Using this help system

Pega Marketing Help edition: April 2018 for version 7.4

Styles

Field labels on rule and data forms are presented in bold.

Keywords and values from selection lists appear in This Font.

References to specific standard rules and initial data instances appear like pyDefault.

Button labels appear in bold.

Menu items appear in This > Format.

Labels of dialog windows appear like Adjust Preferences.

Finding help topics

Use the Contents or Search buttons to find a topic of interest.

When looking for specific content using Search, it can be helpful to decide if you want to find topics containing any of the words you enter or all of the words you enter. The default behavior is to return all the topics containing any of your words. To get a shorter, more focused list of potential topics, use AND between your search words. Alternatively, if you know the exact phrase you want, you can enclose all your words in quotes.

Printing help topics

To print a long help topic, click in the topic area and then click the Print icon in the help top bar. For some Internet Explorer configurations, you must select the Options tab and then the Only the selected frame radio button.

Navigation

Use these controls to navigate within this help system:

Element	Results
	Return to the previously displayed topic.
	Following use of only, click to re-display a topic viewed later than this topic.
	Open a topic that is parent to or more general than this topic.
	Return to the home page of the Help System.
	Open an external web page in a new window. Requires Internet access. Pegasystems Inc. does not endorse the content of external sites that are not hosted at www.pega.com.

Marks

These icons help characterize the information that follows them.

Symbol	Description
	Caution. Use this feature carefully.
	Advanced feature, one that requires technical skills or introduces constraints or risks into the application.
	Note.
	Tip, shortcut, or best practice.
	Links to definitions topics.
	Links to reference, concepts, and guidance topics.
	Links to topics describing standard rules or initially installed data instances.
	A SmartPrompt is available on this field. Press the Down Arrow key to access the list.
	This field supports autocomplete processing. Type one or a few letters and press the Down Arrow key to access the list.

Notices

Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This help system may contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time.

Any references in this help system to non-Pegasystems web sites are provided for convenience only and do not serve as an endorsement of these web sites. The materials at these web sites are not part of the material for Pegasystems products, and use of those web sites is at your own risk.

Information concerning non-Pegasystems products was obtained from the suppliers of those products, their published announcements, or other publicly available sources. Address questions on non-Pegasystems products to the suppliers of those products.

This help system contains examples of data and reports used in daily business operations. Examples include the names of people, companies, and productions. These are fictitious, and any similarity to the names and addresses used by an actual business enterprise is coincidental.