📊 2026 MARKETING CAMPAIGN

SmartPortfolios
Campaign Strategy

Complete overview of our AI-generated multi-channel campaign to drive SmartPortfolios adoption.

65+ Portfolios
4 Personas
SP

Strategy

Research, personas, competitive landscape & messaging

📊 Key Assets

65+ expertly curated portfolios spanning Core (BlackRock), Smart Future (Franklin Templeton), Alpha (AI-driven), ARK Future First, Thematic, and Top Trader strategies. Minimum $500, no management fees, automatic rebalancing.

Target Personas

  • 01 Alex - Beginner (28, software engineer)
  • 02 Jordan - Passive investor (42, marketing manager)
  • 03 Taylor - Thematic enthusiast (31, crypto fan)
  • 04 Sam - Retirement planner (55)

Competitive Edge

  • Thematic + AI vs. traditional robo (Wealthfront/Betterment)
  • Partner curation: BlackRock, ARK, Franklin Templeton
  • Social trading integration

4 Messaging Pillars

1. Accessibility & Simplicity
2. Innovation & Future-Focus
3. Expert Curation & Trust
4. Adaptive & Effortless Growth
Recommended channels: Meta Ads, Email, In-app, Social (IG/TikTok for themes), LinkedIn.

Creatives

4 banner variants for Facebook/Instagram ads

V1.png (missing)
Variant 1 - Professional/Trust
V2.png (missing)
Variant 2 - Simplicity
V3.png (missing)
Variant 3 - Thematic
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Variant 4 - Beginner

Creatives directory missing - images not accessible. Paths incorrect. Place v1.png-v4.png in ../creatives/ for production.

Campaign Copy

Ad variations, email sequences, landing page copy

Facebook Ad Variations

V1 - PROFESSIONAL/TRUST

"Expert-curated portfolios from eToro give you access to professional investment strategies..."

V2 - SIMPLICITY

"Diversification made simple with eToro SmartPortfolios..."

V3 - THEMATIC

"Invest in what you believe in through thematic SmartPortfolios..."

V4 - BEGINNER

"Smart investing starts here with eToro SmartPortfolios..."

Email Sequences (3 emails)

Day 0: Meet SmartPortfolios - Introduction to the product.
Day 3: How they work - Deep dive into features and benefits.
Day 7: Start investing smarter - Strong CTA to join.

Compliance

FCA / CySEC guidelines

MANDATORY IN ALL MATERIALS:
  • "Capital at risk" - prominent placement
  • CFD risk warning (71% or current % of retail accounts lose money)
  • "This is a marketing communication..." full disclaimer
  • Past performance warning: "Past performance is not a reliable indicator of future results"
CANNOT claim: Guaranteed returns, "risk-free", future performance promises, AI washing.

Localisation

V1 ad translations (EN, DE, FR, IT, ES)

Language Headline
ENEXPERT-CURATED PORTFOLIOS
DEVON EXPERTEN KURATIERTE PORTFOLIOS
FRPORTFEUILLES SÉLECTIONNÉS PAR DES EXPERTS
ITPORTAFOGLI CURATI DA ESPERTI
ESCARTERAS CURADAS POR EXPERTOS

Analytics & Tracking

UTM Structure: facebook/cpc/smartportfolios-v2 + content variants
KPIs:
CTR 1.5-3%
CPC <£0.60
ROAS >4x
Events:
page_view, cta_click, signup_complete, first_deposit
Attribution: Data-Driven (DDA) + Linear

Deployment

  • Facebook: CBO campaign, broad + lookalike audiences, £50-400/day budget
  • Email: 3-touch sequence (Day 0,3,7) via Klaviyo/Mailchimp
  • Landing: Vercel deployment with custom domain
  • Timeline: Test Week 1 → Optimise Week 2 → Scale Week 3

Optimisation

A/B Priorities: Headlines > Images > Audiences > CTAs
Success: 15%+ uplift, 95% confidence, 100+ conversions. Refresh creatives every 10-14 days.
This is a marketing communication. Your capital is at risk. CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 71% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work, and whether you can afford to take the high risk of losing your money. Past performance is not a reliable indicator of future results.

eToro (UK) Ltd authorised by FCA (FRN 583263). eToro (Europe) Ltd authorised by CySEC (license 109/10).