2023 Turnkey Campaign Program Spend & Get Marketing Campaigns

Campaign Overview

• Our Spend & Get Marketing Campaigns are designed to promote card usage and reward cardholders for using their credit or debit card for qualifying spending.

• Advisors Plus communicates with targeted cardholders via direct mail and/or email with promotion details including a unique participation code or 1-click registration link directing them to the campaign registration site.

• Campaign Cardholder Registration site: mycardrebate.com/holiday

• Cardholders must register their participation code and complete the spending requirement to be eligible to earn a rebate.

Spend & Get campaigns are managed by Advisors Plus and include:

• Target list development

• Financial Institutions have the opportunity to review initial target lists for hygiene of missing or incorrect email addresses, as well accounts that should not be included in the campaign (for example, marketing opt-outs).

• Creative design, development, production, and postage (if applicable)

• Creative templates include Financial Institution specifics including Financial Institution name, return address, email ‘from’ address, association reference and logos, and Financial Institution logos.

• Account response tracking and results reporting

• Reporting includes email statistics report, email unsubscribe reporting, results reporting summary, and rebate file.

Participating Financial Institutions are responsible for the following items:

• Review files and reporting posted to ReportVue/WebReports

• For instructions on how to set-up email alerts for Advisors Plus reports, please refer to A+ Auto File & Report Email Notification instructions.

• Review marketing creative templates

• Review includes Financial Institution name, return address, email 'from' address, association reference and logos, and Financial Institution logos.

• Creative proofs will be sent via DocuSign in October for Financial Institution review and reference.

• Post rebates to cardholder accounts

• For an additional fee of $500, our Marketing team can post the rebates on behalf of the Financial Institution (credit card accounts only – not offered for debit).

Key Milestones