Send Existing Communication to Group of Members

These steps explain how to send an existing message to members with or without certain services such as online banking, eStatements, ATM/debit cards, ACH, payroll, bill pay, overdraft protection, etc.

  • Prior to completing the steps below, use the Member List Generator feature or the Query feature to create a file/list of accounts with or without certain services so that you can then communicate with that group of members using the steps below.

  • Instead of sending an existing message, you can also create a new message.

  1. Launch Tool #497 Member Connect Marketing Tools.

  2. Enter the name of your file/list in the Member Connect Setup pop-up.

  3. Select Online banking and/or email message.

  4. Check whether or not you'd like to exclude members opted out of third-party and/or credit union communications.  

  5. Click the forward arrow.

  6. Select the message you'd like to send from the Member Connect Message Maintenance screen.

  7. Click Send.

  8. In the Send Message pop-up, select how you'd like to communicate your message:

    • Email: This means that the message will be sent only to members with email addresses.

    • Online banking: This means that the message will be sent only to members with online banking accounts.

    • Flood all: This means that the message will be sent to members with both email addresses and online banking accounts.

      1. With this method, members who have both an email address and an online banking account will receive the message twice.

    • Priority: This means that the message will be sent via email to members who have email addresses and via an online banking message to members who do not have email addresses.   

  9. In the Comment purge date (online banking) field, enter a purge date.

    • The purge date is when the message will be automatically deleted from the member's Message Center in online banking. For example, if you want the message to be displayed for one month only, then you would enter a date one month from the current date.

  10. Click Send.

  11. Click the forward arrow on the Confirm Message Send pop-up.

Learn More

Create a list of accounts with or without certain services.

Get an in-depth look at Member Connect.

Learn more about Member Connect marketing tools.