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Frequently asked questions about treatments

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See the following topics for additional information, tips and tricks, and best practices.

Can I add custom attributes to a web or mobile treatment form?

Yes. If the default list of fields available on a web or mobile treatment form does not contain a property that you require, edit the Decision Data rule form used by the treatments.

  1. Add a new property by doing the following steps:
    1. In Dev Studio, click Configure Decisioning Decisions Proposition Management Hierarchy .
    2. Click Add New property .
    3. Specify the name and type of the property.
    4. In the Hierarchy list, select Top Level as the context.
    5. Click Create.
  2. Switch to the Pega Customer Decision Hub portal.
  3. Update the Treatment decision data rule by doing the following steps:
    1. Click Content Treatments .
    2. Click Manage treatments.
    3. On the treatment rule form, click the Form tab.
    4. In the Form fields section, review the list of properties which are available as fields on the treatment form.
      • To add a field, click the Add field button.
      • To remove a field, click the Remove property icon.
      Any new properties that you add to the form are automatically available for all previously created treatments.
  4. Switch to Dev Studio.
  5. Add the property to the Treatment section by doing the following steps:
    1. Search for and open the CustomWebTreatmentElement extension section.
    2. Save the section into your implementation ruleset by clicking Save as.
    3. On the Design tab of the new section, add the property that you created.
  6. Update the WebTreatmentStrategy or MobileTreatmentStrategy by doing the following steps:
    1. Search for and open the WebTreatmentStrategy or MobileTreatmentStrategy.
    2. On the Strategy tab, open the Web Treatment Library or Mobile Treatment Library component.
    3. In the Decision data > Import section, clear the Decision Data field, and then re-select the WebTreatmentsor MobileTreatments decision data rule.

      This updates the value of the Results in class field to your top-level SR class, for example, Data-Decision-Request-Customer.

    4. On the Mapping tab of the component, click Remap properties, and then click Submit.
    5. Open the Join Treatment Library component.
    6. On the Properties mapping tab of the component, click Add item to add the property that you created, and then click Submit.
      If the property is not visible, switch to another component, and then switch back to the Join Treatment Library component.
  7. Configure the output for the new property by doing the following steps:
    1. Click Records Data model Data transform .
    2. Find and open the ExtendedContainerProperties data transform.
    3. Save the data transform into your implementation ruleset by clicking Save as.
    4. On the Pages & Classes tab, make your new property available for real-time containers by clicking Add item.
    5. Find and open the pyDefaultWorkingSet data transform.
    6. Save the data transform into your implementation ruleset by clicking Save as.
    7. On the Pages & Classes tab, make your new property available for real-time container data flows by clicking Add item.
    8. Switch to the Pega Customer Decision Hub portal.
    9. Click Next-Best-Action Designer Channels .
    10. Re-save the Channel tab so that the real-time container data flow is regenerated with the new treatment property selected.

How can I be sure that I am using effective treatments? Should I do AB testing for treatments?

The Next-Best-Action strategy uses adaptive models to determine which treatment is best and most effective. This is done by continuously testing the treatment success rate, by randomly increasing the propensity of certain treatments to allow the model to explore and learn about other situations that could yield positive results. If you use Next-Best-Action, you do not need to manually test the effectiveness of your treatments.

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