Skip to main content

Pega Marketing Consultant

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 certification course. Learn about the components that enable real-time, always- on marketing across outbound and inbound channels. Get hands-on experience building multi-channel marketing campaigns and adapting Next-Best-Action marketing strategies on-the-fly to meet changing business objectives and customer needs. Qualify to take the Pega Marketing Consultant certification exam upon completion.

Prerequisites

  • None

What you'll learn

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

  • Explain how Next-Best-Action improves customer experience.
  • Identify the various Pega Marketing components.
  • Create a marketing campaign and its building blocks like segment, offer and strategy.
  • Configure, run, monitor the progress and review the results of the marketing campaign.
  • Engage with customers in a Next-Best-Action driven conversation on the callcenter channel.
  • Change business priorities, eligibility and relevancy to prioritize offers.

Course Outline

  1. Course introduction

    • Before You Begin
  2. Getting started with Pega Marketing

    • Getting Started with Pega Marketing
    • Practicing What You Learned
  3. Optimizing the customer value in the call-center

    • Optimizing the Customer Value in the Call-center
    • Practicing What You Learned
  4. The importance of propositions

    • Tell me how to define propositions in my organization
    • Show me how to manage propositions
    • Challenge me creating new propositions
  5. Designing a strategy for multi-channel customer engagement

    • Designing a Strategy for Multi-channel Customer Engagement
    • Practicing What You Learned
  6. Predicting customer behavior

    • Predicting Customer Behavior
    • Practicing What You Learned
  7. Learning from historical interactions

    • Tell me how to learn from historical interactions
    • Challenge me adding Interaction History component
    • Show me how to configure interaction history component
  8. Identifying an audience for outbound customer engagement

    • Identifying an Audience for Outbound Customer Engagement
    • Practicing What You Learned
  9. Designing an offer for email customer engagement

    • Designing an Offer for Email Customer Engagement
    • Practicing What You Learned
  10. Marketing with traditional outbound campaigns

    • Marketing with Traditional Outbound Campaigns
    • Practicing What You Learned
  11. Designing an offer for multi-channel customer engagement

    • Designing an Offer for Multi-channel Customer Engagement
    • Practicing What You Learned
  12. Limiting the offer volume in outbound customer engagement

    • Limiting the Offer Volume in Outbound Customer Engagement
    • Practicing What You Learned
  13. Running simulations to test offer distribution

    • Running Simulations to Test Offer Distribution
    • Practicing What You Learned
  14. Launching 1:1 customer engagements

    • Launching 1:1 Customer Engagements
    • Practicing What You Learned
  15. Marketing Driven by Real-time Events

    • Marketing Driven by Real-time Events
    • Practicing What You Learned
  16. Measure Marketing Effectiveness Using Control Groups

    • Measure Marketing Effectiveness Using Control Groups
    • Practicing What You Learned
  17. Complying with Contact Policies

    • Complying with Contact Policies
    • Practicing What You Learned
  18. Web Marketing driven by Real-time Containers

    • Web Marketing Driven by Real-time Containers
    • Practicing What You Learned
  19. From Marketing to Fulfillment

    • From Marketing to Fulfillment
    • Practicing What You Learned
  20. Adaptive Outbound Marketing

    • Adaptive Outbound Marketing
    • Practicing What You Learned
  21. Your first marketing assignment

    • Practicing What You Learned
  22. Course summary

    • Before You Leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    5 days

  • Platform Version

    7.3

Have you completed this course?

Recommended next step:

Pega Marketing Consultant Practice Exam
CopiedShare
View our Certification FAQ and Policies