Setup

Implementation

Clients determine which ad areas they’d like to set up to work with Marketing as well as what tags they’d like to include (if any), and a developer completes setup. There is a snippet of code that gets added to the site that determines how and where Marketing will work. Content areas are also combined into a single content area, if needed, to allow ads to be served in the space.

Find the code

To check if the code is on the site: right click when within the site > View Page Source > Search for ‘kernel’.

• Visit: Tracks users coming to the site, so we can determine new visitors from old visitors.

• Serve (for server-side ads): Serves ads to users. This snippet allows users to insert ads into CMS content areas by indicating height and width and uses that to serve ads created in Banno Marketing, matching the height and width set.

• Serve (for client-side ads): Serves ads to users. This snippet of code identifies the styles/sizes of ads that have been set up to work with marketing, indicates the number of each style, and shows tags.

  • Example: {“id”:“hero”,“w”:1615,“h”:680},{“id”:“heroPersonal”,“w”:1615,“h”:680,“tags”:[“personal”]},{“id”:“heroBusiness”,“w”:1615,“h”:680,“tags”:[“business”]},{“id”:“subIcon2”,“w”:360,“h”:250},{“id”:“subIcon3”,“w”:360,“h”:250},{“id”:“subIcon4”,“w”:360,“h”:250},{“id”:“subIconPersonal1”,“w”:360,“h”:250,“tags”:[“personal”]},{“id”:“subIconPersonal2”,“w”:360,“h”:250,“tags”:[“personal”]},{“id”:“subIconPersonal3”,“w”:360,“h”:250,“tags”:[“personal”]},{“id”:“subIconPersonal4”,“w”:360,“h”:250,“tags”:[“personal”]},{“id”:“subIconBusiness1”,“w”:360,“h”:250,“tags”:[“business”]},{“id”:“subIconBusiness2”,“w”:360,“h”:250,“tags”:[“business”]},{“id”:“subIconBusiness3”,“w”:360,“h”:250,“tags”:[“business”]},{“id”:“subIconBusiness4”,“w”:360,“h”:250,“tags”:[“business”]})
  • Styles/Sizes included: hero, 1615x680px; subIcon, 360x250px
  • Number of ads included: 1 hero ad, 4 icon ads
  • Tags included: Personal, Business
    
    

• Associate: Grabs online banking name, when entered, and uses this to track the user’s profile. This allows FIs to know who is doing what on the site and allows Marketing to track users across browsers and devices. This snippet of code includes the Form ID and Input Field Name that should match OLB setup and be adjusted any time changes are made to the OLB setup after implementation

  • Form ID: right click in OLB space and Inspect:
    • Example: <form id="_____________" ………..>
  • Input Field Name: right click in username field and Inspect:
    • Example: <input type="text" id="onlineBankingLogin_username" name="___________" placeholder="Account ID" required="">

Setup guide + ad codes

Setup Guide: During implementation, clients are provided a Setup Guide, which outlines the exact steps they will take in creating campaigns, creating ads, activating ads, and determining where to reposition within the site. The Setup Guide is made per institution with details specific to their setup.

Note: The original Setup Guide for the institution can be found in the Basecamp implementation project.

Ad Codes: Clients are also provided an Ad Codes document that includes the HTML needed to build each style of ad. This code is what they would use as the base (a quick copy/paste in the source code editor) when building ads within Marketing or within the CMS. They can also use this to copy/paste the IDs used for repositioning when setting up various content areas to serve Marketing ads.

Note: The original Ad Codes for the institution can be found in the Basecamp implementation project.

Clients are instructed to hold on to these documents, as they’re necessary and valuable as they continue to create ads and campaigns over time. As questions come in, ask if they’re using it for reference and get a copy in their hands, whenever needed.

Note: The original Setup Guide and Ad Codes can be found in the Basecamp implementation project.

If changes are requested to the Marketing setup, new ad styles set up to work with Marketing, or any other changes are made that affect their setup, an updated Style Guide and Ad Codes doc should always be provided. Make sure they always have an up-to-date copy!

Note: When updated, post the new versions of the Setup Guide and Ad Codes for the institution in the Basecamp implementation project.

Understand ad serving

Ads are served to users based on their interactions within the site. If a user visits the Auto Loans page, for example, they will get ads served to them from the Auto Loans campaign, in the places they have designated to serve dynamic ads. As more interactions with the site occur, more campaigns/ads become relevant to the user.

Ads are served in near-real time. Once a page is visited, Marketing processes the visit and adds the relevant keywords to the user’s profile to serve ads from a related campaign during any subsequent interactions on the site.

Ads will be served from the most recent/relevant campaign first, followed by ads from other relevant campaigns (based on user interaction), followed by ads from campaigns for products/pages users have not yet interacted with. Recent page view activity influences those ads to be weighted more heavily than others.

