Promotion Suite Certification

1.1 Welcome!

How to Use this Word Document: We recommend the following uses for this document: *Download and save for future reference *Print out for note taking *Print out and customize to use to for live classroom training of other staff at your financial institution NOTE: Some slides have “layers” that show different content when clicked in the eLearning course. All the layers print here, so you will see more pages in this document than slides in the course.

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1.2 Learning Objectives

2.1 Getting Started

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2.2 What is Promotion Suite?

2.3 Accessing Promotion Suite

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2.4 Campaigns

2.5 Campaign Screens

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2.6 Summary Screen Actions

2.7 Test Mode

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2.8 Uploading Test Users

2.9 Opt In and Opt Out

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2.10 Smart Targeting vs Custom

2.11 Quick Help Guides

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2.12 Match the Campaign Type to the correct definition.

Correct Choice

Active Campaigns that are currently running live.

Drafts Campaigns that are not finished or running.

Scheduled Future dated campaigns.

Past Campaigns that have completed the End date.

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2.13 Knowledge Check

Correct Choice

X True

False

Data-Driven Campaigns use information from all Digital Insight clients, but do NOT use any

personal information.

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3.1 Creating Campaigns

3.2 Learning Scenarios

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3.3 Starting the Scenario

3.4 Bill Pay Campaign scenario - Select Add

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3.5 Select Bill Pay as the targeting option

3.6 Click the Segment option

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3.7 Select Customer Segment

3.8 Select Create New Segment

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3.9 Type Bill Pay Training

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3.10 Select BP is Currently Registered

3.11 Select False

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3.12 Click the Save button

3.13 Click the Next button

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3.14 Choose Additional Locations

3.15 Select Home Location 1 as the location

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3.16 Click the Within Digital Banking Destination choice

3.17 Select Bill Pay as your Destination

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3.18 Select Top Home Image layout

3.19 Select Upload New Image

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3.20 Select the image file

3.21 Click on the uploaded image

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3.22 Start and End Date

3.23 Type 20 for Impressions per user

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3.24 Click the Roll Out Campaign button

3.25 Campaign Rollout

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4.1 Scheduled Maintenance Scenario – Select Add

4.2 Type Scheduled Maintenance

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4.3 Click the Segment option

4.4 Select All Users

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4.5 Select Home Location 2

4.6 Select Additional Locations

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4.7 Select the Location dropdown

4.8 Sample Scheduled Maintenance message

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4.9 Enter 50 for Impressions per user

4.10 Choose Exclusive as the Priority

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4.11 Roll Out Campaign

4.12 Campaign Rollout Completion

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5.1 Online Statements Campaign – Select Add

5.2 Select the Online Statements Smart Targeting option

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5.3 Click the Segment option

5.4 Click the Use Smart Targeting feature

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5.5 Select a Variable dropdown

5.6 Click the IB: Time Since Registration option

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5.7 Review and select Save

5.8 Choose History Location 2

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5.9 Review Destination location

5.10 Hover over each number to see more information

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5.11 Review the Start and End dates and Impressions per user info

5.12 Campaign Rollout

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6.1 Reports

6.2 Campaign Summary Report

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6.3 Campaign Summary Report Example

6.4 Campaign Detail Report

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6.5 Campaign Detail Report

6.6 Campaign Detail Report Example

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7.1 Next Steps

7.2 Using the Knowledge Base

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7.3 Next Steps

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8. Untitled Scene

8.1 Ask a Question

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