Getting Started with the Opportunities Engine

The Opportunities Engine is your starting point for smarter, data-driven engagement. It helps you identify the best moments, audiences, and channels to connect with your members — so every campaign you launch has a higher chance of success.

Think of it as your marketing command center: one place where insights, recommendations, and performance metrics come together to help you take confident, results-oriented action.

The Opportunities Engine takes the guesswork out of campaign planning. By analyzing real member behavior and engagement patterns, it highlights where your institution has the strongest opportunities to drive conversions, increase retention, and re-engage members who might be slipping away.

Instead of asking “what should we send next?”, you’ll see clear, data-backed suggestions that point you toward what’s working — and where your next move should be.

Key Benefits

✅ Actionable insights in real time: Instantly see which products, channels, and segments are driving engagement — and which ones need attention.

✅ Smart prioritization: Focus on opportunities with the highest potential ROI. The Engine does the heavy lifting by ranking them for you.

✅ Continuous optimization: Your insights evolve as your members’ behaviors change, ensuring that your next campaign is always more relevant than your last.

✅ Faster decision-making: No need to dig through reports or guess what’s next — your next move is right there, ready to launch.

When you open the Opportunities Engine, you’ll see several sections designed to give you a complete picture of your campaign health and growth potential.

Attribution Overview

Understand which campaigns are truly making an impact. Track Goals Met, Event Value, and performance trends over time. This section helps you see where your campaigns are delivering measurable outcomes.

Engagement Metrics

Monitor engagement at a glance with metrics like:

• Engagement Score: Your overall engagement health.
• Active Users: Total and new users actively interacting with your campaigns.
• Impressions & Clicks: Snapshot of visibility and response.
• Click-Through Rate (CTR): Your most direct measure of interest and effectiveness.

Use these insights to identify what’s resonating — and where there’s room to test new messaging or formats.

Opportunities List

Your personalized opportunity feed highlights:

• Top Opportunities: High-impact campaigns you can launch right away.
• Missed Opportunities: Re-engagement chances where users didn’t respond the first time.
• Pulsate Recommends: Data-backed suggestions tailored to your audience and recent performance.

Each opportunity is clickable, taking you straight into campaign creation — so you can act while momentum is high.

Pro Tips to Get the Most Out of It 💡

• Start small, then scale: Launch one of the recommended opportunities first. Watch performance and use insights to inform your next campaign.
• Check in weekly: Metrics refresh frequently — reviewing your dashboard each week helps you stay in sync with changing audience behavior.
• Follow your top metrics: If your CTR is rising but conversions are flat, tweak your message or call to action. If engagement dips, try new segments or formats.
• Don’t ignore “Missed Opportunities": These represent your warmest leads — users who have seen you before but didn’t act. A small nudge can make a big difference.
• Collaborate across teams: Share insights with your marketing and product teams. The Opportunities Engine helps align everyone around what’s working right now.

The Opportunities Engine is more than a dashboard — it’s your strategy partner. By combining data, recommendations, and campaign analytics in one place, it helps you focus your energy where it matters most: turning insights into impact.

Start exploring your dashboard today and see how small, consistent optimizations can lead to big improvements in campaign performance.