Marketing automation: guide & process
1 min read
Seamless, automated onboarding and application-journey emails that reduce drop-off and speed up conversion.
LiveVersion 1.0Updated 2025-01-13Relevant to Incumbent banks, Challenger banks, Accounting platforms, Payment providers & acquirers, Fintechs, Marketplaces & e-commerce
Two email flows depending on where a customer is in the application journey (complete application, almost-there / abandoned, and rejected), covering the onboarding sequence end to end: from "thanks for applying" through to "money is on its way." Set this up before launch so no applicant falls through a communication gap.