Always-on Outbound Customer Engagement(Pega CPDC)

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

1. 1. Add Dynamic Flow

1. 1. Run primary Schedule
      

       

      1. 1. Recurrences : Refresh audience for each Scheduled occurrence before running

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.

• • these customer contact limits prevent an action from reading a customer on a specific Channel , irrespective of past response to that action by the Customer

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.**