Product Education

Quickstart guides, launch plans, and walkthroughs for new and existing Direct partners.

Banzai 101 Quickstart

Your first steps as a Direct partner — defining goals, choosing a program lead, identifying your audience, and getting set up.

Launch Plan

A four-phase launch plan covering internal rollout, non-profit partnerships, business partnerships, and customer launch.

Navigating the New Manager

A detailed walkthrough of the Banzai Manager — home page, profile, reports, and key features.

Using the Direct Tab in the Manager

Navigate the Direct Tab — Toolkit, Marketing Materials, Partners & Brands, Embedded Content, and reports.

Content Marketing: How-To Guide

A complete guide to using Banzai content for lead generation, CTAs, email campaigns, social media, and content calendars.

Financial Education & Content Marketing

Banzai's perspective on creating a culture of financial education in your community and why content marketing works.