---
schema_version: "1"
id: 1404fecb554c4abb9a47c8cbe93f78e1aa8f6af11ef905febbc027203122459b
title: Financial Services - Triggered Campaign Use Cases
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_use_case_triggered_finserv.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_triggered_finserv.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73d702e592af849958ea6f87d6e6ea32e9c65f522430bf51a4bcd12e278557fa
description: Check out these example personalization use cases of triggered campaigns for financial services.
products:
  - Marketing
  - Salesforce Personalization
release: "264"
---
# Financial Services - Triggered Campaign Use Cases

Check out these example personalization use cases of triggered campaigns for financial services.

![Life cycle stages for financial services](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_personalization-264-0-0-production-enus/16bf1f60-f44c-4260-a56e-f052cfe515a3/mc_personalization/images/mc_pers_use_case_finserv.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
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            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e56">Research</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e59">Discover</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e62">Validate</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e65">Onboard</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e68">Inform</th>
            <th scope="col" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" id="d87662e72">Expand</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Research" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e56 ">Contextually introduce and inform. Capture key identity elements.</td>

            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">Inspire and ensure easy exploration of relevant products and content.</td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">Encourage active product evaluation. Recognize signs of defection.</td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e65 ">Reduce time to value with the product or service.</td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e68 ">Increase adoption throughout the customer lifecycle.</td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e72 ">Nurture and grow LTV while reducing attrition.</td>

          </tr>
          <tr class="">
            <td data-label="Research" class="slds-cell-wrap" rowspan="5" style="text-align:left;vertical-align:top;" headers="d87662e56 ">No Email Address Available</td>

            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_browse_abandonment.htm&amp;release=264.0.0&amp;type=5" title="Use the Browse Abandonment trigger to reengage a customer who spent time viewing a product but didn’t purchase it. A Browse Abandonment campaign activates when the customer ends their visit, is inactive for 1 hour, and satisfies trigger rules that you set. If you upload event data for the user through the Event API, the user is considered active during that event.">Product Abandonment</a>
            </td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Multiple Case Study Views</a>
            </td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">First Login to Product</a>
            </td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e68 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Multiple Content Views</a>
            </td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e72 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Viewed Additional Products or Features</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Multiple Product Views</a>
            </td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Quote, Registration, Checkout or Application Abandonment</a>
            </td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Onboarding / Product Assistance</a>
            </td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e68 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Loyalty Program Offer</a>
            </td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e72 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">Registered / Added for New Feature</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">Content Download</a>
            </td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">Created an Account</a>
            </td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Promote Training Content</a>
            </td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e68 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_high_engagement_category_new_item.htm&amp;release=264.0.0&amp;type=5" title="Reach users when you add a catalog item in a category that they’ve expressed high interest in. This trigger checks for new items in the user’s high-engagement categories every 6 hours and activates if the user hasn’t viewed any of the items for the specified minimum view time. A high-engagement category is based on behavior criteria that you set, such as view time and a minimum number of items purchased.">Event / Webinar Promotion</a>
            </td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e72 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Ask for Customer Satisfaction Survey Completion</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Email Sign Up Abandon</a>
            </td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">Requested Additional Information</a>
            </td>

            <td data-label="Onboard" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e65 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Completed Onboarding Actions</a>
            </td>

            <td data-label="Inform" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e68 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_high_engagement_category_new_item.htm&amp;release=264.0.0&amp;type=5" title="Reach users when you add a catalog item in a category that they’ve expressed high interest in. This trigger checks for new items in the user’s high-engagement categories every 6 hours and activates if the user hasn’t viewed any of the items for the specified minimum view time. A high-engagement category is based on behavior criteria that you set, such as view time and a minimum number of items purchased.">&gt;New Product or Feature Introduction</a>
            </td>

            <td data-label="Expand" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e72 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Target Customers with Special Offers</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="Discover" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e59 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_high_engagement_category_new_item.htm&amp;release=264.0.0&amp;type=5" title="Reach users when you add a catalog item in a category that they’ve expressed high interest in. This trigger checks for new items in the user’s high-engagement categories every 6 hours and activates if the user hasn’t viewed any of the items for the specified minimum view time. A high-engagement category is based on behavior criteria that you set, such as view time and a minimum number of items purchased.">&gt;New Blog Content</a>
            </td>

            <td data-label="Validate" class="slds-cell-wrap" style="text-align:left;vertical-align:top;" headers="d87662e62 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_event_action.htm&amp;release=264.0.0&amp;type=5" title="Use the Event Action trigger if you want to trigger a campaign based on an action instead of using a segment. This trigger activates immediately when a qualified user completes any of the actions you define.">Webinar, Event or Demo Sign Up</a>
            </td>

            <td data-label="Onboard" class="slds-cell-wrap" colspan="3" style="text-align:center;vertical-align:top;" headers="d87662e65 d87662e68 d87662e72 ">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mc_pers_triggered_campaign_trigger_segment_membership.htm&amp;release=264.0.0&amp;type=5" title="A segment membership trigger activates when a user joins or leaves a segment that you select. Marketing Cloud Personalization updates the segments in real time, so you can use the triggers to immediately respond to specific user actions. If you select multiple segments, the user must join or leave only one of the segments to qualify for the campaign.">Not Logged in for X Days</a>
            </td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Consider Personalization Use Cases](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_use_case_about.htm&release=264.0.0&type=5 "Browse the Use Case Library to look for ideas and inspiration for your own personalization solutions. The use cases represent popular examples. But they’re not templates, nor do they encompass the full range of possible use cases for your business. Before you commit to implementing one or more personalization use cases, determine whether the use case aligns with your business goals, priorities, and other suitability criteria.")