Industries · SaaS

Use product events to guide onboarding and adoption

Configure campaigns around trial milestones, feature use, account progress and customer referrals. Deliver them through the Widget or your own interface.

The problem

Trials convert on their own timeline, or they don't convert at all

Most SaaS products have no structured way to guide trial users toward activation, and no systematic way to turn happy customers into a referral channel.

How Claimr solves it

Structured onboarding, feature adoption and referral tracking

Claimr's pre-signup achievements start engagement during evaluation, quests guide trial users to activation and referral tracking turns advocates into a measurable acquisition channel.

The typical SaaS user lifecycle Claimr tracks

Trial startsOnboarding questFeature adoptionActivated userReferral / expansion

Relevant architecture

Pre-signup achievements

Start engagement during trial evaluation, before full signup.

Onboarding quests

Structured, rewarded paths to first value.

Feature adoption tracking

Turn underused features into trackable, rewarded milestones.

Referrals

Track and reward customer-led acquisition.

Segmentation

Group trial users and customers by activation stage or plan tier.

Automation

Trigger nudges or CS outreach automatically based on activity.

Automation

Example campaign rule

Nudge trial users who haven't reached activation before the trial ends.

Rule example
WHEN
Trial day = 10
AND
Activation milestone incomplete
THEN
Trigger in-app nudge
AND
Alert customer success

Campaign examples

Trial-to-paid conversion

Guide trial users through the specific steps that predict conversion.

Feature adoption campaigns

Drive discovery of underused features tied to expansion revenue.

Customer referral programs

Turn satisfied customers into a measurable acquisition channel.

Champion identification

Surface power users worth nurturing into case studies or advocates.

Integration

Tracking sources

Product events, feature usage and referral activity feed a single per-account profile.

Custom eventsREST APISDKWebhooks
View documentation

Frequently asked questions

Yes — segmentation and automation can route product-qualified leads to sales while self-serve users continue through automated onboarding.

Turn activation and expansion into a system, not a hope