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From Marketing to Fulfillment

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

Once a customer accepts an Offer, receiving the product in the mail may be the next step in their customer journey. But fulfillment happens outside of Pega Marketing, so how can you help ensure a timely fulfillment process? Seamless integration with fulfillment systems and other external process flows is easy to achieve in Pega Marketing. Get hands-on experience creating an end-to-end marketing program that kicks off an external process in this Advanced course.


What you'll learn

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

  • Understand how to configure the Hand Off shape in an offer flow.
  • Understand the relationship between an offer flow and an external process.
  • Understand the End-to-End fulfilment process starting.

Course Outline

  1. Orientation

    • Course Overview
    • Completing the Exercises
    • Downloading the exercise system
  2. From Marketing to Fulfillment

    • Introducing the Hand-Off Shape
    • Configure Hand-Off Shape in an Offer Flow
    • Hand Off to an External Process
    • Hand-Off Shape Implementation, End to End Scenario
    • Practicing What You Learned

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    2 hours

  • Platform Version


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