Prisma Campaigns

Migrate to Prisma for free

Find out more and see how you can start using Prisma now.

Ready to leave behind the limitations of your current marketing automation platform?

Switching to Prisma from DocuMatix, Mailchimp, Constant Contact and others is seamless and now, free of charge.

With Prisma’s migration service, we transfer your templates, workflows, and lists at no cost. Plus, enjoy 6 months free if you’re still under contract. Why settle for less when you can have the best?

Migrate to Prisma from various sources

Migrate to Prisma from ActiveCampaign, Marquis, Documatix, Mailhimp, Constant Contact

Prisma Campaigns is the ultimate tool for credit unions, designed to propel your member engagement and sales to new heights. Don’t just take our word for it. Embold Credit Union saw a 6x increase in HELOC sales using our automation strategies.

Find out more and see what Prisma can do for you


conversion rates


in deposits in 3 waves


engagement increased


increase in HELOC sales


email open rate


sustained increase in short-term loans


faster post-campaign processing


What customers are saying

Hilary Kissell - Embold Credit Union

“Our automated marketing emails have increased our memberships! And we love the ease of creating and sending member emails.”

Hilary Kissell

Director of marketing and community Development

Embold Credit Union

Kelly Wagner-Grull - Credit Union of Colorado

“Prisma boasts an exceptional level of user-friendliness, making it highly intuitive and easy to navigate”

Kelly Wagner-Grull, MBA

Director of Member Experience, Innovation and Digital Services

Credit Union of Colorado

Matt Sirgo - Air Force Federal Credit Union

“I love the analytics, the easy-to-use email build-out, and the integration with other platforms.”

Matt Sirgo

Digital Marketing Manager
Air Force Federal Credit Union

Complete to get detailed information

Cuna Strategic Services
CUNA Strategic Services'preferred provider for marketing automation

Comparison chart

Prisma CampaignsDocuMatix
Data Management
Customizable data model
Automatic synchronization of external data
Open architecture and pre-built integrations
Targeting and Personalization
Personalized URLs (PURLs)
Dynamic and personalized content
Smart targeting with audience builder
Multi-channel campaigns
Push notifications
Online banking ads
Marketing automation tools
Surveys/web polls
Landing pages
Web forms
Reusable email templates
Scheduled or automatically triggered emails
Webtrax/web event tracking
Multi-step drip campaign flows/marketing paths
Automation triggered by CORE & other systems' events
Communication cap policies
Full interaction history and journey for each contact
Extended reporting
Real-time analytics
Real-time email send monitor
Multiple options for calls to action
Integration with direct mail printers
Trigger an action in the back office
Create a lead in the CRM
Invoke direct deposit or bill switch flow
Integration with Docusign
Integration with identity verification providers

Trusted by over 50+ banks and credit unions globally

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