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How do you track member acquisition from digital marketing efforts in HubSpot?

How do you track member acquisition from digital marketing efforts in HubSpot?

How do you track member acquisition from digital marketing efforts in HubSpot_

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. 

Brandon Frey

Brandon Frey

Aug 2, 2025

Tracking Origence Loan Applications in GA4: What Credit Union Marketers Need to Know for 2025 (so far!)

Tracking Origence Loan Applications in GA4: What Credit Union Marketers Need to Know for 2025 (so far!)

Tracking Origence Loan Applications in GA4_ What Credit Union Marketers Need to Know for 2025 (so far!)

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.

Brian Laffey

Brian Laffey

Aug 2, 2025

Fix Your HubSpot Data, Fix Your Marketing

Fix Your HubSpot Data, Fix Your Marketing

Fix Your HubSpot Data, Fix Your Marketing

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Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures.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.

Brandon Frey

Brandon Frey

Jul 9, 2025

Why One Member Is Getting Three Birthday Emails, and How to Fix It

Why One Member Is Getting Three Birthday Emails, and How to Fix It

Why One Member Is Getting Three Birthday Emails, and How to Fix It

 "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.

Brandon Frey

Brandon Frey

Jun 31, 2025

How to Use AI to Uncover Hidden Credit Union Market Trends That Affect Your Campaigns

How to Use AI to Uncover Hidden Credit Union Market Trends That Affect Your Campaigns

How to Use AI to Uncover Hidden Credit Union Market Trends That Affect Your Campaigns

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.

Brian Laffey

Brian Laffey

Jun 24, 2025

GA4 Page Dimensions Explained: Clean Reporting Tips for Credit Union Websites

GA4 Page Dimensions Explained: Clean Reporting Tips for Credit Union Websites

GA4 Page Dimensions Explained-Clean Reporting Tips for Credit Union Websites

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.

Brian Laffey

Brian Laffey

Jun 10, 2025

Google Marketing Live 2025: What Credit Union Marketers Need to Know

Google Marketing Live 2025: What Credit Union Marketers Need to Know

Google Marketing Live 2025_ What Credit Union Marketers Need to Know

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.

Christina Odom

Christina Odom

May 31, 2025

What Is MCP and Why It’s a Potential Game-Changer for Credit Union Marketers Using HubSpot

What Is MCP and Why It’s a Potential Game-Changer for Credit Union Marketers Using HubSpot

What Is MCP and Why It’s a Potential Game-Changer for Credit Union Marketers Using HubSpot

 

I’ve worked in digital marketing since 2007, and I’ve never seen a technology disrupt the way we do marketing as quickly as AI. The latest innovation, which is flying under the radar, may be one of the biggest steps forward we’ve seen since the launch of ChatGPT. It’s called MCP.

So what is MCP? And why should credit union marketers care? 

Let’s break down what it is, what it can do, and why it makes tools like HubSpot more important than ever for a credit union. 

Chris Leone

Chris Leone

May 20, 2025

Google AI Overviews for Credit Unions - What’s Changed Since Our February Report?

Google AI Overviews for Credit Unions - What’s Changed Since Our February Report?

Nick D'Amato

Nick D'Amato

May 13, 2025

How Credit Unions Can Use Email Automation to Drive Growth and Loyalty

How Credit Unions Can Use Email Automation to Drive Growth and Loyalty

How Credit Unions Can Use Email Automation to Drive Growth and Loyalty

 

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.

Brandon Frey

Brandon Frey

Mar 32, 2025

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