Apex

Adoption

Adoption is how you see who finished a thing in your product, and whether a letter helped.

Each Milestone is one thing a person finishes (pasted the snippet, ran their first report). On the Path, every Milestone is an Adaptive Journey. The Path is the face: sequence, On, who finished. The canvas is how you edit the clock, exits, and any letters.

A Milestone is not a Target. A Target is an aggregate number by a date. A Milestone is per person, per feature.

The Path

Open Engagement → Adoption. The header reads: The Path. Drag to sequence. Turn a Milestone on to measure. Write letters on the Adaptive Journey.

You can:

  • Drag milestones into the order people should finish them
  • Turn a Milestone On for Production, Beta, or Dev
  • Open the Adaptive Journey behind it to write a Nudge (they have not finished) or a Celebration (they have)

A Milestone with no letter is still a journey. That is just-track: people finish or they do not. Add letters later and publish again.

How a person moves

Not yet. They have not fired the event (or matched the trait) that means done.

Done. They fired it. The Celebration send, if you wrote one, can fire. The Nudge stops.

Stills of your product (Not yet / Done) are pictures you attach. Apex does not invent a default still and cannot sign into your product.

Letters

  • Nudge — the letter when they have not finished. A Send on the deadline arm. Optional.
  • Celebration — the letter when they finish. A Send on the event arm. Optional.

Nudges are marketing-class. They respect unsubscribe, opt-out, and frequency caps.

Setup reminders

Every Nudge on a Milestone's Adaptive Journey is a setup reminder. Your people can turn setup reminders off without unsubscribing from anything else, and there is nothing to configure. It works as soon as your workspace has one Milestone with a Nudge. Celebrations are not reminders: someone who turned reminders off still hears when they finish a step.

  • Unsubscribe link. The Unsubscribe link in a Nudge (and the one-click unsubscribe button mail apps show) stops setup reminders only. Your other marketing email still arrives.
  • Preferences page. The hosted preferences page shows a Setup reminders switch under Getting started. Individual Milestone journeys are not listed separately; the one switch covers them.
  • Future Milestones. Turning reminders off covers Milestones you add later, not just the ones live today.
  • Your own settings screen. Set it from your backend with the SDK or the preferences API:
await apex.preferences.update(user.id, { setupRemindersOptOut: true });

curl -X PATCH "https://app.apex.inc/api/communications/preferences/$USER_ID?workspaceKey=$WORKSPACE_KEY" \
  -H "x-api-key: $APEX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"setupRemindersOptOut": true}'

setupRemindersOptOut is true when reminders are off. Missing or false means on. A skipped send shows the reason opted_out_setup_reminders in the journey's send log.

The holdout

A slice of people is held out of journey sends so lift is honest. Lift = adoption among people who could be nudged − adoption among the holdout. See Global Holdout and Calibrated Impact.

Next steps

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