In order to ensure high starting point, high quality and high level work, it is essential to make plans in advance, and planning is one of the planning tools. So how should we make a plan properly? The following is the planning scheme of the bank's Dragon Boat Festival, which I collected, for your reference only, and I hope it will help you.
Bank Dragon Boat Festival Planning Scheme 1 1. Event Theme: "Dragon Boat Festival Marketing"
The theme of this activity is "Dragon Boat Festival Marketing", which aims to express our sincere desire to share the fruits of hard work and create a better future with high school and mass customers, and to spread our business philosophy of customer-centered personal banking and striving to achieve "win-win" between banks and customers. On this basis, banks can refine the main "selling points" of activities into sub-topics according to the characteristics of their own activities.
Second, the activity time
XXXX during Dragon Boat Festival
III. Purpose of the activity
Focusing on Mid-Autumn Festival and Dragon Boat Festival, focusing on individual high-end customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, and improving the handling fee of Express Huitong, we will focus on expanding the shopping, tourism, catering and entertainment markets and related markets, while expanding product coverage, promoting the multi-frequency and multi-variety use of customers, and promoting the all-round development of personal banking business; At the same time, through the "Dragon Boat Festival Marketing" activities, we will establish our brand social image, enhance customers' knowledge and feelings about our three-level personal financial services (VIP service, community service and self-service), improve the distribution efficiency of electronic channels, and effectively improve business performance.
Four. Activity content
Activities mainly include the following contents:
(A) "Dragon Boat Festival marketing products happy to send" promotional gifts.
In order to encourage cardholders to spend by credit card and pay without paper, promote the rapid growth of various business volumes of bank cards and self-service devices, maintain and enhance the competitive advantage of Express Huitong business, and promote the sustained and rapid development of remittance business, the following preferential promotions and gifts are specially carried out:
1, "Dragon Boat Festival marketing, self-help gift giving"
(1) During the activity, customers who pay twice on the self-service equipment in the province with our savings card can exchange the payment voucher and deposit and withdrawal voucher for a gift worth 200 yuan at their local business outlets. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift exchange, we will take back the payment voucher.
(2) Customers who sign the payment agreement during the activity can get a gift worth 200 yuan. Send it after signing the contract, one for each household, first come, first served, until it is delivered.
The event gifts are purchased by the bank itself.
2. "Dragon Boat Festival Marketing and Kaqing Festival"
(1) During the activity, the annual fee of the current year is exempted when applying for the card.
(2) If the credit card consumption reaches a certain standard, you can use the POS documents and bank cards of consumer transactions to collect the gifts of the corresponding standard at the designated place of the local CCB until the consumption is finished.
Spend more than 1000 yuan (inclusive) and give gifts with a value of 100 yuan;
Spending more than 5,000 yuan (inclusive) by credit card, giving away the value of 150 yuan gift;
Credit card spending 10000 yuan (inclusive) or more, giving gifts of 200 yuan value;
Spend more than 20,000 yuan (inclusive) by swiping the card, and give gifts worth 300 yuan;
Gifts should fully cater to customers' psychology of holiday leisure shopping. Suggestions for spending less than 5,000 yuan by credit card include zoo tickets, park tickets, and packages of fast food restaurants with elegant dining environment such as McDonald's around shopping malls. These are all set by the bank itself.
Banks should actively screen 3-4 special merchants with large consumption transactions, such as large shopping malls, high-end hotels and restaurants, according to local actual conditions, and take the form of on-site gifts to customers whose consumption reaches the standard that day to enhance the sensational effect of the event.
As the activity lasts for more than one month, banks should reasonably arrange the rhythm of gift delivery, determine the number of gifts of various grades every day, and deliver the gifts on the same day; At the same time, banks should actively give gifts to customers with different cards.
3. "Dragon Boat Festival marketing, express Huitong preferential broadcast"
During the activity, the remittance fee for express Huitong was reduced by 20%.
(2) "Happy Dragon Boat Festival to Send Marketing Products" outlets, to carry out silverware product display and quality service activities.
Carry out "Dragon Boat Festival marketing, happy delivery" quality service and personal silver products display activities with business outlets as the unit. These activities mainly include:
1. Business outlets uniformly hang publicity banners, and post and place marketing activity posters and activity leaflets distributed by provincial branches (recently distributed) to attract customers' attention with novel and rich visual appeal.
2. Tellers in outlets wear work badges uniformly, which increases the affinity of employees and highlights the warm and cordial service image of our employees.
3. During the activity, each outlet should set up a special publicity desk and be equipped with a storage guide, strengthen dynamic publicity, guide customers to use the self-service channel provided by the Bank to handle ordinary deposit and withdrawal business, and actively do related exchange work.
