Onboarding · Fintech

Maqetin reminds people who stopped at the ID check.

For people who started the ID check and stopped. It says how long the rest takes and links to the step they left. A journey sends it 24 hours after the check starts.

The email.

A sample to adapt: change the names, the product and the button to yours.

FromHarbour Money <hello@mail.harbourmoney.co.uk>SubjectOne step left: verify your IDPreviewIt takes about 2 minutes.

Hi Mary,

You are one step from opening your account. Verifying your ID takes about 2 minutes, and you pick up where you left off.

Finish verifying
Harbour Money, London

Sample workspace: Harbour Money, a digital bank in London.

How it is sent.

The journey starts when your app sends kyc.started. It waits 24 hours, then checks whether kyc.completed arrived since the person entered. If it did, they leave and no email goes. If not, the email goes.

Trigger
KYC started
kyc.started
Wait
Wait 24 hours
Condition
Verified yet?
kyc.completedsince entering
Yes
Exit
Exit
No
Send email
Send KYC reminder
Exit
Exit

Events to send.

Your app sends two events for the same person.

kyc.started
Starts the journey. Send resume_url with it, and the email can link to the step they left.
kyc.completed
Ends the journey early. Send it when the check passes.

Check before you send.

  • Link to the exact step. Send the address of the exact step in the properties of the first event.
  • Set the wait to your check. A wait can be any length from 5 seconds to a year. 24 hours is only the sample.
  • Have compliance read the wording. Copy about accounts and money may be regulated.

More onboarding templates.

Send the reminder to people who stop at the ID check.