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Credit unions thrive on relationships. Whether you're trying to improve the onboarding experience, understand why members close accounts, or measure satisfaction after a loan closes, the only way to truly know how you're doing is to ask.

Email automation can be one of the most powerful tools in a Credit Union marketer’s toolkit. When used strategically, it not only improves engagement, but also enhances the member experience, drives conversions, and strengthens relationships over time. To help you visualize what’s possible, we’ve broken down automation ideas into three key stages of the member journey: Lead Generation, Member Experience, and Promoter Engagement. These examples are based on real workflows we’ve implemented using HubSpot for Credit Unions. Each section below includes a quick explanation and a table of workflow ideas you can adapt for your credit union.

Member retention is a big challenge for credit unions. The key to success is making personalized and proactive experiences for members. HubSpot offers strong tools so Credit unions can use data, automation, and member engagement to boost retention. Here’s how.