Promotion with approval trail
An approved promotion is a bank offer, such as a savings rate, shown on branch digital signage exactly as marketing review signed it off, from its first day to its last. The screen has to show the approved version and nothing else, and stop when the offer does.
Updated
- Owned by
- Marketing, with compliance
- Content from
- The approved artwork
- Seen by
- Customers in and outside the branch
- Where it hangs
- Window, lobby
What is on the screen
- 1The offer and its rate, as approved.
- 2The terms that go with it and the offer's reference.
- 3The date it ends.
How to do it in Screenly
An approved promotion has to stay exactly as approved, so the source is the approved file itself.
- Best fit Image
Upload the approved artwork, the file that went through review, and schedule it from the offer's first day to its last.
Image docs - Also works Video
An approved film works the same way: the reviewed file, on the offer's dates.
Video docs - Not a fit Web page
A page can change after it was approved without anyone touching the screen, which is the one thing an approved promotion must not do.
- Not a fit App
An offer is fixed content with fixed dates, and an app adds nothing to it.
What plays with it
Branch lobby screens rarely show one thing. A typical loop puts the rates next to the notices and offers that go with them, each for as long as it takes to read.
One loop: 45 seconds
Branch rate board
15 s
Required disclosures
10 s-
Promotion with approval trail
10 s
Fraud and phishing awareness
10 s
Keeping it right
It starts and ends on the offer's dates
The schedule holds the first and last day, so the offer comes down at the end without anyone remembering to take it off.
Only the approved file plays
The playlist holds the reviewed file, and a change means uploading a new one, which shows in the audit log.
Each market sees its own offer
Where offers differ by region, screens carry a label and each offer plays only on its region's screens.
Security
This screen needs no credentials: the approved file plays from the device, and only people with a role in the workspace can change it.
How Screenly keeps credentials secureWhat a review will ask
Promotions are reviewed as communications with the public, and the record of them matters as much as the offer.
- What record do we need of the promotion?
- Rules such as FINRA Rule 2210 and SEC Rule 17a-4 cover approving and keeping communications in the US. Keep the approved file and its approval in your archive; the schedule shows the dates it was set to play.
- Who changed it, and when?
- Enterprise accounts have audit logs: each action a user took and when they took it.
- Who can change it?
- Each workspace has four roles, Owner, Admin, Billing Manager and User, and access can be given an end date. A branch or region can have a workspace of its own.
Sources
- FINRA Rule 2210communications with the public
- SEC Rule 17a-4keeping records
- Imagesformats and export size
- How scheduling worksstart and end dates on playlists
- Labelstargeting screens by branch or region
- Screenly Enterpriseaudit logs
