Quickstart

This guide walks you through the essential setup to get Trig working for your business. By the end, you’ll have stages tracking your customer journey, objectives measuring progress, and your first job ready to intervene.

Before you start

Ensure you have:

Data Integration

CRM (HubSpot or Salesforce) and product data sources connected

Customer Data

People and Organisations flowing into Trig

Work with your Trig implementation team to set up integrations if not already configured.

Step 1: Define your stages

Stages are the foundation of everything in Trig. They represent the phases of your customer journey.

Standard stages

Most B2B SaaS companies use four stages:

Stage	Purpose	Typical Duration
Onboarding	Initial setup and first value milestones	Days 0-30
Adoption	Growing usage, team expansion, feature depth	Months 1-3
Expansion	Signals of readiness to upgrade or expand	Variable
Renewal	Pre-renewal health monitoring	60-90 days before renewal

Create your first stage

Navigate to Stages

Go to Dashboard > Stages in the main navigation

Create a new stage

Click Create Stage and enter:

Name: Onboarding
Description: Initial setup and first value milestones

Set entry criteria

Define when organisations enter this stage:

first_seen_date is within last 30 days

Set exit criteria

Choose time-based exit for now:

Auto-exit after 30 days

Start with time-based exit criteria. You can refine to completion-based exit once you understand typical customer patterns.

Step 2: Add objectives to your stage

Objectives are the milestones that define healthy progression within a stage. They answer: “What do we want customers to do?”

Identify 4 to 7 key milestones

For an Onboarding stage, consider:

Created first project
Invited a team member
Connected an integration
Generated first report
Completed a full week of usage

Create your first objective

Open your Onboarding stage

Click into the stage you just created

Add an objective

Click Add Objective and configure:

Name: Created First Project
Completion criteria: projects_created >= 1

Add more objectives

Repeat for 3-5 additional milestones important to your business

What happens next

As customers flow through your stage, Trig will:

Track completion for each objective
Calculate averages across your customer base
Identify slow completers via Signals
Build patterns showing what successful customers do

Step 3: Create a cohort for targeting

Cohorts are reusable audience segments. Create one to target customers who need intervention.

Create a “Stuck in Onboarding” cohort

Navigate to Audience

Go to Audience > Cohorts

Create new cohort

Click Create Cohort and configure:

Name: Stuck in Onboarding
Type: Organisation

Define filter criteria

currently_member_of_onboarding_stage = true
AND days_in_stage >= 14
AND objectives_completed < 2

Save the cohort

This cohort will dynamically update as customers match or unmatch the criteria

Step 4: Launch your first job

Jobs are where intervention happens. They target an audience with a goal and drive action through messaging.

Create an onboarding nudge job

Navigate to Jobs

Go to Jobs in the main navigation

Create new job

Click Create Job and configure the basics:

Name: Onboarding Nudge
Target type: Organisation

Define the goal

What do you want customers to do?

projects_created >= 1

Set the audience

Use your cohort or define criteria directly:

Member of cohort "Stuck in Onboarding"

Set auto-exit duration

How long before customers exit if they don’t complete?

14 days

Configure entry action

Add a Message Customer action with plain text email:

Subject: Quick tip to get started with {product_name}

Hi {first_name},

I noticed your team at {organization_name} signed up recently
but hasn't created your first project yet.

Here's how to get started - it takes about 5 minutes:

1. Click "New Project" in the dashboard
2. Give your project a name
3. Add your first task

If you run into any issues, just reply to this email.

Thanks,
{sender_name}

Launch the job

Review your configuration and click Go Live

Plain text emails work best. They look personal and get 10x higher engagement than branded HTML templates.

What you’ve built

Congratulations! You now have a working Trig configuration:

Stage

Onboarding stage tracking new customer progression

Objectives

Key milestones measuring healthy customer behaviour

Cohort

Reusable segment identifying customers who need help

Job

Automated intervention nudging stuck customers

The virtuous cycle

With this foundation in place:

New customers enter the Onboarding stage automatically
Objectives track their progress against key milestones
Slow completers are identified by Signals
Jobs intervene to get them back on track
Completion data improves your understanding of “normal”

Next steps

Add more stages

Configure Adoption, Expansion, and Renewal stages

Build job sequences

Chain jobs based on outcomes for progressive journeys

Use Signals

Proactively surface customers who need attention

Define behaviours

Track milestone moments beyond stages

Checklist

Before moving on, confirm:

Stage created with entry and exit criteria

4 to 7 objectives defined with clear completion criteria

At least one cohort for targeting

First job live with plain text email action

Data flowing - customers entering stages and objectives tracking

Getting Started

Core Concepts

Integrations

Guides

Use Cases

Resources

Before you start

Data Integration

Customer Data

Step 1: Define your stages

Standard stages

Create your first stage

Step 2: Add objectives to your stage

Identify 4 to 7 key milestones

Create your first objective

What happens next

Step 3: Create a cohort for targeting

Create a “Stuck in Onboarding” cohort

Step 4: Launch your first job

Create an onboarding nudge job

What you’ve built

Stage

Objectives

Cohort

Job

The virtuous cycle

Next steps

Add more stages

Build job sequences

Use Signals

Define behaviours

Checklist

​Before you start

Data Integration

Customer Data

​Step 1: Define your stages

​Standard stages

​Create your first stage

​Step 2: Add objectives to your stage

​Identify 4 to 7 key milestones

​Create your first objective

​What happens next

​Step 3: Create a cohort for targeting

​Create a “Stuck in Onboarding” cohort

​Step 4: Launch your first job

​Create an onboarding nudge job

​What you’ve built

Stage

Objectives

Cohort

Job

​The virtuous cycle

​Next steps

Add more stages

Build job sequences

Use Signals

Define behaviours

​Checklist

Before you start

Step 1: Define your stages

Standard stages

Create your first stage

Step 2: Add objectives to your stage

Identify 4 to 7 key milestones

Create your first objective

What happens next

Step 3: Create a cohort for targeting

Create a “Stuck in Onboarding” cohort

Step 4: Launch your first job

Create an onboarding nudge job

What you’ve built

The virtuous cycle

Next steps

Checklist