Date Triggered Journeys
- Email sent out on the member's birthday.
- Email sent out to all rewards checking members without eStatements on the 15th of each month.
- Memberversary email sent out on the anniversary of their membership open date.*
- Email sent out to members 60 days before their 18th birthday to talk about the transition to an adult account.
- Email sent out on a member's 60th birthday to talk about retirement specific products.
- Email sent out to all members who qualify for skip a pay on a specific date each year.
*you can use the field "years of membership" to personalize this message with the exact number of years of membership.
Onboarding Journeys
- New member onboarding journey (can include just a welcome email or a whole journey of emails spread out over 12 months or more)
- Separate onboarding journey for new indirect members
- New credit card journey (can include a reminder to acitvate their card if not activated yet)
- New auto loan journey (can include information on how to make their first payment)
- New checking account journey (can include information on how to sign up for digital banking, eStatements, direct deposit etc.)
Inactivity Journeys
- Email to all members who haven't used their debit card in 30 days.
- Email to all members who haven't logged in to digital banking in 60 days.
- Email to all members who haven't made a HELOC transaction in 12 months.
- Email to all members who haven't had any activity on their account for 15 months.
Operational Journeys
- Loan payment reminder email to go out 5 days before the due date.
- Email to go out after signing up for eStatements.
- Email to go out to members when their account goes negative.
- Email that goes to members who recently opened a debit or credit card but have not yet activated it yet.
Survey Journeys
- Send a weekly survey to a random selection of members who made an in-branch transaction over the past week.
- Send a weekly survey to all members who closed their account in the past week.
- Send a monthly survey to a random selection of members who opened a loan in the past month.
Miscellaneous Journeys
- Email to all members who had a recent address change to talk about shared branching and digital banking etc.
- Email to all members who paid off their auto loan in the past 6 months and have not opened a new auto loan yet.
- Email sent out 90 days before their next auto loan maturity date if a member hasn't opened a new auto loan in the past 6 months.
- Email sent out 30 days before their next certificate maturity date.