Send New Communication to Group of Members

These steps explain how to send a new 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 a new message, you can send an existing 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. Click the forward arrow.

5. Click Create on the Member Connect Message Maintenance screen.

6. In the Message type field in the Add New Message pop-up, enter a number that is not already associated with an existing message.

7. Enter a message subject in the Message subject box.

8. Enter the correct ID in the Corp ID box.

9. Click the forward arrow.

10. Enter the desired message in the Message box on the next Member Connect Message Maintenance screen.

11. Click Save Changes.

12. Select your new message from the list on the Member Connect Message Maintenance screen that reappears.

13. Click Send.

14. Select how you'd like to communicate your message in the Send Message pop-up:

    • 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.   

15. Enter a purge date in the Comment purge date (online banking) field.

    • 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 today's date.

16. Click Send.

17. 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.