PlanSource Mobile App Email

PlanSource Mobile App Email & Text CampaignPromote the PlanSource Mobile app to your employees with these handy premade templates!*Please note: your employees can use the app if they have direct PlanSource login credentials and your organization is using the Employee Experience 3.0. If your employees access PlanSource through a partner single sign-on, they can’t use the app at this time.How Do I Create an Email Campaign in PlanSource?134874055753Your Organization00Your OrganizationTo create a new campaign, navigate to the communications tool under Data & Tools > Communications. If you’d like an interactive walkthrough, click the GuideMe icon in the upper righthand corner of your screen, type “Communication,” and click “Communication: Create an eMail Campaign.”Once you’ve pasted in the email message, click Save to save it. Then, scroll down to the bottom of the page to either schedule your message, test it, or send it.Ok, I’ve Got It. Show Me the Email Templates!Will do! Just one more quick note before we get started:To make sure your emails are properly formatted, we’re providing the HTML source code here for you to paste into the PlanSource system. Simply copy the code from this document, click the Source button in PlanSource, paste, then click Source again to return to the visual editor. From there, you can make any edits you’d like.-1047761478280Click Source to enter HTML mode, then paste in the HTML code from this document00Click Source to enter HTML mode, then paste in the HTML code from this document Here’s Email #1:Subject line: Check out the new mobile app for your benefits!The HTML source code to copy and paste:Hi {{first_name}},We're excited to announce that you can now access your employee benefits from the new and improved PlanSource Mobile app!Incorporating all the functionality of the desktop site, this free app is worth having on your phone year round. Here are a few of many reasons to download PlanSource Mobile:<ul> <li>Instead of having to remember your login info, you can use your fingerprint, face or PIN</li> <li>Leave your ID cards at home! The app can securely store them and send them to providers</li> <li>Start enrollment or a life event on your phone and finish on your computer, or vice versa</li> <li>Skip the scanner – upload important documents effortlessly by taking photos</li></ul>So what are you waiting for? Download the <a href="">Android app</a> or <a href="">iOS app</a> today.Please note that if you currently have the old Android app installed, you’ll need to delete it manually and reinstall the new version.– Your HR teamIf you’re using a separate email tool instead, here’s the message content:Hi NAME,We're excited to announce that you can now access your employee benefits from the new and improved PlanSource Mobile app! Incorporating all the functionality of the desktop site, this free app is worth having on your phone year round. Here are a few of many reasons to download PlanSource Mobile:Instead of having to remember your login info, you can use your fingerprint, face or PINLeave your ID cards at home! The app can securely store them and send them to providersStart?enrollment or a life event on your phone and finish on your computer, or vice versaSkip the scanner – upload important documents effortlessly by taking photosSo what are you waiting for? Download the Android app?or iOS app today.Please note that if you currently have the old Android app installed, you’ll need to delete it manually and reinstall the new version.– Your HR teamHere’s Email #2:Subject line: Video: How to use the PlanSource Mobile appThe HTML source code to copy and paste:Hi {{first_name}},Want to see for yourself how easy it is to manage and access your employee benefits in the PlanSource Mobile app?<a href=”>Click here to watch a quick video walkthrough of the app!</a>If you still haven’t installed this free app, you’re missing out! It’s much quicker to log into than the web version, and it hardly takes up any storage space on your phone, so we encourage you to give it a try.You can download the <a href="">Android app here</a> and <a href="">iOS app here</a>, or just search your app store for “PlanSource.” Please note that if you currently have the old Android app installed, you’ll need to delete it manually and reinstall the new version.Have a great day!– Your HR teamIf you’re using a separate email tool instead, here’s the message content:Hi NAME,Want to see for yourself how easy it is to manage and access your employee benefits in the PlanSource Mobile app?Click here to watch a quick video walkthrough of the app!If you still haven’t installed this free app, you’re missing out! It’s much quicker to log into than the web version, and it hardly takes up any storage space on your phone, so we encourage you to give it a try.You can download the Android app here?and iOS app here, or just search your app store for “PlanSource.” Please note that if you currently have the old Android app installed, you’ll need to delete it manually and reinstall the new version.Have a great day!– Your HR teamHere’s Email #3:Subject line: 5 great reasons to download PlanSource MobileThe HTML source code to copy and paste:Hi {{first_name}},Have you ever forgotten to bring your insurance card to an appointment and had to deal with the resulting hassle? With the PlanSource Mobile app for your employee benefits, it’s not a problem – you can keep your ID cards on your phone and easily send them to providers.But that’s just one reason to install PlanSource Mobile. Here are 5 more:<ol><li>Store benefits-related contacts and links in one place, separate from your personal contacts</li><li>Enroll in benefits or submit life events at home while talking through options with your family</li><li>Submit required documents by taking a picture instead of scanning them to your computer</li><li>Always know what benefits you have so you can ensure you’re taking full advantage of them</li><li>Log in instantly with your fingerprint, face ID or PIN code – no need to enter your password</li></ol>It’s never been easier to access your employee benefits. Get the free <a href="">Android app</a> or <a href="">iOS app</a> today!– Your HR teamIf you’re using a separate email tool instead, here’s the message content:Hi NAME,Have you ever forgotten to bring your insurance card to an appointment and had to deal with the resulting hassle? With the PlanSource Mobile app for your employee benefits, it’s not a problem – you can keep your ID cards on your phone and easily send them to providers.But that’s just one reason to install PlanSource Mobile. Here are 5 more:Store benefits-related contacts and links in one place, separate from your personal contactsEnroll in benefits or submit life events at home while talking through options with your familySubmit required documents by taking a picture instead of scanning them to your computerAlways know what benefits you have so you can ensure you’re taking full advantage of themLog in instantly with your fingerprint, face ID or PIN code – no need to enter your passwordIt’s never been easier to access your employee benefits. Get the free Android app?or iOS app today!– Your HR teamHow Do I Create a Text Messaging Campaign in PlanSource?30638751483360002914650187706100134874055753Your Organization00Your OrganizationIf you have signed up for PlanSource’s text messaging add-on tool, you’ll see an option for SMS next to Email in the communications tool under Data & Tools > Communications > Manage Campaigns > Create Campaign. Click on the SMS tab, type or paste your message, and click Save to save it. Then, scroll down to the bottom of the page to either schedule your message, test it, or send it.How Do I Sign Up for Text Messaging?You don’t have to! To provide support to our customers during the COVID-19 crisis, PlanSource is pleased to provide free text messaging for all new or existing customers through the end of 2020. As of Friday, April 24, this feature should be enabled for your account if you wish to use it. Each month, you can send up to ten?text?campaigns, or up to 100,000?text?messages, without paying fees. If these limitations create particular hardship for your organization, we will be happy to discuss additional options on a case-by-case basis.?Employees can opt in by?texting a keyword (START, BENEFITS or BENEFIT) to?46649. For the opt-in to work, employee cell phone numbers must be on file within?PlanSource?on the employee profile.Sounds Good – Now Show Me the Text Message Templates!Sure thing! Here you go:Text Message #1: Access your [COMPANY NAME] benefits instantly with the new PlanSource app! Get it today for Android: or iOS: Message #2: [YOUR COMPANY NAME] employees: Leave your insurance cards at home with our new benefits app! Get it for Android: & iOS: Message #3:Version 1 (pre-OE): Open enrollment starts [MMM DD]! Enroll from anywhere & submit documents effortlessly with the PlanSource app for Android: gltsmz & iOS: qmtsmzVersion 2 (post-OE): Want to view or change your employee benefits without having to remember your login? Get the app for Android: & iOS: ................
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