4. Actively carry out high-quality service of outlets, improve the service quality of counters of express Huitong and other businesses, strengthen the communication between counter personnel and customers, and effectively enhance the service image of outlets.
5. Do a good job in providing customers with green channel services, provide preferential services to customers in strict accordance with relevant requirements, and create a good holiday service environment for customers.
(3) Community activities of "Happy Delivery of Dragon Boat Festival Marketing Products".
1, expand the penetration of community marketing, close community relations, and steadily promote community marketing as planned.
Seize the favorable opportunity of Mid-Autumn Festival and Dragon Boat Festival, carry out the community marketing activities of "Dragon Boat Festival Marketing, Happy Delivery of Products", and steadily promote the second phase of community marketing. Through the close combination of excellent service, outdoor exhibition, community finance class and community publicity of marketing team, the image of community service will be established in an all-round way, the connection between community financial service outlets and target communities will be strengthened, the feelings between outlets and community customers will be brought closer, and community marketing will be steadily promoted.
2. Determine the target customers of the community, actively expand the relevant business volume in combination with the promotion content of the activity, and effectively improve the business performance of community marketing.
(1) Actively expand express Huitong business.
Xx is the peak period for students to register for school or enroll new students. Banks can carry out marketing activities to enjoy remittance discount with student ID cards or admission notices, attract student customer groups and expand the market business of educational communities. For people with high remittance frequency in cities, such as business people and migrant workers in commercial communities, actively carry out community marketing activities to improve the effectiveness of marketing activities; For large remittance companies with potential and national and trans-regional enterprises with demand for paying wages in different places, banks can conduct one-to-one marketing through public-private linkage, and strive for batch remittance services such as paying wages in different places.
(2) Effectively promote personal savings deposit business.
The target communities of personal deposits in xx month should be determined as campus communities and wholesale markets, so as to effectively grasp the seasonal characteristics of students' tuition fees and frequent business contacts and vigorously absorb savings deposits. Seize the business opportunity when the stock market is closed on the Dragon Boat Festival, and focus on marketing "personal notice deposit", seize the opportunity of freshmen to enter school, and focus on marketing "education savings deposit". In marketing propaganda, we should pay attention to the innovative advantages of our notice deposit assistant and education deposit only twice. During the Dragon Boat Festival, banks should make good arrangements. During the activity, banks should arrange special personnel to be on duty to properly handle customer complaints or meet customers' special needs.
(3) Effectively develop personal car loan business and various personal consumer credit businesses.
During the activity, banks should strengthen the publicity and marketing of automobile consumption credit and personal consumption credit business of our bank in commercial communities such as automobile distribution market, home appliance wholesale market and house decoration market. Strengthen the marketing of high-end customers and promote the cooperation of car purchase service for group customers; At the same time, we will strengthen communication and cooperation with PICC P&C company and automobile dealers, increase the expansion of the group's customer resources, and promote the steady growth of personal automobile loan business. During the activity, banks should speed up the efficiency of business acceptance and approval, and strive to provide convenient and efficient services to customers on the basis of standardized operation.
(4) "Dragon Boat Festival Marketing, Happy Product Delivery" activity.
Taking this activity as the breakthrough point, through the establishment of the customer return visit system, we can understand the customer's holiday needs, make full use of the service functions of the cooperative units, and provide customers with all-round VIP value-added services; At the same time, seize the favorable opportunity that high-end customers have leisure to consider personal or family financial planning during the "Eleventh" period, and introduce personal financial services to high-end customers to further enhance the attractiveness of Ledangjia financial services. The main contents are:
During the 1. activities, banks will send holiday cards made by provincial branches to customers by letter or manual delivery, and prepare a certain amount of gifts at the same time. Gift bags are uniformly produced and distributed by provincial branches, and gifts are provided by banks.
2. Cooperate with high-end cooperative institutions in local catering, entertainment and other industries to provide preferential treatment for customers holding my card during the event; Joint airports, stations and other transportation departments provide VIP services to customers.
3. During the Dragon Boat Festival, customers go out more, and banks should ensure the normal operation of wealth management centers, wealth management counters and customer-specific windows; At the same time, organize business outlets, personal loan centers and other operating institutions to effectively implement customer green channel services and various preferential services to create a good holiday service environment for customers; In addition, we should cooperate closely and strictly implement the standard of "roaming service" to ensure that V customers of the head office can get special services all over the country and honor brand promise. This is the music owner.
