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Defining the action flow

The action flow contains the sequence of steps which make up the action, for example, sending an email and then waiting for the customer's response. You can define the action flows manually, by adding the required shapes and connectors to the canvas. If you have already created some actions, you can reuse the flows you defined for them by using the Dynamic template option.

This article describes the Next-Best-Action framework shipped with Pega Marketing™ 8.4 and  Pega Customer Decision Hub™ 8.4. For Pega Customer Decision Hub 8.5, see the Pega Customer Decision Hub User Guide on the Pega Customer Decision Hub product page.
  1. Edit or create an action and go to the Flow tab.
  2. If you have previously created an action flow which you want to reuse, click Dynamic template and select the action to reuse.
    Dynamic template selection
    "Dynamic template selection"
    Dynamic template selection

    If you use a dynamic template for your action flow, you cannot edit the reused flow manually. To add or remove any steps, you must edit the flow of the original action which you selected as template.
  3. If you want to manually create a new action flow, right-click on the canvas and then click Add to select the flow shape.
  4. To connect the new shape to other shapes, hover your mouse over the shape and select Create new connection, as in the following figure:
    Adding a flow connector
    "Adding a flow connector"
    Adding a flow connector
  5. To re-position a shape, drag and drop it on the canvas.
  6. Click Save.
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