Enrollment Recovery Email

Enrollment Recovery Email Sample

Ambit Energy, Customer Experience Manager

Project Intent

To recover qualified leads while the Ambit brand name still fresh in the mind of prospects, and possibly boost overall rate of enrollment.

Audience

Potential customers who have started the online enrollment process, completed so much of the form that an email was provided, yet have failed to submit their enrollment request.

Challenge

Currently, we make no effort to “save” customers who have clearly shown interest in Ambit and for whatever reason, left the enrollment page before finishing.
Email not requested until end of survey.
Existing email system requires customer number, which is not provided until form submitted .

Solution | Skills Contributed

Once email collected, customer information temporarily saved in system (industry compliance rules followed).
Wrote and designed email that generated immediately following a trigger action (ex. user closing their browser prior to submission) serving as a reminder and offering a simple path to completion.
Upon click engagement, the email redirected customers to their enrollment page and prepopulated any information previously filled out, reducing customer effort.
Email distributed from different email system where ad-hoc campaigns don’t require existing customer number, but information accurately transferred and linked to customer account once converted.