Customer Outreach
This section documents the outreach emails sent to Ready-to-Launch customers.
These emails are designed to guide users through key activation moments and ensure they get the most value from their banking experience.
Each email is carefully timed and conditional, ensuring customers receive relevant information at the right moment in their journey.
Application Approved Email
Purpose
Welcome customers to their new banking account and encourage them to start exploring their banking features.
This email confirms successful account approval and provides a clear call-to-action to access their account for the first time.
Prerequisites
Before this email can be sent, the following condition must be met at the organization level:
- The organization must have a Banking Page URL set via Unit. This is the place where end-customers will land when they click links from the email.
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Application Denied Email
Purpose
Inform customers that their banking application was not approved and provide support contact information.
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Missing Documents Reminder Email
Purpose
Prompt customers to upload required documents to complete their banking application.
Prerequisites
Before this email can be sent, the following condition must be met:
- The organization must have a Banking Page URL set via Unit. This is the place where end-customers will land when they click links from the email.
Timing
The email is sent at the following intervals: 10 minutes, 1 day, 3 days, 7 days, and 14 days after the trigger event, until the documents are uploaded.
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Initial Funding Reminder Email
Purpose
Remind newly approved Ready-to-Launch users to fund their account so they can begin using their banking services.
Funding the account is a critical activation moment - it enables transactions, card use, and starts the user's journey with the product. Without funding, customers cannot fully utilize the banking features they've been approved for.
Prerequisites
Before this email can be sent, the following condition must be met at the organization level:
- The organization must have a Banking Page URL set via Unit. This is the place where end-customers will land when they click links from the email.
Email Context
This email serves as a follow-up to the approval notification, targeting customers who have completed onboarding but have not yet funded their account.
The email features a prominent call-to-action button that directs customers to their banking page where they can fund their account via bank transfer, check deposit, or cash.
The message concludes with a welcoming statement and a summary of key account features to encourage activation.
Sending Conditions
The email will only be sent when all of the following conditions are met:
- The customer must have their first name set
- The customer must have their email address set
- None of the customer's accounts have been funded
Timing
The email is sent 24-48 hours after successfully creating a customer in your banking platform, provided that none of the customer’s accounts have been funded.
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