Ads from the same campaign will not be served on a single page until ads from all other campaigns have been exhausted.

If there are more ad spaces serving dynamic ads than ads available, Marketing will cycle back through previous ads. Only in this case, should you see the same ad more than once on a page.

As long as other ads from other campaigns are available, ads should not show on the landing page for the campaign they belong to.

There is logic in place to filter out whether ads have been recently served. For example, if there are 2 ads from the same campaign and one has been shown, the next time those 2 ads are up to be served to the user, the other ad will be served.

CMS/Marketing users have full control over whether ads in any space are serving dynamic content at any given point in time or whether static content is showing (same content for all users that come to the site).

To serve dynamic ad content in a space:

• Server-side ads: An ad needs to be inserted in the content area.
• Client-side ads: The repositioning ID for that style of ad should be placed in the content area.

To show specific, static content:

• Server-side ads: Insert ad > Place a specific ad, from the Banno Marketing ad library.
• Client-side ads: Paste the HTML template for the ad style and update ad content directly through the CMS.

Tags can be used to designate specific areas on the site to serve only certain ads, giving clients more control over what content is served where. For example, a user can designate a content area on the site to be a “Business” ad area (by including the correct tag or placing the relevant repositioning ID), then this space will serve only ads also tagged Business.

• Tagged ads can also show up in non-tagged spaced. If a “general” content area is set without tags included, that space will serve ads with any tag applied.
• Server-side ads: Tags are completely up to the client. They can set any tags they’d like on individual ads and simply need to match those tags when inserting ads into content areas to ensure the correctly tagged ads are being served in the designated space. We recommend keeping the names of these tags simple.
• Client-side ads: Tags are set up during initial implementation and can be added, as needed, by development. If done, always provide a new Setup Guide and Ad Codes document with updated information.

Website ads are served only on the FI’s website, where the Banno Marketing code is included. Marketing does not serve ads on other websites.

Campaign management

Campaigns are higher-level product categories, used to sort ads. These are typically set up to relate to a specific page or pages on the site, tied to the site using related keywords.

Inside Campaigns, you will find a list of all current campaigns (active, scheduled, paused), sorted by most recently created. The main list will show campaign title, number of active ads, status, and clickthrough rate over the life of the campaign.

Within a campaign, you can view performance data, campaign details, individual ads that live within the campaign.

• Performance data: Allows you to view data for the campaign selected. Can update date range and view clickthrough rate/impressions/clicks by day/week/month, similar to Dashboard.

• Campaign details: Manage title, description, landing page, start/end date, related keywords, and fallback campaign status.

• Ads in the campaign: See a list of all ads, separated by size and initial details about active state and ad performance. Click the ad to access specifics for each individual ad.

Landing page

This represents the destination the ads in this campaign should lead the users to. This is not functional, just used as a reference point. The links set in individual ads are what will actually point the user to the page of choice.

Start + end dates

These can be set within campaign details to determine when a campaign should go live on the site and when it should stop being served.

• When start/end dates are set on a campaign, these are set for 12:00 am for the institution’s timezone.
• Once a campaign has ended, it will remain in the “Recent Campaigns” card on the Campaigns screen for 30 days. After that, it will be removed from the system.

Related keywords

List of key words or phrases used to describe the campaign.

• This is the piece that ties the Marketing campaign to the related page on the website. Related keywords for the campaign should match SEO keywords on the relevant page(s) of the website, set through the CMS, in order for Marketing to properly track that a page has been accessed and know the related campaign is now relevant to that user.
• If Related Keywords for the Marketing campaign and SEO keywords for the page in the CMS are not set or don’t match, these cannot be tied together, and users won’t get relevant ads served to them, based on where they’ve visited within the site.
• Each keyword acts individually to boost the chance of seeing a relevant ad. In other words, one matching keyword (between the campaign and webpage) will boost the chance, two matching keywords will boost the chance more, and so forth.
• If a person has seen a page with specific keywords, future visits will narrow their relevant ads to be pulled from campaigns with those related keywords.

Fallback campaigns

These are used to serve ads to users we don’t have any data on or don’t have a good match of ads for, based on their interactions with the site. When fallback campaigns are used, our clients are able to manage what is being to those users we don’t yet have information on or who may be potentially brand new users on the site.

• If a user never accesses a page of the site or only goes straight to the OLB login, the fallback campaigns are what would be shown to them.
• If no fallback campaigns are set up, Marketing will rotate ads from all other active campaigns as we build a profile for the user, prioritizing ads from the best-performing campaigns.
• Fallback campaigns also become relevant campaigns when the user’s experience matches the product/service they’re created for - they aren’t only used for unknown users.

Pause/resume campaigns

Campaigns can be paused or resumed at any point they are running. To do so, access the campaign you’re working with, click the ellipses (right corner, next to ‘Create an ad’ button), select Pause campaign or Resume campaign.

