Member Connect Marketing Tools

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Screen Title: 

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LMBRCH-01

Member Connect Setup

6063


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Access this screen by selecting Tool #497: Member Connect Marketing Tools.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to perform various Member Connect and other tasks related to member communication.

CU*BASE has a process to handle invalid email addresses from emails send via CU*BASE.  Learn more about CU*BASE Automated Wrong Email Handling.

Screen Overview

This screen provides a single place to access several different CU*BASE marketing tools for communicating with your members. The advantage of Member Connect, aside from bringing everything together into one handy location, is that it allows you to create a single database file of member account numbers and email addresses, then use that same file to perform all of the following functions:

SEE ALSO: Marketing Campaigns with Member Connect

Using Member Connect

  1. Enter the name of the database file that contains the member account numbers to which the marketing campaign should be directed.

  2. Click one of the pictures to proceed to the desired marketing tool. (You can also press Alt + the underlined letter, such as Alt+E for the email message feature.)

  3. Use the screen that appears to produce the message, labels, etc., as usual. Be sure to use the appropriate “Send” or “Process” buttons to complete the task before returning to the Member Connect screen. (See Special Notes below for some additional tips on using some of these tools.)

  4. Repeat steps 2-3 for all additional features until all aspects of the campaign are complete.

Special Tips

Exclude for members flagged for 3rd party marketing opt out

Check this box to exclude members from marketing and solicitation third party emails and marketing communications. Members are marked on the Update Individual and Update Organization feature or on the Member Misc. Information Maintenance screen accessed via Teller, Inquiry and Phone Operator. Members can also select to opt out through Online Banking.

Exclude for members flagged for CU contact opt out

Check this box to exclude members from credit union generated emails and marketing communications that might be educational in nature, such as information about a better certificate rate or loan rate offering. Members are marked on the Update Individual and Update Organization feature or on the Member Misc. Information Maintenance screen accessed via Teller, Inquiry and Phone Operator. Members can also select to opt out through Online Banking.

Exclude members with written off loans

Check this box to exclude members with written off loans from receiving communication sent in this manner.

This means the LWRTOFF field (column) is equal to 1 in the MEMBER5 or MEMBER6 file (table).

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LMBRCH-01.htm