MeridianLink Engage Campaign Library
Our easy-to-implement campaigns help you drive customer engagement, optimize relationships, retain at-risk accounts – and acquire new ones. Many of our templates can be used in additional campaigns – just ask!
Explore our current library of campaign templates & case studies by using the navigation below.
Grow Your Lending Portfolio
Auto Loan
MATURING LOAN
ML1
AUTO LOAN
ML4
AUTO LOAN
ML5
AUTO LOAN
ML6
Credit Card
ACQUISITION/CROSS-SELL
FC3
HELOC/Line-of-Credit
HELOC CROSS-SELL
HE1
HELOC UTILIZATION
HE2
HELOC UTILIZATION – ENDLESS POSSIBILITIES
HE3
Maturing Loan
PERSONAL LOAN
PL1
Optimize Existing Accounts
Account Activation & Utilization
GET READY FOR SCHOOL
UPA1
SOMETHING FOR YOU
UPA2
SPRING IS IN THE AIR
UPA3
FEAST ON EARNINGS
UPA4
SPRING FORWARD AND EARN
UPA5
BECAUSE YOU DESERVE IT
UPA6
GET INSPIRED
UPA7
MOVING FORWARD TOGETHER
UPA8
SPEND AND EARN
UPA9
SPEND AND EARN
UPA10
SPEND AND EARN
UPA11
ON THE ROAD AGAIN
UPA12
BETTER TO GIVE
UPA13
FROM US TO YOU
UPA14
FUEL REWARD
UPA15
HOLIDAY HELPER
UPA16
LUNCH ON US
UPA17
TOP OFF GAS
UPA18
ROAD TRIP
UPA19
S’MORE REWARDS
UPA20
SPENDING ON SUNSHINE
UPA21
SAVOR SPRING
UPA22
GOOD VIBES SUMMER
UPA23
WARMEST WISHES
UPA25
READY…SET…SPEND!
AA1
SPICE UP YOUR FALL
AA2
TASTY EARNINGS
AA3
AMAZON PRIME DAY
FC1
BLACK FRIDAY DEAL
FC2
ACTIVATE UTILITIES AND TELECOM
FC4
SEASON OF GIVING
FC5
HOLIDAY KICKOFF SPENDING
FC6
Digital Services Adoption
BILL PAY ADOPTION
AO1
READY…SET…SPEND!
ao3
EASY AS PIE
ao4
MAKE DEPOSITS ANY DAY, ANYTIME, ANYWHERE
ao5
ONLINE BILL PAY
a06
DIRECT DEPOSIT
dd1
IT’S TIME TO TAKE THE PLUNGE
dd2
SEND MONEY
dw1
MOBILE BANKING
mb1
MOBILE BANKING
mb2
Acquisition Opportunities
Prospect & Cross-Sell
CREDIT CARD ACQUISITION
mp3
DEPOSIT ACQUISITION
mp6
CD ACQUISITION
mp7
CD ACQUISITION
mp8
CREDIT CARD ACQUISITION
mp9
CD/MONEY MARKET ACQUISITION
MP10
CHECKING ACCOUNT/DIRECT DEPOSIT ACQUISITION
MP11
MONEY MARKET AQCUISITION
MP12
SAVINGS ACCOUNT ACQUISITION
MP13
Refer a Friend Program
EMAIL TO PROSPECT ILLUSTRATION
mp14
SELF MAILER TO PROSPECT ILLUSTRATION
mp15
EMAIL TO MEMBER ILLUSTRATION
mp16
EMAIL TO PROSPECT LIFESTYLE
mp17
SELF MAILER TO PROSPECT LIFESTYLE
mp18
EMAIL TO MEMBER LIFESTYLE
mp19
Retain Relationships
Customer Loyalty
YOU’VE ‘BEAN’ THE BEST
CL1
HAPPY BIRTHDAY LOYALTY EMAIL – LIFESTYLE
CL2
HAPPY BIRTHDAY LOYALTY EMAIL – ILLUSTRATION
CL3
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