If your institution has both Narmi Lend and Narmi Banking enabled, you can easily create and schedule targeted campaigns that allow users to apply for loans directly from Narmi Banking for web and mobile. 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 lending promotion that displays in Narmi Banking for web or mobile:
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
In-platform link – Select In-platform link, then from the dropdown, select Personal Loan or Credit Card.
Select Save and continue.
3. Style and Content
The Style and Content section lets you configure the promotion type and how it will be displayed. A device preview displays on the right, which provides a general idea of how your promotion will appear. To see examples of how these promotion types display on web and mobile, go to Admin Promotions.
For lending promotions, select the Card type. 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 three 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).
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 an existing one, 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 before the selected end date. Your promotion will automatically end on the specified end date, but you can end it manually 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.