• Pausing a campaign keeps it in the main listing of campaigns but removes it from being served on the site.
• When a campaign is paused, ads that are activated in that campaign will not show. Ads do not need to be deactivated individually. The pausing is done at the campaign level.

Delete campaigns

Remove a campaign entirely by clicking the ellipses (right corner next to ‘Create an ad’ button) while working within a campaign.

• This removes the campaign, ads, and all related data from the system.
• Deleted campaigns cannot be recovered.

Recently ended campaigns

When an end date is set and the campaign ends, that campaign can be found in the “Recently ended” card on the Campaigns screen for 30 days following the end date. During this time, audience and performance data remains accessible. After 30 days, these are removed from the system.

Ad management

Create + manage ads

Individual ads are created within campaigns and should all be relevant to the campaign purpose, related to the landing page set for the campaign. Ads of all available sizes can/should be created inside a single campaign to make the campaign as useful as possible and serve related ads of each size/style to users on the site.

There are several things that are determined when creating/managing an ad:

• Name: Descriptor for the specific ad.

• Size: Specific dimensions for the ad style being created. These are provided during implementation and will differ per site per ad style. Refer to the Setup Guide and Ad Codes doc for the institution you’re working with.

• Tags: Allow clients to show only certain ads to certain customers to help delineate different sides of the site - for example, Personal vs. Business. They give a little more control over where recommended ads get served, as clients can choose which tags are allowed in each ad area throughout the website. In other words, you can indicate a certain ad area as “Personal” and it will pull only “Personal”-tagged ads into the space.

  • Tags are totally optional, and the large majority of sites have elected not to use tags.
  • For server-side ads: Any tags can be set up at any time, to be used how an FI would like. These are set on the ads themselves and referenced when inserting an ad through the CMS.
  • For client-side ads: To determine if tags have been used for an institution, check the Kernel code on the site or reference the Setup Guide provided during implementation.
  • If a client has set up tags, they can still leave the Tags field blank and designate “general” ads, which would be served in non-tagged spaces on the site.
    
    

• Type: Indicates the style of ad that will be built. 99.9% of the time, clients should be using HTML as the “Type” of ad. The other styles do not work well within most sites, especially today. Clients are trained this way and given the resources they need during implementation to build the HTML ads and should be creating ads in this way, following the Setup Guide.

  • Image: static image with text on the image itself. This is not recommended on a responsive site.
  • Text: text-only ads, used for specific types of site designs - for example, if a site has a hard-coded background image and only the text that sits on top is able to be changed out. We shouldn’t have many, if any, of these sites left!
  • HTML: What we should always be directing clients to build to fit their site style guidelines and work properly with the responsive site. This style includes text, image, and link all within a single ad to allow these to be responsive, indexed, read by screen readers, and so forth.

Once created, these properties can all be found by clicking the ellipses in the upper right corner while viewing the ad details and selecting Edit ad.

Activate + deactivate ads

When ads are created, by default they are deactivated. Rather than serving every ad that gets created automatically, we want clients to indicate when they’re ready for the ad to be served on the site.

• To activate/deactivate, access the ad details page. There is a Public toggle switch that can be clicked to activate or deactivate an ad. When activated, the ad is active in the lineup of ads to be served on the site. When deactivated, the ad will not be served.
• An Active ad on an inactive campaign (scheduled, paused, ended) will not show. The campaign settings override the ad settings.

Edit ad content

The following steps are general steps to edit content. For each individual institution, refer to the Setup Guide, which will include specific details for each ad size/style:

1. When creating an ad, always begin by opening the source code editor (< >) and pasting the HTML template for the specific ad style/size into the editor.
2. Click OK to go to the standard editor.
3. Within the standard editor, change out the image, text, link - similar to what you would do inside the CMS.
   
   Note: The styles will not appear correct within the Marketing editor, as this editor is used for all sites running on Banno Marketing. The styles seen in the editor are just general styles. The Preview option allows you to pull the ad you created into the site and have the site’s styles applied.
   
   
4. Save & Preview: Allows you to preview what the ad will look like when placed within the website, pulling the styles from the HTML template and set for the site itself. When previewing, choose a URL that includes an ad area of the same size and is set up to serve Marketing ads.
   
   Note: An example page is always created on UAT during implementation, and the URL for the page(s) can be found in the Setup Guide. For reference, this typically lives on domain-uat.banno.com/example-home and/or domain-uat.banno.com/example-sub, depending on which styles they’d set up to work with Marketing.
   
   
5. Save: Saves the work without the preview option.

The Ad Codes doc provided during implementation includes all HTML needed to build each size/style of ad. It is important that clients use this base HTML to keep the integrity of the site design - this allows the ads to have the same look and feel as intended, to include all elements needed, and to function responsively on the site.

Note: The original Setup Guide and Ad Codes can be found in the Basecamp implementation project.

