Fidelity Goal BoosterSM Payroll Integration Launch Email
Why Goal Booster?
Your employees may need help saving for foundational goals like emergency savings as well as other important goals like buying a new home, a car, or planning for a child’s education. In addition to managing the stress that can come with juggling multiple financial priorities, employees may be uncertain about what steps to take throughout the planning process, which can lead to inertia.
Goal Booster is a user-friendly online experience that can help employees set up savings goals and guides them through the process from start to finish—including goal creation, account opening, funding set-up, and ongoing tracking. One additional Goal Booster perk? Your employees can start saving toward their goals with small amounts and can increase that amount at any time.
Goal Booster Payroll Integration Announcement Email Campaign Details
What is the objective of this email?
This one-time launch email is intended for use with existing clients who have Goal Booster enabled, have recently completed a payroll integration with Goal Booster, and want to make their employees aware of the enhancement. The email will highlight that employees can now create and fund their Goal Booster goals more easily and directly from their paycheck.
Who will receive this campaign?
1. Start saving for the unexpected right from your paycheck
- Active participants in corporate market plans (no balance requirement) and active participants in tax-exempt market plans (with a balance > $0) who are Jugglers/Safeguarders, ages 18-50
- Active participants in corporate market plans (balance <$100k) and active participants in tax-exempt market plans (balance > $0 and < $100k) who may not yet be classified in a segment, ages 18-50
2. Save for big things that matter directly from your paycheck
- Active participants in corporate market plans (no balance requirement) and active participants in tax-exempt market plans (balance > $0) who are Aspirers, ages 18-50
- Active participants in corporate market plans (no balance requirement) and active participants in tax-exempt market plans (balance > $0) who are DIYers/Collaborators, ages 18-36
- Active participants in corporate market plans and tax-exempt market plans who may not yet be classified in a segment (balance > $100k), ages 18-50
Please note that this email distribution will exclude terminated and retired employees as well as employees who have been hired within the past 90 days. Employees who have already created Goal Booster goals will also be excluded.
When will these communications be sent?
This is a one-time launch/announcement email that should be released after the successful integration of Goal Booster and your payroll system. Please work with your Communications Consultant to select the date you would like to launch this email to your eligible employees.
What is the call to action?
Employees are encouraged to create and fund their Goal Booster goals directly from their paycheck. The emergency savings-themed email will drive directly to the emergency savings goal landing page; the broader savings needs-themed email will drive to the Goal Booster landing page.
Email samples:
1. Start saving for the unexpected right from your paycheck (emergency savings needs)
2. Save for big things that matter directly from your paycheck (broader savings needs beyond retirement)