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Marketing Strategy Prep Form













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The following information helps us to develop the marketing strategy for your institution. Please submit prior to your Go To Market Strategy Presentation. We understand that you may not have final answers for all questions. Provide your best guess at this time. You can discuss any outstanding concerns during the Go To Market Strategy Presentation and revise responses as we develop your strategy.
Marketing Strategy Contact Information
Who should Kasasa contact with any questions about the information provided on this form? 




Marketing Plan Prep











Email Marketing

The following will be listed on any email executed by Kasasa on your behalf.
Provide both the link to sign-up for E-Statements and step by step instructions for a consumer to do so, as they will be included in the Adoption Campaign. 





The following information will be used to set up your Lifecycle Marketing and end-of-cycle email campaigns.
Provide links to social media platforms managed by your institution. If you do not have a link for a certain platform, enter N/A.
SMS/MMS Marketing
The following information will be used to set up your SMS/MMS Marketing Campaigns.

Use the exact company name associated with your tax or business registration ID.





Online Banking Branding
We will use the following colors to brand the landing page account holders will see in online banking. 



Branding Your Lifecycle Marketing and End of Cycle Emails

Kasasa offers the ability to choose your own color for Lifecycle (LCMP) campaign and End of Cycle (EOC) emails. Your selected color will be reflected in certain variable components within the email template, such as header dividers and click-to-action buttons. 

 

You can choose from an extended Kasasa color palette that complements your institution’s brand, or you may enter a custom color.

 

TIP: Best judgment is recommended in order to avoid colors that don’t read well and could potentially negatively affect performance on the call-to-action buttons – such as very light shades. 

LCMP Hex Colors

Marketing Strategy Prep Form

Your Institution
The following questions help you to prepare for the FIRSTBranch Deep Dive call.




Your New FIRSTBranch

Who at your institution will be responsible for accessing and reviewing your FIRSTBranch analytics?




List any pages on your current website that that we would not be able to find using your traditional website navigation. These may be landing pages that consumers or other groups access via QR code or from marketing campaigns. 

Promotions
List up to 6 products or services you want to see on your homepage at the time of launch - ranked in order of importance. This can include seasonal product promotions, community involvement, brand messaging, etc.


If you are launching both Kasasa Checking and Kasasa Loans, you may provide different account opening tools or indicate that the tools are the same.

References
Provide up to four websites you would like us to reference when designing your FIRSTBranch. You can reference any website in any industry - it does not need to be within banking. We utilize your references to better understand the direction you want to go and the feeling you want to convey with your website. 
Reference 1:



Reference 2:



Reference 3:



Reference 4:



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