Plans

Send a Message or build a Journey.

Essential

Put your next Message where people bank.

For offers, announcements and reminders sent to the people you choose.

  1. In-app messageMessage: In-app message
  • Push Notifications, in-app messages and Feed Posts
  • Send now or schedule for later
  • Images, buttons and each person's name
  • List UploadA list of account holders you upload, such as new cardholders. It stays fixed until you upload a new one.
  • Build Segments from app use, location and lists you uploadA Segment is the conditions that decide who gets a Campaign, such as having a checking account.
  • Delivery and click reports, where your banking app supports them

What you need

  • Pulsate in your banking app
Book a callPricing on request

Studio

Plan the follow-up, then let it run.

For onboarding and cross-sell campaigns shaped by your account data.

  1. In-app messageMessage: In-app message
  2. WaitWait: Choose how many days to wait before the next step.
  3. ConditionCondition: Send people down different paths, or skip a Message.
  4. Push NotificationMessage: Push Notification

Everything in Essential, plus:

  • JourneysA Journey is several Messages across channels, with waits and conditions between them. Your team builds it inside a Campaign.
  • Data SyncAccount data from your core on a schedule, such as a daily update.
  • Segments that update with each Data Sync
  • Wait for a change shown in your account data
  • Choose a different path for each group
  • End the Journey when your data shows the goal is met

What you need

  • Pulsate in your banking app
  • Scheduled updates from your coreYour team sends regular SFTP updates from your core on a schedule you agree, such as daily, with only the account fields you choose to share.
Book a callPricing on request

How Messages and Journeys work

Connectors

  • HubSpotLiveKeep your HubSpot contact details in sync with Pulsate.
  • Q2 Smart AudiencesEarly accessUse your Q2 Smart Audiences to decide who gets a Campaign.
  • MovemintAsk usExplore using Movemint pre-approvals in your Segments.
  • Salesforce Marketing CloudEarly accessSend Push Notifications from Salesforce Marketing Cloud Journey Builder.

Compare the plans

Compare the plansEssentialBook a callStudioBook a call

At a glance

MessagesOne message on one channel, or a notification paired with a Feed Post, sent to the people you choose.IncludedIncluded
List UploadA list of account holders you upload.IncludedIncluded
JourneysSeveral Messages across channels, with waits and conditions.Not includedIncluded
Data SyncAccount data from your core, updated on a schedule.Not includedIncluded

Channels

Push NotificationsReach people on their lock screen, even when your banking app is closed, once they've allowed Push Notifications.IncludedIncluded
In-app messagesMeet people as they open your banking app, with a full-screen or small message.IncludedIncluded
Feed PostsLeave a post in your banking app's Feed for people to come back to. It stays until it expires or is removed.IncludedIncluded

Campaigns

Send now or schedule for laterIncludedIncluded
Send as people qualifyA Journey brings in each new person who qualifies.Not includedIncluded
Images, buttons and each person's nameIncludedIncluded
Audience size before you sendIncludedIncluded

Inside a Journey

Push Notifications, in-app messages and Feed Posts in one JourneyNot includedIncluded
Set the days between MessagesNot includedIncluded
Wait until your account data shows a change, like a first depositNot includedIncluded
Different paths for different groups, like cardholdersNot includedIncluded
Skip a Message that no longer appliesNot includedIncluded
Stop once the goal is met, like setting up direct depositNot includedIncluded
Choose whether people can go through it againNot includedIncluded

Audiences and data

Build Segments from app use, location and lists you uploadIncludedIncluded
Segments update with each Data SyncNot includedIncluded
New people from each Data SyncEach scheduled update brings in the people who now qualify. Changes count once the update is processed, not the moment they happen in your core.Not includedIncluded

Reporting

Reports on deliveries, views, clicks and click rate, where your banking app supports themIncludedIncluded
Download reports as CSVIncludedIncluded

Questions about the plans?

How are the two plans different?

Essential gives you Messages and List Upload. Studio is everything in Essential, plus Journeys and Data Sync, which brings in account data from your core on a schedule.

What is a Message?

A Message is one message on one channel, or a notification paired with a Feed Post, sent now or on a schedule. That channel can be a Push Notification, an in-app message or a Feed Post. Both plans include Messages.

What is a Journey?

A Journey sends several Messages across channels, with waits and conditions between them. Your team builds it inside a Campaign and chooses who it's for, what each Message says and when it goes. Along the way it can wait for a change in your account data, send different groups down different paths, skip a Message that no longer applies and stop once the goal is met.

Does Pulsate work with our banking app?

Yes, if it runs on Candescent, Access Softek, Q2, Banno or Constellation, or if it's your own app. Channels and some features vary by platform. For example, Banno doesn't report Push Notification statistics.