CommonBond Case

6/20/2021 Edify

https://edify.stukent.com/app/publication/d801ea3f-55b7-4374-ac5a-03d0e2cff93f/417149a8-ec84-467e-97c5-5e8291f3d39a/df379fe6-e176-4d04-a6e… 1/2

• Events: CommonBond team members worked hard to curate in- office

events that welcomed members and non members into their workspace

for panels on career switching, fire side chats on the financial

technology (or fintech) industry, and happy hours. These activities

generated a separate events email list. The people on the events list

may benefit from receiving additional email communications from

CommonBond.

• Friends & Family: Investor sand quitel iterally, friends and family of the

CommonBond team comprised another list.

Understanding the various email lists CommonBond had access to was the

first step to targeting the right customer for each email. The team discussed

how in the past, emails were sent to one group specifically:

• Members typically received content emails.

• Applicants in the pipeline typically received transactional emails

encouraging them to complete their application.

• Events attendees typically received thank you notes for attending events

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6/20/2021 Edify

https://edify.stukent.com/app/publication/d801ea3f-55b7-4374-ac5a-03d0e2cff93f/417149a8-ec84-467e-97c5-5e8291f3d39a/df379fe6-e176-4d04-a6e… 2/2