Sharing action details with a third-party email service provider

4 Tasks

15 mins

Visible to: All users

Beginner

Pega Customer Decision Hub 8.6

English

Scenario

U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers.

However, to comply with the security and spamming regulations, the bank decides to use a third-party email delivery service instead of using the inhouse email server. As a result, the offer details must be written to the database. The action details are then be shared with a third-party email distributor.

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

Role	User name	Password
Decisioning Analyst	CDHAnalyst	rules

Your assignment consists of the following tasks:

Task 1: Configure the Email flow template action

Under Contents > Actions, configure the Email flow template action to write action details to a database table by using the Generic DB Template.

Note: As the Email flow template action flow is used in all the credit card actions, the actions will automatically be updated to use the DB template.

Task 2: Examine the referred database template

In the Email flow template action flow Send Email shape properties, open and examine the referred database template to understand and be able to explain the configurations to someone.

Task 3: Configure a schedule run

In the Next-Best-Action Designer -> Channels tab, configure and run a schedule run to write action details to the database template.

Note: In the Recurrence section, ensure the Refresh the audience check box is selected. Also, ensure that the All mailable customers segment is selected as starting population. You must unselect the added volume constraints before running the outbound schedule.

Task 4: Confirm your results

Under Contents > Treatments, preview the Generic DB Template to confirm that the action details are written to the database table.

Note: The Preview option will download a .CSV file with actions details in it.

Challenge Walkthrough

Detailed Tasks

1 Configure the Email flow template action

Log in as Decisioning Analyst with user name CDHAnalyst and password rules.
From the navigation pane on the left, click Content > Actions.
Locate and open the Email flow template action.
In the Email flow template, click Check out to make changes.
Click the Flow tab.
Open the Send Email shape properties.
Select Specify Treatment.
In the Treatment Name list, select StandardCardEmail.
Uncheck the Deliver Online check box.
Check the Write to DB check box.
In the Select Template list, select GenericDBTemplate.
Click Submit.

Note: As the Email flow template action flow is used in all the credit card actions, the actions will automatically be updated to use the DB template.

Click Check in to save the changes made.

2 Examine the referred database template

In the Email flow template action, in the Flow tab, open the properties of the Send Email shape.
To the right to the Select Template field, click the Open icon.
Examine the database details specified in the database template.
Click the Fields tab to view the added customer and action details.

3 Configure a schedule run

In Next-Best-Action Designer, click the Channels tab.
In the Primary Schedule section, click the More icon, and then select Suspend to suspend the current scheduled run.

Note: If the Primary schedule is in Draft state, you can skip step 2.
Click Edit to make changes to the run.
Scroll down to the Primary Schedule section, and to the right of Recurrence, click the Gear icon to configure a schedule run frequency in the Configure outbound schedule window.
In the Start field, enter today’s date. Ensure that the time is current and in U.S. EST time zone.
Ensure that the Refresh the audience check box is selected.
Click Submit to save outbound schedule and close the Configure outbound schedule window.
To the right of Volume constraints, click the Gear icon next to remove the added volume constraints.
Remove Limit credit card offers.
Click Apply.
Click Save to save the changes made to the Channels tab.
In the Channels tab, scroll down to the Primary Schedule section, and then click the More icon > Run to run the outbound schedule.
Refresh the tab to view the latest status of the run.
Once the run is complete, click COMPLETED to view the results.

Note: Your run results number might not match the numbers shown in the exercise steps as the segment used in the exercise system selects a random sample of 100 customers in each run.

4 Confirm your results

After test completion, navigate to Contents > Treatments.
Click the Database tab.
Optional: Click Refresh to view the database template.
On the Database landing page, expand the Generic DB Template row to view the number of staging records. The records match the number of actions shown in the run statistics.
In the Generic DB Template row, click the More icon and select Preview to download the CSV file.
When prompted, use Microsoft Excel to open the output file (you may have to enable pop-ups on your browser).

Note: Notice that the number of records in the downloaded file matches the number of actions shown in the run statistics and the staging records. Also, you can verify that the Run_ID shown in the downloaded file is the same as the one displayed in the run details.