TEM Personalized Actions
Helping participants support their future with small steps they can take towards their money goals.
The personalized actions campaign is a new two-touch email campaign providing clear, targeted direction on what your participants can do to help make progress on their financial goals.
What is unique about this campaign?
Financial journeys are not a one size fits all and neither are our suggestions for next steps on making progress towards individual's finance goals. This campaign addresses your participants' unique financial needs by serving them with actions specific to them.
How will this campaign work?
The campaign will use data to serve personalized content that drives participants to financial wellness actions that are available based on their plan that they have not interacted with previously.
Both emails will include industry-specific images.
We will use the ordered list below to determine what action will be served. The order is determined on internal data and research that identified the top actions for financial wellness. The possible actions include:
- Fidelity Goal Booster℠ *
- HSA*
- Student Debt Hub
- Financial Wellness Checkup
- Register for Your Path to Financial Wellness Workshop
- NetBenefits® Life Events Page
*Participants will not receive an action or tool unless enabled by their plan.
When will this communication be sent?
- January 27, 2026, for the first email
- February 10, 2026, for the second email
Who will receive this campaign?
Eligibility Criteria: Clients with participant advice and financial wellness enabled.
Participant Criteria: Active tax-exempt participants ages 18 and over with a balance greater than $0 and terminated participants. Terminated participants will only see financial wellness checkup, workshop or life events as possible actions.