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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

    • Tell me about the Next-Best-Action approach
    • Tell me about marketing campaigns
    • Show me Pega Marketing in action
    • Let me configure a campaign
  3. Optimizing the customer value in the contact center

    • Show me how Next-Best-Action is used in a contact center
    • Show me how to use Next-Best-Action designer
    • Let me replace an offer in the contact center
  4. Defining and managing propositions

    • Tell me how to define propositions in my organization
    • Show me how to manage propositions
    • Challenge me creating new propositions
  5. Authoring Next-Best-Action decisions

    • Tell me about Next-Best-Action Designer
    • Show me the Next-Best-Action Designer hierarchy
    • Tell me about a web marketing scenario
    • Show me how to display an offer on a website
    • Tell me about offer eligibility
    • Show me how to configure offer eligibility
    • Tell me about offer prioritization
    • Show me how to prioritize offers
  6. Configuring NBA Designer for a real-life scenario

    • Tell me about U+Bank web marketing scenario
    • Let me display an offer on a web site
    • Let me add eligibility rules
    • Let me prioritize offers based on customer interest
  7. Designing a strategy for multi-channel engagement

    • Tell me about marketing strategies
    • Show me how to design a marketing strategy
    • Show me how to apply contact policy restrictions
    • Show me how to test a strategy
    • Let me design a strategy
  8. Predicting customer behavior

    • Introduction to data analytics
    • Tell me how to predict customer needs
    • Tell me about adaptive model outputs
    • Show me how to use adaptive decisioning
    • Challenge me adding an Adaptive Model component
    • Tell me how to retain customers using predictive analytics
    • Show me how to retain customers using predictive analytics
    • Challenge me selecting a proposition based on prediction
  9. Learning from historical interactions

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

    • Tell me about segmentation
    • Show me how to create a segment
    • Let me design a marketing segment
  11. Designing an offer for email customer engagement

    • Tell me about offers
    • Show me how to create an email offer
    • Show me how to configure a treatment
    • Show me how to test offers
    • Let me create an email offer
  12. Marketing with traditional outbound campaigns

    • Show me how to run a traditional outbound campaign
    • Let me run an outbound campaign
  13. Limiting the offer volume in outbound engagement

    • Tell me about limiting the offer volume
    • Show me how to limit the offer volume
    • Let me limit the offer volume of a campaign
  14. Running simulations to test offer distribution

    • Tell me about simulating campaigns
    • Show me how to run a distribution test
    • Show me how to run a seed test
    • Let me run campaign tests
  15. Launching 1:1 customer engagements

    • Tell me about the multi-channel campaign lifecycle
    • Show me the campaign scheduling options
    • Show me how to monitor a campaign
    • Show me how to wrap up a campaign
    • Let me launch a campaign
  16. Your first marketing assignment

    • Tell me about my assignment
    • Let me create the initial audience
    • Let me design an offer flow
    • Let me personalize communication
    • Let me create and test a campaign
    • Let me add a new channel to an offer flow
    • Let me copy an offer
    • Let me prioritize offers
    • Let me implement contact policy
    • Let me limit the number of offers
    • Let me run a campaign
  17. Marketing driven by real-time events

    • Tell me about real-time event concepts
    • Show me how to run an event-triggered marketing campaign
    • Show me how to use event payload information
    • Show me how to use a fallback strategy
    • Let me run an event-triggered campaign
  18. Measure marketing effectiveness using control groups

    • Tell me about control groups
    • Tell me how to create a control group
    • Tell me how control group details are stored
    • Show me a control group strategy
    • Let me measure marketing effectiveness using control groups
  19. Complying with contact policies

    • Show me how to define and implement a contact policy
    • Tell me how contact policies are stored
    • Show me contact policies in action
    • Let me create and test a contact policy
  20. Web marketing driven by real-time containers

    • Tell me about real-time containers
    • Show me how to run a campaign driven by real-time container
    • Show me how to create and configure a real-time container
    • Tell me some more details about real-time containers
    • Let me run a campaign driven by real-time container
  21. From marketing to fulfillment

    • Tell me about launching an external process
    • Tell me about business scenario for order fulfillment
    • Show me how to launch a process from an offer flow
    • Let me execute a fulfillment process from an offer flow
  22. Adaptive outbound marketing

    • Show me how to run an adaptive outbound campaign
    • Tell me about adaptive outbound marketing
    • Let me run an adaptive outbound campaign
  23. Course summary

    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    4 days

  • Platform Version

    8

  • Skill Level

    Intermediate

  • Duration

    5 days

  • Platform Version

    8

  • Skill Level

    Intermediate

  • Duration

    5 days

  • Platform Version

    8

Have you completed this course?

Recommended next step:

Pega Marketing Consultant Practice Exam
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