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Improve Member Engagement with Marketing Automation

Aa16011fadc08150f36617c50e50a1c0?s=47 W-Systems
October 14, 2020

Improve Member Engagement with Marketing Automation

See how to effectively communicate with your members with Sugar Market, the fully-featured marketing automation platform integrated with Symitar.



October 14, 2020


  1. © W-Systems Corp. | © W-Systems Corp. |

    Improve Member Engagement with Marketing Automation
  2. © W-Systems Corp. | Today’s Webinar • Webinar will

    be recorded • Recording will be emailed to you and posted on within 24 hours • The audience is muted, but we welcome questions typed into GoToWebinar’s Q&A tool
  3. © W-Systems Corp. | Presenters Dennis Smith W-Systems dsmith@ Christian Wettre W-Systems cwettre@
  4. © W-Systems Corp. | SugarCRM’s Products Market With Insight

    Capture the attention of your most promising prospects. Sell Smarter Create more meaningful experiences and build lasting relationships. Serve Exceptionally Give Members the support they need quickly and confidently. Sugar Market Sugar Sell Sugar Serve
  5. © W-Systems Corp. | What is Sugar Market? Sugar

    Market is the all-you-need marketing automation for credit unions, with a curated toolset for marketers, such as: • Get a full picture of your member • Manage referrals & incentives • Onboard new members • Segment your member base for marketing campaigns
  6. © W-Systems Corp. | One Login. Period. Sugar Market

    integrated with your Core system enables you to: • Intuitive drag-and-drop campaign builders • Lead nurturing and sophisticated scoring • Advanced analytics and BI-grade reporting dashboards • Seamless integrations with the most popular CRM software, including Sugar Sell
  7. © W-Systems Corp. | CRM Integrations

  8. © W-Systems Corp. | Email Blasts

  9. © W-Systems Corp. | Sugar Market enables credit unions

    to reach out to existing and prospective members through drip messages over a predefined timeline. This drip campaign sends out onboarding emails to new members at regular time intervals. Drip Campaigns
  10. © W-Systems Corp. | Trigger Campaigns Sugar Market can

    track your member’s actions and data to create campaigns. This campaign promotes a new offer for member who reach 30 transactions with their credit card, and notifies them when they’ve reached certain milestones (5/15/25/30 transactions).
  11. © W-Systems Corp. | Social Sharing

  12. © W-Systems Corp. | Social Sharing

  13. © W-Systems Corp. | Plan Online and Offline Events

    Whether your events are online or offline, Sugar Market integrates with Cisco WebEx and GoToWebinar, and can help facilitate the creation, management and tracking of all of your event marketing.
  14. © W-Systems Corp. | Easy-to-Build Landing Pages and Forms

  15. © W-Systems Corp. | Manually Add Members to Lists

  16. © W-Systems Corp. | Behavior and Profile Based Lists

  17. © W-Systems Corp. | Activity-Based Scoring

  18. © W-Systems Corp. | Product-Based Scoring Profiles

  19. © W-Systems Corp. | Report on Campaign Results and

  20. © W-Systems Corp. | Contact W-Systems to engage your

    members more effectively with Sugar Market. Email: Get Started with Sugar Market Today
  21. © W-Systems Corp. | © W-Systems Corp. |

  22. © W-Systems Corp. | © W-Systems Corp. |

    Thank You!