Mission
Always-On Outbound Customer Engagement
Archived
7 Modules
7 Challenges
5 hrs 15 mins
Learn how easy it is to enable Next-Best-Action decisions for always-on customer engagement using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it for outbound customer engagement.
Available in the following mission:
Essentials of always-on outbound
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Module
Essentials of always-on outbound
3 Topics
30 mins
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Learn about the principles of always-on outbound customer engagement and its similarities and differences with traditional outbound marketing. Gain an...
Sending offer emails
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Module
Sending offer emails
1 Topic
20 mins
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Learn how to send offer emails to qualified customers. Reuse existing actions and customer engagement policies configured in Next-Best-Action Designer...
Sending offer emails
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Challenge
Sending offer emails
Archived
4 Tasks
20 mins
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U+ Bank has recently implemented a project in which credit card offers are presented to qualified customers when they log in to the web self-service...
Defining the starting population
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Module
Defining the starting population
2 Topics
25 mins
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The starting population is the potential list of customers you want the brain to consider for always-on outbound customer engagement. Learn how to...
Defining the starting population
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Challenge
Defining the starting population
Archived
4 Tasks
10 mins
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U+ Bank, a retail bank, wants to use the always-on outbound approach to send promotional emails to qualified customers. For the starting population of...
Defining an action for outbound
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Module
Defining an action for outbound
Archived
2 Topics
30 mins
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A Next-Best-Action is selected by the brain after it considers customer engagement policies, business objectives and recommendations from the AI. An...
Creating an internal email treatment designed in Pega Customer Decision Hub
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Challenge
Creating an internal email treatment designed in Pega Customer Decision Hub
Archived
5 Tasks
15 mins
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U+ Bank’s marketing department wants to promote their Rewards credit card through email. They want to send the email to qualified customers in an...
Sending emails for multiple actions in outbound
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Challenge
Sending emails for multiple actions in outbound
Archived
4 Tasks
20 mins
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After their recent success promoting a credit card offer in email, U+ Bank’s marketing department wants to promote multiple credit card offers by...
Avoiding overexposure of actions in outbound
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Module
Avoiding overexposure of actions in outbound
2 Topics
25 mins
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Contacting a customer too frequently can have a negative impact on the customer's attitude toward further actions by your company. Learn how to define...
Avoiding overexposure of actions in outbound
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Challenge
Avoiding overexposure of actions in outbound
Archived
4 Tasks
15 mins
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U+ Bank, a retail bank, currently sends credit card-related promotional emails to qualified customers.
Now, the business wants to prevent...
Limiting action volume on outbound
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Module
Limiting action volume on outbound
2 Topics
30 mins
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In outbound customer engagement, you need to cater to different kinds of operational limitations. These may include limits on the number of email...
Configuring volume constraints
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Challenge
Configuring volume constraints
Archived
4 Tasks
10 mins
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers. The bank now wants to apply some...
Sharing action details with third-party distributors
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Module
Sharing action details with third-party distributors
Archived
2 Topics
30 mins
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Sending outbound communications via email and SMS has its challenges, including various operational, security and legal requirements. Sometimes, it’s...
Sharing action details with a third-party email service provider
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Challenge
Sharing action details with a third-party email service provider
Archived
4 Tasks
15 mins
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers.
However, to comply with the...