Track Campaign + ad performance

Dashboard

Provides an overview of how Marketing ads and campaigns are doing site-wide.

• Campaign performance: Allows you to view impressions, clicks, clickthrough rate for all ads and campaigns over a period of time. You can toggle between the different metrics to view the information you’re looking for and can update the date range to fit the time period you’re looking to review.

• Campaign ratings: Shows a quick glance of the five best campaigns and five worst campaigns, measured by clickthrough rate. This will update based on the date range selected for the Dashboard.

Performance information

We track performance sitewide on the dashboard, at the campaign level by accessing the campaign details screen, and for individual ads on the ad details screen. Performance is measured through a few metrics.

• Impressions: Number of times an ad was served.

• Clicks: Number of times an ad was clicked.

• Clickthrough rate: the rate at which the ads are being clicked; an overall view of how the ads are doing. Determined by dividing the number of times your ad was clicked by the number of times your ad was served.

You can update the date range, as needed, and view clickthrough rate/impressions/clicks by day/week/month, similar to Dashboard when viewing performance information for individual campaigns and ads.

Manage assets

Assets for Marketing ads live inside Banno Assets (in the platform itself, not CMS Assets).

Upload assets by dragging and dropping files or browsing your computer. Once finished, files will show in the asset list.

• Change to grid view by clicking the grid icon next to the Upload button. This gives you image thumbnails.
• Click asset name/image to view details, download, upload a new version, add alt text or delete.

When a client goes to change the image used within an ad, the editor will be pulling from the Banno Assets library, not CMS assets.

Note: Banno Assets and CMS Assets will be merged as a future engineering project, so all assets will eventually be stored and managed together.

There is not an image editor within Marketing. Ads loaded into Banno Assets to be used with Marketing should be loaded in the correct dimensions to use with the ad style being created. The website Style Guide can always be provided, as reference.

Note: The original website Style Guide can be found in the Basecamp implementation project.

Serve Marketing ads | server-side

During implementation, developers will include the “serve” code snippet, which allows Marketing ads to be served on the site. These will be set up site-wide, across all affected templates. Based on client direction, individual content areas on each template are reconfigured into a single content area (rather than separate for image/text/link) to allow Marketing ads to be served.

Clients themselves are then able to determine which individual ad areas are serving Marketing ads at any given point in time. To serve ads from Marketing, they can insert ads into content areas, using the “Insert” menu within the CMS editor and can serve either dynamic content in the spaces or static content.

Serve dynamic ads through the CMS

With Banno Marketing, clients are able to designate specific content areas to serve dynamic content to users. This allows the site to serve different ad content to different users on the site, based on their experience within the site.

To serve dynamic ad content:

1. Access the page you want to serve Marketing ads on in the CMS and click into the ad area.
2. Delete any current content from the area.
3. In the Insert (+) menu, select Insert Ad
4. Indicate Size of ad, referencing the ad sizes set for the ads in Banno Marketing. These should also be indicated in the institution’s Setup Guide provided during implementation.
5. Add a Tag, if applicable, to delineate different sections of the site. For example, include ‘Business’ as the tag so serve only ads tagged ‘Business’ from the Banno Marketing ad library.
6. Save page edits.
7. Preview the page before publishing to ensure ads are being served in the space.

Note: Ads inside Marketing must be active in order to be served during the preview.

Serve specific ads through the CMS

Clients are also able to serve specific, static ads in various areas of the site, placing a single selected ad in the space for all users, rather than dynamically cycling through ad content based on user experience. This can be used if there is a specific message they’d like in a particular area of the site that they want to ensure all users on that page/space see.

To serve specific ad content:

1. Access the page you want to serve Marketing ads on in the CMS and click into the ad area.
2. Delete any current content from the area.
3. In the Insert (+) menu, select Insert Ad
4. Select Place a specific ad.
5. Select the campaign from the list of available Banno Marketing campaigns.
6. Select the ad you would like displayed in the chosen space. Note: these are separated by size.
7. Save page edits.
8. Preview the page before publishing to ensure ads are being served in the space.

Note: Ads inside Marketing must be active in order to be served during the preview.

Clients can also paste the base HTML ad template for the specific ad style they’re working with and update ad content directly through the CMS itself, if not placing a static ad that has already been created within Banno Marketing. However, we should always be encouraging clients to create all ads within Banno Marketing and serve dynamic or static ads from this library, so they can gain insight into user interactions.

Note: The original website Ad Codes can be found in the Basecamp implementation project.

Serve Marketing ads | client-side

During implementation, developers will set up specific ad styles to work with Marketing, based on client direction and will set up the “serve” code snippet based on those initial discussions. This will be set up site-wide, across all affected templates. Individual content areas on each template are reconfigured into a single content area (rather than separate for image/text/link) to allow Marketing ads to be served.

