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.

Requirements and Limitations

The requirements for this module are the same requirements listed in Requirements and Limitations.

User Experience

The user experience for the Numbered Steps module in quarterly alerts includes a header calling for the customer to see their eligible programs, and three steps outlining the process. Each step is preceded by a number icon.

The following is an example of the Numbered Steps module for customers who have not started the Savings Hub survey.


This image shows an example of the Numbered Steps module.

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