Configuring Marketing Clubs
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Screen ID: Screen Title: Panel Number: |
UMKCLB-01 Marketing Clubs Maintenance 5170 |
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Access this screen by selecting Tool #486: Marketing Club Configuration.
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Refer to the booklet, CU*BASE Marketing Clubs: Configuration, Benefits and Enrollment for more information on marketing clubs. (NOTE: A PDF of the manual will open when you click on this link.)
Introduction to the Feature
How does a credit union manage a group of members who share a bond beyond that which brought them to the credit union in the first place? For example, do you manage member groups based on their age? Their shared interests? Their shared motivations?
Most often, these groups are handled by forming a “club.” The term “club” implies some common link and special status beyond that of the entire membership. Generally, it requires administration through mailings, raising funds through fees, and of course encouraging the member’s participation through a set of rewards. The CU*BASE Marketing Club feature was designed to manage these styles of clubs.
Using this Screen
This is the first of several screens used to create a Marketing Club and set up default parameters for all its members.
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To search for a club in the list, enter either the Club ID or the first few characters of the Club Name in the search fields at the top of the screen. Use Enter to scroll the list to the first item which matches. Use F5-Refresh at any time to view the entire list
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To modify parameters for an existing club, select the club in the list and use Change. From here you can select the appropriate screen.
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To view a the parameters for an existing club, select the club on the list use View.
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To add a new club, select Add Clubs (F6).
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To maintain club membership by member, use Club Membership (F21).
You can only delete clubs that have no members attached to them. There is no confirmation screen.