Requirement status

The platform shall include a ready-to-launch family campaign kit for each institution.

Acceptance: CU receives landing page, email, SMS, social posts, branch flyer, poster, QR assets, and staff script.

Kit includes landing page, email, SMS, social, flyer, poster, QR code and staff script.

The platform shall include seasonal campaign packs such as Youth Month, back-to-school, summer earning, first job, first car, and college planning.

Acceptance: CU can activate campaign without new creative work.

Youth Month, back-to-school, summer earning, first job, first car and college planning packs.

Every campaign shall have a parent-first message and optional child-facing creative appropriate to age.

Acceptance: Marketing never directly pressures children to buy financial products.

Parent-first messaging; kid-facing poster only invites a grown-up.

The credit union shall be able to sponsor a featured “Mission of the Month.”

Acceptance: Mission promotion retains educational neutrality.

CU features a Mission of the Month; the mission content stays unchanged.

The platform shall provide parent webinar/workshop promotional templates for Money Labs.

Acceptance: Cohort marketing can be launched quickly.

Money Lab promo template filled with the next lab's details.

The platform shall provide a CU launch checklist with clear owner responsibilities.

Acceptance: Program manager can see what remains before go-live.

Launch checklist with owners and required-for-live flags.

The program shall support referral codes/QRs by branch/event for aggregate channel attribution.

Acceptance: CU can measure activation source without needing child financial data.

Channel codes per branch/event with aggregate attribution only.

The product shall include a parent-facing FAQ explaining privacy, curriculum approach, sponsorship, and what is/is not financial advice.

Acceptance: Parents can understand program before enrolling.

Parent FAQ (5l) explains totals-only access, sponsorship, and education rather than advice. Linked from settings, the account menu, and the invite welcome.