iBank Desktop

2 Types of Users• 1. Users who login to the website

– Run reports online/offline– Schedule Broadcasts– Authorize Trips (Policy Compliance Manager)

How do you create a personalized website experience?

• 2. Users who do-not login– Receive Broadcast reports via Email– Receive Click2Comply Emails (Policy Compliance Manager)How do you create a personalized email experience?

1 Style Groups

Saved Parameters

Broadcast Emails

2

3

5

Agenda

Favorites & L·i·n·k·s

6

Logos

Website Colors

Style Group

Broadcast

Header/Footer

Style GroupsTab/Menu

UserUser

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

User

Style Groups• Logo Options

– Website– Report Output– Travet Output– Broadcast Output

• Tab/Menu Options• Color Options• Broadcast Emails – Header/Footer

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Saved Parameters• Purpose

• Tips & Best Practices

• Description/Memo Field *NEW*

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Favorites• Purpose

• Categories

• Tips & Best Practices

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Links• Purpose

• Tips & Best Practices

Note: Links are stored at the style group level

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Broadcast Emails• Output Options

– Plain Text– HTML– Plain Text + HTML Attached

• Header & Footer

• HTML & CSS

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Broadcast EmailsYour iBank Broadcast Report has processed.Report Group: MONTHLY SUMMARY

Report: Air Detail - Invoice dates from 03/01/2011 to 03/30/2011 Available to view at https://www.ibanksystems.com/bc4/DEMO/IB1104029640271423.pdf Report: Air Detail x2 - Invoice dates from 03/01/2011 to 03/30/2011 Available to view at https://www.ibanksystems.com/bc4/DEMO/IB1104029640282767.pdf Report: Hotels - Invoice dates from 03/01/2011 to 03/30/2011 Available to view at https://www.ibanksystems.com/bc4/DEMO/IB1104029640293282.pdf Report: Trip Detail - Invoice dates from 03/01/2011 to 03/30/2011 Available to view at https://www.ibanksystems.com/bc4/DEMO/IB1104029640406892.pdf

Important Note: The reports linked to this email message will be removed from the iBank web server in 30 days.If you wish to access reports after that time, you must view and save them to your computer. Batch processed at: 04/01/2011 06:06:28 PM (local time at iBank server)

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

HTML Emails• Things to keep in mind….

– Email Client Support

– Mobile Device Support

– Plain Text + HTML Attached

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Broadcast Email Resources• Email Client Support

– http://www.email-standards.org/clients/

• HTML Email Templates– http://www.campaignmonitor.com/templates/

• Color Wheel– http://kuler.adobe.com/

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

Demo Time!• Review Style Group Settings

– Administration -> Style Groups• Review User Settings

– Organization/Users -> Organization Users -> User• Login as User

– Links, Favorites, Saved Parameters• Review Broadcast Email

– Plain Text vs. HTML

Style Groups – Saved Parameters – Favorites – Links – Broadcast Emails – Live Demo

If you had to remember one slide…• Style Groups – Customize Images/Colors/Tabs

• Saved Parameters - Save report criteria/filters

• Favorites – Bookmark a report

• Links – Open external websites/resources

• Broadcast Emails – Customize the header & footer

Questions?