Verb (abbreviation for verb) activity target
Through this series of activities, our personal banking business strives to achieve the following objectives in June+10, 5438:
1, the number of new customers exceeded the best level in the same period in history, the customer structure was improved, and the quality was further improved;
2. The social popularity and utilization rate of the card have been further improved. Compared with the same period last year and September this year, the volume of credit card consumption transactions increased significantly in that month, and the proportion of peers increased on the basis of September;
3. The competitive advantage of Express Huitong has been consolidated and improved, which has promoted the sustained and rapid development of the business, and the new fee income has reached the best level in the same period in history;
4. The transaction volume of agency business such as self-service equipment deposit and withdrawal increased by 10% compared with September.
5. Successfully complete various business indicators.
According to the consumption categories of xx credit cards-single consumption and installment consumption, as well as the existing cooperative merchants, the bank's Dragon Boat Festival planning scheme II provides customers with all-round one-stop services in food, clothing, housing and transportation.
I. Purpose of the event
Bring more convenience and preferential treatment to credit card users of xx Bank; Enrich the celebration atmosphere of traditional festivals and stimulate consumption; During the conversation, use existing resources to mobilize business potential; Consolidate the joint efforts of consumption, mobilize the enthusiasm of the whole people, and bundle consumption in one stop; Target audience: xx existing credit card (including debit card) users.
Second, the activity time
20xx year x month x day to x month x day.
Third, the venue.
Xx bank.
Four. Activity content
(1) Welcome the Dragon Boat Festival and send a "new" feeling.
1. Activity content: During the period of 20xx-20xx, anyone who holds a new xx credit card (quasi-credit card, credit card) with 20xx will be given a Tupperware fashion water cup, and each card will be charged to 99 yuan. During the activity, each card is limited to one.
2. Redemption process: the place to receive the prize: the counter on the first floor of the bank card center of xx Bank Business Department; How to receive the prize: the cardholder will receive the prize at the designated place with the newly applied xx credit card, POS purchase slip, shopping invoice and his/her valid certificate in 20xx; Redemption time: After the event, cardholders can redeem prizes at designated places from 20xx-20xx (except holidays).
3. Note: During the activity, each card is limited to purchase once; The number of prizes is limited, first come, first served, while stocks last.
(B) "Dragon Boat Festival musicians, xx Fuwanjia."
What should I do if I encounter "tight money" in the Dragon Boat Festival? In order to make it more convenient for xx credit card holders to buy the products they are satisfied with during holidays, during the Dragon Boat Festival, temporary quotas will be increased for users with good credit records to meet the holiday credit card demand. The term of the temporary line expires on 20xx years, x months and x days. If the temporary quota provided by xx can't meet the needs of users, you can also call the customer service of xx Bank, and the bank will be able to raise the temporary quota value for users.
Bank Dragon Boat Festival Planning Scheme 3 I. Theme of the event
"Golden Autumn Marketing"
With the theme of "Golden Autumn Marketing", this activity aims to express our sincere desire to share our efforts with high school and mass customers and create a better future together, and to spread our business philosophy of focusing on customers and striving to achieve "win-win" between banks and customers. On this basis, banks can refine the main "selling points" of activities into sub-topics according to the characteristics of their own activities.
Second, the activity time
XXXX，XXxx-xx，xx。
III. Purpose of the activity
Taking the Dragon Boat Festival and National Day as the tipping point, focusing on individual high-end customers and cardholders, focusing on consolidating and developing customers, promoting the use of savings cards, and improving the handling fee of Express Huitong, we will focus on expanding the shopping, tourism, catering, entertainment markets and related markets, while expanding product coverage, promoting the multi-frequency and multi-variety use of customers, and promoting the all-round development of personal banking business; At the same time, through the promotion of "Golden Autumn Marketing", we will establish the brand social image of our bank, enhance customers' knowledge and feelings about our three-level personal financial services (VIP service, community service and self-service), improve the distribution efficiency of electronic channels and effectively improve business performance.
Four. Activity content
Activities mainly include the following contents:
(1) "Happy Delivery of Golden Autumn Marketing Products" promotional gifts.
In order to encourage cardholders to spend by credit card and pay without paper, promote the rapid growth of various business volumes of bank cards and self-service devices, maintain and enhance the competitive advantage of Express Huitong business, and promote the sustained and rapid development of remittance business, the following preferential promotions and gifts are specially carried out:
1, "Golden Autumn Marketing, Self-help Gift Delivery"
(1) During the activity, customers who pay twice on the self-service equipment in the province with our savings card can exchange the payment voucher and deposit and withdrawal voucher for a gift worth 200 yuan at their local business outlets. First come, first served, until it is delivered. The voucher must be the payment voucher of the same savings card. After the gift exchange, we will take back the payment voucher.
