ONBOARDING


The first four months of membership are crucial to establishing a long-term relationship with you. Use the time wisely by implementing an onboarding campaign.


Strategy

Create awareness of key products and membership benefits by showcasing a different one with each mailing. Many credit unions include special offers and incentives to get members interested. Let us help you choose the right mix of products, offers, channels and frequency for new members or to nudge dormant accounts back to life.


Data

We'll work with you to segment member data. Unlike traditional printers, we take advantage of variable data fields to make your campaign highly personalized and relevant. Use their first name in the copy. Highlight special offers. For that personal touch, direct them to the nearest branch and include the name and phone number of the person they should speak to. These things make the member connection to you stronger.


Design

Based on your data segmentation, we'll modify the graphics and copy for greater appeal. We can also incorporate PURLs and QR Codes for quick responses and follow up with cost-efficient email.  You'll get a customized campaign that is less expensive than you expect.


Rely on Pinpoint's services to make your job simpler and your results better than ever. Whether it's monthly or weekly, we'll sending your onboarding messages, automatically and stress-free when we're your marketing partner.

Call now : 1-866-784-7555