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Service info

Journeys are an automated, data-driven series of personalized messages.

They are the focused approach to automated communications, doing a deep dive into a specific event in the member’s life with a more intensive approach to data and personalization.

How it helps

Improves member retention and engagement through improved personalization and timeliness brought by data and automation.

Message your members about things they want to know when they want to know it.

Examples of available Journeys include:

  • New Member Onboarding: Help new members understand your products and services and remind them to enroll in self-services like Online Banking, eStatements, Bill Pay, and more.
  • Plastics: Notify members when a new card is ordered and include helpful information like destination address and printed name.
  • Youth Member Onboarding: Inform members as they turn 18 of the benefits of membership and provide them with resources for financial literacy.
  • Custom Journeys: Cover topics that fit you and your member’s needs.


We build, run, and maintain message automations using your data to send relevant, curated content.

Topic and quantity of content varies by request.

We work with you to build out a send schedule that defines which members receive what messages and when.

Interested in getting started or learning more?

Want to start a conversation about what a Journey could look like for your credit union? Please fill out our contact form. We will reach out to you to set up a meeting time to talk through this service personally!

One-time fee:

New Member Onboarding: $1000*

Custom Journey: Quote provided

Ongoing fees:

New Member Onboarding: $330/month  |  $0.025/email

Custom Journey: Quote provided

*An additional $500 set up fee will apply if not launched within two months of effective date.

Note: Per-email fees only apply to HTML emails.

Related Services

Bundled Pricing available upon request

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