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Third-Party Targeted Email Kit
Build awareness and attract more small business customers
We know it, and you know it: Autobooks is an ideal solution for most small businesses. But have your customers heard about it? And if so, are they aware that your institution offers it?
The email templates found here are designed to create awareness and drive adoption — all through simple messaging. All four emails announce the availability of Autobooks at your institution, and delve into the differentiators that make Autobooks an ideal solution for their needs.
Although we cover the main features that are built specifically for small businesses (such as invoicing and payment acceptance), we keep the copy brief, friendly, and to the point. The call-to-action is straightforward: log into online banking, and give Autobooks a try.
How to Use This Content
To make the best use of this email content, we suggest:
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Send the four emails to all your business customers, to ensure that they hear about Autobooks.
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Try to send Email #1 out first, as it serves as more of an introduction.
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After copying and pasting to your email service provider or marketing automation system, ensure that the areas called out to fill in your financial institution specific information have been updated.
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Leverage the Autobooks product images available here: autobooks.co/marketing to add any Autobooks product visuals you would like.
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Feel free to add your own product images, logos, and interactive widgets to further personalize and tailor to your brand.
Email 1
This email serves as a brief introduction to Autobooks. It’s possible that a recipient may not recognize our name, that’s why we quickly make the connection with the embedded payment acceptance features, as found on your online banking dashboard.
Subject line:
Preview text:
Message body:
[Optional Recipient Name],
Good news: [FI NAME] now offers Autobooks, an easy-to-use solution that includes everything you need to get paid — including digital payment acceptance and invoicing — directly inside online and mobile banking.
Discover the benefit of using your bank to accept customer payments that land directly into your account — not a third-party app. These powerful features, built specifically for your small business needs, are available now.
To get started, log into your [FI NAME] online and mobile banking. Then simply click on Send an Invoice or Accept a Payment.
[ADD AN IMAGE THAT SHOWS LOCATION OF SOLUTION OR PAYMENT TOOLS INSIDE YOUR UI – DOWNLOAD PRODUCT IMAGES]
With the invoicing and payment acceptance features inside online and mobile banking, you’ll be able to:
- Get paid directly inside your online and mobile banking — no need to transfer funds from a third-party app
- Let people easily pay you online with a credit card, debit card, or through an electronic bank transfer (ACH)
- Create and send digital invoices that are customized with your business logo, and include our name for extra credibility
- Share a secure payment link on any invoice, text message, social media profile, or web page
- View all your transactions inside one place — always know who’s paid and who’s due
Give Autobooks a try. Log into online or mobile banking, enroll in minutes, and send your first payment request.
Have a question? Submit a support request or just contact your local branch.
Email 2
This email briefly introduces Autobooks, and then delves into the Payment Link feature, as found on your online banking dashboard. We also provide some possible use cases for this feature, such as by sharing via text, web page, invoice, newsletter, etc.
Subject line:
Preview text:
Message body:
[Optional Recipient Name],
What if collecting electronic payments from your customers was as easy as sending them a text message?
Great news: starting today, you really can collect electronic payments that easily. [FI Name] now offers digital payment acceptance, powered by Autobooks. Just use the Payment Link feature inside your online or mobile banking.
To get started, log into online and mobile banking. Then simply click on Payment Link from the main screen.
[ADD AN IMAGE THAT SHOWS LOCATION OF AUTOBOOKS INSIDE UI - DOWNLOAD PRODUCT IMAGES]
With Autobooks, you get a secure link that you can share with customers anywhere to let them pay electronically. Share it on your Facebook page or website, in your email newsletter or paper bulletin, on invoices or contracts, in a text message, or anywhere you communicate with customers. When you get paid, the money lands right into your banking account.
With Autobooks, you’ll be able to:
- Easily collect payment or donations, in-person or online
- Get paid directly into your secure bank account
- Never lose track of your money inside a third-party app
- Say yes to customer requests to pay online with a card or bank transfer
Need to send professional invoices? You can do that too.
Give Autobooks a try. Log into online or mobile banking, enroll in minutes, and send your first payment request.
Have a question? Submit a support request or just contact your local branch.
Email 3
This email briefly introduces Autobooks, and then delves into the Send an Invoice feature, as found on your online banking dashboard. We also provide the steps involved in sending an invoice, and some of the advantages in doing so through your institution.
Subject line:
Preview text:
Message body:
[Optional Recipient Name],
[FI Name] now offers digital invoicing, powered by Autobooks, to give you time back to run your business. Get the robust tools you need to manage the invoicing process — easily track invoices and payments made, upload an unlimited number of customer and product records, and even customize the look and feel of your invoices.
To get started, log into your [FI NAME] online and mobile banking. Then simply click on Send an Invoice from the main screen.
[ADD AN IMAGE THAT SHOWS INVOICING SCREEN - DOWNLOAD PRODUCT IMAGES]
Here’s how it works, in just a few steps:
- Click on Send an Invoice inside online banking (you will have to enroll the first time). Autobooks invoices are delivered by email.
- Customers can click on a link inside the email and immediately pay your invoice, via a secure web page. They can pay with any major card (including Amex®), or through ACH transfer.
- Funds go directly into your [FI NAME] checking account — typically within two business days of the payment submission.
Enroll in minutes and you’ll be able to:
- Send invoices or estimates from your [FI NAME] online or mobile banking
- Make it easy for customers to pay — by card or ACH
- See who’s viewed invoices, who’s paid, and who still needs to pay
- Customize invoices with your branding in just a few clicks
Need to accept a payment or contribution directly, in person or via a link? You can do that too!
Give Autobooks a try. Log into online or mobile banking, enroll in minutes, and send your first payment request.
Have a question? Submit a support request or just contact your local branch.
Email 4
This email serves as an introduction to the fee structure for Autobooks, and how it can help a small business owner save money. In addition, we also briefly touch on customer service as a differentiator.
Subject line:
Preview text:
Message body:
Hi [Name of Recipient],
[FI NAME] now offers digital invoicing and payment acceptance, powered by Autobooks — an easy-to-use solution that includes everything you need to get paid and stay on top of your business. And they’re available now, directly inside your online and mobile banking.
Even better news. With Autobooks, there are no monthly fees, annual fees, or flat fees associated with transactions — instead you just pay the straightforward processing fee every time you get paid.
Plus, Autobooks is built to be part of your everyday banking experience. That means you can get help anytime you need it — simply contact a [FI NAME] representative or visit one of our convenient locations.
With Autobooks, you’ll be able to:
- Let customers easily pay you online with a credit card, debit card, or electronic bank transfers (ACH)
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Get paid right into your [FI NAME] checking account — no need to transfer funds from a third-party payment app
- Receive a better support experience — talk to a real small business expert, not a chatbot
Give Autobooks a try. Log into online or mobile banking, enroll in minutes, and send your first payment request.
Have a question? Submit a support request or just contact your local branch.