Member Reach monthly reports have gone automated! We are very excited to offer you the opportunity to retrieve your monthly reports at the time that works for you! No more waiting. Choose the current month or a previous month. Tell your board how much hard work you did this month. Here's how:

• Choose CU*SPY from the Time-Out Window of any CU*BASE session.

• Select Miscellaneous Reports

• In the first blank field type PMBRSUM and click search.

• Select the appropriate report for your meeting.

• Brag about all that Member Reach has done for you during your meeting.

We are certain you will enjoy your Monthly Summary as much as we do.

Sometimes clicking the reply button when responding to email is not always the best thing to do.

Before choosing to reply always check to see if personal information was included in the member's inquiry. If so, consider making a phone call instead. Personal information such as phone numbers, addresses, account numbers and even social security numbers can be included in the members text. Choosing to reply can potentially put you and your members at risk for potential security risks or identity theft if your reply is accidentally issued to the incorrect person.

If you choose to proceed with your message, first consider if your credit union has a policy against replying to a message that contains personal information. Always check to be sure that the "to" address listed is your intended recipient.

The first layer of defense can be you!

Have you noticed any changes when using the Member Connect Tools within CU*BASE(MNPRTC)?

Now when an electronic message is delivered using Member Connect, the system will prompt you to choose an output option before sending your message. The option you choose is where you can find your PCMMSG report.

The PCMMSG report can be used to see which file name was used, the delivery date of your message, the message title and all of the members that were in the file. Even better, by looking at your report you will be able to see how each member received their message and give your board of directors a summary.

Output options can be your credit union printer or holdxx outques. My personal preference is holdxx so that my report will route to CU*Spy for later viewing.

Mail codes are an important aspect of all of your outbound marketing activities. Members may consider a request to opt out of Member Reach emails as a request to opt out from receiving "all" marketing messages.

To assure the member's request to "opt out" is honored do not forget to exclude the proper mailcodes when building your next member file!

Member Reach represenatives or the talented team members of the CU*Answers Client Services team are ready to assist should you have questions.

Honoring a members request to un-subscribe is an important aspect of maintaining your ongoing member relationship. Updating the member record is easy and only take a moment of your time.

• From CU*BASE access MNUPDT option 1, Update Membership Information)

• Enter the members Account Base & press enter.

• The first screen will be name and address information, press enter one more time.

• Now look for the mail code fields toward the middle of the screen. Using the pull down next to the field, select the proper "opt out" mail code and press enter.

• The opt out process is complete. From the maintenace date forward your member will no longer receive messages as indicated by your Member Reach Pre-Launch Checklist.

Finding the account number that matches an invalid email address can be frustrating! Member Reach, in partnership with the talented team of WesoNet, has created a specialized report designed to give Member Reach partners a list of invalid emails direct from our server.

The Email Integrity Reprt will list all addresses that have hit our servers as invalid twice or more within a thirty day period. As a Member Reach Partner you will work your report everyday by matching the address to account number within CU*BASE and updating the membership accordingly

For your convenience Member Reach has streamlined this process by creating a query report called INVEMAIL stored in your query library. This query will list all members with an email address on the system. To make the account base easy to find we have stored the email address alphabetically to easily make a visual match to the number.

Another option is to utilize the PCMMSG report generated daily when Member Reach messages are sent. This report can be accessed from CU*SPY daily reports within the Miscellaneous category. Please contact a Member Reach representative should you need assistane

Working your Email Integrity Report is a valuable service offered by the Xtension Call Center of Xtend. For more information contact brogers@xtendcu.com or call 616-285-5711 ext. 235. We look forward to hearing from you!

Does your credit union have a defined policy on what happens when you receive an unsubscribe request from a member?

The recommended best practice of Member Reach is to make an attempt at making a one on one personal connection with the member by placing a phone call.

Most members do not realize they will be receiving messages from your credit union only when there are circumstances relevant to their individual membership. Members believe that getting one email message will mean several more are to follow. Although this is a common misconception assuring the members your credit values your financial relationship with them and that you will only send messages that are relevant to their membership at the time the message is sent. Perhaps you might go on to say messages are really meant to help you select products and services that are right for you and only you!

Complying with the members request to un-subscribe is important should they continue to tell you they do not wish to receive this type of message. After reminding the member that they will still receive e-statement messages and other important announcements made by your credit union as necessary you will use MNUPDT option 1 to update the membership with the appropriate "opt out" mail code.

Working un-subscribe requests is a valuable service offered by the Xtension Call Center of Xtend. For more information contact brogers@xtendcu.com or call 616-285-5711 ext. 235. We look forward to hearing from you!

Members are asked for their email address several times a day. They may be asked for their email address at a department store or perhaps even the grocery store. It is no wonder that members are resistant to giving a personal address. You will want to give the member reassurance that you are not trying to send them daily emails offering special offers, only information that is relevant to their membership at your credit union.

Perhaps a good talking point might be: We understand that members use a variety of methods to communicate. We want to give you the ease and convenience of communicating with us from your home or when making a phone call is not convenient.

From time to time you may receive emails from our Member Reach address. We can assure you that the information you will receive is relevant to our credit union and your membership with us. These communications are a courtesy to you because you matter.

After the member provides his or her address thank them for the update and remind them that Member Reach will never ask for personal information and that if they should receive such a request it is vitally important not to respond and to report the information to you right away. Also remind them that to assure their own privacy and security they should never respond to an email entering personal information including account numbers.