Use Case - Loading actions and web treatments
2 Tasks
30 mins
Scenario
The U+ Comms business team is ready to start implementation and has prepared the actions and treatments in a CSV file format. The project team met with stakeholders for initial discussions and decided to introduce new actions in three main categories to retain current customers and increase market penetration.
- Retain customers that are likely to churn with special benefits.
- Cross-sell different products and services to subscribers.
- Up-sell the postpaid contracts to existing prepaid contracts.
Tip: A variation of this scenario exists in Creating actions.
Detailed Tasks
1 Other details
- Download the actions and treatments to your local drive. The following table shows the action and treatment files:
File Business Objective Actions
Retention-Mobile-23.csv
Selling-CrossSell-23.csv
Selling-Upsell-23.csvTreatments
WebTreatments-23.csv
- Import actions into the Pega Customer Decision Hub™ into the corresponding issues and groups. Optionally, assign Thumbnail images to each action. The following table shows the list of actions, details, and thumbnail images:
Action Business Objective Detail Thumbnail image Early Upgrade Special
Retention
The business wants to offer benefits to customers that are nearing the end of their contract with 3 months of free TV subscription upon renewal.
webwb/EarlyUpgradeSpecial.png
Samsung Galaxy Buds
Cross-Sell
The business wants to sell Samsung Galaxy Buds to customers who use android devices.
webwb/SamsungGalaxyBuds.png
Apple AirPods Pro
Cross-Sell
The business wants to sell Apple AirPods to customers who use iOS devices.
webwb/ApplePods.png
Protect Your Device
Cross-Sell
The business wants to encourage customers to take their Device insurance, particularly those customers with valuable devices.
webwb/ProtectYourDevice.png
Download Mobile App
Cross-Sell
The business wants to encourage customers to use the Self-Service App to reduce traffic to the Call Centre
webwb/DownloadMobileApp.png
Free Premium Handset
Up-Sell
The business wants to encourage customers currently on a Pre-pay contract, who have a large monthly outlay, to sign a premium post-pay contract.
webwb/FreePremiumHandset.png
- Import the web treatments in Customer Decision Hub.
- Associate the web treatments to the corresponding actions in Customer Decision Hub.
2 Acceptance criteria
- Treatments are successfully imported.
- Actions are successfully imported to corresponding Issues/Groups.
- Each action is associated with the corresponding web treatments.
Available in the following mission:
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