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Lifecycle Campaigns
Overview
Lifecycle email campaigns are a great way to re-engage and further educate merchants after they have activated the integration to help drive more business. We have created a 30-day suggested email campaign with best practices, how-to’s, testimonials and more to keep your merchants motivated and interested in using Sunbit’s pay-over-time integration.
How-to-use
- Each example below is universal to all verticals. Copy, paste & adjust accordingly by audience.
- Select customer testimonials that aligns with your vertical/ industry. If there isn’t one available let us know and we can suggest other types of emails or reach out to our customers and create a new one.
- Create Lifecycle email campaigns with the resources provided and send to your account manager for legal review and approval.
Asset Examples & Resources:
Merchant Email Lifecycle Campaigns:
Copy and paste the following text into your launch emails and replace the orange text to make it specific to your integration and audience i.e. [customers, patients, clients, pet parents, etc.] [treatment, pair of glasses, procedure, treatment, services etc.]
*For Dental Verticals use [85%] approval rate. For all others use [90%] unless further instructed.
All marketing assets need to be finalized and approved by Sunbit’s legal team and TAB Bank, prior to publishing or sending to merchants and customers.
Email #1 | Day 1
- Subject: Welcome to [company name] Buy Now, Pay-over-time
- Pre-header: More [revenue] and happier [customers] await
- Headline: Welcome to [company name] Buy Now, Pay-over-time
Body: [Drive more business] by offering flexible payment options to more [customers] through Sunbit.
Offering Buy Now, Pay-over-time to your [customers] is an easy way to help [grow revenue]. And with [85% or 90%] of [customers] approved and 30-second applications, more [customers] will get the [treatment they want].
Now that you’ve signed up, here are a few resources to help you feel confident with Buy Now, Pay-over-time:
- Review how Buy Now, Pay-over-time can help your [customers] by watching this [Suntip].
- Let [customers] know you now offer Buy Now, Pay-over-time financing options.
- Review your transactions by clicking “Sunbit Dashboard” and login in with your partner portal credentials.
- For any onboarding, training, or merchant account support questions, contact Sunbit directly at 855-778-6248 or [email protected].
[Learn more]
Subject to approval based on creditworthiness. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Email #2 | Day 5
- Subject: 3 simple steps to using Buy Now, Pay-over-time
- Pre-header: Offering BNPOT to [customers] is easy and takes less than a minute
- Headline: Offer Buy Now, Pay-over-time in 3 simple steps
Body: More [customers] than ever can get the [treatment they want] as you offer them Buy Now, Pay-over-time flexible payment options.
- Headline: Step 1 – Send your [customers] a link to pay over time.
- Copy: Let your [customers] know, “You don’t need to pay for it all today, you can pay for it over time” and send them a link.
- Image: [Platform showing integration image]
- Headline: Step 2 – The [customer] can choose their payment plan – right from their device
- Copy: [Customers] can apply in 30 seconds with no hard credit checks to apply*, and then select a payment plan that works best for them.
- Image: [customers mobile phone image of Sunbit options]
- Headline: Step 3 – You get paid right away from Sunbit
- Copy: Your business gets paid within 2-5 business days, while Sunbit manages the rest.
- Image: [happy merchant, money, check box etc…]
To learn more about offering Buy Now, Pay-over-time to your [customers], visit [company landing page] today.
[Learn more]
*Subject to approval based on creditworthiness. A payment is due at checkout. 0-35.99% APR. Account openings and payment activity are reported to a major credit bureau. See Rates and Terms for loan requirements and state restrictions. Sunbit is licensed under the CT Laws Relating to Small Loans (lic. # SLC-1760582 & SLC-BCH-1844702). Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Email #3 | Day 9
- Subject: Reviewing your Buy Now, Pay-over-time activity is easy
- Pre-header: Access your Sunbit Partner Portal to review your sales, approval rate, and more…
- Headline: See your Buy Now, Pay-over-time activity from the Sunbit Partner Portal
Body: Quickly see how often your [customers] are applying for financing, how often they are approved, and each purchase that’s made through Sunbit.
Using Buy Now, Pay-over-time is one great way to provide more care and grow your financing revenues. By accessing your Sunbit Partner Portal you’ll see the following:
- Total sales – How much financing revenue you’ve earned
- Average purchase amount – How much [customers] spend, on average
- [Customer] approval rate – How often [customers] are approved for financing
- [Customer] conversion rate – How often [customers] accept financing options
You can access your Sunbit Partner Portal by visiting https://partners.sunbit.com/login.
[View my performance]
Subject to approval based on creditworthiness. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Email #4 | Day 13
- Subject: Need help with Buy Now, Pay-over-time?
- Pre-header: Learn how to get the assistance you need when you need it…
- Headline: Getting help for Buy Now, Pay-over-time is easy!
Body: Whether it’s a [company] or Sunbit issue, help is always within reach. Offering Buy Now, Pay-over-time is easy to use and helps [customers] get the care they need. When you need assistance with it, here’s where you go:
- If you have any onboarding questions, training needs, issues accessing your Sunbit Dashboard, or [customer] issues applying for financing via the Sunbit application process, please contact Sunbit directly at 855-778-6248 or [email protected].
- If you experience an issue with accessing Buy Now, Pay-over-time within the [company], please [XXX]
[company] and Sunbit are committed to providing you with the help and support you need to care for your [customers] and grow your [business]. Don’t hesitate to reach out when you need our assistance.
[Learn more]
Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Email #5 | Day 20 [Change testimonial by clicking here]
- Subject: Buy Now, Pay-over-time has your patients’ back!
- Pre-header: Watch how Buy Now, Pay-over-time helped Schepree get the treatment she needed…
- Headline: Buy Now, Pay-over-time makes a difference for your [customers]
Body: “When someone can understand that life happens, and then they help you with it, that’s amazing.” –Schepree Miles
[Company] Buy Now, Pay-over-time, powered by Sunbit, makes it easier for [customers] to get access to the care they need, while reducing financial stress when times are tough. Watch how Sunbit helped Schepree Miles.
Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.
Email #6 | Day 30 [Change testimonial by clicking here]
- Subject: Altius saw 7x more sales with Buy Now, Pay-over time
- Pre-header: Watch how Buy Now, Pay-over-time helped this practice serve more [customers] and earn more revenue…
- Headline: Altius saw 7x more sales with Buy Now, Pay-over time
Body: “If their results have been anything like ours, what dentist wouldn’t want seven times more sales in their practice?” – Darren Boggs
Offering Buy Now, Pay-over-time before, during, and after visits is an easy way to provide more care to your [customers]! “It’s easy to use and can help your business grow in just months. Click here to see how Darren Boggs’ saw 7x more sales with Buy Now, Pay-over-time.”
Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.