Skip to main content
LinkedIn
Copied!

Table of Contents

Creating strategies

Version:

Only available versions of this content are shown in the dropdown

You can create new Strategies from the Strategies landing page in the Pega Customer Decision Hub portal.

  1. Click Intelligence Strategies .

  2. Click Create.

  3. Select the Strategy creation mode:

    • If you want Pega Customer Decision Hub to guide you through the Strategy creation, select Guide me through it. For more information, see Using the Strategy Builder. The Strategy Builder allows you to create Strategies for the primary customer context in your application.
      Use this option for retail banking strategies in Pega Customer Decision Hub.
    • If you want to create the Strategy manually, select Start with new canvas. For more information, see Creating Strategies Manually. Manual Strategy creation allows you to create Strategies for all customer contexts in your application.
  • Using the Strategy Builder

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

  • Creating strategies manually

    Manual Strategy creation allows you to create Strategies for all customer contexts in your application. To manually create a new Strategy, click Create Start with new canvas on the Strategies landing page.

Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

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

Pega Community 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
Contact us