Marketing Projects


How does Kadince help manage marketing projects?

The process of creating, approving, and reporting on marketing projects can be a heavy burden. Let Kadince software do the heavy-lifting. Start marketing projects using forms. Automate approval tasks and with workflows. Stay informed through email notifications. Track pending and approved projects with dashboards. And build and share reports with others. Most importantly—sit back, relax, and enjoy marketing again…with Kadince.

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Reporting Features

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Report Builder

Report builder helps turn raw data into useful reports. Use filters to sift through data to find a specific service hour or group of hours. Arrange columns to show the most important bits of data. Show relationships and summaries of related hours with grouping. Analyze data by displaying the sum, average, count, maximum, minimum, or distinct instances of field details. Save your reports and refresh them as new data is collected with Kadince.


Sharing Reports

Sharing reports is the end-game of everything that happens in Kadince. Download CSV files of reports to save or share with others. Print reports on paper or save as a PDF. Share complex reports with others to prevent double-work in building reports. Build bar charts, pie charts, big-number graphics, or a simple table to display on your dashboard. Share specific widgets on your website or intranet without having a deep knowledge of programing. Confidently share exam-ready reports with management or regulators.

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Standard Features

Log-in Accessible Forms

Create marketing projects internally with your marketing team. Add projects to create a “to-do” list or wait until files are ready for approval. Customize log-in accessible forms to control data-collection fields, instructions, and disclaimers.

Custom Tasks

Create and assign custom tasks. Custom tasks can be anything. Create a task, give it a due date, and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with a project.

Intranet Accessible Forms

Create marketing projects without logging in by using your intranet. Give employees a central place to create new marketing projects. Customize intranet accessible forms to control data-collection fields, instructions, disclaimers, and branding.

Notifications

Notifications help everyone stay on task. In-app and email notifications keep you in the loop. Notifications will remind others of incomplete tasks. Reminders will continue daily until no tasks remain. Notifications make it so nobody has to be the “nag.”

Automated Workflows

Route marketing projects on any number of conditions. Auto-assign tasks to the proper people. Automated workflows save time and money by automating routine tasks.

Comment Thread

Say goodbye to long email chains and lost conversations. Keep the conversation focused. Questions, comments, and ideas are all kept within the comments thread. Privately or publicly message colleagues, attach files, or add a comment to the record.

Approval Process

Approve each step in the creative process or send a polished project through final approval. Select approvers and the criteria for approval. Choose between unanimous, majority, or “one-of-many” approval options.

Activity Log

Prevent finger-pointing and preserve a history of changes with the activity log. The date, time, username, and changes made are all recorded in the activity log. The activity log creates an audit trail of attachments, file versions, and other approval content changes as well.

What people are saying about Kadince…

Hello… I’m Ellie Reineck with River Valley Bank in Wausau, Wisconsin. And just to prove how much I love Kadince I actually have it up here in the background of this video. We were early adopters of this software package, we use all three modules. Community, Ad Management and the Marketing Request Module. We have our marketing firm also using it. It’s the way that we process all of our project management, it’s the way our company manages our volunteer hours. Were hoping to use the widgets through our website very soon to show the world how committed we are to community reinvestment. I’ve had two audits since using this, and I’ve been using it for two years, with flying colors. Absolutely no problems. I think regulators love to see that you have a process like what is built into Kadince. I can’t say enough good things about it. We’ll continue to use it. They can continue to make it better. And they’re great listeners. Plus I love the koala bear. Thanks! River Valley Bank

River Valley Bank

Ellie / Marketing and Public Relations Director
Here at VCNB, we love Kadince. It has saved us time, saved us money and made us more efficient. So now we time for the really important things, like cheering on our Buckeyes. Go Bucks! Vinton County National Bank

Vinton County National Bank

Audra / EVP, Marketing
We use Kadince for Sponsorships, Donations, Volunteering and it has just made work a lot easier for the marketing department at Members First Credit Union. Members First Credit Union

Members First Credit Union

Rachel / Marketing Assistant
We love Kadince. They’ve turned a very manual process into something so easy. We love the reporting features and they’re so responsive. NebraskaLand National Bank

NebraskaLand National Bank

Danielle / Vice President Marketing Director
Hi this is Penny Gray with First Security Bank and Trust in North Central Iowa. And we’ve been partnering with Kadince since Kadince was born. We use it every single day with all of our deliverables. We also found that it was a big help in maintaining our corporate standards. All of our letters, deliverables of any kind go through Kadince. The people that love it the most besides marketing is our compliance area. Compliance for our organization is in a different building. In a different town for that matter. So they really do appreciate being able to review things without having to actually see a printed copy. So we intend to work with Kadince as long as they are here. Thanks! First Security Bank & Trust

First Security Bank & Trust

Penny / VP, Marketing
We love Kadince here at Citizens Union Bank. We’re actually one of their very first customers and they even have our check hanging on their wall. They keep our compliance department happy, our auditors and our examiners happy and that makes us very happy. Thanks Kadince! Citizens Union Bank

Citizens Union Bank

Jessica / AVP, Marketing

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