Workplace Giving Donation Abandoner Trigger

What is the communication objective?
This communication re-engages employees who have abandoned the donation checkout process on the Giving Marketplace platform via NetBenefits

Who will receive these communications?
Workplace Giving eligible employees who have abandoned the donation checkout process

How will the campaign be triggered?
This will be an ongoing email campaign that will be automatically triggered when an employee abandons the donation checkout process. Employees will get a two-touch email communication. Touch 1 will be sent within 24 hours of abandoning and Touch 2 will be sent 14 days after receiving Touch 1 (Note: if the donation has been made after receiving Touch 1, Touch 2 will not be triggered).

Message distribution:
Email hierarchy: Employee-provided email address, Employer-provided email address

Fidelity deployed communications:
Sample Communications

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here, and you accept these terms and conditions on behalf of the organization.

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

Fidelity Investments Institutional Operations Company LLC, 245 Summer Street, Boston, MA 02210

© 2023 FMR LLC. All rights reserved.

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