Campaign Fundamentals

Overview

One of the main uses of the Membership Analysis document is selecting members for marketing campaigns. Vital Signs users are able to perform selections on a wide variety of member attributes to identify the pool of members that will be part of a campaign. The document also contains a special Campaign Tab that includes charts that track and report campaign results.

Campaign Types

Various different campaign types are possible.

Standard campaigns include:

• Member services
• Share products
• Loan products

Two other special campaign types are possible:

• New member campaigns

For new member campaigns, the campaign pool is sourced from a 3rd party. Vital Signs is able to track the success of new member campaigns by matching new members based on name and address from the campaign data.

• Dormant members

These campaigns are designed to encourage dormant members to become active. Dormant members are selected for the campaign and success is determined by any member activity that causes their escheat date to be updated.

Selecting Members for Campaigns

Use the Membership Analysis document to select members for a campaign.

Some common fields to use in your selection are:

• Member Age (Mbr Select tab)
• Member Credit Tier (Mbr Select tab)
• OK to Mail (Mbr Attributes tab)

Note: Names on the Mbr Attributes tab are CU specific.

Once the appropriate members have been selected, open the View Details tab and export the Account Address Info table to Excel.

Remember the status bar will show the number of selected members.

The Excel file should contain all of the member data that you need for your campaign.