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How to Prioritize Opportunities

Learn how to identify which campaigns to act on first for the biggest impact.

The Opportunities Engine surfaces dozens of potential campaigns — but not all opportunities carry the same weight. Knowing which ones to prioritize ensures you’re focusing your time, budget, and effort where it will create the most measurable impact.

This guide helps you understand how to read, evaluate, and act on the opportunities presented in Pulsate.

Every opportunity in Pulsate represents a data-backed chance to connect with your members. But campaign success depends on timing, relevance, and member readiness.

By prioritizing strategically, you can:

  • Launch the right message at the right moment.
  • Re-engage members who are most likely to respond.
  • Allocate resources efficiently.
  • Continuously improve campaign performance.

 

In the Opportunities Engine, you’ll find three main categories that help guide your next actions:

 
Opportunity Type What It Means Why It Matters
Top Opportunities High-impact opportunities based on your data — members showing strong engagement or likelihood to convert. Focus here first. These are the campaigns most likely to deliver quick wins and strong ROI.
Missed Opportunities Users who saw but didn’t engage with past campaigns. Ideal for retargeting — a second chance to capture attention with refined messaging.
Pulsate Recommends Additional campaigns generated by Pulsate’s analysis of member behavior. Great for experimentation and discovering new engagement patterns.

 

When deciding where to start, consider the following factors:

  1. Impact Potential: Focus first on opportunities that affect your most valuable products or largest member segments. A campaign tied to loan renewals, for instance, may deliver more value than one tied to a small niche service.
  2. Member Readiness: Review engagement trends — are members currently active or recently interacting with similar campaigns? Prioritize those audiences to build momentum.
  3. Channel Strength: Use the insights in your dashboard to guide your channel choice:
    1. Push and Feed Post are great for broad awareness.
    2. In-App works well for deeper engagement or conversion follow-ups.
    3. Combine them for multi-channel impact.
  4. Effort vs. Return: Quick wins matter. Start with campaigns that require minimal setup but promise strong results — for example, reactivating recent non-engagers with a concise, personalized push.

Pro Tips for Maximum Results 💡 

  • Act fast on Top Opportunities — they’re often time-sensitive and data-driven.
  • Use Missed Opportunities strategically — tweak your messaging, adjust timing, or change channels to capture attention the second time around.
  • Test and compare — run small variations in message or channel mix to see what resonates most.
  • Track performance regularly — check engagement, CTR, and conversion metrics to refine future prioritization.
  • Collaborate with your team — share high-performing campaigns and insights across departments to align your broader marketing strategy.