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Xtend > Communications > New Member Onboarding

New Member Onboarding

Product info

A series of personalized emails to new members, using member data to target their specific needs.

How it helps

Helps new members understand your products and services, and can remind them to enroll in self-services like It’sMe247 Online Banking, eStatements, Bill Pay and more.

Deliverables

A series of up to eight customizable touchpoints, which can contain one or several HTML emails. Each touchpoint focuses on a different topic, and is scheduled to send emails automatically to members who fit certain criteria.

 

Some standard touchpoint topics include: Welcome, Online/Mobile Banking, Checking Accounts/Debit Cards, Loan Products, a New Member Survey and more.

One-time fee:

$400

Ongoing fees:

$300 / month

$0.02 / email

 

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