Creating 1:1 Member Moments

A completely custom CRM program that leveraged dynamic templates and variable copy to speak to our Members in a more familiar and personal way. And I don’t mean just greeting them by name. Rather, each touchpoint knew the vehicle they drove; the plan they were in or stage of their trial; whether they downloaded the mobile app or not; if they had spoken to an Advisor yet; whether they were a My Rewards member or not, etc. This resulted in anywhere from 10 versions to over 100, depending on the messaging.