Building campaigns

In SMART, you can create a campaign based on a specific need identified by your FI. Campaigns in Q2 SMART will now have audiences based in Audience Builder.

Note: To learn more about campaign components, see Ads and User lists.

Complete the following tasks to build a campaign.

  1. On the Campaigns page, select Build campaign (Build campaign button) to open the Campaign builder. Alternatively, you can select Build campaign from the Home page.
  2. Enter a name for your campaign under the Campaign name field.
  3. Select an option from the What would you like to do? list.
    Note: Surveys, online features, and announcements do not result in conversions and adoptions data.
  4. Select an option from the second drop-down list. This drop-down option is dependent on the previous selection.
  5. Select Build this campaign.
  1. Select an audience located within the Audience Builder workflow on the Audiences page. To create a new audience in Audience Builder, see Creating an Audience.
  1. On the Select creatives type page, select the ad placement area for the creative you want to include in the campaign. You can define any or all ad placements for each trait or audience. For more information on ad placements, see Ad locations by UUX version.
  2. Select Next: Add / upload creatives.
  1. On the Upload creatives page, choose an ad placement, and then select Click to add image.
  2. Select an ad from the library, or select the Upload new ad tab to import your own. Then, select Use ad.
  3. In the Alt Text field, describe the image or call to action for the visually impaired.
    4. Note: For Text and icon, select an icon from the library and enter the text that will appear next to the icon.
  4. Repeat the ad selection process as needed for each placement type.
  5. Select Next: Details.
  1. Enter the campaign details by completing the following fields:
    • Start date and time—when ads begin appearing for users
      Note: Campaigns scheduled to start within one hour of creation will start immediately. The campaign timer is based on the SMART user's local time.
    • (Optional) End date and time—when ads stop appearing
    • (Optional) Campaign priority—dictates how often ad appears in digital banking
    • (Optional) Destination URL—the web page users see when they select an ad in the campaign
      Note: Q2 SMART can only link to static URLs, which excludes URLs requiring single sign-on (SSO).
      Tip: A link to a digital banking page will open the page within the same browser tab or window. A link to a page outside of digital banking will open the page in a new tab or browser window. If you wish to target a page inside digital banking, you must enter the full URL, not just a URL fragment.
      Caution: For the best user experience, use a destination URL that contains https://. If the URL does not start with http:// or https://, then http:// will be added automatically by Q2 SMART. Unsecured URLs (those that contain http:// instead of https://) do not work in iOS.
  2. After you enter the campaign details, select Next: Review campaign.
  1. Review the details of your campaign, and select Launch. Alternatively, select Save as draft to save the campaign and return to it later.