Mission
Always-On Outbound Customer Engagement
Archived
7 Módulos
7 Desafios
5 h 55 min
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.
Disponível na seguinte missão:
Essentials of always-on outbound
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Module
Essentials of always-on outbound
3 Tópicos
30 min
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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 Tópico
20 min
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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
5 Tarefas
20 min
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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 Tópicos
25 min
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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 Tarefas
10 min
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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
2 Tópicos
30 min
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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
3 Tarefas
15 min
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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
4 Tarefas
20 min
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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 Tópicos
25 min
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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 Tarefas
15 min
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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 Tópicos
30 min
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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 Tarefas
10 min
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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 Tópicos
30 min
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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
4 Tarefas
15 min
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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...
