Account Opening Promotions

If your institution has enabled Consumer Account Opening in Digital Banking, you can easily create and schedule targeted campaigns that allow users to open accounts directly from your web and mobile Digital Banking apps. For an overview of Promotions, go to About Promotions.

To add or edit promotions, your staff must have the “Can add and update marketing promotions and analytics” permission.  For more information on configuring permissions, go to Manage Roles.

To create a new Account Opening promotion that displays in web or mobile Digital Banking:

1. New Promotion

From the Admin Platform sidebar, select Promotions > New promotion.

2. Details

On the page that appears, enter the following information in the Details section:

• Promotion name – Internal name for your promotion

• Description (optional) – Internal description for your promotion

• Web or Mobile – Choose whether this promotion should display in web or mobile banking
  
  
  Select Save and continue.

3. Style and Content

In the Style and Content section, select the promotion type and configure how it will be displayed. A device preview displays on the right, which provides a general idea of how your promotion will appear.

• Type – For web, select one of three promotion types—Card, Banner image, or Card image. For mobile, select one of two types—Card or Banner image. To see examples of how these promotion types display in web and mobile, go to Admin Promotions.
  

  • Card – When you select Card, the following fields appear:

    • Layout – Enter the Message title, which allows a maximum of 30 characters, and the Message body, which allows 3 lines of text and will truncate automatically.

    • Icon – Select an icon that shows to the left of the title

    • Link – Enter the Link text (max 15 characters) and select In-platform link > Account Opening to ensure the link opens the Account Opening flow.
      

      
      

  • Banner image – Select the Image URL field to upload your image. Banner images must be 728×90 px in size. Select In-platform link > Account Opening to ensure the link opens the Account Opening flow.
    

    
    

  • Card image – Select the Image URL field to upload your image. Card images must be 300×250 px in size. Select In-platform link > Account Opening to ensure the link opens the Account Opening flow.
    

Select Save and continue.

4. Target

Select the target segment for your promotion from a list of available segments from your core. To create a new segment or modify a segment, please contact your Narmi Relationship Manager. For more information on segments, go to Segmentation.

Select Save and continue.

5. Scheduling

Select the start and end date and time for your promotion. Note: The end date is required. You can end a promotion at any time, even if it is before the selected end date. Your promotion will automatically end at the specified end date, but you can manually end it before then. Go to End a Promotion for details.

Select the calendar or clock icon to use the date and time pickers. Select Save and continue.

After all sections are complete, select Save as draft if you want to finish later or select Review to continue.

6. Review

On the review page, make sure the promotion details are correct and select Confirm. Select Edit to go back and change any details.

Your new promotion will appear in the Scheduled tab until the specified start date and time.

The image below shows how your promotion may look in the web app.