Visa® Retail Branch Promotion Kick-Off
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Agenda
+ Promotion Overview
+ Instant Win Game
+ Manager Responsibilities
+ Branch Materials
+ Online Training
+ Campaign Site
+ Key Dates
+ Questions
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ROCK! PAPER! ACTION!
Promotion Overview
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Promotion Overview
+ Designed to boost Visa® card growth in-branch
+ Educate employees on Visa credit and debit card
products
+ Help employees proactively sell and cross-sell Visa
credit and debit cards
+ Employees receive a chance to win a prize whenever
they help members apply for a new Visa card
+ Branch materials provided to motivate employees
+ Fully funded by PSCU and Visa
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Promotion Details
+ Promotion runs in-branch from April 1– May 31
+ This promotion is all about your branch employees
• Helps strengthen their Visa product knowledge
• Gives them the tools to be confident in selling Visa cards
+ Branch managers are encouraged to set goals for their staff
+
+
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and promote the campaign with fun activities
Managers should refresh their staff on your credit union’s
card benefits
Online training is available for all employees from PSCU
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Instant Win Game
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Instant Win Game
+ Employees receive scratch card
(as applicable to cards credit union is promoting*)
• For every credit application taken
• For every referral that leads to a credit application
• For every new debit card opened
+ Manager distributes scratch card to employees
+ Employees scratch card to reveal a prize or “no prize”
+ 50 - 50 chance of winning a prize
+ Employees receive prize if card is a “winner”
*where PSCU is the card processor
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Prizes
Instant Win Game Prizes include:
+ $10 iTunes gift cards
+ $5 Amazon.com gift cards
+ Redbox promotion codes for overnight DVD rentals
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Instant Win Game Scratch Cards
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Manager Responsibilities
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Suggestions for Managers
+ Inventory branch kits when received
+ Store instant win game prizes in a safe location
+ Hang poster in employee break room
+ Set goals for your branch to accomplish during promotion
+ Design contests to inspire and motivate employees through
+
+
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out the promotion
Promote friendly competition with other branches
Make sure employees are aware of the benefits your Visa
card products have over your competition
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Manager Responsibilities
+ Hold promotion kick-off at your branch
+ Schedule online training for all branch employees
• Encourage employees to complete the training
+ Help educate employees on your Visa card products
+ Get employees excited about winning prizes
• Give “winners” recognition
+ Keep employees motivated
• Create friendly competition
+ Distribute prizes for applications taken
+ Managers may want to track applications taken and prizes
distributed (not required by Advisors Plus)
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Branch Materials
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Branch Kits
+ Branch Kit is distributed to each participating branch
• Sent directly to managers at each branch
+ Kit contains •
•
•
•
•
Branch Manager’s Guide
Poster for break room
Lay by Cards for employee reference (5)
Scratch Off Instant Win Game Cards (50)
Prizes* (25)



$10 iTunes gift cards (2)
$5 Amazon.com gift cards (4)
Redbox promotion codes for overnight DVD rentals (19)
Note: Additional branch kit may be requested when needed. Order form is
available online at campaign site.
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Manager’s Guide
•
•
•
•
•
•
•
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Fold out 6-page document
Steps to get started
How promotion works
What manager does
What employees do
Instant Game Rules
How to order more kits
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Employee Lay by Card
• Employee
Reference Guide
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Break Room Poster
• Display poster for
employee break room
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Online Training
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Online Training
+ Each employee will be given access to the Visa online training
+
site developed by Advisors Plus
Training consists of 4 classes (based on CU products offered)
• Visa Consumer Credit
• Visa Consumer and Business Credit
• Visa Consumer Debit
• Visa Consumer and Business Debit
+ Online training course is self-paced
• Should take between 15 – 45 minutes to complete
+ Employee takes quiz at end of training course
• Receives music download code upon successful completion
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Online Training
+ Access the online training site
https://vrbtraining.advisorsplus.com
• Username is employee’s credit union email address
• Password is created by employee during registration
+ No limit to number of employees who can take course at same
+
+
time
Training site is available from March 17 – May 31
Training tracking reports will be produced and distributed
• Bi-weekly report for each credit union
• Lists employees who have completed class
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Training Topics
+ Training classes are available for credit and debit, consumer
+
+
and small business
Employee will select appropriate class(es)
Each class will include:
• Card Benefits
• How to Attract Members
• Selling Tips
• Glossary (not applicable to debit classes)
• Quiz
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Online Training Access
+ To register, log on to https://vrbtraining.advisorsplus.com
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Training Registration – Page 1
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Training Registration – Page 2
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Intro Page
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Class Sample Page
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Music Download
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Campaign Site
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Campaign Site
+ Site is on MemberConnect in Advisors Plus section
+ MemberConnect link is
https://members.pscufs.com
+ Advisors Plus landing page link is
https://members.pscufs.com/products/advisorsplus/aplus_marketing.php
+ Campaign site link is
http://www.advisorsplus.com/campaigns/2014-spring-visa-retail-branch-promotion
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Site Contents
+ Campaign Details
+ Branch Manager Additional Tips
• FAQ’s
• Motivation Ideas
• Training Tips and Tricks
+ Branch Prize Kit Order Request
+ Kick-off Presentation
+ Recorded Kick-off Webinar Session
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Site Landing Page
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Key Dates
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Key Dates
+ Feb. 5 - Promotion Kick-Off Webinar
+ March 17 – Online training course available to employees
+ March 24 – Branch kits arrive at branches
+ April 1 – Promotion starts
+ May 31 – Promotion ends
+ June 10 – Survey
+ June 30 – Promotion Analysis
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Questions????
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Teresa Willatt
Campaign Specialist
twillatt@advisorsplus.com
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