Marketing Tips

Screen ID: 

Screen Title: 

Panel Number:

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UIPTIP-01

Credit Union Marketing Tips

2301


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This screen is available via Rate Inquiry, Loan Quoter and Loan Request features. This screen is accessed during the loan product configuration flow by selecting "Marketing tips" on the Loan Product Configuration Option screen.  It is also part of the screen flow when creating a new loan product.  

Check out the video related to this topic: Loan Quoter Extras (More videos below!)

Helpful Resources

Product Marketing Tips and Procedures Overview

Screen Overview

This screen lets you view or modify marketing tips associated with a specific credit union product (shares, certificates, or loans). This feature is designed to store the ”sales” script your staff should use when explaining and selling a credit union product to a member. Include answers to typical questions, suggestions for related materials or demonstrations, and tips for overcoming objections.  

When you have completed your entries on this screen, use the Save Changes button to save changes, then use the Back up button to exit the screen.

From Loan Product Configuration

Use this to create a list of sales hints and instructions for selling this product to members or the “sales” script your staff should use when explaining and selling a credit union product to a member. Include answers to typical questions, suggestions for related materials or demonstrations, and tips for overcoming objections.

Methods to Use this Screen

There are two methods for displaying marketing tips for your staff. You can use either or both as needed. If you choose to use both, CU*BASE will display your designated link automatically. When the browser window is closed, the user will then see the marketing tips entered.

Method 1: Link To an Existing Web Site or Intranet Page

If you have already set up a page on your Intranet or your public website that contains the tips your staff will need to sell products, use the URL Link field to enter the address of this page. Use a format like this:

www.abccu.com (a website)

https://192.168.1.11/insideabccu/msr.htm (an intranet page)

To verify that this link will work, click the checkmark button on the right side of the field (a browser will open and you will be navigated to the site). Case-sensitive URLs can be entered if necessary.

Method 2: Enter Tips Manually Here

If you do not have a website or Intranet page, use the Comment lines at the bottom of the screen to enter up enter the tips here. Up to 99 lines of free-form text can be entered. When the first 12 lines are filled, use Enter to save the changes, then use Roll keys to display additional lines.

Copying Tips from Another Product

If you have already entered marketing tips on another product, you can copy them into this product so you do not have to retype them! Just use F10-Copy Tips. Click here for more information.

Copying Tips from the “Talking Points” Library

If you want to pull in text from a library of Talking Points, use Talking Points (F9) and select from the master library. You can append the paragraphs to the end of what you've already entered, or replace your text with text from the library. Click here for instructions.

What are Talking Points?

CU*TIP: If only a URL is entered, the next time you enter this screen the Comment lines will be hidden. To use them, you will need to clear the URL Link field, use Enter to Save, Backup (F3) to exit, then re-enter the screen to allow it to refresh. Likewise, if only text is entered, the URL Link field will be hidden. Use the same process to refresh

Additional Video Resources

Rate Inquiry

View more lending videos.

Visit the Show Me the Steps video library to view more videos!

 

 

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