Difference between revisions of "Campaign Fundamentals"
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| − | 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 | + | 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== | ==Campaign Types== | ||
Revision as of 18:08, 11 February 2016
Contents
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:
- New member campaigns
- Member services
- Share products
- Loan products
- Dormant members
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.
