- Individuals uploaded into the admin portal may be sent up to three emails inviting them to complete the Financial Fitness CHECKUP.
- The invitation emails would be sent only to individuals who have not completed the CHECKUP.
- Individuals who complete the CHECKUP but do not enroll in at least one course may be sent up to three emails inviting them to enroll in the Financial Fitness ACADEMY.
- Individuals who complete the CHECKUP and enroll in at least one course may be sent weekly emails.
- The weekly emails may reflect each participant’s progress in the program or contain helpful tips and updates.
Additional program emails
- Participants may be sent a CHECKUP results email.
- The program may send an email when a participant sets or resets his/her password.
- Participants may be sent emails notifying them when a Follow-Up CHECKUP is available.