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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.

Prerequisites

  • None

What you'll learn

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

  • Understand the key features, capabilities and benefits of Pega Marketing.
  • Build a marketing campaign for both outbound and inbound marketing activities.
  • Design an offer and a strategy for a multi-channel campaign.
  • Simulating campaign results.
  • Understand marketing in agent-assisted channel.

Course Outline

  1. Orientation

    • Overview
    • Completing the Exercises
    • Downloading Exercise System
  2. Getting Started with Pega Marketing

    • Getting Started with Pega Marketing
    • Practicing What You Learned
  3. Identifying an Audience for Your Campaign

    • Identifying an Audience for Your Campaign
    • Practicing What You Learned
  4. Designing an Offer for an Email Campaign

    • Designing an Offer for an Email Campaign
    • Practicing What You Learned
  5. Marketing with Outbound Campaigns

    • Marketing with Outbound Campaigns
    • Practicing What You Learned
  6. Designing an Offer for a Multi-Channel Campaign

    • Designing an Offer for a Multi-Channel Campaign
    • Practicing What You Learned
  7. Designing a Strategy for a Multi-Channel Campaign

    • Designing a Strategy for a Multi-Channel Campaign
    • Practicing What You Learned
  8. Limiting the Offer Volume in a Campaign

    • Limiting the Offer Volume in a Campaign
    • Practicing What You Learned
  9. Simulating Campaign Results

    • Simulating Campaign Results
    • Practicing What You Learned
  10. Launching a Multi-Channel Campaign

    • Launching a Multi-Channel Campaign
    • Practicing What You Learned
  11. Marketing in Agent-assisted Channels

    • Marketing in Agent-assisted Channels
    • Practicing What You Learned
  12. Managing Business Priorities in the Agent-assisted Channel

    • Managing Business Priorities in the Agent-assisted Channel
    • Practicing What You Learned
  13. Introducing New Offers in the Agent-assisted Channel

    • Introducing New Offers in the Agent-assisted Channel
    • Practicing What You Learned
  14. Your First Marketing Assignment

    • Practicing What You Learned

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    3 days

  • Platform Version

    7.1.9

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