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Mass Enrollment Emails

3 min read
Send bulk enrollment emails to employer groups during onboarding periods to drive initial adoption and re-engage employees who haven't activated their accounts. This powerful communication tool helps maximize member enrollment and platform adoption.

Mass enrollment emails are targeted communications sent to employees who haven't yet activated their healthcare shopping accounts. These emails serve as both initial invitations and re-engagement campaigns, helping employers maximize their platform investment and ensure employees have access to cost-saving healthcare tools.

Access Level Required

Mass enrollment emails can only be sent by Tier 1+ support representatives. This feature is not available to Tier 0 users due to its bulk communication capabilities and potential impact on employer relationships.

Overview

Mass enrollment emails are targeted communications sent to employees who haven't yet activated their healthcare shopping accounts. These emails serve as both initial invitations and re-engagement campaigns, helping employers maximize their platform investment and ensure employees have access to cost-saving healthcare tools.

The system automatically identifies eligible recipients based on enrollment status and sends personalized invitations with activation instructions, making the onboarding process seamless for both employers and employees.

When to Send Mass Enrollment Emails

Common Use Cases

New Employer Onboarding

"We just enabled ABC Corp and need to invite all their employees to join the platform"

Example:

Best Time: After verifying group configuration and close to benefit activation date

Re-engagement Campaign

"Only 40% of employees have activated their accounts since our initial launch"

Example:

Best Time: 2-4 weeks after initial launch, before open enrollment periods

New Employee Addition

"The employer added 25 new hires to their eligibility file"

Example:

Best Time: Within 1-2 weeks of eligibility file update

Seasonal Reminders

"Open enrollment is approaching and we want to boost engagement"

Example:

Best Time: 4-6 weeks before open enrollment deadline

Timing Considerations

Never send mass enrollment emails immediately after enabling an employer group. Always verify group configuration, confirm benefit dates are active or approaching, and coordinate with the employer's communication timeline to avoid confusion.

Step-by-Step Process

How to Send Mass Enrollment Emails
1
Navigate to Employer Group
Go to the Employers section and locate the specific employer group you want to target. Path: Dashboard → Employers → Select Employer Group
2
Access Mass Enrollment Action
From the employer group profile, find and click "Send Mass Enrollment Emails" in the Actions section. Location: Employer Profile → Actions → "Send Mass Enrollment Emails"
3
Review Recipient List
The system will display all eligible employees who haven't activated their accounts. Verify the recipient count and check for any exclusions needed. Note: Only employees with email addresses and no active accounts will be included.
4
Confirm and Send
Review all settings and click the send button to dispatch enrollment emails to all eligible recipients.
5
Monitor Results
Track email delivery, open rates, and subsequent account activations in the engagement reporting section. Follow-up: Plan re-engagement campaigns for non-responders after 2-3 weeks.

Best Practices

Timing is Critical

Send emails after group configuration is verified but before benefit effective dates.

Coordinate with Employers

Inform employer champions before sending bulk communications to their employees.

Follow-up Strategy

Plan secondary campaigns for non-responders, typically 2-3 weeks after initial send.

Track Performance

Monitor open rates, click-through rates, and activation conversions to optimize future campaigns.

Avoid Spam Filters

Use clear, professional subject lines and avoid excessive promotional language.

Pro Tip

Before sending mass enrollment emails, check the employer's existing communication calendar to avoid conflicts with other important announcements like open enrollment, policy changes, or company-wide initiatives.

Troubleshooting Common Issues

Low Recipient Count

  • Check Eligibility File: Verify employees have valid email addresses
  • Review Exclusions: Confirm no employees are incorrectly marked as already enrolled
  • Validate Group Status: Ensure the employer group is enabled and properly configured

Email Delivery Issues

  • Corporate Spam Filters: Work with employer IT departments to whitelist sender domains
  • Bounce-backs: Review and update employee email addresses in eligibility files
  • Delayed Delivery: Check for email system maintenance or high-volume processing delays
Employer Group Management Track Engagement Results Employer Onboarding
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For the latest version of this article, visit: help-mass-enrollment.html
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Overview When to Send Mass Enrollment Emails Step-by-Step Process Best Practices Troubleshooting Common Issues

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