How Are Campaigns Created Within the Opportunities Engine?

The Opportunities Engine is designed to simplify the process of launching targeted, effective campaigns. Instead of starting from scratch, the engine identifies the best segment, channel, and message based on your member data. These insights are surfaced as turnkey campaign tiles, giving financial institutions (FIs) ready-to-use options that can be activated immediately.

Campaign Suggestions

Each campaign suggestion is powered by the data you send into Pulsate. The engine continuously analyzes this data to highlight members who are most likely to engage with a specific offer—whether it’s promoting card usage, auto loan refinancing, or account deposits. Campaign tiles present this opportunity with a recommended:

• Segment: The group of members most relevant for the campaign.
• Channel: The most effective communication path (e.g., push, in-app, feed post).
• Message: A starting point for the campaign content.

Full Flexibility to Customize

While these turnkey tiles provide a strong foundation, FIs maintain full control and flexibility. You can:

• Adjust the campaign message and call-to-action.
• Customize the segment criteria to align with your institution’s goals.
• Choose from recommended channels or expand across multiple.
• Select a pre-designed template to speed up deployment or create your own from scratch.

Editable Segments and Campaigns

Both the segments and the campaigns within the Opportunities Engine are fully editable. This ensures that your marketing team can fine-tune targeting and content to maximize engagement while staying consistent with your institution’s brand voice and strategic objectives.