Setting constraints, contact policy limits, and controls
You can restrict the number of contacts a customer receives in a given period of time, or configure an automatic pause for actions after a specific number of outcomes.
Too many contact attempts over a short period of time can have a negative impact on a customer's willingness to further interact with your actions. They can also be non-compliant with corporate or regulatory guidelines. To prevent that, you can specify the following constraints for contacting your customers:
- Customer contact limits - Limit the number of interactions which a customer can receive over a given period of time on a specific channel. For example, you can decide that you do not want your customers to receive more than two emails per week.
- Contact policy library - Define suppressions, that is, automatically put an action on hold after a specific number of outcomes are recorded for some or all channels. For example, a contact policy can suppress an action for a particular customer after the customer has seen an ad for that action for five times. Suppressing or pausing an action prevents oversaturation by limiting the number of times that a customer is exposed to the same action.
- In the Pega Customer Decision Hub portal, click .
- Click Edit.
- Optional: To set the customer contact limit, in the Customer contact limits
section, click Edit customer contact policy.
- Optional: To specify action suppressions, in the Contact policy library section, click + Add contact policy.
- Optional: Enter the policy name.
- In the Scope section, select the type of outcome which is tracked by the policy. For example, if the suppression should activate after a specific number of negative responses, select Track Rejects.
- Specify whether to track responses individually for each action or for all actions in
the group.
- Select the time period over to track the responses.By default, Pega Customer Decision Hub tracks responses over a period of 7 or 30 days. To add more tracking periods:
- In Dev Studio, click .
- Edit the Interaction History rule Action Outcomes for the past 7 Days or Action Outcomes for the past 30 Days.
- Save a copy of the rule into your data set and adjust the time period as required.
- Click Submit.
- Enter the number of responses required to fulfill the suppression criteria, for example, 30.
- Select the channel for which you want to track the responses, for example, All.
- Enter the number of days for which an action should be paused after the suppression criteria are met, for example, 5.
- Optional: To add more suppression conditions, click + Add
suppression.
- Optional: To track different metrics over different periods of time, click + Add
contact policy.
- Click Save.
- To apply a contact policy to your Next-Best-Action Strategy, select it in the
Engagement policy tab of Next-Best-Action Designer:
- In the Pega Customer Decision Hub portal, click .
- Click the name of a group.
- Click Edit.
- In the Contact policy section, click the Configure icon.
- In the Configure contact policy window, select your new contact policy and click Add.
- Click Apply.
- Click Save.
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