Canaccord Genuity Wealth - Campaign management, Programs - ID: 3640581030

Program 1: Nurture sort

• Users are added via an Add contact node that will be added into the Phase 1 program
• They will be sent an acknowledgement email and asked to indicate how far along their wealth management journey they are
• Users will be held at a decision node for X days until the user has indicated their experience level
• If the user does not indicate a preference, the email should be resent and the user held for X days
• If the user indicates a preference, add them onto the relevant program
• If the user still doesn’t indicate a preference, they should be added onto program 3 (intermediate)
• If the user indicates an experience level, they will be added into one of the three programs below

Program 2: beginners (educational)

• Users are sent 3 emails, with 7 days delays in between
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Intermediate” and they could be added to program 3
• If the user has not interacted with any emails (the customer should confirm what the action is here)

 

Program 3: intermediates (services)

• Users are sent an email, and will be held at a decision node for X days until they have indicated which stage of planning they are at:
• If a user doesn’t indicate which stage of planning they are at, the email should be resent and the user held for X days
• If the user still doesn’t indicate a preference, they will exit the program
• If the user indicates a preference, they will pass through to the relevant phase (3a, 3b or 3c)
• Phase 3a: Personal/Life stages
• Users are sent an email, and will be held at a decision node for X days until they have indicated which stage of planning they are at
• If a user doesn’t indicate which stage of planning they are at, the email should be resent and the user held for X days
• If the user still doesn’t indicate a preference, they will exit the program
• If the user indicates a preference, they will pass through to the relevant phase
• Investing for early retirement
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to Program 4
• If the user hasn’t interacted with these emails, (the customer should confirm what the action is here)
• Investing close to retirement
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to Program 4
• If the user hasn’t interacted with these emails, (the customer should confirm what the action is here)
• Investing in retirement
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to Program 4
• If the user hasn’t interacted with these emails, (the customer should confirm what the action is here)
• Passing on wealth
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to Program 4
• If the user hasn’t interacted with these emails, (the customer should confirm what the action is here)
• Managing inherited wealth
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to Program 4
• If the user hasn’t interacted with these emails, (the customer should confirm what the action is here)
• Phase 3b: Business
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to program 4
• If the user hasn’t interacted with any emails, (the customer should confirm what the action is here)
• Phase 3c: Investment
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• After receiving all emails, a decision node will check if the user has interacted with the emails (clicked would be recommended)
• If the user has clicked on the emails, their experience level could be updated to “Experienced” and they could be added to program 4
• If the user hasn’t interacted with any emails, (the customer should confirm what the action is here)

Program 4: experienced (thought leadership)

• Users are sent an email, and will be held at a decision node for X days until they have indicated what they want to learn about
• If a user does not indicate which path they want to go down, progress them down Phase 4a then 4b then 4c.
• Phase 4a: ESG o Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• The user will exit the program
• Phase 4b: Healthcare o Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• The user will exit the program
• Phase 4c: Technology
• Users are sent 4 emails, with 7 days delays in between and until specific days of the week (no sends on a Monday)
• The user will exit the program

• This is for partial redemption. An additional 20 Managed Services hours should be sold in.
  
• Quote ref: 3640581030

 

Professional Services Terms

The work described hereunder must be redeemed within 12 months from purchase, on a date and time to be agreed with dotdigital. Unless due to the availability of Engagement Cloud, any failure to instruct dotdigital to commence or agree the work described (in whole or in part) will result in forfeiture of the entirety of the fee and no credits or refunds, pro rata or otherwise, will be provided. In addition to the dotdigital Terms, this product is also subject to the terms found at: https://dotdigital.com/terms/ps-terms/