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Re-engage employees who started enrollment but never finished.

Most employees who don't enroll intended to. They started, hit a question, and moved on. Chatref sends a targeted nudge with the deadline and next step so no one misses enrollment because they got distracted.

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Why it matters

The problem this solves.

The challenge

Employees who meant to enroll forget, get distracted, and miss the deadline — then blame HR for not reminding them.

What it costs

Participation stays low not because employees don't want to join, but because no one followed up at the right moment.

The Chatref way

Chatref identifies employees who engaged but didn't complete, and sends a targeted nudge with the deadline and a direct link to

Recovered incomplete enrollmentsHigher final participation ratesAutomated — no HR calendar timeTimed to the actual deadline

The Chatref solution

How Chatref re-engages incomplete enrollments.

Fig. 1 · How Chatref re-engages incomplete enrollmentsfrom abandoned intent to completed sign-up

An employee visits the wellness portal, asks questions, but leaves before completing enrollment. Chatref flags the incomplete and triggers a follow-up nudge with the deadline date, the exact step they left at, and a direct link to the registration form.

Real questions

What Chatref answers here.

You haven't finished your wellness enrollment yet — deadline is Friday.

Pick up where you left off: your enrollment form is one step from done.

The wellness enrollment window closes in 48 hours.

You asked about the wellness program last week — here's the sign-up link.

Last chance to enroll in the wellness incentive program this year.

Your wellness enrollment isn't complete yet — here's what's left.

Loved by support teams

HR teams, recovering enrollment from employees who meant to sign up.

How companies use Chatref nudges to close the gap between intent and completed enrollment.

We used to lose 20–30% of intended enrollments every year because employees forgot after the initial announcement. Chatref's deadline nudges recovered most of them — and HR didn't have to send a single follow-up email.

Northwind Analytics

The nudges go out automatically timed to the deadline. HR doesn't have to think about it — and participation goes up every year.

Pinehook

We can see exactly which employees got a nudge and whether they completed enrollment after. It's the clearest participation data we've ever had.

Cardinal CRM
28%

increase in final enrollment rates after adding deadline nudges

Shift workers who miss announcements get a nudge at a time when they're actually at a screen. Much more effective than a morning email blast.

Modio

FAQ

Questions, answered.

Still not sure? Talk to our team.

How does Chatref know which employees to nudge?

It identifies employees who interacted with the wellness widget but didn't complete enrollment, then triggers a targeted follow-up.

Can I control the timing of the nudges?

Yes. You configure when nudges go out — for example, 7 days before the deadline, 48 hours before, and on the final day.

Will employees find the nudges intrusive?

Nudges are conversational and helpful — they include the deadline, the specific step left, and a direct link. Most employees appreciate the reminder.

Can the nudge system run without HR managing it?

Yes. Once configured, it runs automatically based on your deadline schedule. HR sees the results in the insights dashboard.

How quickly can we set up the nudge system?

Configure your deadline dates and nudge copy, embed the widget on your wellness portal, and the system runs itself from there.

Stop losing enrollments to distraction.

Configure your deadline nudges once, embed the widget on your wellness portal, and let Chatref recover every incomplete enrollment — free to start.

Part of Chatref for Corporate Wellness Programs · Healthcare hub · pricing.