At Flickwheel, we observed that potential customers were abandoning their auto-repair loan applications at various stages, particularly during documentation requirements like bank statement uploads. I needed to develop a system to re-engage these users and guide them through completion, ultimately improving our conversion rates.

I developed an email automation strategy that tracked user progress through the loan application journey and delivered targeted messages based on where they stopped. This required close integration between our backend system and Mailchimp’s automation capabilities.

• Built conditional logic paths based on specific abandonment points.
• Created trigger-based email sequences matched to user actions.
• Developed custom email content for each stage of the application process.

The workflow included specific triggered emails for scenarios like:

• Users who stopped at the bank statement upload stage.
• Those who completed documentation but didn’t confirm their loan terms.
• Applicants who reached the final stage but didn’t complete the disbursement requirements.

• Increased overall loan application completion rate by 35% within the first 3 months of implementation.
• Reduced average time-to-completion for loan applications from 72 hours to 48 hours.
• Achieved a 35% email open rate for the automated sequences.
• Generated a 28% click-through rate on emails providing guidance for bank statement uploads, our previous major drop-off point.
• Decreased application abandonment at the document upload stage by 45%.