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Optional: Running a marketing campaign for batch evaluation

Updated on August 3, 2022

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
  1. Log in to the Pega Platform as the Pega Sales Automation administrator operator who has PegaSA:MarketAdmins as their secondary access group.
  2. Click Application NameSwitch ApplicationPegaSA_Marketing to open the PegaSA_Marketing application.
  3. In the Explorer panel, click App.
  4. Click PegaCRM-Data-CustomerMarketingSegment and open the AllSFACustomers segment.
  5. Click ActionsRefresh.
  6. Click ActionsRun.
  7. In the Dev Studio header search text field, search for and select the RunProgram activity.
  8. Enter a unique Program Name, and then enter the same program name as a parameter to the activity.
  9. Click ActionsRun.
  10. On the Marketing Campaign form, click ActionsSubmit for Execution.
  11. Click Confirm.
    Result: When the campaign finishes running, the status changes to Pending-Wrapup.
  12. Click LaunchCustomer Decision Hub.
  13. Click ConfigurationSettingsChannelsDatabase.
  14. 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.
  15. In the Actions column, select Finalized.
  • Previous topic Optional: Training Adaptive Decision Manager for sales offers
  • Next topic Optional: Enabling Marketing Operations

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