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Identifying an audience for outbound customer engagement

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

Pega Marketing enables you to intelligently target an audience for your outbound campaign by applying Next-Best-Action principles to the selection process. In this Essentials course, learn to combine key customer attributes, historical interaction data and business rules to create segments that help ensure the relevance of your campaign. Gain hands-on experience designing a segment and running a marketing campaign that uses the selected audience as its starting population.


  • None

What you'll learn

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

  • Build a marketing segment in both visualization and non-visualization modes.
  • Use different types of segment criteria to identify a set of customers.
  • View the count and the list of customers who match the segment criteria.

Course Outline

  1. Identify an audience for outbound customer engagement

    • Before you begin
    • Tell me about segmentation
    • Show me how to create a segment
    • Let me design a marketing segment
    • Before you leave

Choose Your Format

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  • Skill Level


  • Duration

    1.3 hours

  • Platform Version


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