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Improve customer onboarding

Last update: Mon Mar 16 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Developer
  • User

Accelerate time-to-value for new customers with streamlined, personalized welcome experiences and activation journeys. This objective focuses on guiding new customers through their initial experience with timely, relevant communications that drive product adoption and early engagement.

Key performance indicators

The following KPIs measure progress toward this objective.

KPI
Description
Engagement
Interaction rates during the onboarding period
Retention
Percentage of new customers who remain active after the onboarding period
Conversion Rates
Percentage of new customers who complete key activation milestones

The following use case patterns support this business objective.

Pattern
Category
How it supports this objective
Event-Triggered Messaging
Campaign Management & Orchestration
Triggers contextual onboarding messages based on sign-up events and activation milestones
Multi-Step Orchestrated Journey
Campaign Management & Orchestration
Guides new customers through a structured multi-step onboarding journey with timed touchpoints
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