Order Form Page- Data Analytics- Custom Target Audience

Target audience criteria*
Please list any criteria for your target audience, such as age, relevant loan categories, dividend applications, etc.
Contact method*
How will you be contacting these members?
- Print mail
- Email
- Online banking
- Other (please specify)
Specify other contact method*
Standard exclusions*
Xtend typically excludes members marked deceased, opted out of CU/third-party contact, those that have written off/charged off/delinquent loans, etc. Will you be needing any modifications to this set of standard exclusions?
- Yes, these exclusions will need to be modified.
- No, these exclusions will not need to be modified.
Format*
In which format would you like this information?
- Excel document
- CU*BASE file
Requested completion date*
Month
Day
Year

Credit Union name*
The full name of your Credit Union.
CEO*
The name of your Credit Union's CEO.
First Last
Contact name*
The name of our contact for this project.
First Last
Contact phone number*
The phone number of our contact for this project.
Contact email*
The email address of our contact for this project.
Consent*
I have reviewed this form and my answers, and give approval on behalf of my credit union for Xtend to draft a contract based on the submitted information.