Glossary

A unique identifier assigned to a user within the Pulsate platform. The alias links user data and interactions across different devices and sessions to create a comprehensive user profile.

Secure, documented endpoints that let your systems exchange data with Pulsate— sending member and event data in, and pulling opportunities, audiences, and performance data out. We support flexible connection paths alongside SFTP so you can fit Pulsate into your existing workflow.

Automations turn member signals into member-facing moments, automatically. Instead of a marketer requesting a list and an analyst pulling it, a responsive system identifies eligible members, delivers a personalized message inside digital banking, and closes the loop when the member acts.

App badge sits in the top right corner of the app logo and represents the number of notifications that need to be read.

Determining the most effective communication method — push, in-app, or feed — based on account holder preferences and engagement data.

Processes that manage account holder permissions for receiving push notifications in compliance with privacy regulations and app store policies.

The desired outcome of a push campaign — such as loan application submission, deposit account opening, or card activation.

Data you have on your app users that you can send to Pulsate to create more granular, targeted and personalized campaigns.

Tags that you can add to each button in your app so that you can track the actions your users take to deliver more targeted campaigns based on their interests within the app.

A push notification feature that directs account holders to a specific page or feature within a mobile app (e.g., “Apply for a credit card” button leading straight to the application form).

Globally Unique Identifier that is given to each device that downloads the app.

Pulsate records the user's device type: iOS or Android.

A metric that indicates how engaged a user is with the app. It is calculated based on various factors such as app sessions, campaign interactions, and content consumption. The engagement score helps prioritize users for targeted campaigns.

When creating a campaign, you can choose to remove a campaign from a user’s feed after a certain amount of time. For example, if the offer is no longer running.

A content post that appears in the app’s message center or activity feed. Unlike push or in-app messages, feed posts are static, scrollable, and remain accessible for users to view at their convenience.

A control used to limit how often an account holder receives push notifications within a set period to prevent fatigue.

A location-based marketing technique that triggers messages when users enter or exit a predefined geographical area. Geofencing is used to deliver highly relevant, location-specific content.

The number of times a campaign message is displayed to a user. Impressions track how often users are exposed to campaign content, regardless of whether they interact with it.

A combination campaign that delivers an in-app message during the user’s session linked to a feed post.

A notification or message displayed within the digital banking or mobile app experience. Unlike push notifications, in-app messages appear when the user logs into digital banking.

AI-powered, intent-based recommendations that surface your next best opportunities (and missed ones), suggest creative and copy to launch faster, benchmark you against peers, and flag re-engagement paths when campaigns stall.

Native connections that plug Pulsate into your stack. Today, we integrate with HubSpot and leading digital banking platforms (e.g., Jack Henry Banno, Q2, Access Softek, Candescent, Constellation Digital Partners). Use our API to connect anything else as needed.

The last time a user was active within your app.

A coordinated series of push notifications designed to achieve a specific goal — such as onboarding, cross-sell, or churn prevention.

The number of your app users that are active in your app each month.

A combination campaign that sends a push notification linked to a feed post.

The percentage of account holders who open or interact with a push notification. Often used to measure campaign performance versus other channels.

A message delivered directly to a user’s mobile device from a banking app — even when the app isn’t open. Used to prompt engagement, share offers, or alert account holders in real time.

At-a-glance dashboards and exports that show KPIs like CTR, engagement scores, new active users, and trend views across 7/30/60/90-day windows—plus an “Opportunities File” for quick download or routing. It’s performance visualization designed for faster decisions.

A push message enhanced with media (images, video, buttons, or deep links) that drives higher engagement by offering a more interactive experience.

You can schedule campaigns to be delivered for a date in the future.

The version of Pulsate. An SDK, or Software Development Kit, is a collection of software tools in a single installable package that provides developers with the necessary libraries, compilers, and other resources to create applications for a specific platform or service

A tool within the Pulsate platform that allows users to create dynamic account holder groups based on various criteria such as demographics, behaviors, and engagement levels. Pulsate Segments enable more precise targeting for campaigns, ensuring relevance and personalization.

An automated push message sent in response to a specific account holder action or event — for example, “deposit received,” “credit score updated,” or “loan pre-qualified.”

Granular visibility into a single account holder's digital engagement— who saw what, who engaged, who converted — and attribution back to the campaigns and channels that drove it.