Calendar Phone Branch Opening


Branch Opening

Digital Marketing Campaign

Is your bank or credit union opening a new location? This playbook is for you.

Whenever your bank opens a new branch the goal is to create awareness and drive engagement in the local community.

Bank Teller

Your messaging needs to garner consideration and get people to take action, whether that means visiting the new branch or attending a grand opening event. But no matter how strong your message is, if you don’t get it in front of the right people your branch opening will flop.

This is a playbook for promoting a new branch opening.

Designed for banks and credit unions, this playbook runs through the roles that digital advertising channels should play in your branch opening campaign and includes tactical recommendations to use in your next campaign.



Don’t be afraid to test and learn. Google Ads give you close control over your spending and the advanced targeting options mean you can test new messaging or promotions to narrow audiences without spending a lot of budget.

Google Ads

Target specific audiences, locations, and interests.

The Role

Promote your branch opening it to a highly targeted and qualified audience. Your ads will only show to people who search the keywords and terms you are targeting, and you only pay when people click on them.

Google Ads

Tactical Plays

Keep thinking local.

Google ads can be hyper-targeted to a 1 mile radius from an address. Identify the major employers and residential buildings in your city and target ads specifically at those audiences.

Don't forget about your existing customers.

Use remarketing campaigns to deliver ads to people who visit your website but may not be near your new branch.

Try a competitive conquest campaign.

Target the brand names of your competitors so your ads show up when someone searches for your competitors, especially if you have an incentive for people switching banks.



Give your event a catchy name and include a thorough description, the correct date and time, and be sure to include imagery to build interest.

Paid Social

The right place at the right time.

The Role

Ensure your branch opening stays in front of users while they browse their social feeds. Complex ad formats allow for effective visual storytelling that can garner a better response than a simple ad elsewhere.

Paid Social

Tactical Plays

Visuals are key.

Promote a video showing your new branch so locals will know what to expect before they arrive.

Use event ads on Facebook.

These ads allow users to RSVP that they are “interested” in an event like a grand opening and then share that event with their friends and family on Facebook.

Find people like your current customers.

Upload your customer email list to Facebook. It will then profile those customers and identify other people on Facebook who have similar digital footprints and serve your ads to them.



Actively monitor your direct messages on Facebook and Instagram, and get back to them. A quick and friendly response to a question could be the difference between someone coming in the door or not.

Organic Social Media Content

Top of mind, all the time.

The Role

A free way to communicate with your audience, actively promoting your branch opening on social media gives customers a way to ask questions or start discussions if they need to.

Organic Social Media Content

Tactical Plays

Introduce your branch manager.

Post photos or videos of your staff on your brand’s social media channels and have them share something about themselves, especially if they live locally.

Use Instagram stories.

About half of Instagram’s engagement happens in stories. Post stories during branch opening events to show off everything going on, and save them to a branch-specific highlight.

Add the new branch location to your Facebook page.

Log in to your Facebook Business Manager and add a new location to your account. This will enable people to tag the location in their posts on Facebook and Instagram.

Search Engine Optimization (SEO)

The thing you're most likely to skip.

The Role

Increase your branch’s visibility on
search engines and maps. Ensuring
the branch’s phone number,
address, and operating hours are
correct will go a long way
towards customers finding
their way into the
new location.

Search Engine Optimization Search

Tactical Plays

Talk about your new branch on your website.

Publish a blog post on your website, and include the address and local keywords like the neighborhood, town, or region where your branch is located.

Think local.

Put keywords aside and focus on helping people easily find the branch’s address and contact info online: set up a Google My Business listing, optimize directory listings, and make the branch’s contact info accessible on your website.

Optimize your Google My Business listing.

A GMB listing ensures info about your business will be on maps and in the detailed knowledge graph section of Google results pages. Optimize by adding photos, videos, and posts.


Cut through the noise.

The Role

Advertising channels get cluttered and busy, but contacting your customers via email removes the competition for their attention. Plus, email tracking capabilities mean your marketing will get smarter every time.


Tactical Plays

Use progressive messaging.

No one opens every email you send them. If you send one email about a promotion, follow it up with an email about the branch grand opening.

Use an email marketing platform to track engagement

Email marketing platforms provide analytics on who opened specific emails, who clicked through to your website, and what they looked at once there. This enables you to keep sending updates and information that you know users are interested in.

Send people what they're interested in.

Use your email marketing platform to build email lists based on what people click on. This will allow you to keep sending them updates and information that you know they are interested in.

Influencer Marketing

Your brand at the center of the conversation.

The Role

In locations with larger populations, use local Influencers to spread the word about your opening. Influencers, having built a community online around their interests or lifestyle, have a direct line to similar residents and provide
social proof to
encourage locals
to visit the branch.

Influencer Marketing

Tactical Plays

Invite local influencers to your grand opening.

Look for diverse influencers to reach a wider audience, and invite them via their preferred social media platform.

Have the branch manager connect with influencers.

One-on-one or as part of a group, create an occasion where local influencers can meet your branch manager, and get to know them and the bank. Inviting them to the branch prior to the grand opening, or meeting for a coffee are good options.

Work with influencers to tell your story

By engaging influencers in a campaign, your brand can work with them to share specific messaging or promotions to their audiences.

Like what you see?

With over a decade of experience working with banks and credit unions, we know what works.

Talk to one of our Strategists today and see how these plays can help your new branch.

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