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Home > MemberView > MemberView Surveys > MemberView Survey Invitations > Customize Your MemberView Email Survey Invitation
Customize Your MemberView Email Survey Invitation
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The MemberView Standard Email Survey Invitation incorporates best practices in increasing response rates, ensuring more accurate responses, and reassuring members about security.  However, you  may want to customize the standard invitation to better reflect your credit union brand.  Here are some great ideas for making your survey invitation unique.

Subject Lines

Here are some of our favorites:

  • Thanks for your [Experience Type] with [Credit Union Name]. Tell us how we did.
  • How was your [Experience Type] experience at [Credit Union Name], [Member Name]?
  • Give [Credit Union Name] your feedback – get a $5 Starbucks gift card.
  • Take [Credit Union Name’s] short survey and we’ll give $5 to Credit Unions for Kids
  • The CEO of [Credit Union Name] would like to hear about your recent [Experience Type].
  • Request from the CEO of [Credit Union Name] for your opinion
  • An Invitation from [Credit Union Name] to complete a short survey
  • [Member Name], [Credit Union Name] needs your opinion on our service

Body Copy

It’s a best practice to remind members of the transaction date and place within the body copy.  However, there are lots of way to change the tone from serious to light-hearted depending on the voice of your brand.  Here are some ideas:

Example #1:

Tell us how we did.

Thank you for your recent transaction with [Credit Union Name].  We hope our staff provided you with the first-class service we’re known for.

We’d love it if you clicked on the link below to tell us how [Employee Name] did on [Date of Transaction]. The survey takes just 3 minutes to complete.

 

Start Survey

 

Start the survey now, and then receive a $5 Starbucks e-gift card when you finish.  It’s our way of thanking you for helping us continue to provide the very best service to you.


 

Example #2:

Take our survey now, and we’ll donate $5 to Credit Unions for Kids.

Thank you for your recent loan with [Credit Union Name].  We’d love to hear about your experience. The survey takes just 3 minutes to complete.

 

Start Survey

 

Start the survey now, and we’ll donate $5 to Credit Unions for Kids when you finish.  Thank you for helping us improve our service and for your support for Credit Unions for Kids, a member-driven charity that supports 170 Children’s Miracle Network Hospitals.


 

Example #3:

Your opinion matters.

Thank you for your recent transaction with [Credit Union Name.]  We’d love it if you clicked on the link below to tell us how [Employee Name] did on [Date of Transaction]. The survey takes just 3 minutes to complete.

 

Start Survey

 

We’ll combine your feedback with that of other members to continually innovate and improve.  Your feedback will help us build a better credit union for you.


 

Example #4:

We’d like to hear about your recent [Experience Type] at [Credit Union Name].

Please let us know how we’re doing, by taking our short, 3-minute survey.  Your feedback will help us improve our service to you and all of our members.

 

Start Survey

 

We know you have many choices for financial services, and we thank you for trusting us with your business.


 

Example #5:

The CEO of [Credit Union Name] would like to hear about your recent [Experience Type].

As CEO of [Credit Union Name], I do a lot of listening to members.  I’d like to know about your [Experience Type] on [Date] with [Employee Name].

I want to let you know that your feedback has an important impact.  Here are some changes we’ve made in the last six months based on input from our members:

  • We’ve added Saturday hours to the Birch Street Branch location.
  • We’ve made the instructions more user-friendly for all of our online account applications.
  • We’ve made it easier for online banking users to download transactions into QuickBooks.
  • We’ve created a lending packet that helps our members organize all of their loan documents in one place.
  • We’ve made it possible for new members to join the credit union online.
  • We’ve added lighting at the Jones Street Branch drive-thru.

 

Start Survey

 

I hope this shows how your feedback directly impacts our decisions on the services we offer to you.  I deeply appreciate your time and your membership.

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