Launching a new offer

5 Tasks

30 mins

Pega Customer Decision Hub 8.7

Pega Customer Decision Hub '24.1 Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8 Pega Customer Decision Hub 8.6 Pega Customer Decision Hub 8.5 Pega Customer Decision Hub 8.5

Visible to: All users

Beginner Pega Customer Decision Hub 8.7 English

Scenario

U+ Bank is currently cross-selling on the web by showing various credit cards to its customers. But because of increased interest rates, the economy has slowed down, so the bank decides to announce a festive offer to all customers who are likely to bring in the most revenue, to help create demand in the slowing economy. 

U+ Bank introduces a new festive offer that promises 15% cashback to all customers whose credit score is higher than 700. The bank also wants to promote this offer at its best by giving it a business weight of 300%.

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

Role	User name	Password
Business User	BusinessUser	rules
Team Lead	TeamLead	rules
NBA Specialist	NBASpecialist	rules
Revision Manager	RevisionManager	rules
Deployment Manager	ReleaseManager	rules

Your assignment consists of the following tasks:

Task 1: Create a change request to introduce a new action

As a Business User, submit a change request to create a new festive action that is suitable for customers with a credit score greater than 700 and with a business weight of 300%.

Task 2: Prioritize the change request created

As a Team Lead, assign a rank of 1 to the change request submitted by the Business user.

Task 3: Complete the action build tasks

As an NBA Specialist, complete the various build tasks generated by the system to create the action that is defined in the change request.

• Define action details
• Configure a suitability rule (Credit score > 700)
• Design a web treatment with the following content URL: https://artifacts.pegaenablement.com/images/CashBack15.png and click-through URL: https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html

Task 4: Promote the changes to production

As a Team Lead, promote the change request to the revision manager, who deploys the business changes to the production environment.

Task 5: Deploy changes to production

As a Revision Manager, deploy the promoted changes to the production environment.

Task 6: Verify you work

Log in to the U+ Bank first as Troy, and then as Barbara, to see who is eligible for the Cashback 15 Card.

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 a change request to introduce a new action

1. Log in to 1:1 Operations Manager as a Business User with User name BusinessUser and Password rules.
2. In the navigation pane on the left, click Create > Change Request to create an offer in the New operations change request window.
   
3. In the New window, provide the following details.
   1. In the Name field, enter Introduce Festive Offer.
      Note: This represents the change request name, not the action name.
   2. Select Create new action.
   3. Select a Completion date.
   4. In the Business issue list, select Grow.
   5. In the Group list, select Credit Cards.
   6. In the Description text box, enter Festive offer of 15% cash back to all the customers whose credit score is more than 700.
      
   7. Click Create to define the attributes of the action.
4. In Define action details, Define attributes section, in the Name field, enter Introduce Festive offer.
5. Ensure that the Business issue is set to Grow.
6. Ensure that the Group is set to Credit Cards.
7. Click Continue.
8. In the Define availability section, provide details on action availability. 
   1. Ensure that the Make this action available check box is selected.
   2. Ensure that the Action start date is a past date.
   3. In the Action end date field, select a date that is in the future.
   4. In the Business weight field, enter 300. 

Note: The value for the business lever is set at this stage only for this challenge, so that the offer is among the first to be displayed on the U+ website. Usually, a business lever is set only if the business wants to push an offer for a specific reason.

9. Click Continue to define the engagement policy.
10. Make sure to select Customer as intended action level.
11. In the Define engagement policy section, in the Suitability field, enter offer suitable if credit score is greater than 700. The system displays an autofill option.
    
12. Click the autofill option to define the engagement policy.
13. Ensure that the autofill option populates the Suitability field.
    
14. Click Continue to define the channel details.
15. In the Define channels section, click Add channels > Web.
16. Enter the following web treatment details:
    1. In the Name field, enter Festive Offer Web tile.
    2. In the Placement type list, select Tile.
    3. Ensure that the Make this treatment available check box is selected.
       
17. Click Finish to confirm the details.
18. In the lower-left corner, click the user profile image and log out.

2 Prioritize the created change request

1. Log in to 1:1 Operations Manager as a Team Lead with User name TeamLead and Password rules.
2. In the navigation pane on the left, click Change requests.
3. In the list of change requests, click the Introduce Festive Offer change request.
   
4. In the change request, in the To do list, to the right of Rank change request, click Go to open the rank change request section.
   
5. In the Rank change request section, in the Rank field, enter 1.
   
6. Click Submit.
7. In the To do list, to the right of Assign build stage peer-reviewers, click Go to open the task.
   
8. In the upper-right corner, click the icon to expand the utility pane.
   
9. In the utility pane, on the Stakeholders widget, click the Manage stakeholders icon.
   
   1. Observe the warning message that asks you to close the assignment. Click OK.
      
       
   2. In the Update stakeholders window, in the Add stakeholder list, select Peer Reviewer.
   3. In the Peer Reviewer section, in the Operator ID field, enter or select BusinessUser.
   4. Click OK.
      
   5. Click Submit to close the Update stakeholders window.
   6. As you closed the assignment earlier, you need to open it again. So, in the To do list, to the right of Assign build stage peer-reviewers, click Go to open the task.
10. Click Submit to submit the task.
    
11. Log out.

3 Complete the action build tasks

1. Log in as an NBA Specialist with User name NBASpecialist and Password rules.
2. In the navigation pane on the left, click Change requests.
3. In the list of change requests, click the Introduce Festive Offer change request.
   
