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Now that you’re registering users and rendering the user interfaces for your desired feature sets, your product team will likely want to track and optimize the user activation funnel.

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Receiving and 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

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Sending 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. The following events are proven to drive initial user activation: a. Linking a bank account or credit card 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 b. 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

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Tracking user activation funnels

There are many different ways to build and track funnels depending on the goals of your product and the user analytics tools that your team uses. A couple basic examples are described below: a. Expense Tracking Funnel: b. Invoicing Funnel

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Next steps

Every product embedding Tight’s APIs and SDKs is unique, which means your user’s activation funnel has nuances that the high-level guidance above may not cover. Reach out to our API team at api@tight.com, and our team will gladly share helpful insights based on the 1.1M+ businesses that have gone through Tight’s activation funnels.