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Defining group engagement policies

Engagement policies allow you to specify the conditions under which an action or group of actions is eligible for a customer. Based on selected customer or action properties, When conditions, or strategies, engagement policies filter out actions which are inapplicable or unsuitable for the customer, as well as actions for which the customer is simply ineligible.

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.
Before you can configure engagement policies for your actions, you must first define the business hierarchy that groups actions together. For more information, see Defining a business hierarchy for actions.

To configure the engagement policies for your actions, do the following steps:

  1. Make relevant properties available for use in an engagement policy.
  2. Define engagement policies.
    1. Define eligibility policies.
    2. Define applicability policies.
    3. Define suitability policies.
  3. Define contact policies.
    1. Create contact policies.
    2. Select contact policies in the Next-Best-Action Designer.
Pega Marketing 8.3 - 8.4

Updated on December 4, 2020

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