Clients themselves are then able to determine which individual ad areas are serving dynamic Marketing ads at any given point in time. To serve ads from Marketing, they include a repositioning ID in the content area. If they’d rather have static content showing, they can always paste the base HTML ad template for the specific ad style they’re working with and update ad content through the CMS itself.

Serve dynamic Banno Marketing ads

With Banno Marketing, clients are able to designate specific content areas to serve dynamic content to users. This allows the site to serve different ad content to different users on the site, based on their experience within the site.

To serve dynamic ad content:

• Access the page you want to serve Marketing ads on in the CMS and click into the ad area.
• Open the source code editor, delete any current content, and copy/paste the applicable ID from the Ad Codes document. The ID is what tells the site “serve a Marketing ad here”. IDs are created per individual ad style on each individual site, so you will need to reference the Setup Guide and/or Ad Codes document to grab the specific ID(s) for the site you’re working with.

Note: For the pages that have multiple ads of the same size, there are multiple IDs that can be placed. For two small ads on subpages, for example, use ID1 in the first space and ID2 in the second. The same ID cannot be used on any single page, or ads will not serve properly.

• Save page edits.
• Preview the page before publishing to ensure ads are being served in the space.

Note: Ads inside Marketing must be active in order to be served during the preview.

Place specific content in Marketing areas

Clients are also able to place static ad content in various areas of the site, showing specific ad content in a space, rather than dynamically cycling through ad content based on user experience. This can be used if there is a specific message they’d like in a particular area of the site that they want to ensure all users on that page/space see.

To place static content: You can manage this directly through the CMS itself, similar to managing other content on the site. In this case, you’ll just want to make sure to start by pasting the correct HTML template for the ad style (found in the Ad Codes doc) before editing content. Once the HTML template is in place, use the standard editor to change the example content (image, text, link) from the HTML template to the content of their choice.

Note: The original website Ad Codes can be found in the Basecamp implementation project.

From start to finish:

1. Inside the Banno platform, select Banno CMS. Navigate to Pages.
2. Click the title of the page you’d like to place the ad to open the editor.
3. Once open, click into the content area you’d like to make edits to in order to activate this space.
4. Open the Source Code editor, found under the gear icon.
5. Inside the Source Code editor, replace all content with the applicable HTML template provided in the Ad Codes document. This can be copy/pasted directly from the document into the Source Code editor.
6. Click Ok to return to the standard WYSIWYG editor.
7. Within the standard editor, change ad content to reflect the ad image, heading, body copy, and link you’d like to include in the ad.
8. Click Save.
9. Optional Preview: In the Editing menu on the right side of the screen, select Previewing. This will open a new tab with the page in a preview, so you can ensure the updates you’ve made are showing as expected on the page.
10. Publish the page.

Note: The support team should already have the above process written out as a step-by-step outline, along with a little verbiage that you can provide to clients, when needed.

Track user interactions

Marketing tracks only interactions within the FI’s website, related to the Banno Marketing ads; it does not collect any other data related to web browsing history.

Banno Marketing tracks only within the FI’s website, so does not capture information about activity on third party sites, including ads pointing to external URLs. These links are not trackable within Marketing since they point users outside the FI’s website.

If the Associate piece of the code is tied into the OLB login, user profiles are tracked based on username. Once a user has logged in from multiple browsers and devices, we can track them across browsers/devices based on this information and serve relevant ads to that user.

Data can be pulled on “known” user’s interactions with the ads/campaigns on the site through Audience Reporting. In these reports, only users we’ve tracked OLB usernames for will be pulled as all other data is generic and not trackable to specific users.

Cookies are used for tracking purposes to gather information about interactions on the site and serve relevant ads. Cookies do not expire. However, if a user clears their cache/cookies, they’ll be registered as a new guest the next time they come to the website. Once logged into OLB, though, the new profile gets combined with the data already saved under that user’s profile, tracked by OLB username, so long as the “associate” piece of the code has been tied to the OLB login.

Allow up to two hours for data that we’re tracking on audience interactions with ads/campaigns on the site to be processed and show up in a newly generated Audience report.

Previously-generated Audience reports are kept for 1 year. New reports should be run after that, to keep up with current, relevant data.

Audience reporting

Generate an audience report

The Audience section of the Marketing admin allows clients to really dig into what’s been happening with their Marketing ads across the site and find out more about who is showing interest in what on the site. Reporting can be set up for any available query you are interested in learning more about, based on the ad campaigns that have been set up inside Banno Marketing.

Run a query:

1. Set the date range you’d like to search.
   
   Note: by default, this will be what has previously been set within the Banno Marketing admin.
   
   

2. Select the Property from the dropdown menu that aligns with the data of interest as well as the corresponding fields (campaign, username, IP) - for example: clicked on an ad from Auto Loans campaign.

3. Once set, you can add a new line, choosing an additional Property/Campaign query to set within this report, if needed.
   
