
Activation & Lifecycle Campaigns
In-app Personalized Onboarding Tour

To improve early engagement and deliver a more personalized onboarding experience, we launched a personalized onboarding tour inviting customers what matters most to their business at this stage.
Results Summary:
The experiment drove a 18.64% lift in transacting customers within 7 days of tour engagement, with 85% statistical confidence—indicating a strong correlation between relevance and early product activation.
Milestones
Content sent to North One customers depending on
actions they take within the mobile app.
Results Summary:
64.7% of customers who received the marketing made a card transaction, compared to 39.43% of the control group. 7.5% of customers who received the marketing created an Envelope, compared to only 1.7% in the control group. This represents a 338.6% lift, though differences in sample sizes may affect statistical significance.
![[New] Customer Journey Map - Frame 4 (2)](https://static.wixstatic.com/media/934f19_5e1c8e8e0e504db486d8d2ca04818bc3~mv2.jpg/v1/crop/x_0,y_0,w_2783,h_1187/fill/w_671,h_284,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/%5BNew%5D%20Customer%20Journey%20Map%20-%20Frame%204%20(2).jpg)

![[New] Customer Journey Map - Frame 4 (2)](https://static.wixstatic.com/media/934f19_5e1c8e8e0e504db486d8d2ca04818bc3~mv2.jpg/v1/crop/x_1327,y_852,w_1456,h_379/fill/w_123,h_85,al_c,q_80,usm_0.66_1.00_0.01,enc_avif,quality_auto/%5BNew%5D%20Customer%20Journey%20Map%20-%20Frame%204%20(2).jpg)
![[New] Customer Journey Map - Frame 1.jpg](https://static.wixstatic.com/media/934f19_80f8f3a3d38c435e8bb79ee571e287e3~mv2.jpg/v1/fill/w_684,h_434,al_c,lg_1,q_80,enc_avif,quality_auto/934f19_80f8f3a3d38c435e8bb79ee571e287e3~mv2.jpg)
Welcome Bonus
For every $1,000 a customer deposits (up to $10,000) in their first 30 days with North One, we will deposit $25 into their account. This campaign was created in order to increase the number of funded and transacting accounts.
Year in Review Email
A recap of how each customer used North One to achieve their financial business goals.






Subscription Upsell
A campaign to get North One Standard customers to upgrade to the Plus plan because they could save money by paying the $20/month fee.
New Customer Onboarding
A personalized onboarding experience depending on customer's profile attributes and actions taken in North One's product.
Results Summary:
Customers in the new onboarding journey funded their accounts at a rate 80.95% higher than the old journey, with a 98.43% confidence level.


Card Received / Not Activated
To drive transactions and improve customer retention, North One implemented an activation campaign for customers who received but hadn’t activated their business debit card.













App Store Reviews
An in-app campaign designed to get more positive app store and Trust Pilot reviews.

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Construction SMB Onboarding
This industry-specific onboarding is one example of several industry-launched onboarding campaigns (eCommerce, Salon, etc.). This campaign was created to improve activation and retention rates for North One's ICP in 2023.