Autobooks Resources

Make an immediate impact on your audience by following our proven approach. Access all content here.

The resources you need to make an immediate impact

Leverage our content based on your specific needs — feel free to follow our yearly marketing calendar or simply create your own campaign.

Additional Go-To-Market Resources:

Annual Marketing Calendar & Campaigns

Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.

Q1
 
New Year, New You Resource Kit
View
 
It's Tax Season Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q2
 
Small Business Enrollment Email Kit
View
 
National Small Business Week Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q3
 
Coming soon: Get Paid on the Go Resource Kit
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q4
 
Giving Season Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View

Q1

January

February

March

New Year, New You Resource Kit
View

It's Tax Season Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q2

April

May

June

Third-Party Targeted Resource Kit
View

National Small Business Week Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q3

July

August

September

Get Paid on the Go Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q4

October

November

December

Giving Season Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Resource Kits

Prefer to use our resources based on your specific timelines? No problem — access any Autobooks Resource Kit below and plug into your existing initiatives.

 

Additional Go-to-Market Resources

Access the Autobooks resources and templates below to plug into your existing initiatives.

Asset & Template Library

Videos

video

How to: Invoicing with Autobooks

Length: 01:28

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/QcpJQhWZ8sYydD4XRqeL3B.jpg"
  data-uuid="QcpJQhWZ8sYydD4XRqeL3B"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Invoicing with Autobooks

video

How to: Mobile Invoicing with Autobooks

Length: 01:52

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/SwiGA9WRBNyzVkqxdWhUck.jpg"
  data-uuid="SwiGA9WRBNyzVkqxdWhUck"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Mobile Invoicing with Autobooks

video

How to: Accepting a Payment with Autobooks

Length: 02:40

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/C4ogMuvgw3NcfpTupWZyLy.jpg"
  data-uuid="C4ogMuvgw3NcfpTupWZyLy"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Accepting a Payment with Autobooks

video

How to: Accept in-person, contactless payments with Tap to Pay on iPhone

Length: 01:52

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/MjAqrSgFDKCZcvB7MWGcfy.jpg"
  data-uuid="MjAqrSgFDKCZcvB7MWGcfy"
  data-v="4"
  data-type="inline"
  data-width="600"
/>
video

Payment Link with Autobooks

Length: 02:03

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/H2PV7yQ7nsUhSiRuxNBgJi.jpg"
  data-uuid="H2PV7yQ7nsUhSiRuxNBgJi"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Payment Link with Autobooks

video

Invoicing with Autobooks

Length: 01:54

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/iy2ddEKByd1tc1V7WQB5m7.jpg"
  data-uuid="iy2ddEKByd1tc1V7WQB5m7"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Invoicing with Autobooks

video

Invoicing and Payment Link by Autobooks

Length: 02:29

Copy and paste embed code into your website CMS: 

<!-- The script tag should live in the head of your page if at all possible -->
<script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script>

<!-- Put this wherever you would like your player to appear -->
<img
  style="width: 100%; margin: auto; display: block; max-width: 600px;"
  class="vidyard-player-embed"
  src="https://play.vidyard.com/VGx1Awn1qDJt9F9ytMd9xg.jpg"
  data-uuid="VGx1Awn1qDJt9F9ytMd9xg"
  data-v="4"
  data-type="inline"
  data-width="600"
/>

Unable to use the embed code? Download video
Link to view: Invoicing and Payment Link with Autobooks

Email Campaigns

FI branding package

Package includes:

  • Converting the static digital ads available above to include the FI's brand color, fonts, and logo.
  • Animated ads with the FI's colors, fonts, and logo. Perfect for social media!
  • FI-branded direct mailer layout.  
  • FI-branded version of the video provided above.  

Total Cost = $2,500 one-time fee

Send an email to marketing@autobooks.co 

To submit payment click here.

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Have questions?

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