EMAIL CAMPAIGN SAMPLE

Email Campaign: Onboarding New Customers To The New Digital Banking Platform 

Campaign Overview: 5-email sequence sent over the next 14 days to customers who just opened accounts.

1st Email: WELCOME [Day 0 - Immediately after sign up]

Subject: Welcome to [Bank Name]! - Your account is ready and good to go.

Hi [Customer Name],

Welcome to [Bank Name]! Your account is now active and fully ready for operational use.

We built [Bank Name] for individuals who tired of experiencing hidden fees,confusing interfaces and poor customer service.

Here's what makes us different:

•No monthly fees or minimum requirements for account balance.

•Instant transaction notifications.

•Our 24/7 human customer support (no bots)

•Top-tier account security protection.

Get funded in 3 easy steps:

1: Fund your account

Transfer money into your account via ACH (free and takes up to 2-3 days) or instant transfer (small fee and immediate transaction notification).

[Fund Account Button]

2: Set up your debit card

Your physical card would be delivered to you within the next 5-7 days. While you wait, activate your virtual card for online transactions.

[Activate Virtual card Button]

3: Download our mobile app

Manage your money from anywhere/anytime. Available on both IOS and Android.

[IOS App Store] [Google Play Store]

Need help getting started?

Talk directly with our 24/7 support team via chat,email or phone. Just reply to this email or visit help.[bankname].com.

Welcome aboard!

The [Bank Name] Team

P.S. - Refer friends and you both get $25 when they open an account. Share your referral link: [Unique Referral Link]

2nd Email: Account Funded [Day 2 - Triggered after first deposit]

Subject 2: Congratulations on your first deposit!

Hi [Real Name],

Great news. $[Amount] has just been deposited in your [Bank Name] account!

Now that you have funds available,here are 3 things you can do right away;

1: Set up direct deposit

With direct deposit, you'll get your paycheck within 2 days. A routing and account number which would also be required by your employer will also be issued to you.

[Get Direct Deposit Info]

2: Automatic payment of bills 

Link regular bills like utilities,rent,subscriptions to auto-pay from [Bank Name] and be sure to never miss out any payment again.

[Set Bill Pay]

3: Create savings accounts for specific goals 

Save for specific goals (emergency fund,house rent,kid's school fees). We'll even help you automate savings.

[Create Saving Goal]

At [Bank Name], we use top tier security encryption and our customers account number aren't stored fully. Enable two-factor authentication for extra protection on your account.

[Enable 2FA]

Questions? Our support team is available 24/7. Just reply to this email.

Best,

The [Bank Name] Team 

3rd Email: Product Education [Day 5]

Subject: 5 Amazing Features That'll Make You Forget As if Your Old Bank Never Existed

Hi [First Name],

Hope you're enjoying the services being provided by [Bank Name]?

Here are five features that makes us stand out;

1: Know exactly when and where your money is being spent.No more surprise charges.

Set preferences: [Manage Alerts]

2: Spending insights: Automatic categorisation shows where and when your money goes. You'll get to even see patterns you didn't know existed.

View your spending. [Open Bashboard]

3: Free ATM cards ridden of all charges: Use 55,000+ ATMs nationwide with no extra costs. Plus, We also reimburse fees from ATMs without network for just $10/month.

Look For ATMs around you. [ATM Locator]

4: Instant money transfers: Send money to friends and family via email or phone number. They'll recieve it in immediately even if they don't have an account with [Bank Name].

Send money now. [Transfer Money]

5: Interest on your checking balance: No minimum is required because your money works automatically for you due to the [X]% APY placed on your checking balance.

See current balance: [View Account]

Pro tip: Connect your old bank account so you can easily transfer funds back and forth when needed. Many customers keep both accounts active during transition.

[Connect External Account]

Want to learn more? Check out our help center at: help.[bankname].com

Best,

The [Bank Name] Team

4th Email: Engagement [Day 9]

Subject: You're doing great. Here's what next.

Hi [First Name],

You've been banking with us for over a week now. Here's what we've noticed with your activity;

•Deposits: $[Amount]

•Transactions: [Number]

•Current Balance: $[Balance]

You're off to a great start!

Ready to level up? Try these by switching up your direct deposit.

Members with direct deposit get:

•Paycheck received within 2 days

•Higher interest rates 

•Dedicated customer support 

Setting this up takes just 5 minutes of your time: [Set Up Direct Deposit]

Setup your emergency fund

Financial experts recommend that a percentage of your monthly expenses should be put aside for emergencies. Our Savings Goals feature helps you achieve this by;

•Automatically moving a percentage of your money to your savings account every month.

•Helping you stay up to date with regular flash notifications. 

•Adding higher interest than normal checking. 

Create your first goal: [Start Saving]

Earn rewards by inviting friends.

For every friend who opens an account through your link, you both get $25 each.

Your referral link: [Unique Link]

Friends referred so far: [Number]

Got any questions about our feature?.Send a message to our dedicated 24/7 support team.

Chat with us: [Open Chat]

Email: support@[bankname].com 

Phone: [Number]

Thanks for choosing [Bank Name]

The [Bank Name] Team 

5th Email: Advocacy [Day 14]

Subject: How's [Bank Name] experience so far?

Hi [First Name],

You've been part of [Bank Name] journey for two weeks. We'd love to know how you're doing.

Take our 2-minute survey:

[Link to Survey]

Your feedback directly influences the additional features that will be added in our next update. . Plus, anyone who completes the survey gets a chance to win up $500. 

Meanwhile, here what our other customers are saying;

⭐️⭐️⭐️⭐️⭐️

“Switched from [Big Bank] and can't still believe that something like this existed. The app layout is so simple and I've already started saving money for my fees,” - Sarah M.

⭐️⭐️⭐️⭐️⭐️

“Getting my paycheck 2 days earlier was really a game changer,” - James T.

⭐️⭐️⭐️⭐️⭐️

“Their customer service is really one of the best,” - Maria G

Ready to go all in?

Many customers keep their old bank accounts for a few weeks during transitions. Here's a checklist for when you're fully ready to switch over.

✔️Switch direct deposit to [Bank Name]

✔️Up to date automatic bill for payments processing. 

✔️Remaining account balance transfer 

✔️ Request for old account closure in writing.

We created a full detailed guide: [Switch Guide]

Refer someone and earn $25

Know someone who's looking for a honest and credible banking experience? Share [Bank Name]:

[Share Referral Link]

Thanks for banking with us

Need anything? Feel free to contact us via our customer support team.

Best,

The [Bank Name] Team

P.S.- Why haven't you setup your direct deposit? It's the #1 feature our customers said transformed their banking experience.[Set It Up Now]