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Enabling offers for local campaigns

Updated on October 19, 2020

Offer rules can be made available to Pega Sales Automation for Financial Services through local campaigns. Local campaigns utilize Pega Field Marketing to allow for running marketing campaigns from a non-marketing application.

Before you begin: Ensure that you defined your Pega Next-Best-Action hierarchy and created offer rules for your application.

For an example on creating a hierarchy that is specific to Financial Services, see the Marketing Artifacts tech note on the Pega Customer Decision Hub for Financial Services product page.

For more information about offers and configuration of local campaigns, see the Pega Field Marketing 8.5 User Guide on the Pega Customer Decision Hub product page.

  1. Open the offer that you want to enable for local campaigns.
  2. On the Details tab, in the Field Marketing Details section, select the This offer may be used in the creation of a Field Marketing Campaign check box.
    Result: The section expands.
  3. Complete the rest of the Field Marketing Details section.

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