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Sending emails for multiple actions in outbound
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Challenge
Sending emails for multiple actions in outbound
4 Tasks
20 mins
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After their recent success promoting a credit card offer in an email, the marketing department at U+ Bank wants to promote multiple credit card offers...
Sending offer emails
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Challenge
Sending offer emails
5 Tasks
20 mins
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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...
Setting up data ingestion
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Challenge
Setting up data ingestion
3 Tasks
40 mins
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The project team at U+ Bank performed a data mapping workshop and mapped its existing data model to the analytical data model for the financial...
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
6 Tasks
15 mins
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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...
Suggesting offers with Customer Decision Hub
Testing a decision strategy
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Challenge
Testing a decision strategy
3 Tasks
25 mins
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A decision strategy that produces the next-best-label action is set up in the application. The purpose of the decision strategy is to select the label...
Testing engagement policy conditions using an audience simulation
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Challenge
Testing engagement policy conditions using an audience simulation
4 Tasks
15 mins
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U+ Bank is currently cross-selling on the web by showing various credit cards to its customers.
They want to use Pega Customer Decision Hub™ to run...
Training a topic model to improve email routing
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Challenge
Training a topic model to improve email routing
4 Tasks
20 mins
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U+ Bank plans to use Pega Customer Service™ to route incoming emails to the appropriate department based on the topic of the email. For several use...
Updating existing actions
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Challenge
Updating existing actions
8 Tasks
30 mins
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U+ Bank is cross-selling on the web by showing various credit cards to its customers. To serve its loyal customers better, the bank decides to...
Use Case - Adding a new property to an existing entity
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Challenge
Use Case - Adding a new property to an existing entity
2 Tasks
15 mins
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After conducting a gap analysis, the project team identified the need to create a new property in the subscription entity: PreToPostPropensity. The...