto-complete and smoothly advance them to the next relevant tasks.

Consider platforms such as Candu for building onboarding checklists.

9. Utilize Video Demos

Incorporate video demonstrations, like those you can create with Jumpshare, to clarify complex functions and offer a multi-sensory learning experience that simplifies difficult tasks. Utilizing videos allows users to rapidly understand and navigate sophisticated features of your product, thereby improving their overall comprehension and proficiency in using it effectively.

10. Checkpoints and Feedback

Optimize your onboarding process by customizing the user experience with a multi-step form that identifies motivations and tasks, enhancing activation. Enhance product experiences further by using targeted feedback forms to collect insights at scale, available through a free trial. Additionally, implement forms for every phase of the user lifecycle—from lead generation to referrals to cancellations—to establish continuous feedback loops and drive improvements across your product.

11. Interactive Walkthroughs and Tours


Onboard new users effectively by introducing a “getting started” tour, accelerating their journey to realizing value by empowering them to navigate their own activation experience. Drive adoption of new features through intuitive tours that guide users to take meaningful actions, helping them quickly master new products and features. Additionally, create opt-in tour experiences by triggering tours from embedded, inline content, providing a user-centric UX that allows users to engage with tours at their convenience.

12. Use non-intrusive banners

Effortlessly drive new feature adoption and boost conversion campaigns by seamlessly integrating embedded banners within your existing UI, which encourage users to explore new features, upgrade plans, complete surveys, or schedule calls with your team. Simultaneously, increase the visibility of your updates on new webinars, events, and key updates without disrupting user workflows, ensuring that all enhancements and news are communicated effectively and promptly.

13. A/B Testing

A/B testing plays a crucial role in optimizing the onboarding process for new users, ensuring that they experience the most effective introduction to your product. By experimenting with different versions of the onboarding sequence, you can determine which elements most efficiently drive user activation and retention. This method allows you to compare different approaches, such as varying the steps involved, the information presented, or the overall design and layout. By targeting specific user segments and carefully analyzing the results, A/B testing provides valuable insights that can significantly enhance the user’s first impression and accelerate their journey to realizing value from the product. This strategic application not only improves user engagement but also increases the likelihood of successful long-term adoption.

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14. Use impactful, interruptive Modals.

Enhance user engagement and drive conversions by employing well-timed interruptive modals that facilitate seamless onboarding, promote new feature adoption, and keep users updated with critical information. Motivate purchasing decisions and encourage upgrades through strategically placed paywalls or upgrade prompts within the user journey. Additionally, elevate the in-app learning experience by delivering contextual guidance through interactive modals that feature how-to videos, guides, and helpful tips, providing users with immediate educational support exactly when it’s needed.

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