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ミッション

Always-On Outbound Customer Engagement

Archived

7 モジュール

7 チャレンジ

5 時間 55 分

Visible to: All users
初級 Pega Customer Decision Hub 8.5 英語

Learn how easy it is to enable Next-Best-Action decisions for always-on customer engagement using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it for outbound customer engagement.

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このモジュールは、下記のミッションにも含まれています。

Decisioning Consultant v2
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Essentials of always-on outbound

  • モジュール

    Essentials of always-on outbound

    3 トピック

    30 分

  • Learn about the principles of always-on outbound customer engagement and its similarities and differences with traditional outbound marketing. Gain an...

Sending offer emails

  • モジュール

    Sending offer emails

    1 トピック

    20 分

  • Learn how to send offer emails to qualified customers. Reuse existing actions and customer engagement policies configured in Next-Best-Action Designer...

Sending offer emails

  • チャレンジ

    Sending offer emails

    Archived

    4 タスク

    20 分

  • U+ Bank has recently implemented a project in which credit card offers are presented to qualified customers when they log in to the web self-service...

Defining the starting population

  • モジュール

    Defining the starting population

    2 トピック

    25 分

  • The starting population is the potential list of customers you want the brain to consider for always-on outbound customer engagement. Learn how to...

Defining the starting population

  • チャレンジ

    Defining the starting population

    Archived

    4 タスク

    10 分

  • U+ Bank, a retail bank, wants to use the always-on outbound approach to send promotional emails to qualified customers. For the starting population of...

Defining an action for outbound

  • モジュール

    Defining an action for outbound

    Archived

    2 トピック

    30 分

  • A Next-Best-Action is selected by the brain after it considers customer engagement policies, business objectives and recommendations from the AI. An...

Creating an internal email treatment designed in Pega Customer Decision Hub

  • チャレンジ

    Creating an internal email treatment designed in Pega Customer Decision Hub

    Archived

    5 タスク

    15 分

  • 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...

Sending emails for multiple actions in outbound

  • チャレンジ

    Sending emails for multiple actions in outbound

    Archived

    4 タスク

    20 分

  • After their recent success promoting a credit card offer in email, U+ Bank’s marketing department wants to promote multiple credit card offers by...

Avoiding overexposure of actions in outbound

  • モジュール

    Avoiding overexposure of actions in outbound

    2 トピック

    25 分

  • Contacting a customer too frequently can have a negative impact on the customer's attitude toward further actions by your company. Learn how to define...

Avoiding overexposure of actions in outbound

  • チャレンジ

    Avoiding overexposure of actions in outbound

    Archived

    4 タスク

    15 分

  • U+ Bank, a retail bank, currently sends credit card-related promotional emails to qualified customers.

    Now, the business wants to prevent...

Limiting action volume on outbound

  • モジュール

    Limiting action volume on outbound

    2 トピック

    30 分

  • In outbound customer engagement, you need to cater to different kinds of operational limitations. These may include limits on the number of email...

Configuring volume constraints

  • チャレンジ

    Configuring volume constraints

    Archived

    4 タスク

    10 分

  • U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers. The bank now wants to apply some...

Sharing action details with third-party distributors

  • モジュール

    Sharing action details with third-party distributors

    2 トピック

    30 分

  • Sending outbound communications via email and SMS has its challenges, including various operational, security and legal requirements. Sometimes, it’s...

Sharing action details with a third-party email service provider

  • チャレンジ

    Sharing action details with a third-party email service provider

    Archived

    4 タスク

    15 分

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

    However, to comply with the...

mission badge: Always-On Outbound Customer Engagement

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