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Marketing Consultant

Module

Decisioning as a Service

You often have decision strategies implementing complex business logic, but you need to invoke them from an external application. In this module, learn what are the best practices to invoke a decisioning service using a REST call. Get hands-on experience building decision data flows to execute decision strategies and write results to Interaction History.

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

Introduction to Pega Marketing

Omni-channel, unified inbound and outbound, Next-Best-Action. Curious what it's all about? In this Introductory course, we will examine why and how Pega Marketing is changing the way businesses think about and do marketing.

Module

Complying with Contact Policies

Customers don't like a lot of spam. One way to combat perceived spam is to limit how many times a customer can be contacted via a specific channel. In Pega Marketing, Contact Policies are used to control the frequency of customer contact. Learn how to implement global Contact Policies in this Advanced course for business users. Get hands-on experience modifying a marketing strategy to ensure all customer communications comply with corporate contact policies.

Module

Creating an Omni-Channel Marketing Offer

Omni-channel marketing means engaging with customers in a consistent and relevant way across any channel or touch point at any time. In this Advanced course, learn the basics of omni-channel marketing and how it is implemented in Pega Marketing. Gain hands-on experience designing a Marketing Offer that enables Next-Best-Action in an omni-channel environment. Explore the APIs available in Pega Marketing that allow external applications to influence the Offer journey.

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

From Marketing to Fulfillment

Once a customer accepts an Offer, receiving the product in the mail may be the next step in their customer journey. But fulfillment happens outside of Pega Marketing, so how can you help ensure a timely fulfillment process? Seamless integration with fulfillment systems and other external process flows is easy to achieve in Pega Marketing. Get hands-on experience creating an end-to-end marketing program that kicks off an external process in this Advanced course.

Module

Marketing Driven by Real-time Events

True customer-centricity means always being there, at any moment, with a relevant offer or message. Event-driven marketing enables businesses to detect and immediately respond to real-time marketing opportunities triggered by events that occur in a customer's life. Learn the basics of event-driven marketing and get hands-on experience building and implementing Next-Best-Action marketing programs and strategies that are triggered by real-time events.

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.