eStatement Promotion Sales and Referral Tracking

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eStatement PromotionSales and Referral Tracking

• Manan Relia
• Purdue Employees Federal Credit Union

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Introduction

• PEFCU has several sales and referral programs
  running at the same time. Most of the time only
  front-line staff is eligible for those programs.
• Every credit union employee was eligible for a
  promotion that we had in February of 2005.

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Rationale and Objectives

• Biggest challenge was that not every employee
  had authorizations to the spectrum commands
  necessary to do a referral or a sale.
• We created an electronic eStatement
  sale/referral page on the PEFCU portal.

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Implementation

• This electronic referral and sale tracking was
  written in two pieces.
• The first piece collects the data and stores it
  in a database. This took about 1 day to design,
  code, test and implement.

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Implementation

• The second piece takes all the sales for the
  previous day and signs those members up for
  eStatements, after the sign up it emails the
  members and lets them know that they have been
  signed up. This took about 1 day to design, code,
  test and implement.

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Features and Functionality

• The eStatement Sales/Referral page is available
  as a public page.
• The only input fields required from someone
  making a sale or a referral are
• Member Account Number
• Members Email Address
• Tellers Initials
• Specify if sale or referral

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Features and Functionality

• All referrals that are made are valid for only 7
  days. After 7 days they are removed from the
  database.
• Each week a winner for the promotion is randomly
  (automated job) picked from the database.

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Conclusion

• As of February 15th 2005, over 450
  sales/referrals have been tracked by this
  database.

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