Module 7: Marketing Tools Intuit Financial Services University Internet Banking Certification Training

Internet Banking Certification Page 2 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Marketing Tools - Objectives By the end of this section, you will know how to:  Change the Message of the Day (MOTD)  Use 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

Internet Banking Certification Page 3 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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.

Internet Banking Certification Page 4 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. BOLD UNDERLINE ITALICIZED FONT COLOR FONT SIZE (1=big thru 7=small) BREAK MARQUEE HTML Tags For extensive information on HTML tags: Marketing > IB Message of the Day (cont’d)

Internet Banking Certification Page 5 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Manager Note: This content is repeated from Module 6: Reports. Manager is an optional feature that can be purchased. It allows you to send s to selected groups of consumers and can be accessed from the bottom of User Report and Activity Reporting results screens. NOTES: The s that you create with Manager are sent to any consumer who appears in the query results and who has an active 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 Manager to send messages to consumers. Remember to view the recorded Manager webcast after this Certification course if you have purchase Manager. This is located on the Internet Banking Certification Training Resources page on the Training Channel of Admin Platform

Internet Banking Certification Page 6 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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

Internet Banking Certification Page 7 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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).

Internet Banking Certification Page 8 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Maintenance > IB Start Screen By URL NOTE: You must request this feature be turned on. 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.

Internet Banking Certification Page 9 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Marketing Reports

Internet Banking Certification Page 10 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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.

Internet Banking Certification Page 11 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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)

Internet Banking Certification Page 12 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. 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: 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) 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

Internet Banking Certification Page 13 Module 7: Marketing Tools © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Marketing Tools - Objectives In this section, you learned how to:  Change the Message of the Day (MOTD)  Use 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