Skip to main content
Immediately after launching embedded accounting, your product team will want to track key user activation funnels and optimize against those funnels. If you’d like to set user activation on auto-drive, you can enable Tight’s Twilio integration, which use smart SMS messages to handle all onboarding and activation lifecycle messaging.

​
Activating through timely notifications

With detailed user-level events, Tight gives you the tools to send the right notification at the right time, ensuring you are helping your users activate as successfully as possible.

​
Defining the channel

​
SMS

While many of Tight’s customer-partners already have already established notification channels with their userbase (e.g. SMS, push notifications, in-app chat, email), customer-partners often find less friction by simply allowing Tight’s Agentic Accountant to text the business owner the same way a human would whenever a quick action is needed.

​
Push Notifications

If you already send out push notifications, you can simply subscribe to Tight’s lifecycle webhooks, and then use those webhooks to trigger push notifications to your users. Additionally, if you utilize Intercom for in-app chat and/or push notifications, you can leverage Tight’s Intercom integration.

​
Email

If you already send out emails, you can simply subscribe to Tight’s lifecycle webhooks, and then use those webhooks to trigger emails. Alternatively, Tight can send out lifecycle emails on your behalf.

​
Triggering the right notifications

The following events are proven to drive initial user activation:

​
Linking banks or credit cards

Event: bankLinked Notification timing: User registered >2 days ago and bankLinked not triggered Messaging: Link your card to automate your expense tracking Follow-up actions: transactionCreated, transactionEdited, transactionRuleSuggested

​
Setting up invoicing

Event: invoiceSetupCompleted Notification timing: User registered >5 days ago and invoiceSetupCompleted not triggered Messaging: Customize your invoices and get paid faster Follow-up actions: invoicePaymentProcessingSetupCompleted, invoiceDrafted, invoiceSent

​
Tracking user activation funnels

​
Defining key user activation funnels

There are many different ways to define funnels depending on the goals of your product. Two of the most common examples are described below:

​
Expense Tracking Funnel

​
Invoicing Funnel

Tight’s GTM team is glad to help you define the activation funnels that are most critical to your product.

​
Tracking user-driven events

In order to receive the important user-driven events for tracking and optimizing user activation, you will want to subscribe to events via one or more of the following methods: a. Intercom integration: if your team utilizes Intercom for user support and messaging b. Mixpanel integration: if your team utilizes Mixpanel for tracking aggregate user behavior c. Lifecycle webhooks: if your team has custom-built user messaging and behavior tracking flows d. Data Lakes: if your team has custom-built flows and wants to get user behavior data into your data scientists’ hands without involving developers