Marketing / Sales
Summary
In this course, participants learn strategies for reaching members, increasing product usage, and fulfilling member needs and financial goals.
Audience
This course is designed for credit union marketing personnel and all credit union leaders.
Objectives
By the completion of this course, participants will be able to:
- Identify marketing tools used to create an effective marketing campaign
- Identify interactive tools that support a sales-based culture
- Explain how to locate and use Dashboards that effectively support marketing strategies
- Explain how to use the List Generator tool to create marketing lists for various marketing channels
- Explain how to connect the lists created in other tools such as List Generator and Dashboards within the cores marketing tools
Topics
This course covers the following topics:
- How to identify marketing opportunities in analytical tools
- How to obtain a target audience via Dashboard exports
- How to create a target audience list via the List Generator tool for multiple marketing channels
- How to append member email addresses to Dashboard exports
- How to locate Dashboards and Marketing Tools
