I Want Merchant Partners


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This document and the following volumes are intended to give a you and your credit union a complete road map to execute a marketing campaign. Using the tools available, this road map will allow you to lay the groundwork to potentially partner with local businesses, organizations, and the member to offer discounted goods and services. This road map will take you from the very beginning of developing the campaign and targeting data, all the way through to the end of the process and the evaluation of the campaign. You will discover within, all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sales success.

This campaign is a way to team up with your local merchants in a mutually beneficial partnership! You and your local merchant can target specific credit union members who frequent the merchant locations in order to promote discounts or certain sales. For example, you notice a large number of members shopping at Sam’s Club. You can partner with your local Sam’s Club store to offer a special discount for members who shop there. This will generate more business for the merchants and revenue for the credit union and not to mention, happy and loyal members. This is an easy opportunity to manufacture income.

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