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Upsell with a MemberView Custom Call to Action
MemberView standard surveys are pre-loaded with a question that asks members if they’d like to be contacted about additional credit union products or services. To make your call to action even more powerful, you can list specific products and services that members are most likely to benefit from, depending on the experience type.
For a consumer loan survey, for example, you might want to offer those who’ve closed a vehicle loan an option like this:
For new members, you might offer the components of your new member package:
Let us know if you’d like help crafting your custom call to action. There’s no charge for the consultation, and we’re happy to help!
