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Engagement scoring

for Superannuation Companies & Investment Firms

Australian super & investment firms of all sizes have selected Swift Digital as their engagement platform.

See at-a-glance how engaged customers are with your organisation

Swift Digital is your all-in-one engagement scoring platform.

An engagement score is a measure of just how well your users are connected to your brand. Each user has a unique score based on their interactions with your pages and communications.

See all this and more in action. Schedule a demo to see how our engagement scoring software can help you…


Follow customer engagement levels across multiple campaigns


Design targeted campaigns according to engagement levels


Allocate scores to quickly measure overall engagement


See which marketing channels are the most effective


Divide your target audience according to engagement levels


Gather the data you need without excessive time or effort

83 percent of marketers identify that the ability to make data-guided decisions is one of the most important capabilities.

Sydney Cityscape

Why Swift Digital?

A platform that provides automated marketing tools across multiple channels has the power to save time, money, and resources for all types of organisations.

Swift Digital is the platform of choice not only because it is one of the most established in Australia (first providing services in 2001) but it also meets strict data privacy and anti-spam laws. Our data servers are located here in Australia, so your data is under local jurisdiction at all times.

This makes it ideal for medium to large-size organisations especially concerned about compliance and privacy.

Our platform attracts many of the country’s leading government departments, financial organisations, legal and accounting practices, and educational institutions, as well as superannuation and investment firms.

In addition to engagement scoring, you can reach out to your target audience with email marketing, event management, landing pages, online surveys, SMS, and marketing automation from a single dashboard.

Your data is safer with us!

With data servers located in Australia, your data always remains under Australian jurisdiction. This gives our clients peace of mind – as does the fact that we’re fully compliant with all anti-spam and privacy laws.

Customers obtained through email have a 12% higher lifetime value


Some impressive statistics


Surveys Created


Questions Added


Responses Received

Packed to the rafters with survey features

15 question types

There are 15 question types to use in any combination and with any criteria.

Branded templates

High-quality, branded survey, email and page templates.

Custom subdomain

Branded URL’s for sharing surveys via email, online, on social media.

Anonymous or tracked

Set your surveys up for anonymous or identified feedback.

Multiple reporting options

View HTML or PDF reports with charts and graphs, or export to Excel.

Branching logic

Use logic and criteria to keep surveys concise and relevant.

Set open/close dates

Specify when you’d like to start and stop receiving responses.

Save and return functionality

Allow respondents to save progress and return at a later time.

Signature panels

Add a signatory box for compliance, permission and approval sign-offs.

Trigger emails

Automatically issue emails to respondents upon completion.

Landing pages

Build landing pages to provide more information and link to your surveys.

Multi-purpose forms

Use forms for surveys, feedback, data capture, registrations, etc.

Who's it for?

How could it benefit your marketing campaigns if you were able to divide your target audience into those that are most engaged with your marketing – and those that are least engaged?

For those that are most engaged, you could invite them to events, send offers and downloads, or seek feedback knowing that there is a good chance of a favourable response.

For the least engaged, you could design a campaign aimed at reigniting their interest in your organisation.

This is the power of engagement scoring. It’s for any superannuation company or investment firm that wants to be able to get closer to its customers and potential customers; and to design more effective email campaigns, events, landing pages, surveys, etc.

Use the technology to be more targeted, personalised, and relevant in your marketing…

More targeted campaigns: better results

  • Analyse individual customer engagement across all marketing channels

  • Decide the activities to track & set unique engagement ‘values’

  • Assign ‘weighted’ values to different activities – e.g. click, register, download, sale

  • Use simple slider tools to segment your database by engagement level

  • Develop campaigns targeting new ‘market segments’ you identify

  • Export segment data to Excel or mailing lists

  • Identify your most-engaged customers

  • Identify inactive individuals & plan how to ‘reignite’ interest

  • Integrate with Salesforce for a 360-degree view of customers


Your intuitive overview of customer engagement

Measuring how individuals interact with your marketing campaigns is the only way to estimate campaign ROI.

But how about measuring individual interactions across many campaigns, historically, with your superannuation or investment firm?

Engaging in this level of individual, granular analysis is the key to being more personalised in your marketing approach.

It helps you shape the right messages for individual customers.

You set the rules; but from there you automatically receive the information you need to analyse and make better marketing decisions.

In other words, you achieve maximum impact with minimal demand on your precious time.

Engagement Score Triggers

Automatically score contact engagement for better insight

When a client books an appointment

Raise their engagement score by 500pts

Targeted Email

Target highly engaged contacts with relevant email campaigns

Contact reaches 1000pt engagement score

Add them to ‘Highly Engaged’ mailing list

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Need more than engagement scoring?

Engagement scoring is an excellent tool for providing a more complete customer overview.

It works in isolation if your marketing campaigns are managed elsewhere; but the Swift Digital platform also offers the opportunity to centrally manage all email marketing, event management, online surveys, landing pages, mobile and SMS, and marketing automation.

Our tools integrate easily with Salesforce or other CRM software and simplify the management of multiple campaigns.

Learn more: Online Surveys

Email Marketing

Effortlessly create stunning emails, newsletters, and campaigns using our drag-and-drop email builder.

Event Management

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

Landing Pages

Build web pages like you build emails. Create forms to capture leads and contacts.

Mobile and SMS

Send personalised messages to your contacts and monitor responses.


Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

Engagement Scoring

See who’s engaged and who’s not and target campaigns accordingly.

What's next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

Get Started
20 October 2017 in Engagement Scoring

Engagement Activities You Need to Pay Attention To

Engaging leads and customers on a mass scale is far easier now, thanks to the digital age, but it can also be overwhelming. With so many channels to pursue, and so much to measure in the process, it can be difficult to know where to start. Below, we have taken…
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