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Pega Marketing

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

Nurturing Your Customer Relationship

Reaching out to customers with relevant, engaging communications is one way companies can increase loyalty and build brand over the lifetime of the relationship. A number of different types of customer nurturing campaigns can be implemented in Pega Marketing. In this Advanced course, get hands-on experience designing and implementing a monthly newsletter campaign. Learn to set goals and measure effectiveness based on metrics you choose.

Module

Measure Marketing Effectiveness Using Control Groups

Control groups provide a quick and powerful way to measure the impact of a marketing campaign, and they are simple to incorporate into a Pega Marketing strategy. In this Advanced course, learn how to build and execute a Next-Best-Action marketing strategy that uses control groups.

Module

Invalidating In-flight Offers

A working Pega Marketing system can execute millions of offers per day. But what if one of those offers needs to be recalled before it reaches the customer? Learn why and how this may occur and build a program that can invalidate an in-flight offer in this Advanced Pega Marketing course.

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.

Module

Designing an Offer for a Multi-Channel Campaign

A multi-channel campaign requires an offer that can be initiated and delivered over one or more inbound and/or outbound channels. Learn to design an offer that can be used within a multi-channel Next-Best-Action campaign in this Essentials lesson. Gain hands-on experience configuring and testing an offer construct that can accommodate numerous flow patterns, treatments and outcomes.

Module

Limiting the Offer Volume in a Campaign

The number of offers that can be executed as part of a marketing program may need to be limited based on operational, financial or other considerations. Pega Marketing enables volume constraints to be configured as a basic element of any outbound or omni-channel Next-Best-Action-driven marketing campaign. Learn about volume constraints, how they work and how to implement them in a context-sensitive way in this Essentials course.

Module

Adaptive Outbound Marketing

In outbound campaigning, presenting the right offer to the right customer at the right time is a challenge using traditional methods. However, Pega Marketing enables your outbound campaigns to automatically adapt to changing customer behavior and market trends. In this advanced course, learn how to improve relevance and response rates by applying Adaptive Decisioning to an outbound campaign.

Module

Simulating Campaign Results

Simulate an actual run of your Next-Best-Action-driven campaign and analyze every aspect of its execution with Pega Marketing's campaign testing features. Explore the two types of testing available for multi-channel campaigns in this Essentials course. Gain hands-on experience configuring and running both Program Distribution and Program-Run tests and generating reports to analyze results.

Module

Launching a Multi-Channel Campaign

Next-Best-Action marketing campaigns can be submitted for execution by a user or automatically invoked by a strategy. In either scenario, the execution lifecycle progresses through a number of stages that you will explore in this Essentials course. Gain hands-on experience submitting a multi-channel campaign for execution, monitoring its progress through the lifecycle and wrapping it up upon completion.