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Mission

Cross-Sell on the Web

7 Modules

10 Challenges

6 hrs 25 mins

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 best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it. Learn how to implement engagement policies and combine artificial intelligence with business levers to select the best action for each customer.

Beginner Pega Customer Decision Hub 8.4 Pega Marketing 8.4

Module

Next-Best-Action on digital

1 Topic

15 mins

Learn about a typical cross-selling use case on the web channel and its four phases of implementation to improve 1-to-1 customer engagement, drive...

Module

One-to-one customer engagement

3 Topics

30 mins

Familiarize yourself with the one-to-one customer engagement paradigm. Learn about the business problems Pega Customer Decision Hub™ can solve and...

Module

Defining and managing customer actions

4 Topics

35 mins

In Pega Customer Decision Hub™, learn how to use Next-Best-Action Designer to build the business issue/group hierarchies for your organization. Create...

Challenge

Setting-up the business structure

2 Tasks

5 mins

U+ Bank wants to organize its next best actions into a business issue and group structure.

The bank has decided to use the name Sales for the...

Challenge

Creating an action

2 Tasks

5 mins

U+ Bank has several credit cards. However, the marketing team wants to use a Standard card with “0% APR” and “no annual fee” as the first promotion.

...

Module

Presenting a single offer on the web

3 Topics

25 mins

Learn about real-time containers and how they are used to display actions selected by Pega Customer Decision Hub in real-time channels. Gain...

Challenge

Creating a real-time container

2 Tasks

5 mins

The infrastructure team at U+ Bank is about to enable the website to communicate with Pega Customer Decision Hub™. To proceed, they must agree with...

Challenge

Creating a treatment

2 Tasks

5 mins

The creative department has designed an image to promote the Standard card action. The image is intended to be displayed when customers log in to...

Challenge

Presenting a single offer on the web

2 Tasks

10 mins

The infrastructure team at U+ Bank is now ready to test the integration between the website and Pega Customer Decision Hub™.

In preparation, you...

Module

Defining customer engagement policies

2 Topics

25 mins

Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a...

Challenge

Loading actions and treatments from file

4 Tasks

10 mins

U+ Bank recently completed a pilot project to show an offer, the Standard credit card, to all customers who log in to their account page on the...

Challenge

Defining customer engagement policies

4 Tasks

15 mins

U+ Bank has recently completed a pilot project where customers see a single offer, the Standard card offer, when they log in to their account page on...

Module

Avoiding overexposure of actions

2 Topics

20 mins

Learn about contact policies and how they are used in Pega Customer Decision Hub. Gain experience defining contact policy rules to suppress actions...

Challenge

Creating and using action suppression rules

4 Tasks

15 mins

U+ Bank has recently introduced a few credit card offers that are presented to customers based on a set of engagement policy conditions.

Now, the...

Challenge

Prioritizing actions using AI

4 Tasks

20 mins

When customers log in to the U+ Bank website, they see the credit card offers for which they qualify based on the engagement policy defined by...

Challenge

Prioritizing actions with business levers

5 Tasks

15 mins

The U+ Bank business team now understands how arbitration works when only artificial intelligence (AI) is used for prioritization.

However, every...

Mission Exercise

Cross-Sell on the Web

4 Tasks

1 hr 25 mins

U+ Bank, a retail bank, recently implemented a Pega Customer Decision Hub project in which a credit card offer* is selected and shown to customers...

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