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Module

Defining customer engagement policies

3 Topics

40 mins

 Visible to: All users
Beginner Pega Customer Decision Hub 8.7 English
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Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a customer. As a result of engagement rules, customers will see only those offers that the organization believes they should be exposed to.

After completing this module, you should be able to:

Define engagement policy conditions in Next-Best-Action Designer at the action group level
Define engagement policy conditions at the action level
Differentiate between eligibility, applicability, and suitability conditions
Conduct persona test for customer personas with specific characteristics to evaluate the next-best-action strategy results

Available in the following mission:

Cross-Sell on the Web v4

Topics

Customer engagement policies

10 mins

Defining eligibility, applicability, and suitability rules

10 mins

Testing next-best-action configuration with persona testing

15 mins

Module Quiz

5 mins

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