MemberView standard surveys are pre-loaded with a sales call to action that you can customize based on your credit union’s product and service offerings.

It’s easy to monitor and follow-up with these requests using MemberView email alerts and the MemberView Saves and Opportunities report.

Sales Alert Triggers

MemberView standard surveys include the following sales question:

A “Yes” response to that question to triggers a contact form.

You can also trigger sales alert based on your custom sales question.

Alert Emails

Designated members of your team will receive an email like the one shown below when a member requests more information on a product or service.

By clicking on the link within the email, you’ll go directly to the survey as shown on the Saves and Opportunities report.

Alert Recipients

You can decide which members of your team receive email alerts.  Here are some possibilities:

• Branch or department managers receive alerts for experiences connected to their branch or department. Example:
  • A member completes a transaction at the Downtown Branch and requests a follow up. The email alert goes to the Downtown Branch Manager for follow up.
• A branch or department receives all alerts for a type of experience. Example:
  • A member who closed a vehicle loan at a dealership want more information about the credit union’s services. The consumer lending department manager receives the email alert.
• A centralized response center receives alerts. Example:
  • A contact center outbound call manager receives all member requests for product and service information. The manager assigns outbound contacts based on those alerts.

Executives and regional managers can also choose to receive sales alerts.

We’re happy to consult with you to set up a customized alert system that works for your credit union.