4. In the change request, in the To do list, to the right of the Define action details task, click the More icon, and then select Assign to myself.
5. To the right of the task, click Go.
6. In the Define action details section, enter the following details:
   1. In the Name field, enter Cashback 15 card.
   2. In the Keycode filed, enter Cashback15.
   3. In Business issue list, make sure Grow is selected.
   4. In the Group list, make sure Credit cards is selected.
   5. Ensure that Make this action available check box is selected.
   6. In the Start date field, select the time from when you want this offer to be available.
   7. In Business weight (+/-) field, make sure that the value is 300.
   8. Click Submit to submit the action details.

Note: The start date must be in the past to ensure that the offer will become active as soon as it is deployed, and you can see the offer on the U+ bank website in task 6.

7. In the To do list, to the right of the Configure engagement policy task, click the More icon, and then select Assign to myself.
8. To the right of the task, click Go.
9. In the summary pane on the left, click Engagement policy.
   
10. Verify that the engagement rules that you need to implement are displayed.
    
11. In the Configure engagement policy pane, Action context field, make sure that Customer is selected.
12. In the Suitability section, click the Add icon to add the following conditions:
    1. In the first list, ensure that Customer is selected.
    2. In the second list, in the Fields section, select CreditScore.
    3. In the third list, select is greater than.
    4. In the last list, enter 700.
13. Scroll down and click Continue.
14. At the top of the Create action pane, click the arrow to collapse the summary pane.
    
15. In the Prepare validation section, click any persona to preview its respective values.
16. Close the persona preview.
17. Select Barbara, and then click Continue.
18. In the Run validation section, click Run the test icon.
    1. Check that the test run badge (Result) on the right indicates that Barbara's test passed, because her credit score is 750, which satisfies the defined suitability rule (Credit score > 700).
       
    2. Click Continue.
    3. Add a relevant comment to describe the engagement policy to the peer reviewer, and then click Finish.
19. In the To do list, to the right of the Design web treatment task, click the More icon.
20. Click Assign it to myself.
21. To the right of the task, click Go.
22. In the Design web treatment section, enter the following details:
    1. In the Name field, enter Cashback 15 card web tile.
    2. In the Content URL field, enter https://artifacts.pegaenablement.com/images/CashBack15.png
    3. In the Click-through URL field, enter https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html
       Note: For the click-through URL, replace XXXX with the value specific to your exercise environment. You can copy this from the URL that is displayed in your browser.
    4. In the Placement type field ensure Tile is selected.
    5. In the Language list, select English (United States).
    6. In the Format section, select the Image radio button.
       
    7. Click Submit.
23. Log out.
24. Log in as a Business User with User name BusinessUser and Password rules.
    1. In the My worklist section, to the right of the Review engagement policy task, click Go.
        
       
    2. Scroll down to scan the details, add the review comments, and click Approve.
    3. Log out.
25. Log in as an NBA Specialist with User name NBASpecialist and Password rules.
    1. In the navigation pane on the left, click Change requests.
    2. In the list of change requests, click the Introduce Festive Offer change request.
       
    3. In the To do list, to the right of the Review all completed tasks in build stage task, click the More icon, and then select Assign to myself.
    4. To the right of the task, click Go.
    5. In the Review all completed tasks in build stage, click Submit.
    6. Confirm that the action status is RESOLVED-COMPLETED.
       
    7. In the navigation pane on the left, click Change requests.
    8. In the list of change requests, click the Introduce Festive Offer change request.
       
    9. In the To do list, to the right of the Validate artifacts task, click the More icon, and then select Assign to myself.
    10. To the right of the task, click Go.
    11. In the Validate artifacts section, click Submit.
    12. Confirm that the action is marked DEPLOYMENT READY.
    13. Log out.

4 Promote changes to production

1. Log in as a Team Lead with User name TeamLead and Password rules.
2. In the navigation pane on the left, click Change Requests.
3. In the list of change requests, click the Introduce Festive Offer change request.
   Note:  Observe there is an additional change request called ContactUpdate. You can ignore this change request as it is created only in this practice instance.
4. In the To do list, to the right of the Complete this change request task, click the More icon, and then select Assign to myself.
5. To the right of the task, click Go.
6. In the Complete this change request section, click Approve.
   
7. Confirm that the action status is RESOLVED-COMPLETED.
8. Log out.

5 Deploy changes to production

1. Log in as a Revision Manager with User name RevisionManager and Password rules.
2. In the navigation pane on the left, click Revision Management.
3. In the Welcome back, Revision Manager section, click Update business rules.
4. In the upper-right corner, click Actions > Deploy revision.
   
5. Enter a comment, and then click Deploy to view the Merge status message and await deployment.
   
   
   The status changes to Open-Inprogress. Deployment starts after the revision changes are merged successfully.
6. Wait for the revision to be merged to production through the BusinessChange pipeline.
   
7. Check that the screen refreshes by itself and that the revision is being deployed but waiting for testing.
   
8. Click Test or activate this revision for selecting the test users.
9. In the Test or activate this revision window, select Activate for all operators.
10. Click Submit to display the message that deployment is activated successfully.

11. Click Complete revision to finish the revision.

Confirm your work

1. On the Exercise System landing page, click U+ Bank to open the website.
   
2. On the website main page, in the upper-right corner, click Log in to log in as a customer.
3. Log in as Barbara to see that she is eligible for the Cashback 15 Card.

Note: Initially, a default banner is displayed for a few minutes. This occurs only after the first login. The offer loads immediately when you log in next time. Refresh the page for each customer at least twice to see the Cashback 15 card.

 

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

• Launching a new offer on web v2

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Available in the following mission:

• Business Agility in 1:1 Customer Engagement v4