Copy Message from Member Connect Message Library

These steps explain how to copy a marketing message from the CU*BASE Member Connect message library into your credit union message library from which you send your messages to members.

  1. Launch Tool #497 Member Connect Marketing Tools.

  2. On the Member Connect Setup pop-up, enter the name of your file.

  3. Select Online Banking and/or Email Message.

  4. Click the forward arrow.

  5. From the Member Connect Message Maintenance screen, select Copy from Master (F9).

  6. Select the message you'd like to copy.

  7. Click Copy.

  8. In the Copy Message pop-up that appears, enter your corporate ID in the space provided.

  9. Click the forward arrow.

  10. Click the forward arrow again to confirm.

  11. On the Member Connect Message Maintenance screen, edit the message if necessary.

  12. Click Save Changes.

Learn More

Learn more about Member Connect marketing tools.

Get detailed information about Member Connect marketing tools.