Create a New Promotion

Note: To add or edit a promotion, your staff must have the “Can change marketing campaign” permission.

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

1. 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 and the Link URL (must include https:// in the URL)
      

    
    

  • Banner image – Select the Image URL field to upload your image. Banner images must be 728×90 px in size. Enter the Link URL (must include https:// in the URL).
    

    
    

  • Card image – Select the Image URL field to upload your image. Card images must be 300×250 px in size. Enter Link URL (must include https:// in the URL).
    

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 choose to 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 would like 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 as “Scheduled” in the Promotions list until the specified start date and time.