Save your blood, sweat, and tears. Platform setup is easy peasy.

Launch your first campaign and start delivering business results in no time.

With our team by your side, you’ll sail through the implementation process and launch best-practice campaigns that deliver business results. Most institutions go live within a couple of months.

Our five-step process

Share brand assets

Share your brand colors, logo, font styles, images, videos, and other assets to customize digital campaigns that perfectly reflect your brand. Get access to best-practice campaign templates or create something entirely new.

Pick a goal

Whether it’s converting digital application abandoners, increasing enrollment in digital banking services, cross-selling, managing a system conversion, or handling customer migrations from an acquisition, we’ll work with you to define the objectives you want to achieve so we can measure success.

Define your audience

You can leverage just about any datapoint to automatically target the right customers and members with the most relevant campaigns. Set targeting criteria based on demographic information, deposit and loan balances, available credit, recent transactions, and other accessible data.

Finalize the content

During the implementation process, our team will meet with you on a weekly basis to revise campaign content and to keep the overall project on track.

Finish the tech work

Data sharing

Choose to load contact data into the platform via manual CSV upload, SFTP, or our API.

Email setup

Provide your SMTP settings and a sender address or add two DNS records that allow us to send emails on your behalf.

View technical documentation

“After spending a year exploring options, we chose the Digital Onboarding platform because it’s incredibly easy to implement and we love the experience it provides.”

Maureen Byrne
VP of Marketing & Product Delivery
Affinity FCU