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.
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
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
DON’T SWEAT IT
Ao2
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
CHECKING PRODUCT CAMPAIGN
mp1
SAVINGS PRODUCT CAMPAIGN
mp2
CREDIT CARD ACQUISITION
mp3
NEW MORTGAGE ACQUISITION
mp4
HELOC ACQUISITION
mp5
DEPOSIT ACQUISITION
mp6
CD ACQUISITION
mp7
CD ACQUISITION
mp8
CREDIT CARD ACQUISITION
mp9
Rewards Qualification
Rewards Qualification
MONTHLY REWARDS
RQ1
Customer Loyalty
YOU’VE ‘BEAN’ THE BEST
Self-Mailer Outside HE1
ENJOY A GIFT CARD
Self-Mailer Inside HE1
ENJOY A COFFEE, ON US.
Email HE2
Interested in Learning More?