H&R Block
Email Journeys
Small Business Triggered Journey
For our small business clients who had just filed their taxes, we created a new automated email journey to cross-sell relevant products and services. The primary objective of these triggered emails was to thank/confirm that the client had finished filing followed by upsell content.
EMAIL 1 - Thank you for filling.
EMAIL 2 - Small business upsell.
EMAIL 3 - Spruce financial tools and value proposition.
EMAIL 4 - Annual tax subscription upsell.
EMAIL 5 - Bookkeeping upsell.
EMAIL 6 - Business formation upsell.
Online Conversion Journey
For online filing clients, we refreshed a 6-email journey based on the day they previously filed with us. The objective was to get clients who defected to another product the year prior, to come back to us and file their tax return online with H&R Block.
EMAIL 1 - Complicated taxes, easy solution.
EMAIL 2 - File with confidence.
EMAIL 3 - Max refund guarantee.
EMAIL 4 - Refund anticipation.
EMAIL 5 - Hassle free filing.
EMAIL 6 - Help is here.
Spruce Mobile Banking Welcome Journey
For our mobile banking client, we created a targeted welcome journey for customers who had signed up, but hadn’t deposited money into their account yet. Our objective was to get customers to take this step towards product usage primacy though incentivized value props and dynamic content.
EMAIL 1 - Smart money tools checklist.
EMAIL 2 - Cash back rewards + checklist.
EMAIL 3 - Drive 1st card purchase.
EMAIL 4 - Free credit score monitoring feature + checklist.
EMAIL 5 - Personalized saving goals feature + checklist.
EMAIL 6 - Mobile check deposit + checklist