Claimr for SaaS

Guide users to first value and the next milestone

Help users get something useful done, then show them what comes next. Turn evaluation, onboarding, feature discovery and referrals into a clear path through your SaaS product.

Product-led teams - growth teams - customer success

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A journey inside your productIllustrative preview

From new account to useful habit

An example journey for a collaborative SaaS app

The meaningful action

Create the first project and reach the product's initial value milestone.

What confirms it

The application backend confirms the configured first-project event.

First-project achievement

Sample campaign only - website exploration XP is separate

Start with the right goal

Tie progress to useful product work

Keep engagement connected to the job people came to do. Recognition works best when it marks actual progress in the product.

A tour of every feature

A focused route to first value

Guide the few actions that help a new user accomplish the task they signed up for.

Badges for empty clicks

Recognition for meaningful use

Build achievements and challenges around completed product actions, not activity for its own sake.

A referral link and a hope

A measurable advocate journey

Connect the invitation with activation or another qualifying milestone in the referred user's journey.

Possibilities for SaaS

Campaign ideas for onboarding and adoption

Illustrative product journeys. Keep tasks optional where appropriate and choose recognition that fits a professional environment.

01

Evaluation before signup

The moment
A visitor is exploring the product before creating an account.
The experience
Recognize eligible pre-signup actions and plan how progress links to the account after signup.
What to measure
Eligible visitors who continue into activation
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02

First-value onboarding

The moment
A new user has an account but has not completed the core workflow.
The experience
Offer a focused quest and an achievement for the meaningful first result.
What to measure
Time to first value and activation rate
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03

Feature-discovery challenges

The moment
An existing user could benefit from a relevant, underused feature.
The experience
Introduce one useful workflow, explain the benefit and recognize real feature use.
What to measure
First use followed by repeat use
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04

Customer-led referrals

The moment
An engaged customer is ready to recommend the product.
The experience
Track the referral through the qualification event you define before applying the configured reward.
What to measure
Referred users reaching the value milestone
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The building blocks

Connect the parts that fit the program

Start with the capabilities your journey needs. Add another layer when it helps the participant or the product goal.

Widget and custom UI

Show engagement in the product through the Widget, or connect a custom interface with the API.

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Make it work in your stack

Fit the journey to your product and data

Define what the user needs to accomplish, which event proves completion and where the next step should appear.

  1. 01

    Choose a value milestone

    Pick a real workflow outcome, such as completing a project. Define the event with product and engineering.

  2. 02

    Plan identity and scope

    Map the participant to the correct account and tenant context. Confirm how pre-signup history should link after registration.

  3. 03

    Connect the follow-through

    Render progress through the Widget or your interface. Use supported backend events and webhooks for connected workflows.

User progress is not automatically account-level adoption. Agree on the account model, aggregation and permissions for a multi-user workspace rather than assuming a ready-made account rollup.

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Agree on success before launch

Measure activation and sustained adoption

Use product outcomes to evaluate the program. Treat activity, activation and commercial conversion as different events.

Time to first value
Elapsed time from the chosen starting event to the defined value milestone. Keep the start and cohort consistent.
Activation rate
Eligible new users who reach the value milestone within the chosen observation window.
Sustained feature adoption
Users who repeat the feature's meaningful action after first discovery, within the same defined window.
Qualified referral contribution
Activated users attributed to referrals, divided by all activated users in the comparison cohort.

A before-and-after change alone does not prove campaign impact. Consider other product changes and use comparable cohorts when evaluating results.

Before the next move

A few useful answers

The right setup depends on the product, the supported signals and the experience you want to create.

Will this make a business product feel like a game?

It does not have to. Use clear milestones, helpful challenges and understated achievements. Public leaderboards or competitions are optional and should fit the audience and task.

Can progress start before signup?

Eligible pre-signup activity can be tracked before an account exists. Plan the supported identity-linking flow so relevant progress can be associated with the account after signup.

Can we measure progress at the account level?

Start by defining the user, account and tenant model with Claimr. Account-level adoption can require event mapping and aggregation in your integration; do not assume it is identical to individual user progress.

Can this connect to customer success workflows?

Use supported backend events and webhooks to connect campaign activity with your existing tools. Confirm the available events, receiving endpoint and follow-up logic for your setup.

Does the example create projects or send invitations?

No. It is a predefined illustration. Selecting a milestone does not create an account, change product data, send an invitation or award campaign rewards. Website exploration XP is separate.

Make the next move

Plan your first adoption journey

Bring one onboarding or adoption challenge. We'll help connect the milestone, the evidence and the right kind of recognition.

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