Savings Hub Call to Action

The Savings Hub Call-to-Action module for quarterly alerts is meant to inspire customers to take action towards finding financial assistance through the Savings Hub survey.

Design

The following image is an example of the Savings Hub Call-to-Action module for quarterly alerts.

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 Appears in the title of the module. Default: Savings Hub	Required Choose from the following: Use the default (recommended). Work with your Deliver Team to display a different name.

Savings Hub Call to Action Variations

The user experience for the Savings Hub Call to Action module for quarterly alerts varies depending on the data state of the customer's Savings Hub survey.

Survey Started

• Header: Complete the 2-minute survey to see what help you're eligible for
• Body Copy: You've answered X of X questions
• Call-to-Action Button: Complete the survey.

• Note:

  When customers click the button, the survey opens to where they left off answering questions. If the button is configured to use Magic Link, the customer will be taken directly to the survey. If it is not configured, they will be prompted to sign in to their account before they can continue the survey.

Survey Completed

• Header: Your Savings Hub shows assistance you qualify for
• Body Copy: There are programs waiting on you based on your survey answers
• Call-to-Action Button: View your programs

  Note:

  When customers click the button they are taken to a list of available programs based on their survey answers. If the button is configured to use Magic Link, the customer will be taken directly to the survey. If it is not configured, they will be prompted to sign in to their account before they can continue the survey.