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Next-Best-Action Marketing Intermediate

This course is for professionals who participate in the design and development of Pega Marketing solutions.

This course teaches business users how to define, build, run and test a One-Off Marketing program. Note, this course uses Oracle 11g, therefore some technical skills and administrative rights are required to complete the installation of the exercise system which is discussed in the ""How to Complete the Exercises"" lesson.


  • None

What you'll learn

By the end of this course, you will be able to successfully:

  • Create a new program, business issue, and offers/ treatments.
  • Build a Checklist with related Tasks to complete the One-Off program.
  • Build and run Customer Segments.
  • Build a Decision Strategy.
  • Build an Offer Flow.
  • Build the Volume Constraints.
  • Complete, Run and Review the One-Off Program.

Course Outline

  1. Orientation

    • Overview
    • Downloading the exercise system
  2. Course Introduction and Solution Overview

    • Introduction to Next Best Action Marketing Intermediate
    • N-B-A Marketing Portal Overview
  3. One-Off Marketing Program

    • Briefing One-Off Program
    • Creating the Issue, Group, Offer and Program
    • Building the Checklist and Related Tasks
    • Building the Top Level and Target Segments
    • Building the Strategy for the One-Off Program
    • Completing the Offer Flow for the One-Off Program
    • Building the Volume Constraints for the One-off Program
    • Completing the One-Off Program
    • Reviewing the One-Off Program Report

Choose Your Format

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  • Skill Level


  • Duration

    2 days

  • Platform Version


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