Table of Contents

Selecting contact policies in Next-Best-Action Designer

After you define a contact policy, select it in the Engagement policy tab of Next-Best-Action Designer.

  1. In the Pega Marketing portal, click Next-Best-Action > Designer > Engagement policy.
  2. Click the name of a business group.
  3. Click Edit.
  4. In the Contact policy section, click the Configure icon.
  5. In the Configure contact policy window, select your new contact policy and click Add.
  6. Click Apply.
  7. Click Save.

Results

The engagement policies are now applied to all actions from the selected business group, as shown in the following figure:

Example engagement policies
"Example engagement policies"
Example engagement policies

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