Member Connect Marketing Tools

Screen ID: 

Screen Title: 

Panel Number:

LMBRCH-02

Member Connect Setup

6062

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Access this screen after selecting Statement Inserts on the Member Connect Setup screen.

When using the Statement Insert feature, this window will appear next to let you designate which selective insert you will be setting up. This step simply copies the database file from your QUERYxx library to your FILExx library, giving the file the appropriate STMT## file name so that it will work with the selective inserts system. Press Process (F5) to continue to the statement setup screens. (Refer to the Selective Statement Inserts booklet for complete details.)

This screen is also covered in the directions on the Member Connect Setup screen.

  • You can select to exclude certain members who have requested to be excluded from receiving third party marketing campaigns or from credit union emails or marketing communications:

Exclude for members flagged for 3rd party marketing

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 screens (accessed via Tool 15) 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 screens (accessed via Tool 20) 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).