Email/Online Banking Marketing Messages (1)

Screen ID:

Screen Title:

Panel Number:

UCMMSG-01

Member Connect Message Maintenance

5676

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Access this screen by clicking the Online Banking or Email Message button on the Member Connect Setup screen.

Helpful Resources

Visit Show Me the Steps for assistance with using this screen. Refer to the help topics linked to below in this topic.

Introduction to this Screen

This is a list of credit union specific messages that have been saved in the system for sending via It's Me 247 online banking, email or both. This feature requires the use of a CU*BASE Report Builder inquiry (Query) to identify the member accounts, then this screen is used to select and send the message automatically to all member accounts listed in the inquiry.

A few points to keep in mind:

CU*TIP: If the same email address appears multiple times in the database file, the system will automatically make sure only one message is sent to that address.
The From: email address for all outgoing emails will be the email address entered here.
IMPORTANT: Be sure your email provider is aware of the volume of emails you may receive, and does not misinterpret your email traffic as “spam.”

Actions from this Screen

To send a message from this list, select the message and click Send (F5).
To copy and edit a message that has already been created in the “Member Connect” Master library, use Copy from Master (F9).
To modify an existing message that has not been sent yet, select it in the list and use the Change option.
To create a new message, use Create (F6). NOTE: When creating a new message, use a letter and a number or two numbers. Two letters are reserved for messages Master Message Library of messages. Message IDs like B3 are allowed but BB are not.

Email/Online Banking Marketing Step by Step

First create your file:

Use CU*BASE Report Builder to create an inquiry that defines the selection criteria needed to choose members to receive the email message. The file should contain the account base (ACCTBS). (Must be the first field, if the file contains any other fields.) This may only be a simple inquiry that chooses all members who actually have an email address, or the file can contain other members and the email program will only send to those where an email address exists.
- IMPORTANT: Effective with the Fall 2005 CU*BASE Software Upgrade, member email addresses are now located in the PCMBRCFG file, not MASTER. However, you can still create a database file that has only the ACCTBS in it and the system will locate the email address in its new location when the email messages are sent.
Run the inquiry to create a database file stored in your QUERYxx library (where xx is your credit union's 2-character credit union ID).

Use the List Generator feature to create the file. See Show Me the Steps for instructions.

Then send your message:

Send existing communication to group of members. See Show Me the Steps for instructions.
Send your new communication to group of members. See Show Me the Steps for instructions.
Each email will have your credit union signature line appended to it. Step by step instructions on editing your signature email (See notes on signature line below.)

Notes on Signature Line

Signature link messages (SL) message are appended to the end of all email addresses. Online banking messages will not have this message appended, since members will already know who the message is from. Message type SL within CU*BASE has very specific guidelines that must be followed.

Helpful tip: Follow your credit union procedures to comply with the SPAM Act of 2013 when adding information to your signature line.

Only five lines of text allowed for the SL message type (title), anything exceeding five will be cut off/ deleted.
Lines can include a maximum of 60 characters. This includes spaces. Anything exceeding 60 will move the text to a new line.
Hyperlinks are not supported through CU*BASE however a member’s email server may auto link web addresses as long as they fit within one line of the message.

TIP: Be sure to include your physical credit union address and not a PO Box.

Specifics relating to Member Reach clients or those having Xtend process their unsubscribes:

An Opt Out web address will be created and maintained by Xtend
The Opt Out link may require the credit union name be shortened/ abbreviation to fit within one line of the SL message type
No credit union can have the same abbreviation as this will likely cause a routing of unsubscribe request error.

Reference Section

For additional details, including pricing for sending email messages and warnings about handling “spam” inquiries, refer to the booklet, Member Connect: Marketing Campaings with the "Member Connect" .
For details on using this screen to create a batch of It's Me 247 online banking messages, refer to the booklet, Leaving Special Messages for Members via CU*TALK and It's Me 247.
This screen is also used when configuring the email notification message for E-Statements through It's Me 247 online banking. Use the message with the MSG Type of ES. Refer to the following booklet for information about configuring eStatements: Getting Started with E-Statements: Configuration, Fees, and Member Enrollment

Field Descriptions

Field Name	Description
Msg Type	This is used to indicate what Message Type is associated with the message. Important to note here is that the ES message is a generic e-Statement message and the SL message is the Signature Line text. Message Types with two letters are reserved for use with messages copied from the CU*BASE Master library of messages. When creating a new message, use a letter and a number or two numbers. Message IDs like B3 are allowed but BB are not.
Message Subject	This is the text that will appear in the subject line of the email message.
First Line of Text	This is the first line of text in the message.