Baldwin Financial Services Client Benefits Program

Baldwin Financial Services Client Benefits Program

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- Contact Detail
- Membership Type

Reporting
- My Savings
- Fundraising

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How it Works Baldwin Financial Services

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Member and non-members can access eCompare

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Items included in the establishment of the website

Inclusions in the set-up of the members benefits program.

Customise the members benefits website
Branded members benefits app
Set up server to AWS Sydney
Customise and brand all communications
Customise and brand introduction videos and how to videos
E-mail templates
Welcome e-mail
Share a gift card function
Verify/Activate your account (email and SMS)
Reminder Verify/Activate account (email & SMS)
Forgot Password (email and SMS)
Thank you for your order (email)
Refer a family member (email)
eCard Delivery (email and SMS)
Lifecycle EDM's (functionality & offers) to members
How to videos
Rewards program introduction video
How to shop using online stores
How to purchase sale items
How to use promo codes
How to use eCards for an extra 5% discount
How to give a family member access
How to use the savings calculator
How to access great savings via members pack
How to save on your next holiday through Expedia
Members e-Books
Welcome pack with special offers (value and range)
Special occasion offers (birthday/seasonal/annuals)
E-catalogue of special offers
Back office
Admin control panel
Customer support ticketing program
Members benefits CRM System
Customer support and helpdesk software
Data analytics and real time reports

Cost	$73,899.00
GST	$7,389.00
Total	$81,288.00

Items included in the monthly administration

Hosting and maintaining dedicated server (AWS Sydney)
Daily site maintenance
Sourcing and uploading daily deals
Sourcing and uploading daily sale items
Managing and delivery of eCards
Managing and sourcing new online shops
Sourcing special offers for the welcome eBook
Sourcing special offers for special occasion eBooks
Member engagement analytics (email & EDM)
Campaign tracking (open, click through, bounce, etc)
Detailed campaign tracking by member demographics
Reporting and Analytics
Website (Google) traffic analytics
Member Registration and Activity Summary
Summary Transaction Count (eCard & Online Shopping)
Summary Financials (Savings & Fundraising)
Detailed Member Transaction Count (eCard & Online Shopping)
Detailed Member Financials (Savings & Fundraising)
Member Site Visit Statistics (spend/save/purchase/visit freq)
Itemised member transaction detail (eCards & Online)
Rewards Program Members - email Communications
Total savings report
Total fundraising report
Member notification per purchase fundraising amount (opt in)

Cost	$8,220.00
GST	$822.00
Total	$9,044.00

Contact us

support@wemakeadifference.com.au

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