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Specifying entry criteria for customer journey stages

The entry criteria for each stage of your customer journey will determine whether an individual is eligible for a particular stage.

After defining the structure of your customer journey, specify the stage entry criteria.

  1. Log in as an operator with access to Pega Customer Decision Hub.

  2. Go to Next-Best-Action Designer Engagement policy .

  3. From the Business structure area, select one of your customer journeys:

    Customer journeys in the Business structure area
    Customer journeys visible in the Business structure area
  4. Click the More icon on the specific journey stage.

  5. Select Edit stage entry criteria.

  6. In the Customer is in this stage when section, select the context, the strategies, and the when rules to define the stage entry rules.

    Defining the stage entry criteria
    Adding stage entry criteria
  7. Click Submit.

    Besides the criteria that you define as part of the journey stage entry criteria, the regular engagement policy criteria must also be true for each individual action. A customer can be eligible or "in" a journey stage but not eligible for any actions in that stage.
  8. Click Save.

    The customer will be considered eligible for the journey stage if they meet the entry criteria.
Associate actions with each stage of your journey. For more information, see Associating actions with customer journey stages.
Explore the journey that you created with the Journey Visualizer. For more information, see: Visualizing your customer journeys.
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