NerdWallet Emails

onboarding SERIES

THE ASK: Update NerdWallet’s onboarding series to drive higher engagement within the first 10 days of a user joining and increase TransUnion credit score activation.

THE RESULT: By creating additional emails focused on our credit score feature, we were able to increase activations by 63%.

high-intent moment series to cross-sell Credit Cards

THE ASK: Identify high-intent moments when a user would be primed to shop for a credit card to build out our event-based credit monitoring lifecycle journey. We identified three triggers: opened a mortgage in the last 30 days, opened a credit card over two years ago, and users reaching the Good credit score band.

THE RESULT: All email open rates were above average, but the credit band jump email drove the highest revenue at $51/m.

PRODUCT ACTIVATION SERIES

THE ASK: NerdWallet didn’t have an Early Active Lifecycle series with the exception of one off campaigns for specific shopping verticals. We wanted to experiment and see if adding campaigns to drive product activation would lead to higher LTV and a more engaged user base. The objective was to drive a 5% lift in product activations D30-60 of a users lifecycle.

THE RESULT: Overall, this campaign was successful in driving product activations where there were none prior. We drove a 26% stat sig lift in TransUnion credit score activations.