Activation Metrics Guide

Drive user success with essential onboarding metrics

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What is the Activation Metrics Guide?

The Activation Metrics Guide is a step-by-step tool to help you create a more user-friendly onboarding process. By using this guide, you’ll be able to understand where new users get value from your product, identify any roadblocks, and make their journey smoother.

Here’s what’s inside the guide:

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1. Setting Up Key Actions – You’ll start by defining a few key actions (or metrics) that signal when users are engaging. With examples and guiding questions, the guide makes it easy to choose the metrics that matter most for your product.

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2. Tracking Suggestions – The guide provides a list of important metrics to track, from website visits to feature usage, along with tips on how to measure each one effectively.

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3. Turning Data into Actions – As you gather information, the guide shows you how to use those insights to make improvements. Every suggestion is designed to help you tweak your onboarding experience based on real user behaviour.

How to Use the Guide

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This guide is designed to be easy to follow, even if you’re new to tracking metrics. Here’s a quick rundown of how to use it:

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1. Choose Your Key Actions

Start by picking out a few actions that show when users are getting value from your product. The guide includes questions and examples to help you identify which actions are most important.

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2. Use the Tracking Table

We’ve included a simple table with suggested metrics and tracking tools. Look through it, pick the metrics that make sense for you, and start setting up your tracking.

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3. Make Use of Feedback and Cohort Databases

The guide includes sections for storing user feedback and grouping users by when they joined or which campaign brought them in. This lets you track how different user groups respond to onboarding.

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4. Use What You Learn

As you collect data, use the guide’s tips to make small adjustments based on what works. Each insight will help you make the onboarding flow better and keep users engaged.

Why This Guide Makes a Difference

1. Clear View of User Engagement – By focusing on the right metrics, you’ll see what’s working in your onboarding flow and spot any areas where users might drop off.

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2. Guided Adjustments – With built-in tracking suggestions and improvement tips, the guide helps you make meaningful tweaks to your process without the guesswork.

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3. Efficient and Practical – The guide is set up to save you time and effort, with easy-to-follow steps and all the tools you need in one place.

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Frequently asked questions

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to duplicate other workflows and systems that you want to use.

How to duplicate a template?

After your purchase, you will receive a template link. Open the link, then click on duplicate on the top right corner, then choose the workspace you'd like to duplicate into. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first.

Do I need to pay for Notion to use a template?

No. You will just need a free account plan in Notion to use a template.

What exactly is an activation metric?

An activation metric is a key action or milestone that shows when a user is starting to find value in your product. These metrics are signs that the user is engaging meaningfully, making them essential for tracking onboarding success.

How does this guide help with tracking activation metrics?

This guide breaks down the process into simple steps, helping you identify, track, and act on key user behaviors. It includes suggestions for specific metrics to track, tips on using tracking tools, and ways to turn insights into actionable improvements.

Can I use this guide if I’m new to onboarding metrics?

Absolutely! The guide is designed to be beginner-friendly, with clear explanations, examples, and instructions to help you get started, even if you’re new to tracking metrics.

Do I need special tools to use this guide?

Some suggested metrics may require basic analytics tools (like Google Analytics, Mixpanel, or Segment), but many can be tracked with simple data collection methods. The guide links to tools where relevant and offers alternative tracking suggestions.

How do I know which metrics are right for my product?

The guide includes guiding questions to help you choose metrics that align with your onboarding goals. By answering questions about user commitment, value realisation, and retention, you can find the metrics that best reflect success for your product.