Skip to main content

Module

Defining customer engagement policies

Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a customer. As a result of engagement rules, customers will see only those offers that the organization believes they should be exposed to.

After completing this module, you should be able to:

Define engagement policy conditions in Next-Best-Action Designer at the action group level
Define engagement policy conditions at the action level
Differentiate between eligibility, applicability, and suitability conditions

Practice what you learned in the following Challenges:

Loading actions and treatments from file v7 Defining customer engagement policies v7

Available in the following mission:

Cross-Sell on the Web v7

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice