Marketing – Chapter Page

Communication with your borrowers and partners can be managed and automated in the Marketing tab of your BNTouch CRM. Here, a “Campaign” represents marketing communication that is sent to groups of people, not necessarily an individual email or text message sent to a specific person. This communication could be to borrowers, partners, other BNTouch users, or yourself. Campaigns can be sent via several media, including email, SMS text message, calling, mobile app push notifications, tasks, and more--depending on which BNTouch modules you have activated. These campaigns can be automated to send to applicable groups based upon predetermined triggers.

To access your list of campaigns at any time, simply click the Marketing Tab.

The first screen that will display in your Marketing Tab is the Campaign List. Depending on your account, some campaigns may already be listed here for you by your administrator. If you have the permission to do so, new campaigns can be created using the “Add Campaign” button. To learn more about the options available for the campaigns in your CRM, please watch our “Campaign List” training video.

BNTouch offers several unique features that allow you to reach current client, new leads, and active partners in a variety of ways. To take a tour of the various marketing tools and strategies available in your Marketing Tab, consider watching our “Marketing Tab” series of training videos. You can watch the whole playlist below!