Presenting a single offer on the web

3 Tasks

10 mins

Visible to: All users

Beginner

Pega Customer Decision Hub 8.7

English

Scenario

The infrastructure team at U+ Bank is now ready to test the integration between the U+ website and Pega Customer Decision Hub™.

To prepare, you have already created the action, and a real-time container is available after the Customer Decision Hub Setup Wizard was executed.

You now need to make the remaining configurations in Customer Decision Hub to present the first offer, the Standard credit card offer, to customers who log in to the website.

The creative department has designed an image to promote the Standard card action. The image will be displayed when customers log in to their accounts page on the U+ Bank website. All images are sourced from a content management server.

The web design team agrees that the treatment, which represents the offer image, must be tagged with the metadata, such as placement type, format, and language, necessary for the web UI to display it properly on the accounts page. Most importantly, the treatment must be tagged as a tile.

A link must be displayed below the offer image, which when customers click it redirects the customer to a Credit Cards landing page. The URL of the Credit Cards landing page needs to be part of the treatment metadata.

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 a web treatment

In the Standard card action, create a web treatment called Standard card tile that contains the following details:

Name: Standard card tile
Description: Standard card tile
Content URL: https://artifacts.pegaenablement.com/images/CreditCardSM.png
Click-through URL: https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html

Note: For the Click-throughXXXX is the value specific to your exercise environment. You can copy it from the URL in your browser.

Placement type: Tile
Language: English

Task 2: Review the Next-Best-Action Designer settings

Review the settings for Next-Best-Action Designer to ensure the web channel is enabled and the real-time container is configured.

Task 3: Verify the offer on the U+ Bank website

Verify that when customers Troy and Barbara log in to the U+ Bank website, they both see the Standard card offer. Also, verify that the click-through link takes them to the Credit Cards landing page.

Challenge Walkthrough

Detailed Tasks

1 Create a web treatment

On the exercise system landing page, click Pega CRM suite.
Log in to Customer Decision Hub as the Decisioning Architect with user name DecisioningArchitect using password rules.
In the navigation pane on the left, click Content > Actions.
Click the Standard card action to open the card.
On the Standard card, click Check out to modify the action.
Click the Treatments tab.
On the Treatments tab, click Add channel > Web to open the Configure Web Treatment pop-up window to add a new web treatment.
Click Create to create a new web treatment.
In the Create web treatment window, enter the following details:
1. Name: Standard card tile
2. Description: Standard card tile
3. Content URL: https://artifacts.pegaenablement.com/images/CreditCardSM.png
4. Click-through URL: https://env-xxxx.pegaenablement.com/uplus-wss/retail_bank/category.html
  Caution: For the Click-through URL, replace XXXX with the value specific to your exercise environment. You can copy this from the URL displayed in your browser.
5. Placement type: Tile
6. Language: English
  
  Note: Ensure Active: Always is selected for the treatment to be available to display the offer.

Click Create to save the values, and then create the new treatment.
Refresh the Configure Web Treatment pop-up window to see the Standard card tile.
Next to the Standard card tile, click Add to add the treatment to the action.
Click Apply to confirm the treatment selection, and then close the pop-up window.

Note: You have added the treatment to the action.

Click Check in to save the changes to the action. Provide a suitable check-in comment when prompted, for example, Web treatment added.

2 Review the Next-Best-Action Designer settings

In the navigation pane on the left, click Next-Best-Action > Designer.
In Next-Best-Action Designer, click Channels to configure the website integration.
Under Channels, notice that the Web channel is enabled so that the Customer Decision Hub can send next best actions to the web channels.
Under Real-time containers, click the TopOffers to view the real-time container that you added when you completed the Customer Decision Hub Setup wizard.
Close the real-time container.

3 Verify the offer on the U+ Bank website

From the Exercise System landing page, click U+ Bank to open the website.
On the website main page, in the upper right, click Log in to log in as a customer.
In the Username field, ensure that Troy is selected, and then click Sign in to log in as Troy.

Note: When you log in for the first time, the system takes a few minutes to display the offer. On subsequent logins, the offer loads immediately.

Note: The system displays the Standard card offer banner. It is the web treatment tile type that is associated with the Standard card action.

Click the Polaris icon to see more details about the offer.
The pop-window displays details such as the Customer ID, the Propensity and Priority values calculated by the Customer Decision Hub, and the associated Container.
Click the Polaris icon to close the pop-up window.
At the bottom of the offer, click Learn more to verify that the click-through works as designed.

Note: The link takes you to the Credit Cards landing page.