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.

Reports widget projects e72c352a18a5a467201277ce8c240563056daa74e13b95cd75fa5d3dc83b1220

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…

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
Hi I’m Amber with Pioneer Federal Credit Union and I want to tell you why we love Kadince it has cut our processing times down drastically what took us three hours before to log employee volunteer hours is now cut down to just 30 minutes we also love using it to track our community sponsorships and donations and of course funnel marketing requests through it as well it’s made our processes so much more efficient now we’re spending less time on manual processes in the office and more time in our communities doing manual labor thanks guys! Pioneer Federal Credit Union

Pioneer Federal Credit Union

Amber / Graphic Designer
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
It’s very rare when a business partner can offer you a program that brings value and is an amazingly turnkey solution. I’m David Kreiman, Executive Vice President and Director of Marketing at Glenview State Bank and I love Kadince. Glenview State Bank

Glenview State Bank

David / EVP, Director of Marketing
Hi, I’m Kellie Swalles. I’m with CNB Bank in Pennsylvania. We started Kadince earlier this year with the Ad Management tool. I had a little concern going to a formal process since I had the convenience of getting something approved right away. But I love that it’s a linear process. All the comments are there. Everything’s out of my inbox and in Kadince. And I’ve actually had a lot employees come up to me and tell me they love Kadince. They love hitting that little button, that green button and sometimes the red button. We really like it and we actually had an audit just a couple months ago and it was the first time that we had Kadince for our audit and the Auditor loves it. I was able to plug him in and he just thought it was fabulous that he could go through and see everything and he actually said, “I really need to get all my banks on this.” So thank you for that, Thanks Kadince and we really appreciate it. CNB Bank

CNB Bank

Kellie / Marketing Specialist
Hi, I’m Dawn Follendorf and I’m the CRA officer here at River Valley Bank. We have been using Kadince for a couple of years now and what I like about the program is that with having 15 branches and about 270 employees. I get to see all of our donation and service activity housed in one central location. And that gives me a really good picture as to what is going on in our community reinvestment activities throughout all of the areas we serve. One of the things that I like even more about is how easy it is for our employees to enter their service hours. Whenever I sit down and show someone how to do that, they always say “Wow! That was so easy.” And so this just tells me that we’re getting really good return on our investment with Kadince cause we’re capturing as many activities as possible. So that’s just a little bit of my experience in working with the program. I’m so happy to be able to share that with you. River Valley Bank

River Valley Bank

Dawn / CRA Officer

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