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Making properties available for use in an engagement policy

Engagement policies use properties, strategies, or When rules as conditions which are evaluated to determine whether a customer should receive a particular offer. To make a property, strategy, or When rule available for use as an engagement condition, define it as a relevant record for your primary context class, which by default is your Customer class.

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. Log in to Dev Studio as a user with the <your application>:MarketAdmins access group.
  2. Click Configure > Application > Inventory > Relevant Records.
  3. In the Class name field, enter the name of your primary context class, as shown in the following figure:
    Relevant records list
    "Relevant records list"
    Relevant records list
  4. Click Add records.
  5. Select a property, strategy, or When rule, as shown in the following figure:
    Selecting a relevant record
    "Selecting a relevant record"
    Selecting a relevant record
  6. Click Submit.
    The property, strategy, or When rule is now available for selection when creating engagement policies.
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