Masterclass image of person graduating icon

Episode 6

Re-engage with re-enrollment

August 26 @ 1PM ET | 10AM PT

August 26, 2025
1PM ET | 10AM PT

Data-driven decisions turn good campaigns into great ones. Knowing where to find the right metrics and how to act on them is key to higher engagement, better adoption, and stronger ROI. In this session, we’ll show you exactly where to find actionable insights within the Digital Onboarding platform and how to use them to fine-tune your campaigns for maximum impact.

In this 30-minute Masterclass, you'll learn how to:

  • Understand the goals and best use cases for Servicing. When and why re-enrollment makes sense, and how to use it without over-messaging.
  • Learn what data supports campaign re-enrollment. Know which behaviors and triggers to look for to ensure value and relevance.
  • Review key aspects of testing and targeting. Tips for building smarter re-enrollment logic into your existing campaigns.

Whether you’re just exploring the feature or ready to take your targeting to the next level, this session will give you the tools to re-engage with purpose.

Note that this is an interactive experience, so you will want to tune in live and be ready to participate so you can get the most out of it!

Masterclass registration

Hosted by Sara Davison, Training Manager at Digital Onboarding

A picture of Sara Davison

Sara is the Training Manager at Digital Onboarding, where she helps new and existing customers feel confident in the platform and adopt more campaigns to drive results. With 4+ years at the company, and a background in Account Management and educational content development, she specializes in delivering impactful training that enhances customer success.

Ebony Ivey
Director of FI Marketing Strategy - Growth Strategy Team

Ebony brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team