Myco, a telecom company, uses Pega Customer Decision Hub to present offers to qualified customers. The business recently decided to send offer messages through the email channel. The Design department has designed an email treatment which includes dynamic placeholders.
As a decisioning consultant, what do you use in order to test the visualization and the rendering of the email content, including replacing of the placeholders with customer information?
To test the visualization and rendering of the email content, including the replacement of placeholders with customer information, you use a seed list from the Test Message tab. A seed list allows you to send test emails to a predefined group of recipients, ensuring that the dynamic content is correctly rendered and personalized before the actual campaign is launched.
A telco wants to add a contact policy that will suppress an action for 30 days if it was rejected twice in any channel in the last 15 days. How do you define the suppression rule for the contact policy?
Contact Policy - Contact policies control the number and frequency of customer contacts to prevent overexposure and irritation.
Steps to Configure Suppression Rule:
In the Next-Best-Action Designer, navigate to Engagement Policy -> Contact Policy.
Add a new contact policy and name it appropriately.
In the Scope section, select 'Track Rejects' for any channel.
Set the suppression criteria: if there are 2 rejects in the last 15 days.
Specify the action suppression period as 30 days.
Implementation - This ensures that actions are paused if they are consistently rejected, reducing negative customer experiences.
Pega Customer Decision Hub User Guide 8.7, Section 'Creating a contact policy,' details the steps for setting up suppression rules in contact policies.
A customer contacts a bank to resolve a credit card dispute. After dispute resolution, Next-Best-Action displays a set of sales offers that a Customer Service Representative can present to the customer.
Which feature of Next-Best-Action helps the Customer Service Representative decide on the offer to present to the customer?
Next-Best-Action Offers Ranking: When a Customer Service Representative (CSR) is presented with a set of sales offers, the Next-Best-Action feature ranks these offers based on their relevance and priority.
Decision Making: This ranking helps the CSR to decide which offer to present to the customer, ensuring that the most appropriate and effective offer is chosen.
For a limited time period, a bank wants to avoid sending promotional emails related to credit card offers to a customer if they have already received one. Which rule do you need to define to implement this business requirement?
Requirement:
The bank wants to avoid sending promotional emails related to credit card offers to a customer if they have already received one within a limited time period.
Configuring Suppression Policy:
A suppression policy needs to be defined to prevent over-contacting customers.
Suppression policies automatically put an action on hold after specific criteria are met, such as a customer having already received a promotional email.
This ensures that customers are not bombarded with repeated offers, improving customer experience and adhering to communication limits.
U+ Bank's marketing department wants to promote various auto loan offers to qualified customers on its website by using the Pega Customer Decision Hub. The bank wants to show the offers on the customer's account page when customers log in to their account. The bank has defined several conditions customers must satisfy to see these auto loan offers.
As a decisioning consultant, which two of the following configurations do you implement to achieve the business requirement? (Choose Two)
To promote various auto loan offers to qualified customers on its website using Pega Customer Decision Hub, you need to:
Create a decision strategy: This involves defining the logic that determines which auto loan offers are most relevant to each customer based on their profile, behavior, and eligibility criteria.
Set up the business structure: This involves organizing the offers into a hierarchical structure of business issues and groups, such as categorizing them under a 'Loans' issue and an 'Auto Loans' group. This structure helps in managing and prioritizing the offers effectively.
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