Order Form Page- 1-Click

Target marketing launch date
Enter the desired date for when the first piece of marketing for your 1-Click promotion should be sent. This date should be roughly one (1) week after your offers go live to members and is subject to change based on project availability.
What type of 1-Click promotion will you be running?
- Credit Cards
- Unsecured Loans
Media types*
What kinds of media should we create for you?
- HTML Email(s)
- It's Me 247 Message(s)
- Outbound Calls
Number of HTML Emails*
Please enter a number from 1 to 3.
Number of It's Me 247 Messages*
Please enter a number from 1 to 3.
Call limit*
What is the maximum number of calls we should make?
Calls will cost $2.50 / call.
Please enter a number from 1 to 9999.
Call Target audience details*
For outbound calls, Xtend will target all members who have an offer in pending/waiting status who have not successfully logged into online banking in the past 30 days and/or do not have valid email addresses on file. We will also apply our standard exclusions at time of marketing.

Our standard exclusions remove members marked deceased, opted out of CU or third-party contact, have written off, charged off, or delinquent loans.

Please enter any additional demographic or exclusion information for these calls (if applicable).
- I accept this target audience for calls.
Follow-Ups from Outbound Calls*
When making outbound calls, Xtend will use the tracker system within CU*BASE to assign follow-ups to Credit Union staff for additional sales, questions we're unable to answer, and more.

Please provide the employee ID and name we should assign these trackers to.

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.
Brand Materials
Please upload logos or brand materials. If Xtend Communications already has these materials, feel free to skip this section.
Drop files here or

Max. file size: 128 MB.
Terms & conditions*
Xtend shall not be held responsible for errors or omissions within this form or upon delivery including but not limited to, dates, text, target member groups and delivery method. You (“the Credit Union”) will be sent campaign templates to an email address of your choosing. You will be given one opportunity to revise the campaign content/ text at this point. You are responsible for providing approval or revisions of the templates in a timely manner. Xtend reserves the right to delay send dates as needed if we do not receive approval of the campaign within 2-3 business days prior to the desired launch date.
I agree to the terms and conditions.
HTML Indemnification*
Xtend E-Communication HTML Indemnification Agreement

Compliance:

It is the intent of XTEND to comply with all known U.S. federal, state and local laws and regulations applicable to the services to be performed by XTEND. XTEND does not warrant that all services provided shall comply with all known U.S. federal, state, and local laws and regulations applicable to the Services to be provided by XTEND. Confirming compliance with all known U.S. federal, state and local laws and regulations applicable to the Services to be performed by XTEND set forth in this Master Services Agreement shall be your CREDIT UNION’s non-delegable responsibility.

Our Responsibility:

XTEND’s sole responsibility is to exercise slight care in processing your campaign in accordance with this Agreement. All campaigns will be processed in accordance with the instructions provided by your CREDIT UNION with this Service and in accordance with the terms of this Agreement.

Indemnity:

Your CREDIT UNION assumes the risk of and shall indemnify XTEND, its directors, officers, employees and agents and shall hold them harmless from and against any actions, suits, damages, judgments, costs, charges, expenses, attorney fees, and consequences of any liability, of any nature (“Losses”), incurred, made or suffered by any third party in connection with the furnishing of services by XTEND under this Agreement, except for Losses due to gross negligence, or the fraud or intentional, willful, and wanton act of XTEND.

Exclusive Remedy:

Your CREDIT UNION agrees that the liability of XTEND and its directors, officers, employees, and agents with regard to the services provided by this Agreement for any actions, suits, damages, judgments, costs, charges, expenses, and attorney fees (“the Losses”) for which they are or may be legally liable, whether arising in negligence or other tort, contract or otherwise shall not exceed in the aggregate the costs of correction of the error, omission or other problem which is the basis for the Losses, except in regards to matters resulting due to the gross negligence or intentional acts of XTEND.

Governmental Inspection:

Member records maintained by XTEND shall be at all times and without prior written notice to your CREDIT UNION be available for examination and audit by appropriate federal and state agencies, as permitted by law. By entering into this Agreement, XTEND agrees that the State of Michigan Department of Insurance and Financial Services (“DIFS”), the National Credit Union Administration (“NCUA”), or any other regulatory agencies having authority over the CREDIT UNION’s operations shall have the authority and responsibility provided to the regulatory agencies pursuant to statute, regulation or rule, including but not limited to Michigan Credit Union Act, Subsection 408(4).

I have read, understand, and agree to the Xtend E-Communication HTML Indemnification Agreement. I have also reviewed this form and my answers, and give approval on behalf of my credit union for Xtend to process this request.

1-Click Campaigns

Order Form- 1-Click Campaigns