   Note: the same Property can not be selected twice within a single query.
   
   

4. When all fields have been defined, select Export list. This will gather all data and add the query to your List exports. The queries typically take awhile to run, as there is quite a bit of data to gather. When the query is running, the text will be greyed and italicized and a running indicator will show.

5. Once finalized, you can download as a .csv file. To download, click the green download button.

   Note: if no results are returned, the download button will not appear.

Delete a query that has been run, click the delete icon next to the query details in the List exports list. This removes the saved report from the list, but a new report can be generated at any time.

Review and use an Audience report

Open the downloaded .csv file to view your list of all users who fit the query run.

• Username: Shows a list of all users, by online banking username, who have logged into the online banking system and are part of the query you’ve run.

• First Seen/Last Seen: When a user first visited the site and their most recent visit.

• City/State/Zip: Where a user logged in based on their IP address.

The list of exports will stay in the List exports list to reference and access more quickly in the future, without running a new query. This exported data can be taken and plugged into a user management system to help clients dig deeper into who the users are and allow them to target communication outside of the website. We now know this group of users is interested in this product, for example, and can do a soft sell campaign to those individuals.

Initially when we go live with tracking, there isn’t any data in here for the users. Clients should take some time to get campaigns and ads up and running on the site, to allow for ads to start being served and users to begin interacting with the various ads before they attempt to pull data. Once they’re really up and running, we recommend digging into these reports to see how things are working, see how your ads are performing, determine where interactions are occurring, decide what type of messaging is working for the users across your site.

Settings

This page is what our team uses to go and pull that code that’s placed within the site. For all Banno and Episerver CMS clients, this page is simply informational - there is nothing our clients (or you) need to do here. If they get lost inside Settings, either in the tool itself or in the User Guide, understand what they’re trying to accomplish and redirect them where they truly need to be!

For non-JHA website users, they use this tool to generate the code that’s placed on their site and make updates as their ad styles and preferences change over time.

Note: There are currently only a couple non-JHA sites running Marketing. If and when this becomes more relevant again, we will add more detail.

User access

Users & groups are managed through the Settings app within the Banno platform. For Marketing users, permissions should be checked for Assets, Marketing, and History. For users also editing the website to serve Banno Marketing ads in various spaces, they should have CMS permissions that allow for page editing and/or publishing, as well.

In most cases, there is a single Marketing permission: ‘Manage campaigns and ads’. Access to this permission gives access to all pieces of the Marketing admin - from creating campaigns and ads to editing these pieces to reviewing performance data and audience reporting.

For clients running Banno Marketing both on their website and within Banno Online, different permissions will be available. In this case, you will see Marketing permissions split out between channels and between functions. Available options are as follows:

• Digital Banking Ads

  • View digital banking ads
  • Edit digital banking ads

• Website Ads

  • View website ads
  • Edit website ads
  • Manage website audience report

A Banno Marketing Admin group is created during implementation, giving access to all things Assets, Marketing, and History. Once created, clients can adjust the settings and users in the group however works best for them.

History tracks Marketing in the following ways:

• Campaign created
• Campaign updated
• Campaign deleted
• Ad created
• Ad updated
• Ad deleted

Banno Marketing support

Recommendations

Clients should have several campaigns set up to capture and respond to as many unique user experiences and interactions on the site as possible. The more campaigns available, the more users you’ll be able to serve relevant content to. If there are not relevant campaigns to serve from based on user experience, ads from fallback campaigns will be used or, if no fallback campaigns are set, ads will be served at random from all campaigns.

Within a campaign, clients should have multiple ad styles/sizes created promoting that specific product/service. This allows them to serve content for the relevant product service in any of the spaces set up to serve Marketing ads.

Within a campaign, multiple ads of the same size/style with differing image and content should be created to allow for a variety of content to be served to users, related to that specific product/service. This helps the site feel less stagnant, allows clients to get various messages out about a certain product/service, and gives some flexibility in the message they’re showing users.

• One image or message about a certain product/service may resonate more than another image or message with a single person or may resonate differently from one person to the next.
• Having a variety of content for related ads also allows clients to test out different types of imagery/messaging and view performance data to understand what is capturing their users’ attention.

Individual campaigns should be relevant to a single product/service and related to a single page or pages on the site. The more focused these campaigns are, the better we can target users based on their interactions.

A single campaign should not have ads for varying products and services within it. For example, there should not be a “Hero” campaign with a single style of ads, all with different products/services being promoted.

FIs should be directed to their marketing team or a company dedicated to marketing efforts for direction related specifically to marketing strategy, SEO, and so forth. We aren’t marketing professionals and try not to provide advice on exactly what to build and where to serve dynamic ads. This differs by site, customer base, marketing goals, etc. We provide direction on how to create what they need to create within the Banno Marketing admin and discuss how everything within the tool actually functions for them on the website.

