Module

Defining customer engagement policies

3 Topics

40 mins

Visible to: All users

Beginner

Pega Customer Decision Hub 8.8

English

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

Practice what you learned in the following Challenges:

Loading actions and treatments from file v5

Defining customer engagement policies v5

Creating persona test cases v4

Available in the following mission:

Cross-Sell on the Web v5

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

Get Started with Community

Defining customer engagement policies

After completing this module, you should be able to:

Practice what you learned in the following Challenges:

Available in the following mission:

Topics

We'd prefer it if you saw us at our best.