Marketing Hub

  • Marketing Hub Overview

    Once you've identified opportunities to keep money inside your institution with Discovered Accounts and you've analyzed user behavior with Analytics Suite, it's ...

  • Audiences Overview

    An audience is the specific group of users to whom you will direct your campaign. You can — and should — build a specific audience for each new campaign.   Watch...

  • Using Pre-built Audiences

      Pre-Built Audiences give you 10 suggested audiences, developed based on user feedback, for building a marketing campaign. To use Pre-Built Audiences:  Log in...

  • Create an Audience

    The audience builder is a complex tool that uses conditions, groups, and logical operators to help you identify groups of users. As you add conditions, only user...

  • Audience Actions

    Within Marketing Hub, you can edit, export, duplicate, target, or delete each audience with the help of the actions menu. Click the menu button ••• to the ri...

  • Audience Conditions

    Conditions allow you to set parameters to target a narrow set of users who you think will engage with your campaign. A condition defines whether users are includ...

  • Hide, duplicate, and delete audience conditions

    You can hide, duplicate, or delete any condition in an audience you’ve created. When you hide a condition, you can see how it will affect the number of users in...

  • Create an Audience Group

    Creating Groups in the Audience builder will allow you to add more than one rule with clarity, have more control in your conditions, and apply more rules for acc...

  • Import Users to an Audience

    If you want to create an audience using your own tools, that's not a problem. Simply create a CSV file containing the external user GUID of each user you'd like ...

  • Embedded Spaces

    You may wish to create a messaging campaign (embeddable banner) designed to be embedded on a custom website, app, or other location, rather than the pre-set loca...

  • Create a Custom Campaign

    Custom campaigns allow you to send targeted messaging to pre-set locations in MX products, as well as embedded spaces outside MX products with Embedded Spaces. C...

  • Add Content to Your Campaign

    When building a campaign within Marketing Hub, the message type you select will determine how you configure the content of the campaign. Select a message type be...

  • Configure Campaign Settings

      Configure campaign settings when creating a new campaign or editing an existing campaign.  Available campaign settings: Send a campaign to users when they ente...

  • Launch a Campaign

    To launch a campaign, in Marketing Hub, select Campaigns from the left navigation, then select the campaign you want to launch. From the campaign details page, y...

  • Finsmart

    The goal of a FinSmart campaign is to reduce the amount of work needed to get an effective message in front of a highly-valuable audience of users. FinSmart camp...

  • Analytics Suite & Marketing Hub User Role Permissions

      To manage team members and roles: In Analytics Suite/Marketing Hub, click the setting icon in the top right of the window and select Settings.  Select the Man...