Skip to main content

​
Overview

The Welcome Offer for Credit Unions program builds on Extole’s standard Welcome Offer experience, but is tailored specifically for credit unions. It includes credit-union-focused business events, intelligent default rules, and creative adjustments so marketers can launch a welcome offer quickly and effectively.
Please see this page to view our standard Welcome Offer program.


​
Participant Journey

When a new member arrives at your website, they’ll see a promotion inviting them to participate in the welcome offer. After clicking the promotion, they’ll open a simple signup flow that gives them all the details they need. Typically, a new member must complete qualifying activities within a set timeframe (e.g. 90 days) in order to earn the welcome reward. These qualifying activities include:
  • Account Opening
  • Direct Deposit
  • Debit Card Usage
Once these actions are recorded and eligibility and safety checks pass, the member is marked as qualified and the program issues the reward - usually an account credit or a gift card. Reminder emails help keep participants informed and encourage them to complete their remaining steps. Extole’s Welcome Offer for Credit Unions program type comes with this flow pre-configured, making it quick and easy to get started.

​
Partner Integrations

You can use our partner integrations with Q2, Banno, and Candescent to easily connect Extole to your existing digital banking systems. Extole also supports a wide range of additional integration methods—including API-based, file-based, and client-side options, so you can launch a welcome offer using whichever approach best fits your environment.