Autobooks Resources

Go-to-Market Resources

Small business customers move through stages, and your marketing should meet them where they are. This resource center is organized around that path: Launching Autobooks, Activate & Engage Customers, Industry Kits, and Marketing Assets. Start with the section that matches what you're trying to do next.

Launching Autobooks Activate & Engage Customers Industry Kits Marketing Assets 

The resources you need to make an immediate impact

1. Get started with the Autobooks Launch Workshop:
How to Launch or Accelerate Autobooks at Your Institution, in Just Two Weeks 

We’ve made it easy to launch (or reboot) Autobooks at your financial institution!
Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

Register/Join the Waitlist

2. Market to small business customers with our free resources:
Already launched and looking for more ways to engage small businesses?
EMail Outreach Guide
Activate Your Autobooks Users

Do you have payment-enabled customers who haven't sent their first invoice?

Javelin found that 61% of small businesses send electronic invoices, but only 18% do it through their bank¹ — that's customers already invoicing electronically, just not with you. We built this guide to help close that gap: four ready-to-send email templates and a step-by-step walkthrough for finding that segment in the Autobooks Hub, found on this page.

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

Launching Autobooks

This is where adoption starts. These kits help you introduce Autobooks to your small business customers and get them enrolled, whether you're announcing it for the first time or promoting a specific capability like Tap to Pay on iPhone. Use the embeddable Get Paid landing page to give customers a place to land once they're ready to sign up.

Activate & Engage Customers

Signing up is only the beginning. This section covers what comes next: getting enrolled customers to send their first invoice or take their first payment, responding when a customer needs a nudge, and winning back customers who’ve gone quiet. Use these kits to move small business customers from enrolled to active to loyal.

Industry Kits

Some small business customers respond better to messaging built for their world. These kits adapt the core Autobooks story for specific industries, so you can speak to a construction company, a nonprofit, or a property manager in language that fits their business.

Marketing Assets

Everything here supports the kits above. Digital ads, videos, and other shared resources are ready to drop into your own campaigns or repurpose for something new.

Additional Go-To-Market Resources

Marketing Resources

Access any of the free resources and templates below and plug into your existing initiatives.

Seasonal Resource Kits

Access the seasonal resources  below to plug into your existing initiatives.

Videos

Use the embed code or download the video files to add them directly to your website, or link to them from emails or social posts.

Video Payments Made Simple with Autobooks
01:05

Video embed code:
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<!-- 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;" class="vidyard-player-embed" src="https://play.vidyard.com/cyqpc7cdcpMRkTefj2yBo1.jpg" data-uuid="cyqpc7cdcpMRkTefj2yBo1" data-v="4" data-type="inline" />
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Link to view: Autobooks Fees & Benefits

Video Autobooks Fees & Benefits
01:08

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<!-- 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;" class="vidyard-player-embed" src="https://play.vidyard.com/ZoSU8ibgxZWYzZbZASj1af.jpg" data-uuid="ZoSU8ibgxZWYzZbZASj1af" data-v="4" data-type="inline" />
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Link to view: Autobooks Fees & Benefits

Video Accept Payments with Autobooks Payment Link
01:28

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<!-- 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;" class="vidyard-player-embed" src="https://play.vidyard.com/oDgjcQyKmr1zbtnp8rawY8.jpg" data-uuid="oDgjcQyKmr1zbtnp8rawY8" data-v="4" data-type="inline" />
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Link to view: Accept Payments with Autobooks Payment Link

Video Send Invoices with Autobooks Online Invoicing
01:02

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<!-- 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/CsYthHzaDDZUttiJ2Ka59a.jpg" data-uuid="CsYthHzaDDZUttiJ2Ka59a" data-v="4" data-type="inline" data-width="600" />
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Link to view: Send Invoices with Autobooks Online Invoicing

Video Get Paid Online with Autobooks Checkout Pages
01:11

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<!-- 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;" class="vidyard-player-embed" src="https://play.vidyard.com/P3CFXemQD7sxvDCRfKuFzD.jpg" data-uuid="P3CFXemQD7sxvDCRfKuFzD" data-v="4" data-type="inline" />
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Link to view: Get Paid Online with Autobooks Checkout Pages

Video Autobooks for Nonprofits
01:17

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<!-- 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/CBThzzhZhdhqwCuKmRD9HZ.jpg" data-uuid="CBThzzhZhdhqwCuKmRD9HZ" data-v="4" data-type="inline" data-width="600" />
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Link to view: Autobooks for Nonprofits

Video Start Getting Paid
01:03

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<!-- 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/mt8ipC6Wsd34XSswDGvgXC.jpg" data-uuid="mt8ipC6Wsd34XSswDGvgXC" data-v="4" data-type="inline" data-width="600" />
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Link to view: Start Getting Paid

Video Get Paid with an Invoice
01:03

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<!-- 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/8GvhhS7qfymRuiUZhYHGGz.jpg" data-uuid="8GvhhS7qfymRuiUZhYHGGz" data-v="4" data-type="inline" data-width="600" />
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Video Get Paid with Payment Link
01:08

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<!-- 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/DXtwVRmEHCRJVJUQvViWJ5.jpg" data-uuid="DXtwVRmEHCRJVJUQvViWJ5" data-v="4" data-type="inline" data-width="600" />
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Link to view: Get Paid with Payment Link

Video Get Paid with Tap to Pay on iPhone
01:04

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<!-- 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/9jH6mcEjaBfjePTonFysFU.jpg" data-uuid="9jH6mcEjaBfjePTonFysFU" data-v="4" data-type="inline" data-width="600" />
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Link to view: Get Paid with Tap to Pay on iPhone

Video Tap to Pay on iPhone: Best Practices from Autobooks
01:58

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<!-- 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/ZXN1ambWcQEzwQ9tpM91op.jpg" data-uuid="ZXN1ambWcQEzwQ9tpM91op" data-v="4" data-type="inline" data-width="600" />
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Link to view: Tap to Pay on iPhone: Best Practices from Autobooks