Numbered Steps

The Numbered Steps module for Billing Triggered Alerts shows three easy steps for the process of finding financial assistance through the Savings Hub survey.

Design

The following is an example of the Numbered Steps module for Billing Triggered Alerts:

This image shows an example of the Numbered Steps module.

Configuration Options

For each element listed in the table, indicate the desired configuration in the Input Value column. If you do not provide an input for optional configurations, the default will be used.

Configuration Option	Input Value
Savings Hub Name When the customer has already started their survey, the Savings Hub name appears in the header of the module. Default: Savings Hub	Required Choose from the following: Use the default (recommended). Work with your Delivery Team to display a different name.

Configuration Option

Input Value

Savings Hub Name

When the customer has already started their survey, the Savings Hub name appears in the header of the module.

Default: Savings Hub

Required

Choose from the following:

Use the default (recommended).
Work with your Delivery Team to display a different name.

Numbered Steps Variations

The user experience for the Numbered Steps module in Billing Triggered Alerts varies depending on the status of the customer's Savings Hub survey.

Unstarted Survey

When the customer has not yet accessed to the Savings Hub survey, the header in this module tells the customer to check out the programs they are eligible for, but does not mention Savings Hub explicitly.

In Progress Survey

Once the customer has already started, but not yet completed, the Savings Hub survey, the header in this module makes explicit mention of the survey, and the text for the first step encourages the customer to complete it.