The following steps are done using Tool #497 Member Connect Marketing Tools.

Refer to the Getting Started with E-Statements booklet for the following details. In the Table of Contents, refer to the "Changing Signature Line Text" section. You can click on the page number in and use the Ctrl key to advance to that page in the document. 

Below the section is summarized.


CHANGING THE SIGNATURE LINE TEXT
With email messages, you need to include your credit union name and contact information in a "signature line" but with online banking messages, since the member is already logging into his or her account, this type of formal signature line is really unnecessary.

Because you can send email messages and online banking messages through the same channel, CU*BASE now allows you to send a separate "message" called the Signature Line (code SL). This message is automatically tacked on to email messages, but not online banking messages.
  • If you do not want to use the SL message, simply leave the message blank and include the personalized information in the text or the e-Statement message itself.
For this process, you will need to create a Query containing only account numbers. (This query will only be used to access the SL message).

1. Create a Query using Report Builder of only account numbers.
2. Select Tool #497, Member Connect Marketing Tools.
3. Enter your Query name in the space provided and select Online banking and/or email message.
4. In the Message type field type SL.
5. Select the message and select Change.
6. Type the text for the signature line.

You may only enter five lines of text in your SL message.
To go to a new line, press both the Ctrl key and Enter at the same time.

7. Press Enter to save your changes.

This is the signature line that is used for all Member Connect email messages sent out for your credit union.  As indicated above it can be no longer than 5 lines of text.