Skip to main content

Authoring Next-Best-Action decisions

This course is for marketing consultants and decisioning consultants who are responsible for designing and managing Next-Best-Action decisions in an organization.

Learn how easy it is to author Next-Best-Action decisions for your always-on customer brain using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to Next-Best-Action best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it. Learn how to implement eligibility rules and use artificial intelligence to arbitrate across multiple business issues.

What you'll learn

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

  • Explain how the decisioning process works in the Next-Best-Action Designer
  • Describe the high level approach used to configure the Next-Best-Action Designer
  • Configure a group node to select and display an offer on a website
  • Configure a proposition filter to apply offer eligibility rules
  • Use analytics to rank offers based on propensity
  • Arbitrate across multiple groups to select the best offer at the business issue level

Course Outline

  1. Course introduction

    • Before you begin
  2. Introducing Next-Best-Action Designer

    • Tell me about Next-Best-Action Designer
    • Show me the Next-Best-Action Designer hierarchy
  3. Displaying an offer on a website

    • Tell me about a web marketing scenario
    • Show me how to display an offer on a website
  4. Making an eligible offer to the customer

    • Tell me about offer eligibility
    • Show me how to configure offer eligibility
  5. Ranking offers based on customer behavior

    • Tell me about offer prioritization
    • Show me how to prioritize offers
  6. Configure NBA designer for 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. Course summary

    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    90 minutes

  • Platform Version


View our Certification FAQ and Policies