Email guidance & templates
1 min read
Eight ready-to-send email templates, plus cadence guidance (1–2 sends per month).
LiveVersion 1.0Updated 2025-01-13Relevant to Incumbent banks, Challenger banks, Accounting platforms, Payment providers & acquirers, Fintechs, Marketplaces & e-commerce
Covers newsletter inclusion, product introduction, service information, push-style updates, available credit reminders, seasonal offers, limited-time offers, success stories, and repayment reminders. Recommended send frequency is one to two emails per month to avoid fatigue, see the guide for suggested subject lines and send triggers per template.