(2) Customers who sign the payment agreement during the activity can get a gift worth 200 yuan. Send it after signing the contract, one for each household, first come, first served, until it is delivered.
The event gifts are purchased by the bank itself.
2. "Golden Autumn Marketing and Kaqing Double Festival"
(1) During the activity, the annual fee of the current year is exempted when applying for the card.
(2) If the credit card consumption reaches a certain standard, you can use the pos documents and bank cards of consumer transactions to collect the gifts of the corresponding standard at the designated place of the local CCB until the consumption is finished.
Gifts should fully cater to customers' psychology of holiday leisure shopping. Suggestions for spending less than 5,000 yuan by credit card include zoo tickets, park tickets, and packages of fast food restaurants with elegant dining environment such as McDonald's around shopping malls. These are all set by the bank itself.
Banks should actively screen 3-4 special merchants with large consumption transactions, such as large shopping malls, high-end hotels and restaurants, according to local actual conditions, and take the form of on-site gifts to customers whose consumption reaches the standard that day to enhance the sensational effect of the event.
As the activity lasts for more than one month, banks should reasonably arrange the rhythm of gift delivery and determine the number of gifts delivered at all levels every day, and the gifts will be delivered on the same day; At the same time, banks should actively give gifts to customers with different cards.
Verb (abbreviation for verb) activity target
1, the number of new customers exceeded the best level in the same period in history, the customer structure was improved, and the quality was further improved;
2. The social popularity and utilization rate of the card have been further improved. Compared with the same period last year and September this year, the volume of credit card consumption transactions increased significantly in that month, and the proportion of peers increased on the basis of September;
3. The competitive advantage of Express Huitong has been consolidated and improved, which has promoted the sustained and rapid development of the business, and the fee income has increased to the best level in the same period in history.
Plan IV of the Bank's Dragon Boat Festival Activities In order to better give back to customers, xx Branch of China xx Bank specially launched the xx card "Colorful and Polite" gift plan in xxxx, swiping the xx card, enjoying eight great gifts, sharing with you the splendor of spring, summer, autumn and winter, and even having daily gifts to surprise you for 365 days.
A heavy gift: courtesy when dealing with cards
XXXX credit card successfully applied for Dragon Boat Festival in XXXX, and presented a beautiful gift, free of annual fee in the first year, five times in the first year and free of annual fee in the second year.
Double gift: activation card bonus gift
Xxx credit card was newly issued on XXXX Dragon Boat Festival. Within three months after the card issuance is approved, the credit card will be activated once, and the amount is not limited, that is, 2000 points will be given; Old customers activate consumption once and give away 1000 points.
Triple gift: bank card consumption points are polite
On the Dragon Boat Festival in xxxx, the Bank continued to enjoy the consumption of various xx cards (XX debit card, quasi-credit card, credit card and various co-branded cards) and won the reward of consumption points. General department stores, hotels, restaurants and other merchants spent one yuan to accumulate one point, and wholesale merchants 100 yuan to accumulate one point; The maximum single consumption limit outside the province is 20000 points; 8 points accumulated in USD account 1 USD; There are no points for collection and payment. At that time, we will provide you with four series of exquisite fashion gifts, such as exquisite women, tasteful men, happy baby and healthy life, which will make your life more quality and memorable.
Four Gifts: xx Disney Travel Gifts
On the Dragon Boat Festival in xxxx, customers with xx credit cards (including xx cards) can participate in the lucky draw as long as they spend over XXXX yuan on their credit cards. Fifty winners in the province will be selected to visit XX Paradise, including one-day tickets and round-trip transportation expenses (the winners will bear the transportation expenses to Hangzhou) and two nights hotel accommodation in XX (one for free). Brush Jinsui credit card and have a good trip to xx.
Five gifts: cool gifts in hot summer days
Summer cool drinks are here! On the Dragon Boat Festival in XXXX, credit card consumption reached 588 yuan. Customers can get a box of cool drinks by calling to register, and 3000 copies will be distributed throughout the province until the end. (Well-known cold food chain stores in various regions provide beverage tickets)
Six Rites: Golden Autumn Celebration National Day Ceremony.
On the XXXX Dragon Boat Festival, spending on credit cards reached XXXX yuan, and travel vouchers with a value of 1 0,000 yuan were sent, with a total of 1 0,000 in the whole province; If you swipe your card for more than 20,007 yuan, you will be presented with 300 yuan tourist vouchers, with a limited number of 500 in the province. Brush first and deliver first until the delivery is over. At the same time, during the Dragon Boat Festival, all xx card purchases can get double points.
