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Marketing Refs
Comparison

Onboarding vs Activation

Onboarding is the guided experience; activation is the meaningful value milestone the experience should produce.

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Concept

Onboarding

Onboarding is the process of guiding new users or customers to first value and confident usage.

Onboarding = setup + education + first value + habit formation
Category
Lifecycle & CRM
Used for
Lifecycle & CRM planning, Campaign review, Team alignment
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Metric

Activation Rate

Activation Rate measures the share of new users who complete a meaningful first-value action.

Activation Rate = Activated Users / New Users x 100%
Category
Lifecycle & CRM
Used for
Forecasting, Budget allocation, Performance diagnosis
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