Argent Credit Union Drives Membership Growth with HubSpot-Powered Referral Campaign
reducing manual processes through workflow automation
The Challenge:
Argent Credit Union selected HubSpot to streamline its marketing efforts and reduce manual tasks. They sought a platform that could integrate with their Loan Origination System (LOS) while providing automation, reporting, and personalized campaigns to drive member acquisition. With WebStrategies’ support, Argent implemented HubSpot as a scalable, future-proof solution to centralize marketing and member engagement.
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- Manual Campaign Management: Referral and onboarding campaigns required extensive manual management through spreadsheets, creating significant operational overhead.
- Disparate Systems: Marketing relied on multiple disconnected tools that lacked integration and automation features.
- Limited Member Insights: Member tracking was minimal, making it difficult to measure the success of campaigns or personalize member communications.
Solutions Implemented:
- Automated Member Referral Campaign Overview: Launched six branded emails and two landing pages—one for current members and one for referred individuals. Sent three personalized emails to both referring members and referred individuals.
- Workflow Integration: Automated workflows were triggered by form submissions, creating contact records, tracking referrals, and ensuring timely follow-ups.
- Data Tracking: Integrated referral UTM tracking from HubSpot into the LOS for monitoring.
- Created a HubSpot dashboard for tracking referral campaign performance and analytics.
- New members are automatically enrolled in the referral campaign post-onboarding, encouraging continuous referrals.
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Key Metrics/Results:
- Acquired 9 new members since the campaign's launch in September 2024. Achieved with very low acquisition costs with only six emails, two landing pages, and four workflows.
- New members showed high engagement levels, actively participating in referrals.
- Reduced manual processes through workflow automation and tracking within HubSpot.
HubSpot is the scalable, affordable CRM solution Argent needed. The comprehensive platform has allowed us to manage, target, and automate marketing to members, leads and prospects more accurately and efficiently, plus track and report results easily.
Tina Endicott - Marketing Manager,
Argent Credit Union
Why WebStrategies & HubSpot?
Argent Credit Union experienced a marketing transformation powered by HubSpot. They transitioned from manual processes and fragmented tools to a fully automated referral campaign that tracked member engagement and acquisition. With a custom-built reporting dashboard, they gained deeper insights into campaign performance, enabling continuous improvement and future campaign expansion.
Interested in learning more? Contact us today to see how WebStrategies can transform your credit union’s digital marketing.
