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What Triggered Campaigns Can MANTL Enable?

MANTL gives banks and credit unions a modern account-opening engine—and the signals you need to trigger campaigns off every step of the journey: intent, application start, KYC status, funding, activation, digital enrollment, and product usage. Turn those signals into governed, revenue-generating programs that lift approvals, funded accounts, and lifetime value.

Learn About FI-AI Agent Explore the Banking Case Study

MANTL can enable a full library of triggered campaigns across the deposit and lending lifecycle. You can fire programs on anonymous and known behavior—from “prospect viewed product page” or “started application” to KYC approved, account funded, debit card activated, first payroll deposit, balance threshold reached, and dormant account risk. That means you can orchestrate abandonment rescue, onboarding, activation, cross-sell, and retention plays that connect marketing, digital, branch, and contact center teams.

Key Triggered Journeys MANTL Can Power

Application Start & Abandonment — Trigger emails, SMS, and outbound calls when prospects start but do not finish a MANTL application, using personalized reminders and “finish in two clicks” return links.
KYC/Decision Status — Launch “approved,” “more info needed,” and “declined with alternatives” campaigns when KYC/AML or underwriting updates the status, reducing manual follow-up work for branch and call-center teams.
Funding & First Deposit — Trigger journeys on “account opened, not funded,” “first ACH or mobile deposit,” and “funded below target” so you can nudge customers to complete funding and move primary balances.
Card & Digital Activation — Fire campaigns when cards are mailed, activated, or added to digital wallets—and when customers enroll in online banking, bill pay, and alerts—to accelerate digital adoption and spend.
Cross-Sell & Relationship Deepening — Use MANTL signals plus transactional data to trigger offers for savings, CDs, credit cards, HELOC, small business accounts, and wealth conversations at the right time and channel.
Dormancy, Risk & Retention — Detect early warning signs (inactivity, balance decline, stopped payroll) and launch save campaigns that pair proactive outreach with tailored offers and education.

From MANTL Signal to Triggered Campaign

To fully monetize MANTL, you need a governed playbook that captures its events, enriches them in your CRM and marketing stack, and ties each triggered campaign to funded accounts, primacy, and lifetime value.

Map → Capture → Orchestrate → Personalize → Measure → Optimize

  • Map the lifecycle and signals: Document every MANTL event (page views, app start, KYC, funding, activation) and align each to a clear, named campaign trigger.
  • Capture data into CRM & MAP: Integrate MANTL with your CRM/marketing platform so contact records, applications, and accounts share a single ID strategy and consent model.
  • Orchestrate cross-channel flows: Build email, SMS, in-app, and task-based journeys that fire instantly when MANTL updates status fields or emits webhooks.
  • Personalize by segment & intent: Tailor messaging by product, channel of origin, risk band, and relationship depth (new-to-bank vs. existing customer).
  • Measure beyond clicks: Tie each trigger to completion, approval, funding, activation, balances, and additional products, not just open and click rates.
  • Optimize with testing: Run A/B tests on timing, copy, and offers for each trigger and graduate winning plays into a governed revenue marketing library.

MANTL-Enabled Triggered Campaign Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Application Abandonment Rescue One-off email blasts to partial applicants Always-on, multi-touch rescue journeys triggered by MANTL app events Digital Banking / Marketing Ops Completion Rate, Cost per Funded Account
Decision & KYC Journeys Manual outreach when decisions are made Automated approval, additional-info, and decline journeys with compliant language Lending Ops / Compliance / Marketing Time-to-Decision, Approval-to-Funded Rate
Onboarding & Activation Generic “welcome” emails Segmented onboarding triggered by funding status, card activation, and digital enrollment Retail / Member Experience Funded Accounts, Card Activation, Digital Adoption
Cross-Sell & Relationship Deepening Periodic cross-sell blasts Trigger-based offers using MANTL + core signals (payroll, balances, usage) Product / Marketing Products per Household, Primacy, ARPU
Dormancy & Retention Report-based lists of inactive accounts Early warning triggers and save journeys across email, SMS, and branch tasks CX / Contact Center Churn Rate, Dormancy Rate
Analytics & Governance Channel-level reports Campaign-level insights tied to funded accounts, balances, and LTV RevOps / Analytics Revenue per Campaign, ROMI

Client Snapshot: Turning MANTL Signals into Funded Accounts

A regional bank connected MANTL events to its CRM and marketing platform, then launched a library of triggered campaigns across application abandonment, approval, funding, and onboarding. Within months, they lifted completion rates, increased funded accounts, and shifted more customers to primary relationships—without increasing media spend. See how banks are operationalizing this approach in our case study: Explore the Banking Case Study.

When you treat MANTL as a signal engine, not just an account-opening screen, you unlock a roadmap of triggered campaigns that grow balances, deepen relationships, and improve member and customer experience.

Frequently Asked Questions About MANTL-Enabled Triggered Campaigns

What is a triggered campaign in the context of MANTL?
A triggered campaign is a cross-channel journey that launches automatically when a MANTL signal fires—such as application start, abandonment, approval, funding, card activation, or digital enrollment—so you can respond in real time with the right message and next best action.
Which MANTL events are most valuable for marketing and sales?
High-value events include application start and abandonment, KYC or underwriting decision, account opening, funding status, debit or credit card activation, first deposit or payroll, digital banking enrollment, and early inactivity or balance drops.
How do we keep triggered campaigns compliant?
You align MANTL events with a governed consent model, approved message templates, and disclosure rules. Content is pre-reviewed with Compliance, and triggers are limited to data your institution is permitted to use for marketing under applicable regulations and internal policies.
Does this replace branch and contact center outreach?
No—MANTL-enabled triggers make branch and contact center outreach smarter. Many campaigns should create tasks and queues for bankers, advisors, or agents when a high-value event occurs, paired with guidance on what to say and which offers to present.
How do we measure success for MANTL-triggered programs?
Success is measured by completion rate, approval-to-funded rate, time-to-funding, activation, digital adoption, balances, products per relationship, and retention. Clicks matter, but the real scorecard is revenue and relationship growth.
How long does it take to stand up the first triggered campaigns?
With a clear integration plan and a focused scope, most institutions can launch their first MANTL-enabled triggered journeys—such as application abandonment rescue and funded onboarding—in a matter of weeks, then iterate into a fuller library over time.

Turn MANTL Signals into Revenue Marketing Plays

We help banks and credit unions design governed, high-performing triggered campaigns that turn MANTL events into funded accounts, primary relationships, and measurable growth.

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