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Mission

Cross-Sell on the Web

7 Modules

11 Challenges

6 hrs 45 mins

Visible to all users
Beginner Pega Customer Decision Hub 8.6 English

Learn how easy it is to author Next-Best-Action decisions for your always-on customer brain using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it. Learn how to implement engagement policies and combine artificial intelligence with business levers to select the best action for each customer.

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Available in the following missions:

Cross-Sell on the Web Extended Decisioning Consultant

Next-Best-Action on digital

  • Module

    Next-Best-Action on digital

    1 Topic

    15 mins

  • Learn about a typical cross-selling use case on the web channel and its four phases of implementation to improve 1-to-1 customer engagement, drive...

One-to-one customer engagement

  • Module

    One-to-one customer engagement

    3 Topics

    30 mins

  • Familiarize yourself with the one-to-one customer engagement paradigm. Learn about the business problems Pega Customer Decision Hub™ can solve and...

Defining and managing customer actions

  • Module

    Defining and managing customer actions

    4 Topics

    35 mins

  • In Pega Customer Decision Hub™, learn how to use Next-Best-Action Designer to build the business issue/group hierarchies for your organization. Create...

Setting-up the business structure

  • Challenge

    Setting-up the business structure

    2 Tasks

    5 mins

  • U+ Bank wants to organize its next best actions into a business issue and group structure.

    The bank has decided to use the name Sales for the...

Creating an action

  • Challenge

    Creating an action

    2 Tasks

    5 mins

  • U+ Bank has several credit cards. However, the marketing team wants to use a Standard card with “0% APR” and “no annual fee” as the first promotion.

    ...

Presenting a single offer on the web

  • Module

    Presenting a single offer on the web

    3 Topics

    25 mins

  • Learn about real-time containers and how they are used to display actions selected by Pega Customer Decision Hub in real-time channels. Gain...

Creating a real-time container

  • Challenge

    Creating a real-time container

    2 Tasks

    5 mins

  • The infrastructure team at U+ Bank is about to enable the website to communicate with Pega Customer Decision Hub™. To proceed, they must agree with...

Creating a treatment

  • Challenge

    Creating a treatment

    2 Tasks

    5 mins

  • The creative department has designed an image to promote the Standard card action. The image is intended to be displayed when customers log in to...

Presenting a single offer on the web

  • Challenge

    Presenting a single offer on the web

    2 Tasks

    10 mins

  • The infrastructure team at U+ Bank is now ready to test the integration between the website and Pega Customer Decision Hub™.

    In preparation, you...

Defining customer engagement policies

  • Module

    Defining customer engagement policies

    3 Topics

    40 mins

  • Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a...

Loading actions and treatments from file

  • Challenge

    Loading actions and treatments from file

    4 Tasks

    10 mins

  • U+ Bank recently completed a pilot project to show an offer, the Standard credit card, to all customers who log in to their account page on the...

Defining customer engagement policies

  • Challenge

    Defining customer engagement policies

    4 Tasks

    15 mins

  • U+ Bank has recently completed a pilot project where customers see a single offer, the Standard card offer, when they log in to their account page on...

Creating persona test cases

  • Challenge

    Creating persona test cases

    5 Tasks

    5 mins

  • U+ Bank is performing cross-sell on the web and has implemented some engagement policies to ensure that customers get only tailored, relevant offers....

Avoiding overexposure of actions

  • Module

    Avoiding overexposure of actions

    2 Topics

    20 mins

  • Learn about contact policies and how they are used in Pega Customer Decision Hub. Gain experience defining contact policy rules to suppress actions...

Creating and using action suppression rules

  • Challenge

    Creating and using action suppression rules

    4 Tasks

    15 mins

  • U+ Bank has recently introduced a few credit card offers that are presented to customers based on a set of engagement policy conditions.

    Now, the...

Arbitrating between actions

  • Module

    Arbitrating between actions

    3 Topics

    35 mins

  • After applying engagement policy rules, a customer may still qualify for more than one action. Learn how every Next-Best-Action weighs customer needs...

Prioritizing actions using AI

  • Challenge

    Prioritizing actions using AI

    4 Tasks

    20 mins

  • When customers log in to the U+ Bank website, they see the credit card offers for which they qualify based on the engagement policy defined by...

Prioritizing actions with business levers

  • Challenge

    Prioritizing actions with business levers

    4 Tasks

    15 mins

  • The U+ Bank business team now understands how arbitration works when only artificial intelligence (AI) is used for prioritization.

    However, every...

Cross-sell on the Web

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