CBX Member Survey Tool Reference Guide

This guide serves as a comprehensive reference for utilizing the CBX Member Survey tool, designed to assist credit unions in gathering member feedback through multiple-choice questions. It outlines the functionality of the survey tool, which records and analyzes member responses to enhance service offerings and marketing strategies. The guide details the process of creating effective surveys, including selecting appropriate questions, configuring survey groups, and utilizing various delivery methods to maximize member participation. It emphasizes the importance of understanding member preferences and satisfaction levels to foster stronger relationships. Additionally, the guide provides practical examples of how to leverage survey data for targeted marketing and service improvements, ensuring that credit unions can respond effectively to member needs. Overall, it serves as a valuable resource for credit union staff at all levels, from front-line tellers to management.