Seven Gifts: Warm and Romantic New Year Gifts
On the Dragon Boat Festival in xxXX, the Dragon Boat Festival XX joined hands with more than 20 well-known merchants in the province to carry out credit card full (reduction) activities. On the basis of the discount offered by the merchants, if you spend more than 400 yuan on a single credit card or 300 yuan, you will get 40 yuan or 30 yuan. At the same time, the monthly bills received in June 5438+10 and February 2008 totaled 2008 yuan, and one Olympic souvenir was given. Each bill was limited to one, on a first-come-first-served basis, while stocks last.
Eight-fold gift: a gift for city card consumption
In XXXX, Jinsui City Card can enjoy the above multiple gifts, as well as discounts on consumption in more than 3,000 convenience stores in the province, free car washing, fitness and beauty, tourism and leisure. At the same time, you will also enjoy a series of surprises of Zhejiang Metropolitan Network in spring, summer, autumn and winter. Jinsui City Card is the first choice for city life.
Plan V of Bank Dragon Boat Festival Activities In order to better give back to customers, xx Branch of China xx Bank specially launched the xx card "Colorful and Courtesy" gift enjoyment plan in 20xx, swiping the xx card, enjoying eight great gifts, sharing the splendor of spring, summer, autumn and winter with you, and even having daily gifts to surprise you for 365 days.
A heavy gift: courtesy when dealing with cards
Xx credit card successfully applied for Dragon Boat Festival in 20xx, and presented a beautiful gift, free of annual fee in the first year, five times in the first year and free of annual fee in the second year.
Double gift: activation card bonus gift
Get a new xx credit card for Dragon Boat Festival in 20xx. Within three months after the card issuance is approved, the credit card will be activated for consumption once, and the amount is not limited, that is, 2000 points will be given as a reward. Old customers activate consumption once and give away 1000 points.
Triple gift: bank card consumption points are polite
On the Dragon Boat Festival in 20xx, the Bank will continue to enjoy the bonus of spending points on various xx cards (xx debit card, quasi-credit card, credit card and various co-branded cards). General department stores, hotels, restaurants and other merchants spend one yuan to accumulate one point, and wholesale merchants 100 yuan to accumulate one point; The maximum single consumption limit outside the province is 20000 points; 8 points accumulated in USD account 1 USD; There are no points for collection and payment. At that time, we will provide you with four series of exquisite fashion gifts, such as exquisite women, tasteful men, happy baby and healthy life, which will make your life more quality and memorable.
Four Gifts: xx Disney Travel Gifts
On the Dragon Boat Festival in 20xx, customers with xx credit cards (including xx cards) can participate in the lucky draw as long as they spend more than 20xx yuan on their credit cards. Fifty winners will be selected from the province to visit xx Paradise, including one-day tickets, round-trip transportation expenses (the winners will pay for their own transportation expenses in Hangzhou) and two nights hotel accommodation in xx (one for two). Brush Jinsui credit card and have a good trip to xx.
Five gifts: cool gifts in hot summer days
Summer cool drinks are here! 20xx Dragon Boat Festival, spending on credit cards reached 588 yuan. Customers can get a box of cool drinks by calling to register, and 3000 copies will be delivered in the whole province until the stock lasts. (Well-known cold food chain stores in various regions provide beverage tickets)
Six Rites: Golden Autumn Celebration National Day Ceremony.
On the Dragon Boat Festival in 20xx, if you spend more than 20xx on your credit card, you will get a travel voucher with a value of 100 yuan, and the whole province will get 1000 tickets; If you swipe your card for more than 20,007 yuan, you will be presented with 300 yuan tourist vouchers, with a limited number of 500 in the province. Brush first and deliver first until the delivery is over. At the same time, during the Dragon Boat Festival, all xx card purchases can get double points.
Seven Gifts: Warm and Romantic New Year Gifts
20xx Dragon Boat Festival, Dragon Boat Festival xx joined hands with more than 20 well-known merchants in the province to carry out the activity of giving (reducing) credit cards when they are full. On the basis of discount offered by merchants, you can get a 40 yuan or 30 yuan if you spend all your money in 400 yuan or 300 yuan with a single swipe card. At the same time, the monthly bills received in June 5438+10 and February 2008 totaled 2008 yuan, and one Olympic souvenir was given. Each bill was limited to one, on a first-come-first-served basis, while stocks last.
Eight-fold gift: a gift for city card consumption
In 20xx, Jinsui City Card can enjoy preferential consumption, free car washing, fitness and beauty, tourism and leisure in more than 3,000 convenience stores in the province, as well as a series of surprises in Zhejiang Metropolitan Network in spring, summer, autumn and winter. Jinsui City Card is the first choice for city life.