Updated

Content Type

Product

Capability

Industry

Article

Oct 17, 2019

The software upgrade process for Pega Marketing™ 8.1 and newer running on Pega Cloud shortens the upgrade time, reduces post-upgrade steps, and allows you to use many of your application features during the upgrade. Upgrades for Pega Cloud deployments are performed in the background, with minimal…

Article

Oct 8, 2019

Learn about Pega Marketing™ upgrade paths, so that you can plan the upgrade that best fits your requirements. Depending on your current version of Pega Marketing, you may need to upgrade to an interim version before you upgrade to the most recent release. After you determine the correct upgrade…

Article

Sep 13, 2019

Pega Customer Service, Pega Sales Automation, and Pega Marketing are components of the Pega Customer Relationship Management suite of applications. These applications include the following customer relationship management features: Access to the applications in a common environment and the ability…

Article

Sep 13, 2019

The Pega Customer Relationship Management suite includes a PegaCRMMarketingSample.zip file that contains the sample artifacts for the integration with Pega Marketing and Pega Customer Decision Hub. The sample artifacts assume an architecture where Pega Marketing and the calling applications (Pega…

Article

Sep 13, 2019

In a Pega Customer Relationship Management configuration, a cross-reference table is required to match the keys of a contact or organization entity from multiple systems of record to a master contact or organization entity key. Pega Customer Service is the system of record for customer data, and…

Article

Sep 13, 2019

The installation media for the Pega Customer Relationship Management suite of applications includes sample applications, a shared application, sample access groups, sample operators, and sample integration rulesets. Sample applications Access groups Sample operators Integration rulesets Sample…

Article

Sep 13, 2019

Pega Customer Service and Pega Sales Automation use their native data models for contact, organization, and other data entities. Because the data models are different in both of these applications, the synchronization of data for contact or organization entities is accomplished by using stub rules…

Article

Sep 3, 2019

On top of the standard Pega 7 Platform agents, a set of agents exist that manage the different aspects of Pega Marketing. Review and monitor these agents on a regular basis to ensure that your application is running optimally. In the event of a failure in any of the agents, understanding the agent…

Article

Aug 21, 2019

Pega Marketing 7.31 introduced waterfall Segment functionality that replaces the Venn diagram representation of criteria groups. After you upgrade to Pega Marketing 7.31 or later, you might need to review and manually modify existing Segments. This article helps you to manually upgrade existing…

Article

Aug 21, 2019

Starting in version 8.1, the upgrade process for Pega Marketing™ has been greatly simplified. You can now upgrade directly to the current release from versions of Pega Marketing as early as 7.13, without the need for incremental upgrades to interim versions. The simplified upgrade makes it easier…