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Complying with Contact Policies

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

Customers don't like a lot of spam. One way to combat perceived spam is to limit how many times a customer can be contacted via a specific channel. In Pega Marketing, Contact Policies are used to control the frequency of customer contact. Learn how to implement global Contact Policies in this Advanced course for business users. Get hands-on experience modifying a marketing strategy to ensure all customer communications comply with corporate contact policies.

Prerequisites

What you'll learn

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

  • Understand what is a contact policy and why you may want to use it in a marketing program.
  • Understand how to configure the Contact Policy component in a strategy.
  • Understand the limitation and restrictions of contact policies within Pega Marketing.

Course Outline

  1. Orientation

    • Course Overview
    • Completing the Exercises
    • Downloading the exercise system
  2. Complying with Contact Policies

    • Introduction to Contact Policies
    • Creating Contact Policies
    • Implementing Contact Policies in Strategies
    • How Contact Policy Details are Stored
    • Practicing What You Learned

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Advanced

  • Duration

    2 hours

  • Platform Version

    7.1.7

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