Settings shared by templates
- TEMPLATE NAME
- This area is where you are able to specify the name that you want to give this template. It will be surfaced in a number of different places in the platform and most of our customers will come up with some sort of naming convention to group their products by 'Onboard', 'Cross-Sell', or other groups in order to more easily find what they are looking for. An example of this is naming a template 'Onboarding - New Customer Welcome Letter'.
- COMMUNICATION CATEGORY
- This is the most important part of the Communications Settings area. This field will tell Core iQ exactly why you are sending out your chosen communication, giving you access to additional settings and opportunities.
- Mandatory Communication
- This setting is used for items that are mandatory for all customers in your audience to receive. This can be federally mandated notifications, bank closure information, or other important messages that all customers are legally required to obtain. Mandatory communications will override exclusions within your audience as well, so be aware that this communication type should only be used sparingly.
- Product Offer
- This setting is used for items that are related to specific product offers relating to your Service areas. Once you choose this setting, you will be expected to tell Core iQ exactly which one of your Service Groups this communication is related to using the Offer Pertains to the Following field.
- Offer Pertains to the Following
Using this field is important if you want to accurately track conversions for product offers across the Core iQ platform. By correctly mapping a communication to a specific Service Group, Core iQ can help you track the effectiveness of your electronic and direct marketing campaigns.
Conversion Days Offset
This particular field allows you to set the number of days that Core iQ should track a communication to see if the customer converts. If the customer follows through on that communication during that period, Core iQ will mark that as a success. Finding the correct number of days to offset your campaign can be tricky, but most banks stick to a 30, 60, or 90 day window.
- Offer Pertains to the Following
- All other categories listed below contain no additional settings or functionality. Their purpose is to segment communication types for those customers that choose to opt out of a certain group of communications coming from your financial institution. It’s important to correctly label your template, even with these categories, as grouping them together can help you keep information relevant for your customers. These categories include:
- Courtesy Follow-Up
- Debt Collections
- News & Interests
- Warnings & Alerts
- Surveys
- This setting is used for items that are related to specific product offers relating to your Service areas. Once you choose this setting, you will be expected to tell Core iQ exactly which one of your Service Groups this communication is related to using the Offer Pertains to the Following field.
- Mandatory Communication
- CUSTOMER RECEIVES NO MORE THAN ONCE WITHIN
- This field will allow you to add another layer of protection to ensure that your customers are not being overwhelmed by the number of communications they are receiving from you. Core iQ will honor the date amount in this field when considering whether to send out a given communication to a customer.
Letter only settings
- FRONT/BACK
- This option adds an additional BACK tab to the letter builder, allowing you to place content on the back of your letter once it is sent. Be careful when building the front and back of your letter to not exceed the page length when adding content, especially dynamic content like photos and signatures. If you are wanting to go over 1 physical page, you will need to reach out to Onovative directly to create a multipage document for you.
- COLOR/B&W
- If you have a truly black and white template created in the builder, then this option will allow you to choose to send your letter as a black and white piece in order to save cost. If, for any reason, there are color items in your template, we will automatically change the template type back to color.
- EXTRA SERVICE
- This is where you can choose to send a letter as Registered or Certified Mail. This will, of course, increase your cost per letter significantly.
- INCLUDE RETURN ENVELOPE
- Here you can specify that a certain page has a perforated section that can be sent back using a premade return envelope. Always remember to send us a Proof for Review of templates with perforations so that we can check cut lines and margins.
Email only settings
- SUBJECT LINE
- When specifying a subject line for your email template, remember to avoid words that could potentially trigger SPAM filters. Also, be aware that we do support the use of merge fields within the Subject Line, if you are looking to create a dynamic email subject line.
- SENDING EMAIL ADDRESS
- Here you can choose the email address that will be used by default when sending this email template. Most of our customers simply leave the option at the default sending email address, but you can always have it come from somewhere else. The only option that is sometimes confusing is the first choice of having the Sending Email Address be the email on file for the Responsible Banker. This means that the sending address will be directly influenced by who the Responsible Banker is in Core iQ. The Responsible Banker is set on either the Convert to Campaign screen or the Communication Touchpoint screen.
Survey only settings
- SURVEY CALL TO ACTION
- Each link to a survey is dynamically created for each customer, allowing us to connect a set of responses back to your core data. When we dynamically create a link, we will use whatever is placed in this CTA box to determine what to make that link say. Good options include: Take Survey, Start Survey, Start Now, Enter to Win (if related to a drawing).