Custom Messages

NOTE: Xtend shall not be held responsible for errors or omissions within this form or upon delivery including but not limited to, dates, text, target member groups and delivery method. You (“the Credit Union”) will be sent one test message to an email address of your choosing. You will be given one opportunity to revise the message text at this point. You are responsible for providing approval or revisions of the test message in a timely manner. Xtend reserves the right to delay your send date as needed if we do not receive approval of the test message within 1 business day prior to the send date.*

I have read, understand, and agree to all of the terms & conditions, including the Xtend HTML E-Communication Indemnification Agreement, for this Custom Message Request, as specified above.

Credit Union Name

CU #/CU ID

Employee Name*

Email Address*

Select the type of custom message you want Xtend to process:*

HTML Email
Yak Tracker Promotional Email(s)
My Virtual StrongBox Kickstarter (please note: the cost is $150 for setup, plus $00.02 per email)
My Virtual StrongBox Quarterly email (please note: the cost is $100 per quarter, plus $00.02 per email. If you are a Member Reach HTML client, the $100 per quarter fee is waived.)
Other

(If you select the My Virtual StrongBox Kickstarter or My Virtual StrongBox Annual email options, an Xtend representative will contact you for approval of the message content and launch date.)

Xtend can also process the following message options:*

Plain Text Email
Online Banking Message - It's Me 247 Message Center
Online Banking Community (OBC) Post - It's Me 247 Login Page
Print Mail - Letter, Postcard, etc.
eInfo (please note: the cost per eInfo is $150)

If you have more than one eInfo request, please specify:

*

I will also be utilizing Yak Tracker to help capture more member sign ups.

Xtend Utilizes a Standard Member Group of all members 18 and over excluding written off loans, delinquent loans, deceased flag, and any member who has requested to "opt out" of contact from the credit union and/or third parties. In the box below please include the delivery date of the message and your requested target member group. (List “Standard” or list the criteria of your requested target member group):

Date to Send/Post*

Target Audience*

Subject Line*

The subject line is the text that will appear to the member when receiving their message via email. 36 Characters are allowed:

Message Text*

Type message text exactly as you wish for members to receive. Or, type "See upload" and skip to the next step to upload your message text.

Disclosures*

(If there are no disclosures applicable to your message, please type 'N/A' or 'None' in this box.)

File

(Images and links not available for plain-text format or online banking messages.)

Would you like to upload additional images or files?*

Yes
No

File Upload

(For HTML messages only. Images and links not available for plain text format.)

File Upload

(For HTML messages only. Images and links not available for plain text format.)

Comments

Please note that there will be a $100 charge for data mining, message creation, and processing, along with a $00.02 per email cost for HTML emails*

I accept the $100 fee (plus $00.02 per email if HTML) for this message.
I have or am requesting a custom pricing agreement with Xtend (please explain below).

Please note that there will be a $100 charge for data mining, message creation, and processing, along with a $00.02 per email cost for HTML emails*

I accept the $100 fee (plus $00.02 per email if HTML) for this message.
I have or am requesting a custom pricing agreement with Xtend (please explain below).

Please note that there will be a $50 charge for Online Banking Community (OBC) message creation and processing*

I accept the $50 fee for this message.
I have or am requesting a custom pricing agreement with Xtend (please explain below).

Please note that costs for printed mailings include postage and envelopes, if applicable. Costs are assessed per item and will be quoted separately once we have a final number that will be sent.*

I have read and understand the terms and conditions for the Print Mail option

Comments

Custom Messages

Member Connect - Special Request

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