When an additional training is requested, we like to first provide the client with the Setup Guide and Ad Codes doc for their institution along with a quick written rundown of how things work in the Banno Marketing admin and recommend they take some time to hop in and look through things. This refresh typically gives clients enough confidence to get in and start the work themselves and then allows them to have some more direct questions for us, which helps make the retraining (if needed) much more valuable. Always happy to run through a training, when needed, but want to make sure they’re empowered with the information they need to be self-sufficient, as well.

Google Analytics and Google Tags (or other 3rd party services) can be used alongside Marketing but would not be integrated with the Marketing data itself. Depending on what services are being used, the 3rd party’s code can just be added to the site to work alongside Marketing, running its own function or can be placed in the HTML of the ads created through the source code editor.

Troubleshooting

For ad serving to work properly, based on user experience, ensure Related Keywords on the campaign match SEO Keywords on the relevant landing page for the campaign as well as any other relevant pages of the site. The match between these keywords is what ties the campaign to the webpage in order to serve relevant ads to users.

If the size is not set properly when creating an ad in Marketing or inserting an ad within a content area on the site, the ad will not be able to be served (or previewed) in the intended space.

• Server-side ads: Clients are given a sizing guide during implementation to help keep this consistent as they move forward, but they are also able to set their own sizes. For ads to be served in the intended spaces on the site, the sizes on the ads created within Banno Marketing need to match the sizes indicated in the ad space when an ad is inserted through the CMS.
• Client-side ads: Double-check that the ad size matches what has been set for that style of ad (in the site’s ‘kernel’ code, Ad Codes doc, Setup Guide).

Ads must be activated to be served. Campaigns must be active for ads to be served. Active ads in an inactive, pending, paused, etc. campaign will not be served. Both the campaign and the ad must be active.

Client-side ads: Sometimes Marketing ad content will pull into a content area in the CMS when the repositioning ID has been placed. This space will serve dynamic content normally if left alone. However, if a user goes in and edits that ad content through the CMS directly, this will override the repositioning ID that has been placed and saves the page with the static content set in the content area. To serve dynamic content again, delete all content and paste the repositioning ID for that style of ad.

Always preview a Marketing ad to ensure it is looking as you’d like on the live site before Activating. When previewing, choose a URL that includes an ad area of the same size and is set up to serve Marketing ads.

Note: an example page is always created on UAT during implementation, and the URL for the page(s) can be found in the Setup Guide. For reference, this typically lives on domain-uat.banno.com/example-home and/or domain-uat.banno.com/example-sub, depending on which styles they’d set up to work with Marketing.

If there are troubles with ad formatting, pop into the Source Code editor and check the code of your ad against the HTML template to ensure all elements are there and that none have been accidentally deleted. Do this for any static ads created in the CMS using the HTML template, as well.

Marketing ads cannot be served in an area with a hidden class set. These are typically taken care of prior to launch through all testing during the implementation, but always worth having development check if there’s an issue with ads being displayed.

There is not currently an easy way to adjust a few ad properties through the Marketing editor. If wanting to set a disclaimer on an ad or update button style, you can create the ad you’d like through the CMS and copy/paste the HTML used for this into the Marketing ad editor to include the pieces of code needed.

Banno Marketing + web support

Check for Marketing

Any time a client has questions about the ads on their site, check to see if they are a Marketing client.

• FIStatus should include a checkmark next to Marketing, if so.
• Also verify by right clicking on the site > View Page Source > search for ‘Kernel’ in the code.
• Within the CMS, ad areas that include overlayed text and image that are in a single content area have typically been set up this way to work with Marketing.
• Server-side ads: Within the CMS, you will see a red box with the Marketing icon and text indicating that a Marketing ad has been inserted in the content area.
• Client-side ads: Within the CMS, open source code editor and check for the Marketing repositioning ID and/or a Campaign and Ad ID (from an active ad being served by Marketing).
  • Ex:
    -or-
  • Ex:

Edit ad content through CMS

Any content areas that have been set up as a single content area to work with Marketing, can either serve dynamic ads from Banno Marketing or show specific, static content.

Server-side ads

• Serve dynamic Marketing ads: Delete current content in the content area, Insert > Insert Ad, Place a dynamic ad, Indicate Size of ad and Tags, if applicable.
• Show specific, static content: Delete current content in the content area, Insert > Insert Ad, Place a specific ad, select Campaign, select Ad

Note: a more detailed, step-by-step guide can be found in the Serve Marketing Ads section.

Client-side ads

• Serve dynamic Marketing ads: open the source code editor for the content area, delete any current content, paste the relevant repositioning ID found in the Setup Guide.
• Show specific, static content: open the source code editor, delete any current content, paste the HTML template for that ad style found in the Ad Codes doc. Once code is saved, use the standard editor to change the example content (image, text, link) from the HTML template to the content of their choice.
• There is a step-by-step outline you can provide clients that includes the steps for the copy/paste through the HTML template.

