We’re excited to announce that starting January 12, we’ll launch a new, personalized Getting Started Program email series designed to help more new clients complete their onboarding journey. This enhanced campaign focuses on driving engagement, loyalty, and retention by making it easier than ever for clients to take action.
Who will receive this new Getting Started Program email series?
Just as we do today, new customers who receive eMoney coaching and training services will receive this series. The firms who are currently opting out of these services will be excluded.
When will new customers receive the first call reminder?
We want to drive action while momentum is hot, so the campaign will begin within one business day of the new user provisioning into Docebo (clicking the Training tab after logging into eMoney).
What do we currently send to new customers today?
Today, new customers receive a generic weekly reminder via Docebo with guidance to continue their Getting Started Program at a suggested pace, as they don’t rely on personalized SF logic. These emails don’t include any call-to-action buttons (CTAs).
Will new customers have the option to opt out of these email reminders?
Yes, although since these emails will be timely and sent based on user action, we don’t expect a high percentage to opt-out.
If a user is coming over to a new account from a previous one with eMoney and has already completed the Getting Started Program, will they receive this series?
Yes, however we’ve included a callout in the footer of these emails that directs users who have already completed the program to email onboarding@emoneyadvisor.com.
Nice!