Mission
Always-On Outbound Customer Engagement
7 Modules
8 Challenges
6 hrs 10 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
6 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
3 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
3 Topics
35 mins
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In Pega Customer Decision Hub, the system selects a next best action after it considers customer engagement policies, business objectives, and...
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
3 Tasks
15 mins
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U+ Bank's marketing department wants to promote U+ Bank's Premier Rewards credit card through email. They want to send emails to qualified customers...
Creating an internal email treatment designed in an external tool
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Challenge
Creating an internal email treatment designed in an external tool
5 Tasks
10 mins
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The marketing department of U+ Bank wants to promote their Rewards credit card through email. They want to send emails to qualified customers in an...
Sending emails for multiple actions in outbound
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Challenge
Sending emails for multiple actions in outbound
4 Tasks
20 mins
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After their recent success promoting a credit card offer in an email, the marketing department at U+ Bank wants to promote multiple credit card offers...
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
5 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
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
2 Topics
30 mins
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Sending outbound communications through email and SMS has its challenges, including various operational, security, and legal requirements. Sometimes...
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
6 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...
