Signals from the Field

Many credit unions are exploring HubSpot to modernize their marketing, enhance member experiences, and unify siloed data. So naturally, there will be lot of questions, especially around integration, tracking, and security. 

We’ve gathered the most frequently asked questions from real conversations with credit unions and our HubSpot implementation team.

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.

Why Tracking Members vs. Non-Members Matters

Many credit unions wonder, "Are most of our website visitors already members?" The answer depends on your particular credit union. Knowing this is powerful for setting and measuring performance goals for your marketing campaigns.

So, how can you tell how many site visitors are members or not? Many credit unions rely on the "new and returning visitors" distinction to assess this. However, this method has major flaws.

A better method is to track logins and non-logins as a baseline. Then, add behavioral insights to improve the analysis.

If you’re a marketing manager or a credit union using HubSpot Forms, you know how crucial it is to track and measure form submissions.

Whether you’re capturing leads for loan applications, B2B contact forms, or any other inquiry forms, having a seamless tracking setup can save you a lot of time and provide clear insights.

In this post, we’ll walk you through a quick and efficient way to track all your HubSpot Forms using Google Tag Manager (GTM). 

HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently.

Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. 

Let’s dive in! 

For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries.

If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.

Understanding Tracking Pixels and Data Privacy

Data privacy is a growing concern in the credit union world, and rightfully so. Recently, some articles have raised alarms about tracking pixels, painting them as a security risk or a privacy threat. While it’s true that some tracking technologies have been misused, it’s important to distinguish legitimate concerns from misconceptions—and to recognize that responsible use of tracking pixels is both safe and necessary for a credit union's digital marketing efforts.

In recent months, Google has rolled out an AI-powered overview feature directly in search results. This addition to the SERPs (Search Engine Results Pages) is designed to provide quick, concise answers to user queries. 

But how does it impact credit unions specifically—and what can you do to ensure your site appears in these new results? Below is a summary of what our Inbound Marketing Strategist, Nick D’Amato, has discovered through several months of reviewing Google's AI Overviews for credit unions.