Client Messages #

While you build a campaign, your customers see —among other screens— the thank-you message at the end of a funnel, the page that opens when someone clicks an unsubscribe link, the verification steps of a form, or the waiting screen of a busy campaign. Prisma Campaigns shows predefined texts in these places, and you can update them under Settings/Language & Client Messages.

For an overview of the settings page, see Language and Client Messages.

How Client Messages Work #

Under Settings/Language & Client Messages you will find two blocks:

• Defined Languages: the languages Prisma Campaigns can use to communicate with your customers (English, Spanish, and French) with one of them marked as DEFAULT. Click Make default next to another language to change it, or the trash icon to remove one that you don’t use.
• Client side messages: one tab per language, with one row per message. Each row has a preview icon (eye) and an edit icon (pencil).

Each message has its own set of fields (titles, texts, button labels, and options):

Reset to default restores the original texts for that language, and Cancel discards your edits.

Clicking Save inside a message only keeps your edits on the page. To apply them, click the Save button at the bottom of the Language & Client Messages page. Until you do, customers will keep seeing the previous texts.

Keep the following in mind while editing:

• Language. Prisma Campaigns shows each customer the messages of their language when that information is available in their profile, and the messages of the default language otherwise. Remember to update every language tab you use.
• Campaign-specific messages. The texts defined here apply to all campaigns. To use different texts in a particular campaign, open the campaign and go to Settings/Language & Client Messages, as explained in Campaign Settings.
• Formatting. Most funnel and unsubscribe texts accept basic HTML, such as <b> for bold text or <br> for a line break. The standalone error pages (Not Found, Customer Not Valid, Finished Visit, and Unsubscribe not allowed) display plain text only.
• Placeholders. Some texts include values between braces, such as {0}. Prisma Campaigns replaces them when the message is shown (for example, with the number of seconds left or the name of a category). Keep them in your version of the text.
• Preview. The eye icon renders the message inside one of your landing pages so you can check how it looks with your styles. Choose the landing page in the Preview message list; it must contain the plugin the message uses (for example, {{plugin.unsubscribe}} for unsubscribe messages). Some messages, such as the verification steps, are only displayed inside a funnel step and show little or nothing in the preview.

Depending on your company’s configuration, the names of some messages use Member instead of Customer (for example, Member Not Valid). They are the same messages.

Funnel Messages #

These messages are displayed while a customer goes through a campaign funnel. The end-of-funnel screens (conversion, finished, async step, redirect, dismissed, and ended campaign) appear inside the landing page of the campaign. When the funnel opens in a pop-up or modal window, the window closes instead.

Funnel Navigation groups the texts shared by all funnel steps:

• Navigation: the labels of the Cancel, Ok, Confirm, Next, Submit, and Close buttons, and the Dismiss link text (by default, “I’m not interested in this offer”).
• Error messages: the validation messages shown when a required field is empty, a date or email address is invalid, or a minimum or maximum number of selections isn’t respected.
• Files: the texts of file upload fields, such as the drop area label and the messages for files that are too big, have an invalid type, or exceed the allowed number. Values like {{maxFilesize}} and {{maxFiles}} are replaced with the limits of the field.

Error and Status Pages #

These pages are displayed on their own, without a campaign landing page, when a link can’t continue. They show plain text in three parts: title, subtitle, and text.

Customer Not Valid and Finished Visit always use the texts of the default language and ignore campaign-specific messages.

Unsubscribe Pages #

When a customer clicks the unsubscribe link of an email or SMS, Prisma Campaigns opens the unsubscribe landing page configured in the campaign (see Unsubscribe & Dismiss). That landing page must include the {{plugin.unsubscribe}} plugin, which displays one of the following messages depending on whether the configured scope is the campaign, its category or group, or all communications. A separate campaign setting determines whether the resulting unsubscription applies to all outbound channels or only the channel through which the customer was contacted.

The Unsubscribe options are the reasons a customer can choose before confirming. Use Add new option to add a reason, either as an Option (a fixed answer) or as Displays short answer (the customer types their own reason in a text box), and the × button to remove one. Keep in mind that:

• On the unsubscribe page, the options are listed in alphabetical order, with the short answer option always last.
• The category and group pages display the text (the paragraph above the options) of Unsubscribe from Campaign, so review both messages together.

Unsubscribe Default Link #

When an email doesn’t include an unsubscribe link or a communication preferences link, Prisma Campaigns can add an unsubscribe link at the bottom of the message. Unsubscribe default link sets the text of that link (by default, “Unsubscribe”).

Communication Preferences Page #

The Communication Preferences message contains every text of the page where customers choose which channels, categories, and groups they want to receive communications from. The page is displayed by the {{plugin.communication-preferences}} plugin, as explained in Communication Preferences Page.

You can change:

• The page title and subtitle, and the label of the submit button (by default, Update Preferences).
• The title and subtitle of the Channels, Categories, and Groups sections, and the name displayed for each channel (Email, SMS, Push Notifications, and Direct Mail).
• The Select All and Unselect All links.
• The option to disable all communications, its disclaimer (by default, “You will continue to receive regulatory communications.”), and the message shown when all outbound communications are already disabled.
• The title and text displayed after the customer saves their preferences.

Verification Messages #

These messages are shown inside the verification steps of a funnel (see Funnel Steps), when those steps are enabled for your company.

In the resend buttons, {0} is replaced with the number of seconds the customer must wait before requesting a new code or link.

Virtual Queue #

When a campaign limits the number of customers that can go through its funnel at the same time (Limit number of concurrent users in the funnel settings) and the limit is reached, new customers wait in a queue. The Virtual Queue message sets the title, the message, and the help text displayed below the customer’s position in the queue (by default, “Waiting position is refreshed automatically.”).

Which Messages to Review First #

All messages have sensible default texts, so you don’t need to change every one of them. These are the ones customers see most often, and the best candidates to adapt to your institution’s voice:

1. Conversion message and Finished message, the last screen of most funnels.
2. Funnel Navigation, especially the button labels and the dismiss link.
3. The Unsubscribe messages and their options, if your campaigns include unsubscribe links.
4. Communication Preferences, if you offer customers a preferences page.
5. Not Found and Ended Campaign, which customers see when they open an old link.

Review the verification and Virtual Queue messages only if your campaigns use those features. Whatever you change, update all your language tabs and click Save at the bottom of the page.