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Using the Strategy Builder

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The Strategy Builder walks you through the process of designing your marketing Strategies.

  1. To create a new Strategy with the Strategy Builder, click Create Guide me through it on the Strategies landing page.

  2. Enter the Strategy name.

    The system automatically generates an identifier for the Strategy based on the specified name. To change the identifier, click the Edit icon.
  3. Enter the Strategy description.

  4. In the Purpose section, click Configure.

  5. For Pega Customer Decision Hub strategies, in the Configure Objective window, select a Strategy objective by clicking Add, and then click Apply.

    For more information about using this window, see the Using a Configuration Modal Window Using a Configuration Modal Window appendix. A new configuration section for the selected objective appears under the Purpose section. The contents of the configuration section depend on the objective which you selected.
  6. For retail banking strategies in Pega Customer Decision Hub for Financial Services, in the Configure Objective window, select Calculate Customer Lifetime Value by clicking Add, and then Apply.

    For more information about using this window, see the Using a Configuration Modal Window appendix. A new configuration section for the selected objective appears under the Purpose section. The contents of the configuration section depend on the objective which you selected.
  7. Configure the selected objective. For more information, see Configuring the Objective.

  8. Click Save. Any configuration errors are displayed on top of the page. You must resolve them before the Strategy is generated.

  9. Click Actions Open canvas to review the generated Strategy.

  10. Optional:

    Manually configure the Strategy.

  11. Optional:

    To delete the Strategy Builder configuration for this Strategy, click Delete.

    This does not remove the generated Strategy, only the ability to edit it in the Strategy Builder.
    You can also use the Strategy Builder to edit existing Strategies. To access the Strategy Builder for an existing Strategy, find the Strategy on the Strategies landing page and click Actions Open Strategy Builder . If you make any manual changes to your Strategy, and then edit the Strategy using the Strategy Builder, your manual changes will be overwritten.
  • Configuring the objective

    An objective is a business goal that the Strategy should achieve. You must configure one objective for each Strategy.

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