Objective
Overarching story
The customer finally decides to return to the website to complete their personal loan application. He goes to the Secure Financial website and complete the subscription. If he do not sign his application, he receives a reminder message via his preferred channel.
Experience it first
Walk through this section as your customer would. This helps you understand what they experience. Next, you'll build the required elements in AEP to create that same journey.
Loan Application
You finally decide subscribe to the loan. Go to the Secure Financial website and complete the purchase.
- On the Secure Financial website open the Loan page.
- Select the SecurFinancial Personal Loan
- Click on
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- Fill the empty field on each step
- At the end, you can submit
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IMPORTANT: leave the toggle I authorize SecurFinancial to verify my credit. disabled.
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At the end, your page should look like this:
- Click Return to home page.
In a couple of seconds, your application is confirmed and you'll be redirected to the Home Page.
Confirmation email
You will receive an email containing a summary of your Loan subscription. Depends of the loan you subscribed, the email will include a personalized banner to provide you more information.
- Open your email client.
- Open the email with the subject "Application has been received".
At the bottom of the email you can see the personalized banner that give you information about your loan.
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Follow up email
As you did not have time to sign your application, you receive a follow-up email a week later reminding you to complete it.
For demo purposes, the delay is reduced to 1 minute.
- Open your email client.
- Open the email with the subject "Signature Expected".
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What is needed
- ๏ปฟAn event-triggered journey To send the customer first communication about the loan subscriptinon.
- ๏ปฟA confirmation email With a recap of the subscription and an information banner.
- ๏ปฟAn event-triggered journey To detect when the process has not been completed and follow up.
- ๏ปฟA follow up communication It can be a push notification or an email, based on customer preferences, reminding them to sign the subscription.
Why this matters for marketers
As a marketer, you want to nurture customers throughout their entire lifecycle by delivering timely, personalized communications. With AEP, you can trigger automated journeys based on product subscription behavior and dynamically adjust messagingโsuch as providing more information about the productโto maximize lifetime value and deliver a seamless experience.