Signals from the Field

As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot.

So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts. 

Understanding the effectiveness of your digital marketing efforts is critical for credit union marketers. Recently, Origence, one of the leading providers of online loan and account application platforms, introduced a new way to track applications through Google Analytics 4 (GA4). 

This change impacts how you measure member engagement, application completions, and campaign success. From what we have gathered, this impacts applications from Origence's arcDX platform. Here’s what you need to know.

For credit unions using HubSpot, the path to personalized marketing and automated efficiency often begins with one major roadblock: messy data.

Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures. Before you can create smart campaigns, you need clean, structured data that reflects how your members actually engage with your credit union.

In this post, we’ll break down how credit unions can transition from a complex HubSpot setup to a streamlined data model that powers smarter marketing and enhanced member experiences.

 "How hard can it be to send a happy birthday email?"

That’s what most marketers might think. However, in the world of credit union marketing, where legacy systems, complex member relationships, and intricate data structures prevail, even the simplest automations can become unexpected challenges. 

In this blog post, we’ll walk you through a real-world example of how something as seemingly innocuous as a birthday email exposed hidden data issues, and how we solved them.

When a performance dip doesn’t show up in the analytics, it’s time to look beyond the funnel. That’s where AI stepped in and helped us uncover a story that every credit union marketer should know.

If you’ve ever wondered how to effectively report on page-level performance in GA4, especially when juggling multiple domains like your main website and your online banking platform, this guide will help.

I’ve broken down six key GA4 Page Dimensions:

• Explained what each one includes, 
• When to use it, 
• and provided practical examples. 

Plus, I’ve included a helpful visual to clarify how URLs are structured, so you can better understand the difference between a page’s path, location, and query parameters.

Every year, Google Marketing Live (GML) unveils a host of new ad tools and AI-driven capabilities. While the announcements sound exciting - keywordless targeting, smarter automation, and new AI assistants - marketers at credit unions need to approach them with a critical eye.

At WebStrategies, we specialize in digital advertising for credit unions, and we’ve learned that Google’s “default” solutions often optimize for media spend rather than meaningful credit union results. Rather than jumping in headfirst, we’re taking a cautious, data-driven approach, testing what’s new, measuring what works, and scaling only what delivers.

Here’s a breakdown of what we’re watching and how credit unions can benefit responsibly.

After covering the most frequently asked questions in Part 1, this post dives into deeper use cases and often overlooked capabilities in HubSpot that credit unions can take advantage of.

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.

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).