In this new episode, Meredith Olmstead sits down with Taylor Malm, Senior Marketing Strategist at P1FCU, to uncover an unconventional yet highly effective approach to application abandonment campaigns. Using HubSpot and MeridianLink, Taylor shares how his team engineered a smart workaround that boosted loan and deposit completion rates significantly,  without relying on traditional form captures.

Key Takeaways:

• Track with Purpose: Use custom event tracking between MeridianLink and HubSpot to capture key application behaviors in real-time.
• Strategic Timing Wins: Trigger email workflows about 8 hours post-abandonment for optimal re-engagement.
• Let the Data Talk: Focus on long-term tracking to measure impact—some campaigns need a 365-day view to show real ROI.