Create a New Promotion

Please refer to Promotion Permissions to see which staff permissions are required for Promotions.

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

1. New Promotion

From the Narmi Command 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.

• Link URL – Choose one of the following options:

  • Drive awareness externally – Enter a custom external URL to direct the user (must include https:// in the URL)

  • In-platform link – Select where the user will be directed within the Narmi platform, either:

    • Account Opening – If your institution has enabled Consumer Account Opening in Digital Banking, this opens the account opening flow in Narmi Banking.

    • Alerts – Opens alerts settings in Narmi Banking.

    • Credit card – Opens Narmi Lend for credit card loans.

    • Direct deposit enrollment – Opens the direct deposit enrollment page in Narmi Banking.

    • Paperless statement enrollment – Opens the paperless statements enrollment page in Narmi Banking.

    • Personal loan – Opens Narmi Lend for personal loans.

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 About Promotions.

  • Card (web or mobile) – 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)

    
    

  • Banner image (web or mobile) – Select the Image field to upload your image. Web banner images must be 728×90 px in size. Mobile banner images must be 300×50 px in size.
    
    

  • Card image (web only) – Select the Image field to upload your image. Web card images must be 300×250 px in size.
    
    

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.

Using AI in Promotions

AI for Promotions empowers your staff users to leverage Narmi AI to streamline the creation of marketing campaigns. With Narmi AI, you can:

• Accelerate campaign development – Significantly reduce the time required to design promotions, allowing your institution to increase the frequency and volume of marketing initiatives.

• Augment marketing capabilities – Provide a sophisticated "marketing assistant" for institutions that may lack dedicated in-house creative resources, ensuring professional-grade output for all users.

We use Claude (Anthropic) via AWS Bedrock to ensure secure, high-performance natural language processing. Institutions must sign the AI terms and conditions provided by their Narmi Relationship Manager before the feature is enabled.

The following conditions apply to AI in Promotions:

• Currently, Narmi AI supports the generation of text-only card promotions.

• We are actively developing AI-generated card image promotions and plan to introduce this functionality in a subsequent release.

• AI-generated banner images are not supported at this stage. This is due to constraints in the current model, which require fixed aspect ratios that do not align with our banner dimension requirements.

How It Works

Narmi AI generates card promotions by synthesizing data from the following inputs:

• Promotion Name – The primary title of the campaign.

• Description – An optional field; if populated, Narmi AI uses this text to inform the tone and detail of the output.

• Link URL – The destination link for the promotion.

• AI Prompts/Keywords – An optional field to provide specific directions or stylistic preferences. We highly recommend using this field to provide Narmi AI with clear guidance on your creative vision.

The AI Workflow

Create AI-generated card promotions using the following steps:

1. Enter Initial Details – In a new promotion, enter the promotion name and optional description, choose web or mobile format, enter the destination URL in the “Details” section, then select Save and continue (see the instructions in Details).
   
   

2. Customize Style and Content – The "Style and content" section opens, with the Narmi AI input box at the top. Select the Card option (Banner image and Card image options are not supported at this time).

   You can select Generate to create a promotion based solely on the "Details" section, but we recommend first entering a prompt and keywords in the AI box, then selecting Generate. This provides additional context and improves the quality of the generated promotion. The AI-crafted content automatically populates the relevant fields.
   
   

   After generating, you can add additional prompts in the AI box to refine the results as needed, then select Regenerate. When finalized, select Save and continue.
   

3. Set Target and Scheduling – Specify the target segment(s) for the promotion and schedule when the promotion should run (see instructions in Target and Scheduling).
   

4. Review and Confirm – Once generated, review your promotion and select Confirm. The new promotion will appear in the Scheduled tab until the specified start date and time.