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.
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.
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.
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Resource Kit
"It's Tax Season" Resource Kit
NEWOur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during tax season.
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Resource Kit
"New Year, New You" Resource Kit
POPULARThis kit is designed to help you reach out to your small business customers in the new year.
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Resource Kit
Giving Season Resource Kit
POPULAROur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during the Giving Season.
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Resource Kit
Get Paid on the Go Resource Kit
Our Autobooks Year Round resource kit is designed to help tell your customers they can accept digital payments from just about anywhere.
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Resource Kit
Evergreen Year Round Marketing Kit
Our Autobooks Year Round resource kit is designed to help you promote Autobooks at any time of year.
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Resource Kit
National Small Business Week
Like you, we believe that small businesses are worth celebrating — not just during this week, but all year long. Tell you small business customers about Autobooks with these free resources.
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Resource Kit
Launch Announcement Marketing Campaign
POPULARYou've launched Autobooks. Let your small business customers know with our free resources.
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Resource Kit
Third-Party Targeted Resource Kit
These resources are designed to create awareness and drive adoption of the Autobooks invoicing and payment acceptance features with small business customers who are currently using a third-party competitive solution.
Additional Go-to-Market Resources
Access the Autobooks resources and templates below to plug into your existing initiatives.
Asset & Template Library
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Download
Autobooks Logo
Autobooks logo files that can be used in your go-to-market efforts
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Embeddable Web Content
Get Paid with Autobooks Landing Page
POPULARThe Autobooks landing page snippet is designed to provide you with a plug and play landing page that communicates the value of Autobooks to a small business customer
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Download
Autobooks Product Images
Use these product images to insert them into your marketing promotions as needed
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Download
Digital Ad Inventory
We created these digital ads to promote adoption and awareness of Autobooks to your users
Videos
Video How to: Invoicing with Autobooks
01:28Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Invoicing with Autobooks
Video How to: Mobile Invoicing with Autobooks
01:52Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Mobile Invoicing with Autobooks
Video How to: Accepting a Payment with Autobooks
02:40Video embed code:
Copy and paste into your website CMS
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
01:52Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Accept in-person, contactless payments with Tap to Pay on iPhone
Video Accounting and Reporting with Autobooks
03:21Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Accounting & Reporting with Autobooks
Video Invoicing with Autobooks
01:54Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Invoicing with Autobooks
Video Payment Link with Autobooks
02:03Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Payment Link with Autobooks
Video Invoicing and Payment Link by Autobooks
02:29Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Invoicing and Payment Link by Autobooks
Video Start Getting Paid
01:03Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Start Getting Paid
Video Get Paid with an Invoice
01:03Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Get Paid with an Invoice
Video Get Paid with Payment Link
01:08Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Get Paid with Payment Link
Video Get Paid with Tap to Pay on iPhone
01:04Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Get Paid with Tap to Pay on iPhone
Video Tap to Pay on iPhone: Best Practices from Autobooks
01:58Video embed code:
Copy and paste into your website CMS
Unable to use the embed code? Download video
Link to view: Tap to Pay on iPhone: Best Practices from Autobooks
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Download
Invoicing with Autobooks (How-to Video)
A video explaining how to use invoicing with Autobooks.
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Download
Mobile Invoicing with Autobooks (How-to Video)
A video explaining how to use mobile invoicing with Autobooks.
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Download
Start Invoicing Your Customers (Video)
A video designed to help you communicate how to get started with invoicing customers
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Download
Getting Started with Payment Forms (Video)
A video designed to help you communicate how to get started with the payment form
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Download
Invoicing and Payment Link (Video)
A professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Download
Invoicing with Autobooks (Video)
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
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Download
Payment Form with Autobooks (Video)
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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.