Use Act-On’s pre-built Education/Adoption Nurture automated program to help customers discover high-value features and get more out of your product or service. This journey builds confidence and long-term loyalty with short, benefit-driven content.
Quick Reference (Advanced Users) – Click to Expand
- Location: Content > Catalog > Programs
- Template Name: Education/Adoption Nurture
- Primary Trigger: Customer enters onboarding or feature-adoption segment
- Goal: Drive feature discovery, usage, and confidence
- Assets Needed: 4 email messages, adoption/usage segments
What This Program Does
Sometimes customers need a nudge to explore what’s possible. Whether they’re new or light users, this journey delivers digestible, value-focused content to spark inspiration and build momentum.
You can tailor the cadence, messages, and branches to match your tiers, product lines, or release cycles. If you’re just getting started, this template provides a solid, plug-and-play foundation.
Step 1: Start with the Template
To make setup easier, a ready-made template is available in your account.
- Go to Content > Catalog > Programs.
- Select Education/Adoption Nurture.
- Choose the folder where you want to save it.
- Click Download.
Step 2: Set Up Your Trigger(s)
This journey begins when a customer enters your onboarding or feature-adoption segment. Build a segment using logic like:
- CRM Profile Field (e.g., Customer Stage or Product Usage) > Equals/Contains > Early Stage, Light User, or [Specific Product]
- Custom Field > Feature Adoption Score > [Optional threshold]
Optional: Exclude customers already enrolled in another onboarding or nurture program.
Step 3: Create Your Emails
Prepare and approve all emails before adding them to the Automated Program. Once added, edits to the original versions won’t automatically update inside the program.
Recommended email flow:
| Timing | Content Ideas | |
|---|---|---|
| 1. Advanced Feature Highlight | Immediately after entry (or next weekday) | Introduce an impactful (often underused) feature or service, show simple ways others benefit, link to KB or overview. CTA: “Try It Today” or “See What You’re Missing.” |
| 2. Use Case Showcase | 3–5 days later | Share a role/industry-specific workflow with screenshots or short GIFs; highlight before/after impact. CTA: “See the Workflow” or “Try This Yourself.” |
| 3. Video Walkthrough or Webinar Invite | 3–5 days later | Offer a short recorded demo or invite to a live session; emphasize “how-to” and efficiency tips. CTA: “Watch the Demo” or “Reserve My Spot.” |
| 4. Customer Story or Success Metrics | 3–5 days later | Show a customer win with real numbers, quotes, or a short testimonial video; reinforce WIIFM. CTA: “Read the Story” or “See Their Results.” |
To access matching email wireframes:
- Go to Content > Catalog > Messages.
- Select the templates matching the titles above.
- Choose the folder where you’d like to save them.
- Click Download.
These templates are unbranded so you can easily apply your own design and layout.
Step 4: Build the Automated Program
Once your content is ready, open the saved template and configure your workflow.
- Go to Automation > Automated Programs.
- Click the Templates tab and find your saved “Education/Adoption Nurture.”
- Hover over the program name and click the paper icon (+ Create Program from Template).
- Click Create Program.
Program Setup
- In Settings, update the program name and description if needed.
- Click Select Sources and choose your adoption/onboarding segment.
- Allow entrants immediately or on a schedule. Tip: consider weekday entry for better engagement.
- Enable Suppress entrants on suppression lists (recommended).
- Click Save.
Program Flow
- In Build > Program Messages, add your prepared emails.
- Open Program Flow and assign each message to its step.
- Adjust Wait Steps to match the cadence above.
- Optional: Before exit, add an Add to Campaign step to track whether this nurture improves awareness and adoption.
- Click Save.
Step 5: Run & Monitor
When everything looks good, go to Actions > Start Program.
After launch, monitor feature usage, content engagement, and support activity. Use these insights to refine topics, timing, and which segments get the most value from this journey.