Automate Print & Mail: Credit Union Marketing Trends

How are Credit Union Rethinking and Launch Marketing Trends in 2023?

As we slowly walk away from the two years of isolation, remote working, and lockdowns, the marketing world is changing to suit a new breed of consumers. The goal is to move away from the digital screen and embrace more direct communication.

Credit union direct mail marketing has many unique opportunities to help businesses expand their outreach. It is possible with individuals who are more likely to check their mailboxes than their inboxes.

Adding different credit union marketing ideas into your business strategy is worth putting your efforts into the campaign. Simply because direct mail continues to lead its way on ROI and helps you generate £20 for every £1 you spend.

Well- do not let the figures do all the talking! Many businesses will decide to embrace direct mail in the upcoming year based on the following credit union industry trends and ideas.

Let us dive in!

Automated Direct Mail for Credit Unions & Related Businesses

The same principles apply to direct mail as they do to email within your CRM. To increase engagement and build better relationships with members, you can send thank you postcards instead of email thank yous automatically sent to clients.

You can integrate platforms like PostGrid with Hubspot, Salesforce, and Active Campaign for direct mail automation or to avail the best print and direct mail services. The triggers and events you set up are delivered directly to your print and direct mail provider, based on your goals. Things like acquiring a new client or closing a loan are examples of such triggers.

Using data gathered from your website, the company sends your direct mail piece when it is most appropriate. You may consider sending a welcome postcard to your new customers and a letter explaining the next steps to those who have completed the onboarding process.

Credit Union Direct Mail Marketing Trends for Better Offline Communications in 2025

Direct Mail retargeting helps you attract visitors from print to the web by sending mail items and emails to target web traffic. This way, you convert more visitors.

The Difference Between Postcards and Letters

Postcards work the best when added as credit union marketing campaigns because they do not require any opening, are easy to read, and are attention-grabbing. It is necessary, however, to include a letter in an envelope when providing account service information within a promotion.

Postcards	Letters
Perfect for sending quick messages or getting immediate attention.	Perfect for official, promotional, or even personalised messaging.
Postcards are very affordable.	Best for Quick deliveries. Therefore, it can be a little expensive.
You can easily track and target postcards.	You can add an envelope for better brand recognition.
Helps build brand awareness.	You can add more content for better awareness.
Postcards can be personalised for better impact.	Letters can be personalised depending on the targeted audience.

There are many ways to leverage your data to reach members and potential members through letters or postcards. You can expand your outreach based on the pivotal points of your customers with offers that resonate with their needs based on what you know about them.

In some cases, manual data imports may be required between the CRM and core systems such as CRM Dynamics or PostGrid and HubSpot integrations.

Combining Email and Direct Mail for Better Outcomes: There are maintenance and disclosures to send to new members when they open savings accounts or lines of credit. Direct mail items with emails with added credit union marketing ideas contain instructions on how to pay or deposit, use the mobile app, and locate convenient locations.

Counting Omnichannel Marketing As Credit Union Marketing Trends: Omnichannel marketing for credit unions has taken the industry vertical by storm. Businesses are constantly searching for new and trendy ways to spellbound customers. As a result of interactive communication methods and enticing offers, Omnichannel marketing as a credit union industry trend creates a seamless customer experience. Now, this makes it convenient for new and loyal customers.

But how to make it more relevant with unique customer-centric credit union marketing ideas?

The role of direct mailpiece combined with digital marketing has evolved in recent years, even though it may not appear to be a prominent player. A postcard or other direct mail piece that boasts an exclusive offer is often the first point of contact for customers looking to buy. By printing QR codes or pURLs on mailers, you can direct customers to specific pages on your website, making your digital channels more visible to prospects.

By incorporating direct mail items into your omnichannel credit union marketing ideas, you can offer customers several ways to interact with your products and services. You can also refer them to another marketing channel through direct mailpiece. A piece of flat plastic and detailed instructions were mailed to customers to promote Google Partner agencies.

After following the added instructions, your customers create their holographic prisms. These holograms will direct (after a scan) your tech-savvy mobile user’s tips and instructions to use social media’s latest videos.

Transactional or Trigger-Based Mail Credit Union Direct Mail Marketing: Identify members who are about to make house or auto repair purchases using credit cards or checking accounts. For instance, personal loans are the best for those who spend a lot at home improvement stores. However, auto loans are beneficial for customers who have made large payments at auto repair shops. Here, targeting customers with a hint of personalisation can help your brand to stand out more efficiently.

Adding Personalisation for More Efficiency: A little touch of personalisation means addressing your letters and envelope appropriately followed by sticking an address label on it. Rather than sending generic mail items in white and beige envelopes, you can add more options available. With this, it is possible to target direct mail specifically to individuals based on their interests and specific needs.

84 percent of respondents to a Forbes survey said specifically addressed direct mail is more likely to be opened. The fact that your name is read, or even a birthday offer personalised just for you rather than Homeowner, is not very surprising.

Although personalisation takes more time, changing your marketing strategy and applying a bit of creativity is all it takes.

How can you level up your credit union marketing campaigns?

You can increase engagement by using data analysis and digital printing technology. In addition to obtaining demographic information about the customers, companies observe their product preferences and key interests through data analysis and digital printing technology.

Talking about credit union marketing campaigns that include online coupons and personalised or targeted offers. Personalised direct mail items encourage the recipient to activate the coupon by feeling valued as a customer, resulting in a dramatic increase in response rate.

