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Grooming a change request

Updated on January 22, 2021

In the Plan phase, as a business user, you define additional requirements, context, eligibilities, and channel details.

  1. After you receive a notification email that your change request was approved, log in as a user with the <your implementation application>:BusinessUser access group.
  2. In the To do section of the Pega 1:1 Operations Manager Home page, click Go next to the request on which you want to work.
  3. Depending on the type of change that you want to request, do one of the following tasks:
    Create new action
    1. Review the request details on the Define attributes tab and adjust them as required, for example, to provide more information about the action.
    2. In the Define availability tab, specify the conditions under which the action is available to customers.

      For example: Specify the dates when the action is available, or indicate whether the action should be offered to customers as part of a bundle.

    3. In the Define engagement policy tab, select the conditions under which the action can be offered to customers.

      For example: An action can be offered only to customers who signed up for a loyalty card.

    4. In the Define channels tab, describe the treatments which you want to be associated with the action.

      For example:

      • Provide the text for the web ad or ads which you require, and describe their placement on the web page
      • Define the subject line, tracking code, and other data elements for an email
      • Define the text, tracking code, and other data elements for an SMS
    Update existing action
    1. In the Specify details section, select the action that you want to update.
    2. Specify the action attributes that you want to update.

      For example:

      • Update action details
      • Modify engagement policies
      • Edit, create, or remove treatments for the action
  4. Click Finish.
  5. In the Rank field, indicate the request priority by entering the rank for the change request.
  6. Click Submit.

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