Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.
The goals and prizes for your incentive will vary depending on an internal or external campaign. First, determine the audience and then consider what financial topics are most relevant to them.
Determining your goal(s) will help guide the overall incentive strategy. If your goal is to direct users to your products and services, consider offering this as the prize. For example, if you are already promoting new checking accounts, this may be a good opportunity to use this as an incentive to open an account. Trying to increase employee engagement? Post about the incentive opportunity on your intranet and tie the prize to a company celebration (pizza party, points program, etc).
The length of the incentive campaign can range. If you have an upcoming workshop or event, try offering a prize for playlist completion during that day/week. For an internal employee incentive, a 2-4 week period is our recommendation. You also have the option of running a month or quarter-long incentive, but we suggest offering a larger prize to continue engagement and excitement.
You can choose to offer an incentive for one playlist, a few, or all playlists that you sponsor. Start by considering relevant topics for the month or any upcoming holidays/company events. For example, back to school season (July – September) is a great time to promote the “Investing in Your Future” playlist.
When in doubt, gift cards and cash are great options! To customize the prize, consider the playlist(s) you’re promoting and align the incentive to the topic. For instance, when promoting the completion of the Homebuying playlist, a gift card to Home Depot might be a fun option!
To get started, simply complete the short checklist on page 3, providing EVERFI with your goals, and draft language. EVERFI will then set up the incentive campaign for you and initiate the tracking. From there, you’re ready to run the outreach and promote the campaign.