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Pega Marketing Essentials

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

Dive deeper into the features, capabilities and benefits of Pega Marketing in this Essentials course. Learn about the components that enable real-time, 'always- on' marketing across outbound and inbound channels. Get hands-on experience building an omni-channel marketing program and adapting Next-Best-Action marketing strategies on-the-fly to meet changing business needs. Qualify to take the Business Consultant Certification exam upon completion.


  • None

What you'll learn

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

  • Identify the various components of the Next-Best-Action Marketing application.
  • Create a new marketing program as well as its building blocks.
  • Configure, run, monitor the progress and review the results of the marketing program.
  • Engage with a customer in a Next-Best-Action driven conversation on the call-center.
  • Change business priorities, eligibility and relevancy to prioritize offers.

Course Outline

  1. Orientation

    • Course Overview
    • Completing the Exercises
    • Downloading the Exercise System
  2. Pega Marketing Overview

    • Introduction to Next-Best-Action Marketing
    • Revealing the Next-Best-Action Marketing Components
    • Exploring the Next-Best-Action Marketing Portal
  3. Designing a Marketing Program

    • Understanding the Business Scenario
    • Designing the Marketing Program
    • Designing the Marketing Segment
    • Designing the Marketing Strategy
    • Designing the Marketing Offer
    • Configuring and Testing the Marketing Offer
    • Understanding Volume Constraints
    • Completing the Marketing Program
    • Testing the Marketing Program
    • Running the Marketing Program
  4. Agent Channel Marketing

    • Introducing Real-time Inbound Marketing
    • Exploring the Next-Best-Action Advisor Portal
    • Engaging the Customer
    • Changing Business Priorities
    • Understanding the Sales Sub-Strategy

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    3 days

  • Platform Version


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