MeridianLink Automated Member Rate-Change Notice Drafts
When triggered by your team after a rate change in MeridianLink, WebRun identifies every member account affected by the new rate, logs the full list with old and new rates to a Google Sheet for compliance review, and drafts a personalized rate-change notice for each member in Mailchimp, held for compliance officer approval before any notice is sent.
How can a credit union automatically draft and batch rate-change notices for affected members?
When your team triggers a rate-change run after updating MeridianLink, WebRun identifies every affected member account, logs them to a Google Sheet with old and new rates for compliance review, and drafts a personalized Mailchimp notice for each member using your pre-approved regulatory language. No notice is sent until the compliance officer reviews and releases the batch.
- Every affected member gets a personalized notice, not a generic broadcast
- The compliance officer reviews the full batch before any notice goes out
- The Google Sheet provides a complete audit log of the rate-change notification
Built for credit union compliance officers · marketing and communications teams · retail banking managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - identify affected member accounts and rates
meridianlink.com
WebRun opens MeridianLink to identify affected member accounts and rates. - Open MeridianLink and navigate to the rate management or product configuration module
- Identify the rate that has changed and the effective date
- Pull every member account tied to the affected rate including balance and current rate
- Confirm the new rate value and any regulatory notice period required
Done when Every member account affected by the rate change is identified with old and new rate values.
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2
Google Sheets - log affected accounts with old and new rates
google.com
WebRun opens Google Sheets to log affected accounts with old and new rates. - Open the rate-change log Google Sheet
- Add a new tab or section for this rate-change event with the date and rate description
- Log every affected member with their account number, old rate, new rate, and effective date
- Mark the sheet as pending compliance review
Done when The rate-change log sheet is complete with every affected member listed and flagged for compliance review.
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3
Mailchimp - draft personalized rate-change notices for each member
mailchimp.com
WebRun opens Mailchimp to draft personalized rate-change notices for each member. - Create a new Mailchimp campaign draft for the rate-change notice batch
- Personalize each notice with the member's name, account type, old rate, new rate, and effective date
- Include required regulatory language and a contact number for questions
- Save the campaign as a draft and do not schedule or send without compliance officer approval
Done when A Mailchimp batch draft exists for every affected member, held pending compliance officer approval.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send rate-change notices to members without compliance approval?
No. Every Mailchimp campaign is saved as a draft. The compliance officer reviews the full batch, approves the content and member list, and releases it. No notice reaches a member until that approval step is complete.
Does it include the required regulatory notice language?
WebRun uses the notice template your compliance team pre-approves. You supply the regulatory language once, and it is inserted into every member notice automatically, including the required effective date and contact details.
What if only a subset of members are on the affected rate?
WebRun reads each account's rate in MeridianLink and only includes members whose current rate matches the one that changed. Members on other rates are excluded automatically from the batch.
Related templates
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