Creating an internal email treatment designed in Pega Customer Decision Hub

3 Tasks

15 mins

Pega Customer Decision Hub 8.7

Pega Customer Decision Hub '25 Pega Customer Decision Hub '24.2 Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8 Pega Customer Decision Hub 8.6 (English) Pega Customer Decision Hub 8.6 (Français) Pega Customer Decision Hub 8.5 Pega Customer Decision Hub 8.4

Visible to: All users Applies to: Pega Customer Decision Hub 8.7

Beginner

English

Scenario

U+ Bank's marketing department wants to promote their Rewards credit card through email. They want to send the email to qualified customers in an always-on outbound environment.

In preparation, a consultant has already created the Rewards Card action. The bank would like to reuse the approved design from the Standard Card email treatment. You are now expected to create a treatment for the offer and test the email Treatment.

Use the following credentials to log in to the exercise system:

Role	User name	Password
Decisioning Architect	DecisioningArchitect	rules

Your assignment consists of the following tasks:

Task 1: Create an email treatment for Rewards card

Copy the Standard card email treatment to create the Rewards card email treatment.

Task 2: Configure the copied treatment

Make the necessary changes in the copied treatment to reflect the Rewards Card offer by using the information in the following table:

Field	Value
Keycode	REWARDSEMAIL
Image URL	https://artifacts.pegaenablement.com/images/RewardsCardSM.png
Image Alternate Text	U+ Bank Rewards Card
Email content	You are pre-approved for a U+ Bank Rewards card. Here's an overview of the card benefits: $200 cash rewards after you spend $500 on purchases in the first 3 months from account opening. 1% cash back on every purchase. No annual fee.

Task 3: Add the email treatment to Rewards card

Configure the Rewards card action with the new Rewards card email treatment.

Task 4: Confirm your work

Confirm your work using [email protected] and Stephen Gold seed list as recipients.

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Create an email treatment for Rewards card

1. Log in as Decisioning Architect with user name DecisioningArchitect and password rules.
2. In the navigation pane on the left, click Content > Actions.
3. Locate and open the Rewards card action.
4. Click Check out to make changes.
5. Click the Treatments tab to add a new treatment.
6. On the Treatments tab, click Add channel > Email to add a new email treatment.
7. In the Configure Email Treatment window, click Standard card email to open the treatment.
   
8. Click Save as to save a copy of the Standard card email treatment.
9. Modify the short description to read Rewards card email.
10. Click Create and open.
11. Click Check out to begin making changes.
    Note: The dynamic placeholder in the email subject line is configured to generate the full customer name. This can be left as is for the Rewards Card template.

2 Configure the copied treatment

1. In the Treatments tab, in the Keycode field, enter REWARDSEMAIL.
2. In the template preview pane on the left, click the offer details content area to modify the offer content. On the right, the editor pane shows the content in editable format.
   
3. In the Editor pane on the right, double-click the image to open the image properties.
4. Modify the image properties as follows:
   1. In the URL field, enter https://artifacts.pegaenablement.com/images/RewardsCardSM.png.
   2. In the Alternative Text field, enter U+ Bank Rewards Card.
   3. Click OK.
      
5. Modify the email content as follows:

   You are pre-approved for a U+ Bank Rewards card.
   Here's an overview of the card benefits:

   • $200 cash rewards after you spend $500 on purchases in the first 3 months from account opening.
   • 1% cash back on every purchase.
   • No annual fee.
   Note: Leave the rest of the email content as is.
   
6. In case you have copy-pasted the treatment details, select all the text and click on the Tx to remove the formatting.
   
   Note: In this challenge, we are showcasing how to use Pega's HTML editor to create an email treatment. In project implementations, you could also use a third-party HTML editor such as Dreamweaver to create the contents of your email treatment and import it as HTML content.
7. Click Check in to save the changes made to the treatment.
8. Close the email treatment.

3 Add the email treatment to Rewards card

1. Close the two opened treatments and return to the Rewards card action, Treatments tab.
2. Refresh the Configure Email Treatment window.
3. To the right of the Rewards card email treatment, click Add to add the treatment to the action.
4. Click Apply to confirm the treatment selection and close the window. The treatment is now added to the action.
5. In the Email section, ensure that the email treatment is enabled.
   
6. Click Check in to save the changes to the action. Provide a suitable check-in comment when prompted. For example, Email treatment added.

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This Challenge is to practice what you learned in the following Module:

• Defining an action for outbound v2

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