Welcome Offer for Credit Unions
A credit-union-specific Welcome Offer program type with focused business events, defaults, and creative elements.
Overview
The Welcome Offer for Credit Unions program builds on Extole’s standard Welcome Offer experience, but is tailored specifically for credit unions. It includes credit-union-focused business events, intelligent default rules, and creative adjustments so marketers can launch a welcome offer quickly and effectively.
Please see this page to view our standard Welcome Offer program.
Participant Journey
When a new member arrives at your website, they’ll see a promotion inviting them to participate in the welcome offer. After clicking the promotion, they’ll open a simple signup flow that gives them all the details they need. Typically, a new member must complete qualifying activities within a set timeframe (e.g. 90 days) in order to earn the welcome reward. These qualifying activities include:
- Account Opening
- Direct Deposit
- Debit Card Usage
Once these actions are recorded and eligibility and safety checks pass, the member is marked as qualified and the program issues the reward - usually an account credit or a gift card. Reminder emails help keep participants informed and encourage them to complete their remaining steps.
Extole’s Welcome Offer for Credit Unions program type comes with this flow pre-configured, making it quick and easy to get started.
Partner Integrations
You can use our partner integrations with Q2, Banno, and Candescent to easily connect Extole to your existing digital banking systems. Extole also supports a wide range of additional integration methods—including API-based, file-based, and client-side options, so you can launch a welcome offer using whichever approach best fits your environment.
Updated 1 day ago