Optional: Running a marketing campaign for batch evaluation
To use Pega Customer Decision Hub in a CRM suite configuration with Pega Sales Automation, you can test the integration by configuring a campaign to run at a specified time every day to populate next best offers for each contact. Use contacts from Pega Sales Automation as the campaign segment.
Pega Customer Decision Hub Implementation Guide
- Log in to the Pega Platform as the Pega Sales Automation administrator operator who has PegaSA:MarketAdmins as their secondary access group.
- Click to open the PegaSA_Marketing application.
- In the Explorer panel, click App.
- Click and open the AllSFACustomers segment.
- Click .
- Click .
- In the Dev Studio header search text field, search for and select the RunProgram activity.
- Enter a unique Program Name, and then enter the same program name as a parameter to the activity.
- Click .
- On the Marketing Campaign form, click .
- Click Confirm.
- Click .
- Click .
- Locate the row containing the SFAPrioritizedContacts template and ensure that the number of records equals the total offers initiated on the Run Summary and that the status for the template is In Progress.
- In the Actions column, select Finalized.
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