Rocket launching

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

Files

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.

Campaign goals

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.

Audience

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.

Campaign example

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.

Development tools

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

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.

digital campaign goals

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.

Personalized digital campaign

Finish the tech work

Data sharing

Choose to import data into the platform via our API, SFTP or CSV upload.

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

Pencil and rulerMarketing goalsTarget audiencemarketing campaigntech tools
file folders

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.

Target audience

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.

Developer tools
quotation marks
quotation marks
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What our customers have to say

Affinity Credit Union logo

“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 Affinity FCU VP of Marketing

Maureen Byrne
VP of Marketing & Product Delivery
Affinity FCU

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© 2020 Digital Onboarding, Inc.