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Pega Customer Decision Hub for Financial Services interaction types

Updated on January 22, 2021
Interaction typeDescription
Create a CampaignThe application supports multi-channel, multi-wave, and simple direct campaigns. Marketers can specify goals, financials, and budget for their campaigns.
Perform Distribution TestingThe application allows campaigns to be run in test mode, thereby enabling the marketing department to validate the right actions are being made to the right customers.
Perform Seed List TestingThe application allows Campaigns to be run against a set of artificial entities (also called "seeds") in order to validate the end-to-end behavior of the Campaign.
Submit for ApprovalThe application’s operations module allows Campaigns to go through an approval process prior to being submitted for execution. This enables marketing organizations to adhere to best practices around approvals.
Manage Campaign Life CycleThe application allows the marketer to perform relevant actions (such as edit, suspend, and resume) on the campaign during the course of its life cycle.
Create ChecklistsThe application’s operations module provides the ability to create checklists which can be associated with a campaign or an action. Each checklist contains tasks which describe the actions that need to take place in order to consider the work on this asset to be complete.
Import Prospect ListsThe application allows marketers to import prospect spreadsheets into the system and utilize the imported lists to target prospects.
Set up Seed ListsThe application enables creation of lists containing examples of customer data. Marketers can use these lists to validate the behaviour of their campaigns and actions prior to making these assets live.
Review System HealthThe application provides a centralized utility that performs a self-diagnosis of the application and provides system administrators with links to areas that need attention.
Configure ChannelsThe application provides robust support for a variety of communication channels, including Email, SMS, Passbook, and Push Notifications.
  • Previous topic Next-Best-Action Advisor use cases
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