Recovery · Insurance

Maqetin emails a visitor a link back to the quote they left.

For someone who got a price and left. It links back to their own quote. A journey sends it a day later, unless they have bought.

The email.

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

FromYour app <hello@mail.example.com>SubjectYour car insurance quote is savedPreviewIt is valid until Sunday.

Hi John,

Your quote from yesterday is saved, with the details you entered. It is valid until Sunday.

Return to your quote

How it is sent.

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

Trigger
Quote shown
quote.completed
Wait
Wait 24 hours
Condition
Bought yet?
policy.purchasedsince entering
Yes
Exit
Exit
No
Send email
Send quote follow-up
Exit
Exit

Events to send.

Your app sends two events for the same person.

quote.completed
Starts the journey. Send the product and valid_until with it, and the email can print them.
policy.purchased
Ends the journey early. Nobody who bought gets the email.

Check before you send.

  • Repeat what the quote page showed. Use the same cover and price, never a different figure.
  • Print the real expiry date. Send it in the properties of the first event.
  • Get the wording approved. Copy about insurance may be regulated. Have someone responsible read it before the journey starts.

More recovery templates.

Link people back to the quote they started.