Using Q2 Digital Channel for Autobooks Activation

This guide outlines the process for utilizing the Q2 digital channel to drive activation of Autobooks for business customers. It begins by presenting the opportunity for financial institutions to engage business customers directly within their online banking environment. The document details the steps necessary to add Autobooks to the navigation landing page, emphasizing the importance of positioning it alongside other financial tools. It explains how to deploy Discover guides that actively introduce Autobooks and facilitate enrollment without requiring customers to leave their banking interface. The guide also describes the user experience, detailing how business owners can engage with Autobooks through tooltips and announcement cards. Furthermore, it provides instructions for customizing Discover guides to fit the institution's branding and targeting specific user segments. The goal is to ensure that business owners are familiar with Autobooks by the time they reach the enrollment process, thereby enhancing conversion rates.