What is Pulsate?

Introduction

In today’s digital landscape, many mobile marketing platforms still rely on outdated strategies—broadcasting generic messages to all users, regardless of their demographics, behavior, location, or context. Often driven by volume-based pricing models, these platforms encourage quantity over quality, urging marketers to “send more” rather than “send smarter.” But modern users are discerning. They expect personalization, relevance, and respect for their time—and they’re quick to disengage when bombarded with irrelevant content.

Pulsate: Building Meaningful Customer Relationships

At Pulsate, we believe mass messaging is not just ineffective—it’s brand-damaging. Irrelevant push notifications and one-size-fits-all campaigns can lead to app uninstalls, lost trust, and missed opportunities. But it doesn’t have to be this way.

Pulsate empowers Financial Institutions to build stronger, more personalized connections with their customers. We move beyond vanity metrics and generic dashboards. Instead of just telling you what happened, we show you who did it—and why it matters.

Once Pulsate is integrated into your mobile application, it begins capturing real-time insights about each user: their identity, location, app behavior, and device context. When you log in to the Pulsate portal, your users come to life—not just as numbers, but as people with names, avatars, preferences, and patterns.

This deeper level of visibility enables hyper-personalized engagement that respects who users are and where they are—making your communication more relevant, timely, and impactful than ever before.

How it works

Once integrated with an FI's mobile app, Pulsate captures data as soon as a user logs in. This includes:

Personal Information
Device Details
User Activity
Location Context
Custom Attributes (Customer defined attributes e.g. designation, status etc)

All of this data is surfaced inside the Pulsate Admin Portal, allowing you to group users into segments, engage them through targeted campaigns, and analyze performance with meaningful insights.

Segmentation Engine

Pulsate’s segmentation builder allows FI admins to create dynamic user segments using a flexible rule engine. Categories include:

🔐 Personal Information

Alias
Email
Age

📊 Activity

Signup date
Number of sessions
Last active
Last contacted (admin)
Push opt-out
Email unsubscribed

📱 Device Settings

App version
OS version
SDK version
Push permission
Location permission
Device type

🗺️ Location

Entering, exiting, or staying in a radius around a specified geolocation
Time-based rules (e.g., user stays in location for X minutes)

⚙️ Custom Data

Arbitrary custom attributes sent by FI users (e.g., designation, memebrship etc)

⚡ Events

Last in-app event
Number of occurrences of an event
Specific event triggers like sample_click, transaction_complete, etc.

Segments are live and auto-updating, allowing for dynamic, always-relevant messaging.

Campaigns

FI admins use campaigns to deliver one type of notification to a defined audience based on segmentation, behavior, and context.

🔔 Notification Types

Each campaign supports only one of the following types:

Push: Appears as a system notification on Android or iOS

In-App: Appears as a card when the app is opened

Feed Post: Appears in the app’s feed section

Email: Sent to users with a valid, subscribed email

Campaign Targeting Options

Campaigns support highly targeted and flexible delivery mechanisms:

🎯 Segment-Based Targeting

One-Time Segment: Sends notifications once to all users currently in the segment at the time of campaign launch.
Live Segment: Sends notifications to current users in the segment and automatically to any new users who enter the segment in the future.

Admins can also choose to send notifications multiple times to the same users if campaign settings allow.

📍 Geofence & Location Campaigns

Campaigns can be triggered based on a user’s location behavior, such as:

Entering a geofenced area
Exiting a geofenced area
Staying within a geofenced area for a defined period

📡 Beacon Campaigns

Target users when they:

Enter the proximity of a beacon
Exit the proximity of a beacon

🧪 Event-Based Campaigns

Trigger campaigns based on app events, for example:

sample_click
loan_application_started
transfer_completed

Combined Triggers

Campaigns can be configured to trigger only when multiple conditions are met. For example:

“Send a notification to users in a specific segment only when they enter a certain location and trigger a specific event such as sample_click.”

This enables complex, real-world use cases such as location-based marketing combined with behavioral cues.

Campaign Scheduling

Admins can:

Send immediately
Schedule for a future date and time
Use live segments for ongoing delivery
Choose repeat notification settings, allowing multiple sends per user based on rules

Admin Portal

The Pulsate Admin Portal offers an intuitive interface with powerful capabilities:

User Explorer – Real-time list of users with filters and data visualizations
Segment Builder – Create dynamic user groups with AND/OR logic
Campaign Creator – Craft and launch campaigns with rich customization
Analytics Dashboard – Real-time and historical performance tracking
Multi-trigger Control – Combine location, events, and segment filters

Analytics & Reporting

Pulsate provides detailed reporting on:

Sent counts
Delivery counts
Clicked counts
Pending Delivery counts
Click Rate
Bounced
Deleted/Dismissed
User-level interactions
Trigger sources (segment, geofence, beacon, event)
Campaign-level summaries

This empowers admins to refine strategies and optimize future campaigns.

Summary

Pulsate empowers Financial Institutions to:

Understand and visualize their app users in real time
Segment users dynamically using a wide range of filters
Deliver targeted, triggered, and context-aware notifications
Automate messaging via live segment logic
Combine location, beacon, and event triggers for complex campaigns
Track performance and continuously improve communication strategies