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Inbound Marketing & Sales Development Inspiration

Tracking Origence Loan Applications in GA4: What Credit Union Marketers Need to Know for 2025 (so far!)

Posted January 14, 2025
3 minute read
Understanding the effectiveness of your digital marketing efforts is critical for credit union marketers. Recently, Origence, one of the leading providers of online loan and account application platforms, introduced a new way to track applications through Google Analytics 4 (GA4). This change impacts how you measure member engagement, application completions, and campaign success. From what we have gathered, this impacts applications from Origence's arcDX platform. Here’s what you need to know.
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Topics Search engines, Google Ads, Pay Per Click, Google Analytics, Web Analytics, Paid Search, Digital Marketing, Credit Union Marketing, Data Integration

HubSpot Workflows for Credit Unions

Posted January 2, 2025
7 minute read
When credit unions onboard HubSpot to take advantage of the benefits that the CRM provides, it can be daunting to know where to start in creating workflows and how they are built. We’ve onboarded HubSpot for dozens of credit unions and found there are some that benefit practically every one.
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Topics Marketing Automation, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

HubSpot & Supered: Enhancing Credit Union Processes and Training.

Posted December 17, 2024
4 minute read
One of our latest initiatives in the last few months here at WebStrategies, involves piloting Supered, a software designed to layer seamlessly on top of HubSpot utilizing a Google Chrome extension. By testing this platform, we aim to uncover new ways to enhance operational efficiency, provide effective training solutions, and streamline processes for our credit union clients.
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Topics Web tools, Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

How do you measure ROI on Digital Marketing for Credit Unions using HubSpot?

Posted December 10, 2024
3 minute read
Measuring ROI for credit unions can be challenging due to the various systems and platforms that often operate in silos and do not communicate with each other. If you're facing this issue, the following information will help you understand how HubSpot can simplify the process. Additionally, if your credit union is already using HubSpot but you feel that the reporting setup is inadequate, this will provide insights into what you should be able to track and analyze.
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Topics Advertising, Hubspot, Digital Marketing, Credit Union Marketing, Data Integration

How to Simplify Your Credit Union's Rate Management with HubDB

Posted December 2, 2024
3 minute read
As a credit union marketing manager, updating loan rates across multiple platforms can feel like a full-time job. Manual updates eat up valuable time and risk inconsistency between HELOC rates, auto loans, and mortgages. That's where HubDB comes in as a game-changing solution.
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Topics Hubspot, Digital Marketing, Credit Union Marketing, Data Integration, HubDB

How do you track member acquisition from digital marketing efforts in HubSpot?

Posted November 26, 2024
2 minute read
As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot. So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts.
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Topics Advertising, Hubspot, Digital Marketing, Credit Union Marketing, Data Integration

Can you integrate HubSpot with a credit union's existing core banking system?

Posted November 11, 2024
1 minute read
The answer is yes; there are several ways to integrate core banking systems with HubSpot. Read more to see just how step by step below.
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Topics Hubspot, Credit Union Marketing, Data Integration, Symitar, FiServe