Creating a One-time action

This video demonstrates how to create a one-time action in 1:1 Operations Manager.

U+ Bank intends to temporarily close its operations at the Brickell Square branch because of planned maintenance work. The bank wants to communicate the message to all customers or those who are affected, through an email channel.

The process of creating a one-time action is the same as creating a new action in 1:1 Operations Manager.

To begin, as a Business User, you create a new change request of the Create > Action type and select the appropriate tile. In this case, Announcement. Enter an appropriate name and description for the change request and specify the completion date.

In the Plan stage of the change request process, you define the attributes. In the Define attributes section, note that the Business issue and group default to One-time action. Enter a description and continue to set the audience.

Audience refers to a list of potential target customers, which is implemented using the segment component. A segment is a reference to a database table containing a list of customer IDs that match specific criteria.

You can either select an existing audience or request a new audience to be built by NBA Designer. If you choose to request a new audience, the system creates a separate change request, called Create an audience. NBA Designer must complete this change request before the current change request moves to the Build stage. This ensures that the NBA Specialist can utilize the audience created by the NBA Designer while implementing the current change request.

Note that the existing audience is the list of the segments that are available in the overlay.

In the Define treatments task, enter the treatment name, email subject line, headline, and offer message, which forms the email body. You can use the Pega GenAI feature to generate the contents of the email. Additionally, you can specify the output template type as either DB or File.

Next, you set the delivery time and finish the task.

After you create the change request as a Business User, log in as a Team Lead to prioritize the change request.

The next step is to log in as an NBA Specialist and complete the action build tasks.

In the first step, finalize the action attributes. In the Set audience step, ensure that the right audience is selected. Then, define the treatments. Review the treatment details and make edits if necessary. As an NBA Specialist, you also need to configure the Template type field. Select the Email output template from the drop-down list.

Review the time of delivery for the one-time action and finish the task. Then, complete the Review all completed tasks in build stage task.

As an NBA Specialist, access the Test and validate artifacts task to review and submit the artifacts generated for the One-time action.

Following the submission of updates by the NBA Specialist, log in again as a Team Lead to approve the updates and promote them for deployment.

The final step in the process is for the Revision Manager to deploy the changes to production.

After the one-time actions are deployed to production, the communication is sent out according to the delivery time defined during the creation of the action.

You can monitor the deployment and run status of the schedules in the Outbound Schedules landing page within 1:1 Operations Manager. The Outbound Schedules landing page provides an overview of all outbound schedules, including both always-on and one-time action schedules.

You have reached the end of the demo. What did it show you?

1. How to create a one-time action in 1:1 Operations Manager.
2. How to define attributes for the one-time action, including setting the audience using segments.
3. How to monitor the deployment and schedule run status of one-time actions in 1:1 Operations Manager.