I Want to Use My Non-Member Database

By Chris Mulder at Preferred CU

This document and the following volumes are intended to give a credit union a complete road map to execute a marketing campaign. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation of the campaign. This design will contain all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the campaign’s success.

Additional information

We currently have a database full of information for near members. This data could be from indirect loans, beneficiaries, or those who applied for membership online, but never completed the process of becoming an official credit union member. Many of us have tried doing some direct mailings to nonmembers from a purchased list. The problem with those lists is we may or may not be a familiar name to them. Why not access a database that has household information for near members, who have already had some sort of interaction with your credit union? This campaign will allow you to reach out to potential members to attain new memberships, checking account, loans, or whatever you would like to market.

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