Unenroll Member from Mailings
These steps explain how to unenroll a member from any future promotional mailings from third-party vendors or promotional mailings from the credit union.
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NOTE: The employee must have File maintenance checked in their special security settings within Tool #327 CU*BASE Employee Security in order to edit a member's opt-out flags.
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Member opt-out status may also be changed on the Name/Address maintenance screens within Phone Operator.
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These steps are helpful in cases of AD&D mailings, ID theft, etc.
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Launch Tool #15 Update Membership Information.
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Enter the member account base.
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Use Enter to proceed to the maintenance screen.
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Use Enter until you reach the third Update Membership screen.
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To unenroll the member from 3rd party mailings, check the box labeled 3rd-party opt out.
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To unenroll the member from CU mailings, check the box labeled CU opt out.
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Use Enter to save.
Learn More
Learn more about allowing members to opt out | |
Where can 3rd Party or CU Contact Opt Out information be changed? |