With direct mail- businesses are incorporating consumer-based images, colours, and layouts in addition to targeted offers and coupons. It is certainly becoming the way forward for improving the overall customer experience, even though personalisation seems futile when it comes to old-school paper mail.

Dallops of Creativity Combined with Interactivity as Credit union Marketing Trends: Even though paper-based mail items may seem old-fashioned, interactive elements have made them highly relevant to marketing teams in the modern era. Various technologies are integrated into your credit union marketing campaigns. It includes aspects like QR codes, PURLs, augmented reality, and more. Marketing teams are perhaps most interested in augmented reality (AR) right now, and with good reason.

Mail pieces can be scanned by recipients using their smartphones, triggering an online experience that would not be possible with regular mail items. According to a recent article from The Drum, adaptive reality may increase interaction rates by 20% by capturing the customer’s attention for at least 85 seconds.

However, augmented reality has more benefits than just interaction rates. When interactive components are activated for the first time, they are easy to track. Businesses can collect valuable data for their websites when recipients scan QR codes or move through digital reality.

Not only is this extra data valuable to marketing teams, but it also helps companies learn more about their customers and figure out what is working for their website and what isn’t.

However, you don’t need to get all fancy with your interactive direct mail. Even something as simple as innovative pop-ups and textures has impressive track records for boosting interaction and engagement rates. Our experts at PostGrid think combining pop-up elements, imaginative textures and components of AR all in one can help you achieve the best outcome.

Radius Mailing for Credit Union Direct Mail Marketing: When launching a postcard mailing campaign, radius marketing is a valuable tool. A mailing list is created by adding a current or loyal customer’s address, encountering and including every address within a defined radius around the address, and then sending the mailings to those addresses.

A wise business practice is to also send postcards to every customer within the same neighbourhood as their credit union marketing strategy. Using Radius Mailing or Proximity Mailing, you can build brand awareness in a specific area by marketing to those who surround your most successful clients. You can also advertise your credit union in the community that surrounds your business so they know you are near better outcomes and can offer financial assistance.

Credit Union Marketing Ideas Including Propensity Mailing: This type of mailing list is created using audience propensities to develop a complicated list of only inquisitive consumers. The method is also known as propensity marketing or propensity modelling.

Audience propensities provide a way to identify highly interested potential buyers based on their past behaviour. You can use these selections to better understand consumers’ interests, behaviours, purchase intent, and more to determine service. It will help them to make a decision and buy your products or opt for the services to fetch better inputs from credit union marketing.

By utilising so many advanced and combined databases, Propensity Mailing creates a model that is higher in quality compared to model lists that use a single database.

Propensity mailing helps you create an exceptionally complicated model through unique data selects that include

Demographics-based datasets
Purchasing activities
Print & Media behaviour
Indicators of explicit perspectives
Location-based data for Credit Unions

Look-alike Analysis as a Part of Your Credit Union Marketing Ideas: It is a marketing strategy that analyzes the key characteristics of your most successful customers to find out what makes them tick. This can also be known as Look-Alike Marketing or Look-Alike Reporting.

This analysis identifies potential clients based on your most valuable customers. You can start by matching the same characteristics of consumers with the mailing list and create a Look-Alike Audience.

By availing Look-Alike Analysis, your company can reach a more likely audience.

Life-Event Triggers for Better Credit Union Marketing Campaigns Results: In addition to lower costs and interest rates, many people choose credit unions over banks because they feel more valued when dealing with a credit union.

So, rather than making them feel undervalued, why not increase their value?

A customised postcard or letter sent on an anniversary, birthday or when the recipient becomes a first-time parent, a homeowner, or gets married can be sent to clients and prospects using life event trigger-based marketing.

In addition to being easy to obtain, personalised information can boost your response rates by 135%. Database appends (new data added to your existing database) or existing customer data can be used to generate the data.

Customised Customer Onboarding: Your onboarding process is the first impression a new member will get of what it’s like to work with your credit union business when they sign on or come on board. Therefore, it is imperative to reach out to them in a timely fashion when they sign on or come on board to establish a more meaningful relationship.

The first impression you make with a letter is far better than an email welcome. Approximately 70% of people think that direct mail introduces them to your organisation in a more personal way than online interactions, making it a great way to welcome new members.

As soon as a new client opens an account, Direct Mail Automation will automatically send them a welcome message. Also, with platforms like PostGrid for direct mail automation, you can send unlimited welcome, thank you, and triggered messages to your prospects, new customers, and even your loyal clients.

Unlimited Potential With PostGrid

Direct mail is only the tip of the iceberg when it comes to being exciting and creative. It’s not too late to get into the direct mail business, even if you consider it an ‘old-school’ form of marketing in today’s technological landscape.

Credit union marketing campaigns combined with digital aspects shouldn’t be forgotten throughout the process. By combining direct mail with digital marketing, you can easily maximise results and strengthen your campaign.

Throughout the year 2025 and beyond, these rapidly evolving trends will affect the way direct mail campaigns are created, printed, and delivered.

From planning to printing and fulfilment, PostGrid takes care of the whole direct mail process. When it comes to delivering your marketing mail campaign, PostGrid users get the first scoop on affordable pricing plans that save them time and money.

Let our team help you explore direct mail automation for credit union materials and get started on your effective credit union marketing strategy. Talk to us and make the most of credit union direct mail marketing to strengthen your relationship with your audience right away.