Introduction
Your financial education program is designed to help you grow and deepen relationships with clients, employees, and community members. With Achieve and Achieve Connect, you can deliver interactive learning experiences that empower individuals to reach their financial goals. Launching your program is an exciting opportunity to maximize engagement and usage across your audience.
EVERFI has evaluated program data from partners of all sizes and identified proven strategies for a successful launch. Whether you’re just getting started or looking to boost participation, these best practices will help you promote your program, drive learner engagement, and make a lasting impact.
Social Media Promotion
Promoting your program on social media is one of the most effective ways to reach learners. Post regularly and share a variety of content to keep things fresh and interesting. Use deep links to highlight specific modules or playlists, so your audience can jump right into the topics that matter most to them. For tips on social sharing, check out our dedicated Social Sharing Guide.
- Schedule posts around seasonal events or trending topics to make your content timely and relevant.
- Respond to major events with educational resources that help your audience take action.
- Ask your Customer Success Manager about the Impact Marketing Hub for ready-to-use assets and ideas.
Deep Linking
Deep linking means sharing a direct URL to a specific playlist or module, instead of just the main landing page. This lets you target your messaging and share content that’s most relevant to your audience.
- Use deep links in emails, social posts, newsletters, and on your website.
- Identify your target audiences and choose the best channels to reach them.
- Mix deep links with links to your main program site for broader awareness.
Incentive Campaigns
Offering incentives is a powerful way to encourage learners to start and complete modules. Partners who run incentive campaigns see much higher engagement and completion rates.
- Sweepstakes: Run monthly or quarterly drawings for prizes or cash.
- Guaranteed Rewards: Offer a benefit to everyone who completes a module or playlist, such as a gift card or special recognition.
- Decide which type of incentive fits your goals and audience, and reach out to your Customer Success Manager for help setting up your campaign.
Multi-Channel Promotion
Don’t rely on just one channel to launch your program. Use a mix of communication methods to reach as many people as possible.
- Internal channels: Employee newsletters, onboarding materials, HR benefits, advisor communications.
- External channels: Social media, community outreach, public microsites, partner websites.
- Coordinate with your marketing and communications teams to make sure your messaging is consistent and effective.
Internal Alignment
Successful launches start with strong internal support. Make sure your leadership team is on board and that everyone understands the goals of your program.
- Share your launch plan with key stakeholders.
- Set clear objectives and communicate them to your team.
- Encourage cross-team collaboration to maximize impact.
Organizing Your Content
A well-organized landing page or microsite makes it easy for learners to find what they need. Use clear pathways, intuitive navigation, and branded layouts to guide users through your program.
- Group related modules and playlists together.
- Use descriptive titles and images to help learners choose where to start.
- Update your content regularly to keep things fresh.
Measuring Success
Track your program’s performance to see what’s working and where you can improve.
- Use built-in dashboards to monitor engagement, completion rates, and participation.
- Share results with your team and celebrate your successes.
- Adjust your strategy based on what you learn.