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Welcome to
Pega Customer Decision Hub
Version
8.5
Basics
Using this help system
Customizing dashboards
Configuring the email subject
Completing and using the History tab of a rule form
Working with the rule History Details display
Restoring the earlier state of a rule
Configuring scheduling options
Configuring notification options
Using a configuration modal window
Marketing category
Assigning custom categories
Marketing-centric rule instances
Using Issues and Groups to store rules
Rule Types
Assigning custom categories
Creating agent-assisted treatments
About Analysis Projects
Completing the Analysis Project Create or Save As form
Completing the Analysis Project Static Analysis tab
Completing and using the Analysis Project History tab
Completing the Analysis Project Schedule tab
Using the Analysis Project Results tab
Completing and using the Analysis Project History tab
About Contact Policies
Contact Policies: Completing the Create or Save As form
Contact Policy form: Completing the General tab
About Customer Journeys
About Email Treatments
Completing the Create or Save As Email Treatments form
Completing the Treatment tab
Creating Email treatments from template
Using the Email Treatment Test Message tab
Completing and using the Test Message tab
About Geofences
Completing the Create or Save As form
Working with the Geofence form Design tab
Completing and using the History tab of a rule form
Creating mobile treatments
About actions
Creating actions
Action form: Interacting with the Details tab
Actions: Using the Engagement policy tab
Actions: Using the Treatments tab
Action form: Interacting with the Flow tab
Action form: Editing Send Email shapes
Action form: Editing Send SMS shapes
Action form: Editing Send Generic shapes
Action form: Editing Send Multiple Treatments shapes
Action form: Editing Send Passbook shapes
Action form: Editing Push Notification shapes
Action form: Editing Inbound shapes
Action form: Editing Wait shapes
Action form: Editing Update Status shapes
Action form: Editing Hand Off shapes
Action form: Editing Schedule Appointment shapes
Specifying a wait period
Action form: Toolbar buttons
Action form: Using the Checklists tab
Testing an action
Creating other treatments
About Output Templates
Creating file templates
Creating database templates
Configuring the contents of a file or database template
Configuring the finalization schedule for a file or database template
Completing and using the History tab of a rule form
About Passbook Treatments
Completing the Passbook Treatments Create or Save As form
Completing the Passbook Details tab
Passbook Treatment form: Configuring pass fields
Completing the Passbook Treatment Advanced tab
Using the Passbook Treatment Test Message tab
Completing and using the History tab of a rule form
Creating push treatments
About Real-Time Containers
Completing the Real-Time Containers Create or Save As form
Completing the Container Details tab on the Real-Time Container form
Completing and using the History tab of a rule form
About Real-Time Events
Completing the Real-Time Events Create or Save As form
Completing the Event Details tab on the Real-Time Event form
Completing and using the History tab of a rule form
About Samples
Completing the Samples Create or Save As form
Using the Sample Design tab
Completing and using the History tab on the Sample form
About Segments
Completing the Segments Create or Save As form
Using the Design tab on the Segment form
Designing a visually composed Segment
Aggregating data
Selecting criteria values from a list
Designing a non-visual Segment
Completing the Options and Schedule tab on the Segment form
Using the Customer list tab on the Segment form
Enabling paid synchronization for segments
Completing and using the History tab on the Segment form
About SMS Treatments
SMS Treatments: Completing the Create or Save As form
SMS Treatment form: Completing the Message tab
SMS Treatment form: Using the Test Message tab
Completing and using the Test Message tab
About Volume Constraints
Volume Constraints: Completing the Create or Save As form
Volume Constraint form: Completing the General tab
Creating web treatments
Case Types
About Microsites
Microsites: Creating a new Microsite
Microsites: Configuring a Microsite
Landing Pages
About landing pages
Analytical Models landing page
Application Settings landing page
Audiences landing page
Campaigns landing page
Contact Policies landing page
Context Dictionary landing page
Customer Journey landing page
Dashboard
Data Flows landing page
Data Management landing page
Data Management Context landing page
Eligibilities landing page
Ethical Bias Policy landing page
Pega Customer Decision Hub
portal Home page
Content Library landing page
Marketing Calendar landing page
Microsites landing page
Next-Best-Action Designer landing page
Importing Next-Best-Action settings from a template
Configuring the business structure with Next-Best-Action Designer
Setting outbound channel limits and suppression policies
Defining group engagement policies
Defining AI behaviors and controls
Applying the propensity
Applying the context weighting
Applying the action value
Applying the business levers
Enabling channels and defining triggers
Defining real-time container triggers
Defining real-time event triggers
Defining outbound schedules
Defining triggers for audience updates on external media platforms
Testing Next-Best-Action configuration
Testing Next-Best-Action configuration with persona testing
Testing Next-Best-Action configuration with audience simulations
Actions landing page
Paid Media landing page
Paid Media landing page
Passbook landing page
Prospect Lists landing page
Push Notifications landing page
Real-Time Artifacts landing page
Scenario Planner landing page
Scenario Planner results
Scorecards landing page
Seed Lists landing page
Segmentation Support landing page
SMS landing page
Accessing SMS Message and Customer data in Decision Tables
Strategies landing page
Supporting Decisions landing page
System Health landing page
Tables and Trees landing page
Treatments landing page
Identifying opportunities to improve next-best-action strategies with Value Finder
Running Value Finder simulations
Setting the under-served threshold
Analyzing group descriptions
Saving customer groups as audiences
Volume Constraints landing page
Work Objects
Marketing work objects
About Checklists
Checklists: Creating a new Checklist
Checklists: Using the Checklist display
Using the Pulse panel
Checklists: Performing Checklist actions
About Multi-Channel and Self-Optimizing Campaigns
Multi-Channel and Self-Optimizing Campaigns: Creating a new Campaign
Multi-Channel and Self-Optimizing Campaigns: Interacting with the Campaign display
Multi-Channel and Self-Optimizing Campaigns: Configuring a Campaign
Multi-Channel and Self-Optimizing Campaigns: Monitoring a Campaign
Multi-Channel and Self-Optimizing Campaigns: Performing Campaign actions
Multi-Channel and Self-Optimizing Campaigns: About Campaign Runs
Reviewing run details
About Outbound Campaigns
Creating a new Outbound Campaign
Interacting with the Outbound Campaign canvas
Performing Outbound Campaign actions
Wizards
Marketing wizards
Import Geofences wizard
Import Geofences: Using the wizard
Import Prospects wizard
Import Prospects : Using the wizard
Revision Management
Pega 1:1 Operations Manager
Configuring a team in Pega 1:1 Operations Manager
Creating a new change request in Pega 1:1 Operations Manager
Approving a change request
Grooming a change request
Working on the change request
Deploying the change request