Skip to main content
We found 45 results

Course

Next-Best-Action Advisor

The NBA Advisor course provides a detailed explanation of the concepts and functions of the solution and of the screens and screen items that are available to the Customer Service Agent during a customer interaction. The course shows how the underlying decision strategies and tables are configured within the NBA Advisor development environment and how they can be edited to meet the changing needs of the business.

Course

Next-Best-Action Marketing Intermediate

This course teaches business users how to define, build, run and test a One-Off Marketing program. Note, this course uses Oracle 11g, therefore some technical skills and administrative rights are required to complete the installation of the exercise system which is discussed in the ""How to Complete the Exercises"" lesson.

Course

Next-Best-Action Marketing

This course teaches business users how to build marketing programs with the Next-Best-Action Marketing solution. During the course you will build a simple one-off and a recurring marketing program for outbound marketing activities. In addition, you will learn to use the Intelligent Segmentation capability, which enables predictive analytics to be leveraged in the building of customer segments.

Course

Pega Marketing Essentials

Dive deeper into the features, capabilities and benefits of Pega Marketing in this Essentials course. Learn about the components that enable real-time, 'always- on' marketing across outbound and inbound channels. Get hands-on experience building an omni-channel marketing program and adapting Next-Best-Action marketing strategies on-the-fly to meet changing business needs. Qualify to take the Business Consultant Certification exam upon completion.

Module

Getting Started with Pega Marketing

Once Pega Marketing is installed and you're ready to get started, how do you actually get started? Learn what to expect once you login to the system in this Essentials course. Familiarize yourself with the various sections, menus and navigation paths you will find in the Pega Marketing Portal. Explore the components that will enable you to create marketing artifacts such as campaigns, customer segments, offers, Next-Best-Action strategies, treatments and more.

Module

Identifying an Audience for Your Campaign

Pega Marketing enables you to more intelligently target an audience for your outbound campaign by applying Next-Best-Action principles to the selection process. In this Essentials course, learn to combine key customer attributes, historical interaction data and business rules to create segments that help ensure the relevance of your campaign. Gain hands-on experience designing a segment and running a marketing program that uses the selected audience as its starting population.

Module

Designing an Offer for an Email Campaign

A campaign wouldn't be a campaign without an offer to make to the customer. In Next-Best-Action, an offer is a construct in which the steps involved in making an offer are defined. Learn what's involved in each of the steps and how to define them to achieve the desired result in this Essentials course. Gain hands-on experience designing and delivering an offer to a customer as well as capturing their response.

Module

Marketing with Outbound Campaigns

In addition to multi-channel Next-Best-Action, Pega Marketing enables the creation of simple outbound campaigns in which a message can be sent to a target audience over a single outbound channel. Learn to quickly create an outbound campaign using Pega's visual campaign-building tool in this Essentials course. Gain hands-on experience configuring the key elements and running the campaign as well as defining KPIs and monitoring its performance.

Module

Designing a Strategy for a Multi-Channel Campaign

In Pega Marketing, any campaign that leverages multiple channels is developed and executed as part of a Next-Best-Action strategy. N-B-A strategies enable marketing decisions to be made in real-time, which maximizes a campaign's relevance and consistency across channels. Learn about the various components and capabilities of an N-B-A marketing strategy in this Essentials course. Gain hands-on experience designing, configuring and testing a strategy.

Module

Your First Marketing Assignment

You are ready for your first client assignment. Your client, MyCo Media wants to use Pega Marketing to launch a new multi-channel marketing campaign to retain high-value customers and entice them to buy new products and services. Follow the instructions in the exercise to successfully complete your assignment and deliver a happy customer.