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Inbound Marketing & Sales Development Inspiration

How to Accurately Track Members vs. Non-Members on your Credit Union's Website

Posted March 17, 2025
7 minute read
Why Tracking Members vs. Non-Members Matters Many credit unions wonder, "Are most of our website visitors already members?" The answer depends on your particular credit union. Knowing this is powerful for setting and measuring performance goals for your marketing campaigns. So, how can you tell how many site visitors are members or not? Many credit unions rely on the "new and returning visitors" distinction to assess this. However, this method has major flaws. A better method is to track logins and non-logins as a baseline. Then, add behavioral insights to improve the analysis.
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Topics Google Analytics, Hubspot, Digital Marketing, Data, Credit Union Marketing, HubSpot for Credit Unions, Financial Institutions

Track HubSpot Form Submissions with Google Tag Manager - The Quick & Easy Way

Posted March 10, 2025
5 minute read
If you’re a marketing manager or a credit union using HubSpot Forms, you know how crucial it is to track and measure form submissions. Whether you’re capturing leads for loan applications, B2B contact forms, or any other inquiry forms, having a seamless tracking setup can save you a lot of time and provide clear insights. In this post, we’ll walk you through a quick and efficient way to track all your HubSpot Forms using Google Tag Manager (GTM).
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Topics Google Analytics, Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions

5 Essential HubSpot Updates for Credit Unions - March - Part 1

Posted March 3, 2025
3 minute read
HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently. Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. Let’s dive in!
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Topics Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions

Automate Member Anniversary & Birthday Emails with HubSpot’s New Filters

Posted February 24, 2025
2 minute read
For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries. If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.
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Topics Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions

What Credit Unions Should Know About Marketing Tracking Pixels & Data Privacy

Posted February 19, 2025
6 minute read
Understanding Tracking Pixels and Data Privacy Data privacy is a growing concern in the credit union world, and rightfully so. Recently, some articles have raised alarms about tracking pixels, painting them as a security risk or a privacy threat. While it’s true that some tracking technologies have been misused, it’s important to distinguish legitimate concerns from misconceptions—and to recognize that responsible use of tracking pixels is both safe and necessary for a credit union's digital marketing efforts.
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Topics Digital advertising, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Financial Institutions

Google’s AI Overview for Credit Unions – Trends, Insights, and Winning Strategies

Posted February 17, 2025
7 minute read
In recent months, Google has rolled out an AI-powered overview feature directly in search results. This addition to the SERPs (Search Engine Results Pages) is designed to provide quick, concise answers to user queries. But how does it impact credit unions specifically—and what can you do to ensure your site appears in these new results? Below is a summary of what our Inbound Marketing Strategist, Nick D’Amato, has discovered through several months of reviewing Google's AI Overviews for credit unions.
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Topics Search engines, SEO, Google, Digital Marketing, Credit Union Marketing, AI, AI Overview

9 Essential Questions About HubSpot and Data Integration for Credit Unions

Posted February 11, 2025
3 minute read
Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management? Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise. Below we answer the nine most critical questions credit union leaders ask about HubSpot integration. From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect.
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Topics Marketing Automation, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

Can HubSpot integrate with your credit union's systems?

Posted February 3, 2025
7 minute read
One of the biggest concerns we hear from Credit Union Marketing teams considering HubSpot is: 💭 “Can HubSpot integrate with our core banking or loan origination system?” It’s a valid concern. Credit unions rely on core banking systems (CORE), loan origination systems (LOS), and other financial platforms. These are critical to operations. But, they are not always designed for seamless integration with external marketing tools. The good news? Yes, you can integrate your data into HubSpot. And in this article, we’ll break down how it works, why we recommend our approach, and which systems can connect with HubSpot.
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Topics Marketing Automation, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

Credit Unions: Turn Passive Website Visitors into Active Members with HubSpot

Posted January 27, 2025
4 minute read
Every Credit Union aims to attract new members and serve their existing ones better. But what happens when prospective members visit your website and leave without taking any action? This scenario—passive engagement—is a common challenge for Credit Unions. It results in lost opportunities.
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Topics Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Financial Institutions

WebStrategies Earns HubSpot Onboarding Accreditation

Posted January 27, 2025
1 minute read
We’re proud to announce that WebStrategies have achieved the HubSpot Onboarding Accreditation! This recognition isn’t just another badge—it’s a reflection of our team’s dedication to helping clients get up and running with HubSpot in a way that drives real results. From seamless onboarding processes to integrating complex systems, this accreditation highlights the expertise and effort our team brings to every project.
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Topics Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Financial Institutions