1. Brainstorm all areas where education could be helpful for your users (i.e. product promotion) and include links. Create link to program that is highly visible and easy to find; better placement yields better results. Use visuals and images to bring the program to life. Website Content to Leverage Home page Existing Education pages Specific product-related pages Quotes or images Program Announcement

2. The more targeted, the better. Use crisis triggers (i.e. overdraft) as a prompt for email. Develop ongoing cadence with promotion. Reminders help spur action. Utilize photos, stories, quotes, and video material to motivate clicks. Email Content to Leverage General customer/member emails Targeted customer/member/product emails Newsletters Program announcement emails

3. Develop a program-specific hashtag and circulate with team. Use photos, stories, quotes, and video to engage the audience. Contests on Facebook asking customers/members to post videos describing changes they will make with new financial know- how. Winners receive gift card or other prize. Social Media Content to Leverage Blog Posts Photos and Video Content Course Content Program Impact Stats Press Coverage

4. Engage internal teams to incorporate materials into corporate content (i.e. social media, newsletters, blogs, annual reports, etc.). Supplement photos with user stories or quotes to really bring the impact to life. Include a call-to-action with videos or photos to learn more about the program. User Spotlight – Photos and Videos Content to Leverage Capture videos and photos to leverage user experience and impact Events with employees, CBOs, or customers/members Users engaging with course Testimonials from users or community leaders Images/video of course content

5. Keep print marketing focused on driving users to program. Provide incentive to go to program and register. Utilize photos, stories, quotes, and video material to really bring the program to life. Print Marketing Content to Leverage Flyers and posters are easy resources for team to hand out Locations: Branches, statement inserts EverFi Flyer Template helps simplify build

6. Develop regular cadence around program-related posts. Utilize photos, stories, quotes, and video material to really bring the program to life. Promote posts via social media to engage your followers on multiple channels. Blogs & Newsletters Content to Leverage Take advantage of your blogs or newsletters to feature program Program integrates nicely to blog content Highlight user stories, quotes, photos, etc.

7. Engage with your internal communications team to map out tactics for outreach to employees at key points throughout the year. Use lots of photos, stories, quotes, and video material to engage the audience and bring the program to life. Distribute a letter from senior leadership to position the program as a cornerstone of your company’s community engagement mission. Employee Communications Content to Leverage Internal Newsletters Employee Campaigns Intranet Site Letter from Senior Leadership Annual Meetings Printed Collateral

8. Develop goals with your communications team to establish metrics of success for outreach and engagement. Use impactful photos, stories, quotes, and video material to engage the audience and bring the program to life. Customize poster template with locally-sponsored schools to display in community branches. Customer/Member Communications Content to Leverage Emails In-Branch Promotions Customer/Member Incentive Campaigns Website

9. Engage with your PR team to build a strategy on how to maximize the media benefits of your program. Use program statistics to position your brand as a thought leader in the industry. Share event coverage and images with local media to demonstrate impact in the community and to to bring the program to life. Public Relations Content to Leverage News Release for Program Updates/Impact Media Coverage of Events Press Release (Template in Resources Center under Communications Templates