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ミッション

Cross-Sell on the Web

Archived

7 モジュール

10 チャレンジ

6 時間 25 分

Visible to: All users
初級 Pega Customer Decision Hub 8.4 Pega Marketing 8.4 英語

Learn how easy it is to author Next-Best-Action decisions for your always-on customer brain 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. Learn how to implement engagement policies and combine artificial intelligence with business levers to select the best action for each customer.

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。

Cross-Sell on the Web Extended v1 Decisioning Consultant v1
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Next-Best-Action on digital

  • モジュール

    Next-Best-Action on digital

    1 トピック

    15 分

  • Learn about a typical cross-selling use case on the web channel and its four phases of implementation to improve 1-to-1 customer engagement, drive...

One-to-one customer engagement

  • モジュール

    One-to-one customer engagement

    3 トピック

    30 分

  • Familiarize yourself with the one-to-one customer engagement paradigm. Learn about the business problems Pega Customer Decision Hub™ can solve and...

Defining and managing customer actions

  • モジュール

    Defining and managing customer actions

    4 トピック

    35 分

  • In Pega Customer Decision Hub™, learn how to use Next-Best-Action Designer to build the business issue/group hierarchies for your organization. Create...

Setting-up the business structure

  • チャレンジ

    Setting-up the business structure

    Archived

    2 タスク

    5 分

  • U+ Bank wants to organize its next best actions into a business issue and group structure.

    The bank has decided to use the name Sales for the...

Creating an action

  • チャレンジ

    Creating an action

    Archived

    2 タスク

    5 分

  • U+ Bank has several credit cards. However, the marketing team wants to use a Standard card with “0% APR” and “no annual fee” as the first promotion.

    ...

Presenting a single offer on the web

  • モジュール

    Presenting a single offer on the web

    Archived

    3 トピック

    25 分

  • Learn about real-time containers and how they are used to display actions selected by Pega Customer Decision Hub in real-time channels. Gain...

Creating a real-time container

  • チャレンジ

    Creating a real-time container

    Archived

    2 タスク

    5 分

  • The infrastructure team at U+ Bank is about to enable the website to communicate with Pega Customer Decision Hub™. To proceed, they must agree with...

Creating a treatment

  • チャレンジ

    Creating a treatment

    Archived

    2 タスク

    5 分

  • The creative department has designed an image to promote the Standard card action. The image is intended to be displayed when customers log in to...

Presenting a single offer on the web

  • チャレンジ

    Presenting a single offer on the web

    Archived

    2 タスク

    10 分

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

    In preparation, you have...

Defining customer engagement policies

  • モジュール

    Defining customer engagement policies

    Archived

    2 トピック

    25 分

  • Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a...

Loading actions and treatments from file

  • チャレンジ

    Loading actions and treatments from file

    Archived

    4 タスク

    10 分

  • U+ Bank recently completed a pilot project to show an offer, the Standard credit card, to all customers who log in to their account page on the...

Defining customer engagement policies

  • チャレンジ

    Defining customer engagement policies

    Archived

    4 タスク

    15 分

  • U+ Bank has recently completed a pilot project where customers see a single offer, the Standard card offer, when they log in to their account page on...

Avoiding overexposure of actions

  • モジュール

    Avoiding overexposure of actions

    2 トピック

    20 分

  • Learn about contact policies and how they are used in Pega Customer Decision Hub. Gain experience defining contact policy rules to suppress actions...

Creating and using action suppression rules

  • チャレンジ

    Creating and using action suppression rules

    Archived

    4 タスク

    15 分

  • U+ Bank has recently introduced a few credit card offers that are presented to customers based on a set of engagement policy conditions.

    Now, the...

Prioritizing actions using AI

  • チャレンジ

    Prioritizing actions using AI

    Archived

    4 タスク

    20 分

  • When customers log in to the U+ Bank website, they see the credit card offers for which they qualify based on the engagement policy defined by...

Prioritizing actions with business levers

  • チャレンジ

    Prioritizing actions with business levers

    Archived

    5 タスク

    15 分

  • The U+ Bank business team now understands how arbitration works when only artificial intelligence (AI) is used for prioritization.

    However, every now...

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