Welcome to Prisma Help Center

While creating emails and pages is mainly done through the designer -which provides a set of components to facilitate the task- sometimes you want to achieve greater granularity. To overcome this limitation, Prisma Campaigns allows adding reusable HTML code blocks to your designs.

When a campaign uses email as an outbound channel, it is usually mandatory to include a way for canceling the subscription according to the regulations of the country where the recipient resides. In Prisma Campaigns, canceling subscriptions is a feature that can be enabled for each campaign individually.

With Prisma, you can view and potentially change the subscription status of a given member or customer. To do so, you can leverage the Customer Journey as follows:

If you have Facebook campaigns and want to use the same conversion funnel as in your other campaigns, you can create unique URLs through the built-in referral link generator and use them in your Facebook ads. These links are associated with a given platform (Facebook, Twitter and Instagram to name a few examples) for analysis purposes. However, you can use them anywhere (your own web page or other external advertising sites) - not just on social networks. All activity originating from the referral link will show in the campaign analysis.

In this tutorial, we will explain how to create an onboarding process for all new members of the financial institution. To do so, we will focus on accounts that have been created during the last 24 hours.

In this tutorial, we will explain how to set up campaigns to communicate with customers on their birthday. To achieve this goal, we will refer to the creation of a new segment, associate it to a birthday campaign, and schedule the sending of messages.

Prisma Campaigns provides two methods to display popups to your customers (using banners or automatic popups). In this tutorial, we will explain both possibilities and detail the steps to follow to get them up and running. As a result, you will be able to determine which option best meets the needs of a given campaign based on their characteristics and differences (and when to use one or the other).

In addition to number transformations, Prisma Campaigns also offers the ability to manipulate dates. This includes formatting, adjusting and converting dates according to the needs of your communications or data integrations. As with numbers, date transformations do not alter the original value of the field, but rather generate a transformed representation for use in specific contexts.

A Google proprietary algorithm automatically assigns each incoming message to a category in Gmail. Based on its content, an email thus can land either on the primary, social, updates, forums, or promotions tabs. Unfortunately, the read rates and recipient engagement are significantly lower in the last four categories. However, you can still increase the probability that your marketing emails arrive in your customers’ primary inboxes.

Prisma Campaigns provides the IF construct and the FOR loop as ways to evaluate boolean fields or to iterate over multi-valued data, respectively. Both mechanisms can be utilized through dynamic expressions to personalize content based on customer or system data.

To ensure that Prisma Campaigns banners (e.g., 250x100, 400x400 pixels) adapt to various screen sizes and devices, it’s essential to override the default fixed dimensions according to the display size. This article explains how to create responsive banners based on their type (image, HTML, or pop-up) using specific CSS classes. By following these guidelines, banners will seamlessly adjust to different resolutions and devices, enhancing user experience across platforms.

Push notifications are short, real-time messages that reach users directly on their mobile devices - either on the lock screen or in the form of a small banner. When they include relevant information for a customer like reminders, updates, and important offers, they become a highly effective tool for engagement. However, if they are misused or abused, they can lead to unsubscriptions. For that reason, understanding best practices ensures that push notifications add value for your institution without overwhelming the recipients.

When the conversion funnel interacts with web services, the execution may fail due to receiving wrong parameters or some other reason.

It is possible to upload data automatically by configuring the data import. Among the several mechanisms to make the exchange programmatically, the most common is uploading CSV files. Other systems generate these files through a web service exposed by Prisma Campaigns.

Prisma Campaigns has a conversion funnel (a guide of steps that the customer follows until converting) with configurable steps. In these steps, you can capture data with pre-designed forms. Prisma stores this as campaign data for that customer and allows you to export it along with the other data in the system.

Prisma Campaigns can capture a customer action and use it to call a Web Service from another application to both send and retrieve data. The data obtained can be used to condition the conversion flow (the steps the customer takes to convert).