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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Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures.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
Jul 9, 2025
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:
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
Jun 10, 2025
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
May 20, 2025
Advanced HubSpot Use Cases for Credit Unions: 8 More Questions Answered
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.
Kristin Harrison
Apr 22, 2025
How Credit Unions Can Get the Most Out of HubSpot: Top Questions Answered
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.
Kristin Harrison
Apr 15, 2025
Why Every Credit Union Needs a Survey Strategy
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.
Joel Reynolds
Apr 8, 2025
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
Mar 32, 2025
How to Use HubSpot to Improve Member Retention Rates at 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.
Brandon Frey
Mar 25, 2025
How to Accurately Track Members vs. Non-Members on your Credit Union's Website
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.
Chris Leone
Mar 18, 2025
Track HubSpot Form Submissions with Google Tag Manager - The Quick & Easy Way
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).
Brian Laffey
Mar 11, 2025
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