Context Dictionary landing page

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Settings > Context Dictionary

The Context Dictionary identifies the customer entities, the relationships between these entities, and any associated data to be used by Pega Marketing. By default, the Primary context is Customer, mapped to the PegaMKT-Data-Customer class, and the Prospect context is Prospect, mapped to the PegaMKT-Data-Prospect class.

Use this landing page to:

• Review or update the default Primary context
• Add an additional customer context
• Set a new customer context as Primary
• Review or update the default Prospect context
• Set the context storage

Reviewing or updating the default Primary context

1. Click the gear icon by the name of the Primary context.

2. Review the following properties:

   • Singular name

   • Plural name

   • Class

   • Full name

   • Email

   • Mobile phone

   • Additional inbound phone property

   • Exclusion list

   The key for the specified class is displayed after you enter the class.

3. If you defined a new base customer class, select it in the Class field.

   For more information about configuring a base customer class, see the Pega Marketing Implementation Guide on the Pega Marketing product page.

4. Review the associated data. If you defined additional associated data for your base customer class, click + Add associated data to enable it.

   For more information about configuring associated data, see the Pega Marketing Implementation Guide on the Pega Marketing product page.

5. Click Apply.

Adding an additional customer context

You can use additional customer context, for example, Account or Subscriber, to build segments and launch campaigns. Using multiple data context allows you to better target your marketing efforts at multiple levels.

1. Click Add context.

2. Specify the name, customer class, and optional exclusion list.

   For more information about configuring a new customer class, see the Pega Marketing Implementation Guide on the Pega Marketing product page.

3. If you defined additional associated data for your new customer class, click + Add associated data to enable it.

   For more information about configuring associated data, see the Pega Marketing Implementation Guide on the Pega Marketing product page.

Setting a new customer context as Primary

After you define a new customer context, you can set it as the Primary Context.

Changing the Primary context affects all Segments and Campaigns which use it. You must recreate them after the change to ensure that they continue working.

1. Click Change primary.
2. Select the context in the Select Primary Context dialog box.
3. Click Apply.

4. Manually recreate any Segments or Campaigns created before you changed the Primary context.

Reviewing or updating the default Prospect context

1. Click the gear icon by the name of the Prospect context.

2. If you defined a new base prospect class, select it in the Class field.

   For more information about configuring a new prospect class, see the Pega Marketing Implementation Guide on the Pega Marketing product page.

Optional: Setting the context storage

In the Context storage section, you can configure where the data in the Context Dictionary resides. By default, the data resides in the relational database that supports Pega Platform. You can also use the Cassandra-backed decision data store to store context data. However, any data required to create customer segments must still reside in a relational database, and data must be synchronized between the decision data store and relational tables if you plan to use segmentation.

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