Details on Savology emails

As part of a client's Savology account and experience, there are a number of value-add emails they may receive during their journey. Below are details about the types of emails that your client's may receive. 

Savology marketing emails

Marketing emails are primarily educational in nature, are meant to help support a client's financial planning journey, and help encourage more engagement. Below are details about the types of emails that a client may receive:

• Welcome: Initial email series when someone new joins. Includes guides to using the platform, education on Savology tools, prompts to finish their onboarding survey if incomplete, intro to modules, and intro to financial literacy.

• Newsletter: Intermittent newsletter that includes tips, new feature announcements, and other resources to improve financial wellness.

• Action Items: Includes reminders of the client's top outstanding action items and resources to help understand and complete action items.

• Plan education: Helps client's better understand their financial plan including key financial indicators such as savings rate, debt to income, and net worth.

• Modules & financial literacy: Updates to modules/financial literacy courses, the client's progress on modules/lessons, and recommendations for next steps.

• Feature updates: Updates on active features and prompts to engage with other platform features they haven't used to get the most out of their plan.

Other emails

These emails are transactional and are triggered either by an advisor or the client:

• Account administration: Email triggered by an existing user which includes password reset, email change request, and email change confirmation.

• Advisor invites: Email invites sent by the advisor to either join Savology/create a new account or to claim a plan/account that was created by the advisor.

• Advisor recommendations: Email notifications and reminders when the client's advisor recommends/highlights a specific Action Item, Module, or Literacy Course.

• Advisor custom activity or shared notes: Email notifications and reminders when the client's advisor creates a custom activity or adds a shared note to their account.