Open Enrollment Follow-Ups Based on Opens and Clicks
In ChangeEngine, you can schedule one follow-up five or seven days after the enrollment message based on whether an eligible employee opened it or clicked a specific link. If they clicked the benefits FAQ but didn't enroll, send an office-hours invite that addresses their questions instead of repeating the same email.
It's open enrollment time, and eligible employees need to open your message and complete benefit enrollment so they don't miss out.
How Can Follow-Ups Use Opens and Clicks?
ChangeEngine can schedule one follow-up five or seven days after an open enrollment message based on whether an eligible employee opened it or clicked a link. Start with the target audience that is eligible to complete enrollment, then set the message for that group. The follow-up reacts to each employee's actual email activity.
The worked example starts with an Excel open enrollment chase list, then moves into the follow-up setup. For someone who didn't open the reminder, five days after it lands they get the next nudge automatically. You can also schedule the message based on whether someone clicked a specific link.
What Should Follow an FAQ Click Without Enrollment?
An employee who clicks the benefits FAQ but doesn't enroll should receive an office-hours invite, not the same email again. The click shows they have questions even if they haven't reached out yet. It lets you respond to what they did rather than send a generic repeat.
ChangeEngine lets you review which links employees click and schedule one follow-up for a click on a specific link. You can track employee engagement, whether they completed the task, and questions they haven't raised. That helps get questions answered before the employee misses enrollment.
Frequently asked questions
Can ChangeEngine follow up only with employees who didn't open the email?
Yes. After you send the message to employees eligible for open enrollment, ChangeEngine can schedule one follow-up for people who didn't open it. The worked example uses five days after the reminder, and the walkthrough also gives seven days as another timing option for that scheduled message.
What should I send after an employee clicks the benefits FAQ but doesn't enroll?
Send an office-hours invitation instead of repeating the same email. In the worked example, clicking the benefits FAQ shows that the employee has questions, even if they haven't reached out yet. The follow-up gives them a way to get those questions answered and complete enrollment.
