Numbered Steps

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

Design

The following image is an example of the Numbered Steps module for quarterly 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

Appears in the title 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 Numbered Steps module in quarterly alerts varies depending on the season, and on the status of the customer's Savings Hub survey.

General (Not Summer or Winter)

Survey Status Variation Text
Unstarted Survey Step 1: Take a 2-minute survey about your household.
Started Survey
  • Header: Your savings Hub connects you to the help you need
  • Step 1: Complete the 2-minute survey about your household

Winter

Survey Status Variation Text
Unstarted Survey
  • Default Header: Get help paying your bills this winter
  • Fallback Header: See what you qualify for
  • Step 1: Take a 2-minute survey about your household.
Started Survey
  • Header: Your savings Hub connects you to the help you need
  • Step 1: Complete the 2-minute survey about your household

Summer

Survey Status Variation Text
Default and Fallback Unstarted Survey
  • Header: Get help paying your bills this summer
  • Step 1: Take a 2-minute survey about your household.
Started Survey
  • Header: Your savings Hub connects you to the help you need
  • Step 1: Complete the 2-minute survey about your household