Summary

Activation in Accoil shows how close users and accounts are to finding real value in your product.

How does it help

It gives teams a clear view of who’s engaged and who needs support, so adoption and onboarding run smoothly.

Activation measures progress toward meaningful engagement. Think of it as a checklist of must-do actions: once an account or user ticks off enough steps, they’re considered “activated.” It's a static measurement showing progress toward a user or account’s first moment of value — their “aha!” moment.

You can track activation at both the account and user level, helping you see:

How far along accounts are in their journey
Which users are fully engaged
Where new trials or onboarding customers may be stalling

Setting up Activation in Accoil Analytics

Step 1: Open your workspace

From the left-hand navigation, choose the workspace where you want to set up activation tracking.

Step 2: Go to Settings

Go to settings (bottom left hand nav bar), then go to In the Workspace Settings section of the left-hand nav, select either:

Account Activation (to track progress at the account level)
User Activation (to track progress for individual users)

Step 3: Define your criteria

Add conditions that represent key engagement milestones. As examples of product engagement, these might include:

Connecting data
Creating a form
Using specific features (e.g., automation, conditional logic)
Reaching a set frequency of activity

Each condition you set makes your definition of “activation” clearer and easier to track.

se rules.

Once saved, Accoil will automatically calculate Activation Rates based on the

What is an Activation Rate?

Activation Rate shows how far a user or account has progressed, expressed as a percentage.

Example: If you set 4 conditions and a user completes 3, their Activation Rate is 75%.

100% = Fully Activated

Viewing Activation Data

At the Global Level:

Select Activation from the left-hand navigation to see a complete overview.

Here you’ll find:

Bar Graphs – show how many accounts/users fall into different activation bands.
- Helps highlight where people are stalling.
Condition Breakdown – shows the percentage of customers passing each step.
- Pinpoints common friction points.

3. User and Account Lists – detail Activation Rates and Engagement Scores.

Makes it easy to see who’s thriving and who needs support.

4. Additional Filters – refine the data by applying different condition rules or customer segments.

At the top of the Activation page, you can add filters or adjust “Activation Condition Rules” to temporarily exclude certain events from your analysis.

NOTE: If you want to edit activation rules, head back to Account Activation or User Activation under Settings in the left-hand nav. You can’t edit them directly from the Activation page.

At the Account Level:

To see activation details for a specific account:

Go to Accounts in the left-hand navigation.
Select an account name.
Under Activation, click Show Details to view which conditions have been met and which are pending.

To view the activation event conditions, look on the left-hand side. Click on "Show Conditions" for detailed information about each event.

At the User Level

To dive deeper into an individual user:

Open an account, then scroll down to the Users list.
Select a user to view their Activation conditions, Engagement Score, and progress over time.
To see activation details for a specific Account, click on the "Account name" link.At an individual User Level

To view individual details within the Account, scroll and click on the specific user.