Creating and using action suppression rules

1. On the exercise system landing page, click Pega CRM suite to log in to Customer Decision Hub.
2. Log in as a Decisioning Architect:
   1. In the User name field, enter DecisioningArchitect
   2. In the Password field, enter rules.
3. In the navigation pane, click Next-Best-Action > Designer.
4. Click the Constraints tab to view contact limits and policies.
5. In the Constraints tab, click Edit to add new contact policies.
   
6. In the Contact policy library, click Add contact policy to add a new action-level contact policy to the library.
   
7. In the Add contact policy dialog box, enter the following information:
   • Name: 7-day action impressions
   • Scope: Track Impressions for the action within the past 7 days.
     
8. Click Submit to add the new contact policy to the library.
9. In the Contact policy library, in the 7-day action impressions contact policy, define the following suppression rule:
   If there are 3 Impressions for Inbound / Web suppress the action in all channels for 10 days
   
10. In the Contact policy library, click Add contact policy to add a new group-level contact policy to the library.
11. In the Add contact policy window, enter the following information:
    • Name: 7-day group clicks.
    • Scope: Track Clicks for all actions in the group within the past 7 days.
      
12. Click Submit to add the new contact policy to the library.
13. In the Contact policy library, in the 7-day group clicks contact policy, define the following suppression rule:
    • If there are 2 Clicks for Inbound / Web, suppress all actions in the group for 10 days.
      
14. On the Constraints tab, click Save to save the newly created contact policies.

1. In Next-Best-Action Designer, click Engagement policy.
2. In the Business structure, click the Grow/Credit cards group to view the current engagement policy for the group.
3. Click Edit to edit the Credit cards group engagement policy.
4. Expand the Customer actions.
5. In the Customer actions section, to the right of the Contact policy, click the Gear icon to configure the contact policy of the group.
   
6. In the Configure contact policy window, to the right of each contact policy, click Add to add each policy to the Credit cards group.
   
7. Click Apply to confirm the selection.
8. Scroll to the top and click Save to save the changes to the group configuration.

1. In the Customer Decision Hub portal, in the upper-right corner, click Reports > Customer Profile Viewer to verify the interaction history records of a specific user.
   
2. In the Customer Profile Viewer window, in the Customer ID field, enter 15 which is Barbara's customer ID, and click View.
3. Click the Interaction History title, and then click Load all interactions to view recent customer interactions.
   Note: If you did not perform the previous challenge in the same exercise system, the interaction history will have no records. Proceed with the verification task.

Examine the interaction history of customers Joanna and Arnold whose customer IDs are 16 and 19 respectively. Joanna and Arnold do not have entries when you log in for the first time. You can return to the Interaction history after every interaction to check the latest interactions.