Configuring New Member Campaigns

Overview

Campaigns that promote CU membership are harder to track because it is more difficult to identify whether or not the new member was part of the campaign. Vital Signs uses address normalization to perform member matches by address and also compares the first and last name.

The new member campaign must be added to the VSCampaigns file. The Filename must reference a file in the data/config directory that contains the prospect data that was used in the campaign. Vital Signs allows you to configure the column names that are used by the prospect data files, but modifying parameters in the LoadMbrData worksheet of the VitalSigns.xls configuration file.

Campaign Types

Various different campaign types are possible.

Standard product campaigns include:

• Share products
• Loan products
• Member services

Two other special campaign types are possible:

• New member campaigns

For campaigns that seek new members to join the CU, the campaign pool is sourced from a 3rd party. Vital Signs will track the success of new member campaigns by matching new members based on name and address information stored in the campaign data. See Configuring new Member Campaigns for more information.

• 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 the 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.