Use case · Onboarding and activation

Turn sign-ups into activated users, one missed step at a time.

Activation is a funnel, not a welcome email. Edverix defines the steps on your own events, triggers a journey on the one each person missed, and exits them the moment they arrive.

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Runs on

3 modules

Product Analytics
The full report suite, from multi-step funnels and cohort grids to RFM, live activity and shared dashboards.
Explore Analytics
Journey Orchestration
Triggers, waits, branches, goals and channel actions on a visual canvas, with per-node stats, versioning and a 30-day replay.
Explore Journeys
Content, Personalisation & Catalog
Versioned templates, tokens with fallbacks, reusable blocks, catalog-driven recommendations and prices resolved live.
Explore Personalisation

How it runs

The same play, in the industries where it matters most.

Each example is a trigger on your own events, an action through your own providers, and a number you can hold it to. The industry page shows the rest of that vertical's plays.

FromEdTech & Learning

Trial without a first lesson

Trigger
trial_started with no lesson_started within 24 hours
Action
Push with the first lesson deep link; email with a three-minute preview
Proof
First-lesson rate against control

FromFintech & BFSI

KYC drop-off

Trigger
kyc_started with no kyc_document_uploaded within one hour
Action
WhatsApp with a secure resume link; branch on document type rejected
Proof
KYC completion rate by step and reason

FromMarketplaces & On-demand

Provider activation

Trigger
Provider profile with signup_completed and no provider_online within three days
Action
Step-by-step onboarding journey on WhatsApp with a document upload deep link
Proof
Activation rate and time to first job

FromB2B SaaS & Product Teams

Workspace activation

Trigger
workspace_created with fewer than three feature_used in seven days, at the account level
Action
Onboarding journey to the workspace owner, digest to members, exit when the account crosses the activation threshold
Proof
Activation rate by cohort and plan

FromFintech & BFSI

Card activation

Trigger
card_shipped with no card_activated within five days
Action
In-app primer with activation flow; RCS card with steps
Proof
Activation rate and days to activate

Related industries

Where this use case does the most work.

Each page names the events that matter, the plays that run on them and the reports the team lives on.

EdTech & Learning

Trial conversion, course completion, streaks and renewal.

See the plays

Fintech & BFSI

KYC completion, contextual journeys per product, compliance and consent.

See the plays

Marketplaces & On-demand

Two-sided activation, order completion, supply alerts and repeat usage.

See the plays

B2B SaaS & Product Teams

Account-level lifecycle, product notifications, digests and org policies.

See the plays

FAQ

Questions about onboarding and activation.

Anything not answered here is a demo call away.

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How do we define activation?

As a funnel: the steps a new user must complete before the product is working for them. The funnel runs on your own events, and any step becomes the entry condition of a journey in one click.

What stops us nagging someone who already activated?

Exit triggers. The activation event removes a person from the journey immediately, so nobody receives a reminder for a step they finished an hour ago.

Can onboarding differ by plan, role or platform?

Yes. Branch on any profile trait or event property, so a workspace owner, a provider and a mobile-only user each get a sequence that matches how they arrived.

More use cases

PreviousCart and booking recovery NextRetention and win-back

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See onboarding and activation on your own events.

Send your first event in an hour, simulate your first journey against real history, and keep every byte of it in a database you can query.

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