Transcript Marketing - Client Site

Module 7:
Marketing Tools
Intuit Financial Services University
Internet Banking Certification Training
Internet Banking Certification
Marketing Tools - Objectives
By the end of this section, you will know how to:
 Change the Message of the Day (MOTD)
 Use Email Manager to market to consumers (if applicable)
 Set up Promotion Manager to send targeted marketing promotions to
consumers (if applicable)
 Use Start Screen URL to direct consumers to key features in IB
 Run marketing reports
Module 7: Marketing Tools
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Internet Banking Certification
Marketing > IB Message of the Day
• Home Banking MOTD posted on Login Page
NOTE: If your financial institution uses any login besides the standard or
custom login page, the message will appear in a new window on your
untethered login page or your home page login. The background of the
window will be blank with the message displayed in the center of the page.
• Bill Payment MOTD not applicable as our current Bill Pay products are single
sign-on
• Three messages can be saved; only the selected one will display.
• Option not to display MOTD
• HTML (HyperText Markup Language) can be used.
• Always Preview your message (especially if you are using HTML) before
clicking on Save.
Module 7: Marketing Tools
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Internet Banking Certification
Marketing > IB Message of the Day (cont’d)
HTML Tags
<b> </b>
BOLD
<u> </u>
UNDERLINE
<i> </i>
ITALICIZED
<font color= “blue”> </font>
FONT COLOR
<h1> </h1>
FONT SIZE (1=big thru
7=small)
<br>
BREAK
<marquee> </marquee>
MARQUEE
For extensive information on HTML tags:
http://www.htmlgoodies.com/tutors/basics.html
Module 7: Marketing Tools
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All rights reserved. CONFIDENTIAL AND PROPRIETARY.
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Internet Banking Certification
Email Manager
Note: This content is repeated from Module 6: Reports.
Email Manager is an optional feature that can be purchased. It allows you to
send emails to selected groups of consumers and can be accessed from the
bottom of User Report and Activity Reporting results screens.
NOTES:
• The emails that you create with Email Manager are sent to any
consumer who appears in the query results and who has an active email
address or any consumer that you upload (Growth and Retention
Program only).
• The Operations and Marketing representatives from your financial
institution should have access to Email Manager to send messages to
consumers.
Remember to view the recorded Email Manager webcast after this
Certification course if you have purchase Email Manager. This is located on
the Internet Banking Certification Training Resources page on the Training
Channel of Admin Platform
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Internet Banking Certification
Email Manager – Sample Reports
User Report:
• Last Login Date less than or equal to (date)
• HB Pre-Registered and BP Pre-Registered
• Online Statements Disclosure equal to No
• Users who have Internet Banking but not Bill Payment
Activity Reporting:
• Volume of transfers
• Number of logins to Internet Banking
• Download PFM
Module 7: Marketing Tools
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Internet Banking Certification
Marketing > IB Promotion Manager
Promotion Manager allows the financial institution to display targeted
marketing to Internet Banking consumers.
Training is provided via a separate training course, and is accessible from
the financial institution’s implementation site (typically MySupport).
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Maintenance > IB Start Screen By URL
Financial institution administrators can create links that will lead a consumer
to a designated (financial institution defined) start page after a successful
login. Links can be to a primary navigation button, a secondary navigation
button or a third party vendor product.
The purpose is to promote products or features within Internet Banking that
the consumer would not necessarily know about.
NOTE: You must request this feature be turned on.
Module 7: Marketing Tools
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Marketing Reports
Module 7: Marketing Tools
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Marketing Reports
There are several reports the financial institution can use to aid in marketing
efforts:
• Reports > Web Site Statistics
• Reports > IB Analyze Log Reports
• And two reports for retaining consumers:
 Reports > IB Activity Reports
 Reports > User Report
NOTE: For full details of these reports please review Module 6: Reports.
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Internet Banking Certification
Marketing - IB Activity Reports
Reports are just one way to find out who the financial institution’s
consumers are, what they are doing, and how the financial institution can
market new products and services to them. These are two reports to help
the financial institution accomplish this.
Activity Reporting - Some suggested transaction types for
marketing purposes are:
•
•
•
•
•
•
•
•
•
Scheduled Transaction and transfer
Alternate User ID Change and Change Password
Forgotten Password and Set Up Challenge Questions
BP Registration
Single Signon
Online Statement Waiver (if applicable)
MFA Options and MFA Challenge
Redeem Mature CD (if applicable)
Cross Member (Credit Unions allowing transfers across members
only)
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Marketing - User Report
The User Report allows the financial institution to pull information on
certain statuses and types of users in Internet Banking who they can then
market to. Some suggested reports to pull for marketing purposes are:
1. Registered users who haven't logged in
• Field to Search: Activated Account
• Operation: Not equal to
• Value: Yes
2. Locked out users
• Field to Search: Locked out
• Operation: Equal to
• Value: Yes
3. Active users w/o bill payment
• Field to Search: Activated Account
• Operation: Equal to
• Value: Yes
• AND
• Field to Search: Bill Payment ID
• Operation: Equal to
• Value: null
4. Inactive users
• Field to Search: Last Login Date
• Operation: Less than or equal to
• Value: (enter date 30, 60, 90, 180 days ago according
to financial institution inactive period)
Module 7: Marketing Tools
© 2012 Intuit Financial Services
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Internet Banking Certification
Marketing Tools - Objectives
In this section, you learned how to:
 Change the Message of the Day (MOTD)
 Use Email Manager to market to consumers (if applicable)
 Set up Promotion Manager to send targeted marketing promotions
to consumers (if applicable)
 Use Start Screen URL to direct consumers to key features in IB
 Run marketing reports
Module 7: Marketing Tools
© 2012 Intuit Financial Services
Page 13
All rights reserved. CONFIDENTIAL AND PROPRIETARY.