Fidelity Goal BoosterSM Point Solution 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 Launch Email Campaign Details
What is the objective of this email?
This one-time launch email is intended for use with existing clients who are enabling Goal Booster and want to announce the launch of this point solution to their active employees. In addition to making employees aware of this new offering through their employer relationship, the email will illustrate how Goal Booster can help them save for important goals beyond retirement.
Who will receive this campaign?
Employees who meet the following criteria will receive one of two emails based on estimated need:
1. Start saving for the unexpected (emergency savings)
• 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 marketing 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. Start saving for the things that matter (broader savings needs beyond retirement)
• 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 active participants in 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 enablement of Goal Booster.
Please work with your Communications Consultant to select the date you would like to launch this email to your eligible employees.
Please note that if you have already enabled the Goal Booster ongoing awareness email trigger, this launch communication is not available for use.
What is the call to action?
Employees are encouraged to take advantage of Goal Booster to help them create and reach their savings goals. 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:
• Start saving for the unexpected (emergency savings)• Start saving for the things that matter (broader savings needs beyond retirement)