Proactive Campaigns for the Financial Industry
It seems unnecessary for you to market your financial or insurance services with email since most of your clients have created bank accounts to receive salaries. Besides, calls and SMS are quite annoying for potential clients. So, email marketing is one of the most influential and cost-effective channels to reach your target audience. Proactive Campaigns can be handy in that situation as well.
If you use Zendesk for customer support, try Proactive Campaigns. It lets you send mass email campaigns directly from Zendesk, eliminating the need for additional email tools.
Trusted by the financial institutions:
Use cases of Proactive Campaigns for the Financial Industry
Establish trust with your customers
With Proactive Campaigns for Zendesk, you can elevate your services by sending personalized emails that genuinely connect. Imagine creating tailored customer lists based on specific criteria, allowing you to reach out with targeted financial assistance that resonates. Keep your audience informed and engaged with value-packed marketing campaigns that share industry updates and important changes. It’s all about adding value and building stronger relationships with your customers.
Enjoy the intuitive user interface, as the app is pretty straightforward. Create eye-grabbing emails with advance formatting, schedule, and test campaigns so as not to be spammy before launching the campaign.
Collect feedback and improve customer experience
Compose emails with ratings and feedback to get valuable feedback about your products and customer service. Also, deliver proactive customer service with the app's help and send guidelines or FAQs to your customers right after the purchase to prevent possible issues. As a result, the loyalty of your audience will grow, and you can get one more way to increase your sales.
You may also like a CSV upload feature or the ability to send follow-ups based on the receiver's activity. The app tracks replies, so you can automatically follow those who responded, depending on your needs.
Create drip campaigns to follow up and retain your customers
Avoid settling to send the same email to everyone—try segmentation and drip campaigns instead. Break down your list by age, known interests, current financial products, lifestyle, and potential future interests. Tailor your messages to speak directly to each group and set time-based automations in Proactive Campaigns. Make your communication more relevant and impactful by reaching your customers at certain times. It is very convenient and time-saving to use automations to send specific emails without your involvement.
Zendesk® Marketplace Numbers
financial institutions users
Installs
Reviews
Ratings
The app’s most killer features
Email drip campaigns
Send emails from Zendesk at certain times to certain people based on trigger-based sequences.
Audience segmentation
Filter customer groups into lists by interests or other criteria or upload a CSV.
Placeholder validation
A straightforward yet dependable placeholder highlight ensures you’re using the Zendesk® placeholder correctly every time.
Get started with a 7-day free trial
Make sure your customers are aware of your promotions, updates or events. Build exceptional customer relationships with our mass email tool.
Try Proactive CampaignsTailored to fuel your growth
“The app is really awesome, simple to use and really help us a lot, not only can create proactive tickets, also we can also bulk update the tickets (unlimited). It saving us a lot of time. Appreciate it!”
Looking for custom features tailored to your business needs?
With GrowthDot, you can count on a partnership that transcends the ordinary, delivers outstanding results, and propels your business to new heights. Get bespoke app development, exceptional support, and onboarding on the best terms.
Use Proactive Campaigns with Email Tracking for accurate reports!
Install both apps to track all email openings and get more indicators in your statistics view. See if your emails were opened and which campaign performed best. Email Tracking definitely complements your Proactive Campaigns app, as you can see the best time to reply and send your next email marketing campaign.
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Elevate your customer support with Proactive Campaigns
Whether you're sending newsletters, announcements, or promotions, our tool makes it easy to reach your audience from Zendesk Support.
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