Ring in the New Year with More Effective Marketing
Answers
Recently implemented with the 13.2 release is a feature that will take your marketing campaigns to a whole new level.

December 2013

How did you do with this challenge? Were you able to figure out which tool we're referring to and how to use it to perform the tasks below? 
 

This new feature is similar to the Tiered Services Monthly Comparison tool, except that it allows you to analyze the participation of a specific segment of your membership by Tiered Services scoring.

The feature we're referring to is the new Targeted Tiered Score Analysis tool, accessible via the Targeted Tiered Score Analysis option on the Management Processing/Active Beta Tests (MNMGMT) menu.

 

How can you use this tool to find out how many of your e-statement members are also enrolled in bill pay?

After accessing this tool via the option mentioned above, click the Select button beside Tier goal line item, choose the option 4G (E-Statements - Enrolled), and press Enter. Then click the Goal 4 button and look at the Bill Pay Enrolled line item.

 

How can you get a quick count of business members who have savings balances over a certain amount?  

Click the Select button beside Member designation, select the options that correspond to a business (i.e. Corporation, Sole Proprietorship, etc.), and press Enter. Then click the Goal 2 button and look at the line item that corresponds to the desired balance.

 

How can you find out how many of your female members over the age of 50 are enrolled in bill pay?

Select Female beside the Gender field and press Enter. Then click the Goal 4 button and look at the Bill Pay Enrolled line item.

  

How might you identify the number of Platinum members who are from a particular branch?

Click the Select button beside the Branch field, choose the desired branch, and press Enter. Then look at the line item Platinum Tier.

 

How could you compare the number of male and female online banking members?

To compare the number of female to male online bankers, you don't need to select any options from the initial Targeted Tiered Score Analysis screen. Simply press Enter to move to the next screen. Next, click the Goal 4 button, then the lookup button beside the Bill Pay Enrolled line item. Lastly, click the Demographics (F11) button to view a gender breakdown of bill pay members.  

 

Keep Asking Questions!

Did you find all the answers? Did your team come up with the same answers as you? Look for the next CEO Tickler, which will show you even more resources available to you within CU*BASE!

 

Read previous issues of the CEO Tickler.

 

 

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