Member engagement and retention campaigns

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Detect declining member engagement

   System analyzes member transaction patterns, login frequency, and service usage to identify members showing reduced engagement over the past 90 days. Risk scores are calculated based on activity decline metrics.

   CU*BASECorelation KeyStone
2. 2

   Action

   Segment members by risk level

   Members are automatically categorized into high, medium, and low churn risk groups based on their engagement scores and demographic profiles. Each segment receives tailored retention strategies.

   FLEXGalaxy
3. 3

   Decision

   Determine campaign channel preference

   System evaluates member communication preferences and past response rates to decide between email, SMS, phone outreach, or in-branch visit scheduling for each member.

   EpisysCU*BASE
4. 4

   Action

   Generate personalized retention offers

   AI creates customized offers such as rate improvements, fee waivers, or new product recommendations based on member's financial profile and service usage history.

   SharetecGalaxy
5. 5

   Action

   Deploy multi-channel campaigns

   Automated campaigns are launched across selected channels with personalized messaging and offers. Follow-up sequences are scheduled based on initial response rates.

   FLEXCorelation KeyStone
6. 6

   Action

   Track member response and engagement

   System monitors member interactions with campaigns, account activity changes, and service uptake to measure campaign effectiveness and adjust future outreach.

   CU*BASEEpisys
7. 7

   Output

   Generate retention campaign report

   Comprehensive dashboard showing campaign performance, member retention rates, revenue impact, and recommendations for future engagement strategies is automatically generated for management review.

   GalaxySharetec

Related Credit Unions Articles