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1:1 messaging use cases (for Credit Unions)
Enhance the member experience with these example use cases and templates
1) Member Engagement
Start communicating regularly with your members during key moments of the customer journey and improve their overall experience.
Example template:
"Hey {{customerName}}, this is {{repName}} at {{location}}. Thank you for being a member with us. Do you have any questions about our services that I can help you with?"
2) Digital Advice & Meetings
If a customer has signalled interest in a new product or offer, reach out to them and set up a meeting to move the sales process forward.
Example template:
"Hey {{customerName}}, this is {{repName}} at {{location}}. If you’re interested in chatting more about {{product}}, feel free to book an appointment with me at {{appointmentLink}}. Looking forward to it!"
3) Support & Inquiries
Increase customer satisfaction by following up with service requests and guide them through support issues over text in real time.
Example template:
"Hey {{customerName}}, this is {{repName}} at {{location}}. Just following up about your question regarding {{supportRequest}}. I went ahead and cleared that up for you so it shouldn’t be a problem anymore. Anything else I can help with?"
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