Note: A more detailed, step-by-step guide can be found in the Serve Marketing Ads section.

Update website ad styles

If a customer requests to redesign any pages, update current ad styles, create new ad styles, and so forth, make sure Marketing is being kept top of mind and discuss potential impact any redesign may have.

• Current ads: Changes to current styling/setup will affect how ads are built and what is tracking. If styling is changing, likely ad size and HTML change as well, so new ads will need to be built within Marketing.
  • Do we need to update the code on the site to reflect the new ad size?
  • Has the HTML to build the ad been affected?
  • Provide new Setup Guide and new HTML in an updated Ad Codes doc, wherever needed.
  • Discuss how to rebuild current ads to work with the new setup.
    
    
• New ads/templates: if they are creating something new on the site, discuss how they may want the new space to work with Banno Marketing. This will apply to any new templates (even with current ad styles) or to new ad areas within current templates.
  • If they want to serve dynamic ad content in the ad space(s), include notes for development to set up the space to work with Marketing.
    • Provide size(s) and number of new ad spaces
    • Request base HTML for the new/updated ad style, if needed
    • Request repositioning ID(s) for the new ad style, if needed (for client-side ads)
  • Provide new Setup Guide and new HTML in an updated Ad Codes doc, wherever needed and give client direction on creating new ads within Marketing and CMS.

Always verify the updated code internally and run through a full test of the Marketing ads when updates are made to ensure things are working properly with Marketing before pushing live!

Update OLB code

If a client needs to make changes to the online banking setup, include a note for the developer to take a look at the ‘Associate’ piece of the Marketing code to ensure the new login information is captured there.

When the case comes back from development, verify all is correct internally by checking that the Form ID and Input Field Name on the updated login match what is listed in “associate”.

• Form ID: right click in OLB space and Inspect
• Example: <form id="_____________"………..>
• Input Field Name: right click in username field and Inspect:
  • Example: <input type="text" id="onlineBankingLogin_username" name="___________" placeholder="Account ID" required="">

When this is done, the usernames gathered previously to build Marketing profiles should remain intact and continue tracking in the same profile moving forward.

Remove remote login

Hopefully nobody is doing this these days, but if a client requests the removal of a remote login on the site, be sure to discuss the impact this has on the ability to track users within Marketing. The ‘Associate’ piece of the code is key, as it tracks the online baking username in order to give clients insight into who is doing what on the site, making the data gathered much more meaningful. It also allows us to track users across browsers and devices, once they’ve logged in from each browser/device, in order to build the user’s profile and serve relevant ads to them wherever they’re accessing the site.

Security

The following information relates to the security of data gathered through and stored within the Banno Marketing tool:

• The website and the Banno platform are both covered by an SSL certificate, which ensures that data sent from web browser to web server remains private on either domain.
• Data gathered and tracked with Banno Marketing is all captured through the site and stored inside the Banno platform, which requires login to access.
• Administrators at each institution maintain control over Users & Groups inside the Banno platform. These administrators determine the level of access or “permissions” any individual user has inside the system. Users without access to Banno Marketing will not see data captured through the tool.
• The user information being captured through the site and stored within the Banno platform includes browsing patterns, ad clicks, and a user’s online banking User ID. None of these, alone or together, are considered personally identifiable information.

Banno Marketing in Banno Online

We are now offering ad serving through Banno Online (and soon-to-be Banno Mobile)!

Website and digital banking campaigns and ads are listed separately and managed independently from one another within the Banno Marketing admin. These campaigns and the ads within them are not tied together in any way.

When an FI has Banno Marketing available for multiple channels, they will have the option to view website campaigns or digital banking campaigns and will also see these options to choose from when creating a new campaign.

Performance data will be split between website and digital banking campaigns. On the Dashboard, there will be a separate graph for each type of campaign and separate listing of best/worst performing campaigns. Each individual campaign and each individual ad will also include its own performance data.

Digital banking campaigns will include campaign name, description, start date, and optional end date.

Digital banking ads are created using predetermined templates. Users simply select the style of template they’d like to create and complete relevant fields for that template to add content (name, image, headline, body copy, link text, link).

Link options:

• CMS page: Select a page from the Banno website.
• External URL: Enter the full URL for an external website.
• App location: Select an application route from the list of available options.
• SSO: Select an SSO from the list of available options.

Digital banking campaigns allow for segments to be imported, which give an FI the ability to target specific users based on NetTeller ID, username, or member number. The FI puts the segment together on their end, comprised of a list of users they’d like to target with a specific campaign.

• When a segment has been attached to a campaign, Banno Marketing will serve ads in that campaign to only those users in the segment.
• If no segment has been imported on a campaign, the ads will be served to all users within Banno Online.