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  • Welcome to Pega Marketing Version 8.4
  • Basics
    • Using this help system
    • Customizing a dashboard
    • 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
      • Using the Customer list tab on the Segment form
      • 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
    • Marketing Dashboard
    • Data Flows landing page
    • Data Management landing page
    • Data Management Context landing page
    • Eligibilities landing page
    • Ethical Bias Policy landing page
    • Pega Marketing portal Home page
    • Content Library landing page
    • Marketing Calendar landing page
    • Microsites landing page
    • Next-Best-Action Designer landing page
      • 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
      • 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
      • Importing Next-Best-Action settings from a template
      • 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 Audiences landing page
    • Passbook landing page
    • Prospect Lists landing page
    • Push Notifications landing page
    • Real-Time Artifacts landing page
    • 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
    • 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
      • 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
2020-12-23