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Goal. Get a new user to the actions that predict they’ll stick (create a project, invite a teammate, make a first purchase), and only nudge them on the steps they haven’t finished. Who it’s for. Web2 SaaS and apps. Outcome to move. Activation rate: the share of new users who complete your key setup actions.

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Prerequisites

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Build it

1

Send an event for each activation step

Fire an event as the user completes each key action, for example project_created, teammate_invited, first_purchase.
Other languages follow the same shape, see the API Reference.
2

Nudge only the unfinished steps

Start the series from signup, then at each step branch on whether the matching event has fired:welcome → wait 1 day → did they create a project? (no → send "Create your first project") → wait 2 days → invited a teammate? (no → send "Better with your team")A Branch reads what the contact has done, so finished steps are skipped and nobody is nagged about something they’ve already done.
3

Celebrate completion

When the last step fires, send a short “you’re all set” and stop. Tag these contacts as Activated so you can measure and segment on it later.
4

Activate and publish.

Both are required.

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Test

Walk your own account through the steps out of order and confirm the series only prompts the ones you skipped, and stops when you finish.

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Measure

  • Activation rate over time.
  • Step drop-off: which action loses the most people, so you know where to focus the product, not just the email.
  • Time to activate.

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Variations

  • Role-based paths. An admin and a solo user need different checklists, branch on a role attribute.
  • In-product plus email. Pair the emails with in-app prompts for users who are active in the app.