Messaging
Looking for the new Messaging features?
In 2024 we enhanced our features with built-in analytics to help you engage with your customers. Check out the new Messaging features in your dashboard.
Once you've identified opportunities to keep money inside your institution with Discovered Accounts and you've analyzed user behavior with Customer Analytics, it's time to turn that knowledge into an effective campaign with Messaging.
Rather than a wide campaign that hits all of your customers Messaging lets you create a focused, detailed, informed message seen only by the users who are most likely to respond.
Follow these steps to create a message:
- Create an audience. Audiences should target a focused group of customers that will respond to the specific message you have in mind, whether it's advertising a new product, announcing a new feature, or anything else.
- Create a message. With an audience and location chosen above, you can add a destination URL and decide whether to have the campaign run continuously or as a one-off event.