Essential of Always Outbound :
Main Crux:
Poc — > Multiple Offer Email —→ Contact policy —> Volume Constraint —> File and DB template
Sending Offer Email:
Steps:
1.Add Email treatment to Action
Starting Population : Segment of Each and Every Customer. (Sample of Customers)
Segmentation :
A segment is a reference to db table containing list of customer ID’s that match specific criteria.
Segmentation path in studio: Audience —> Segment
—> Group
—> Criteria
Refresh Types of Segments
1.Refresable Segment : When other segment will run or reference a run this segment will also refresh
2.Refresh Child Segment : Child Segments Also gets refreshed when parent Segment is refreshed
3.Sample Segment option : Allows you to Select Random sample of a segment rule.
Note : While Creating a email Segment its recommended to keep the Images in a hosted server and reference them in the treatment
Contact policy Types:(Key phrase: irrespective of past responses)
allow you to limit the number of actions that a customer can receive over a given period of time on a specific channel.
Suppression policy :(Key phrase: Same Actions Should not be Sent)
they determine when and for how long an action or group of actions should be shown to a customer.
Volume Constraint:
Can be set at Action, channel and property level.
Action Constraint : It limits the volume of actions that can be sent to customers.
Channel Constraint: It Limits the Volume of actions that can be delivered via a certain channel
Property Constraint: it can limit the volume of a set of actions across different issues and groups by grouping them using a property value.
Files and Database templates:
why 3rd party vendors required :
Some necessary infrastructure to send action messages directly to customers may not be available.
So 3rd party are involved
Pega writes to cloud
1.Jfrog Artifactory
2.Amason S3
3.Microsoft Azure
Note:** Multiple action details in a single location/file/db. do this we need to configure the same file/db table template in multiple action flows.**