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Adding more tracking time periods for contact policies

Updated on August 4, 2022

Contact policies track responses to actions over a specific period of time. By default, responses are tracked over a period of 7 or 30 days. If required, you can add more tracking periods by creating a new Interaction History time period, and then updating the part of the Next-Best-Action Strategy that references it.

Pega Customer Decision Hub
Note: Contact policies determine when and for how long an action or a group of actions should no longer be shown to the customer. For example, if a customer views an ad for an action five times without responding, the add will no longer be shown to that customer over the next seven days. Suppressing or pausing an action prevents over-saturation by limiting the number of times that a customer is exposed to the same action.
  1. In Dev Studio, click ConfigureDecisioningDecisionsData SourcesInteraction History Summaries.
  2. Open the Interaction History rule Action Outcomes for the past 7 Days or Action Outcomes for the past 30 Days by clicking ManageEdit.
  3. Click Save as to save a copy of the rule into your data set.
  4. In the Time Period section, adjust the time period as required, as shown in the following figure:
    Sample value for the time period
  5. Click Save.
  6. Click Check in.
  7. Search for and open the ActionOutcomesForThePast07Days or Action Outcomes for the past 30 Days field value.
  8. Click SaveSave as to save a copy of the rule into your data set.
    You must give the new field value rule the same name as you gave to the new Interaction History rule.
  9. In the To field, enter the same number of days as you specified in the Time Period section, as shown in the following figure:
    Sample configuration of the field value rule
  10. Click Save.
  11. Click Check in.
  12. Search for and check out the CheckSpecificChannelLimits strategy.
    This strategy checks the contact policy threshold for specific channels, for example, web, email, or SMS. It is a sub-strategy of the BehavioralLimits strategy.
  13. Add an IH Summary shape to the strategy canvas by copying one of the existing shapes.
  14. In the shape properties, fill out the name and description, and select the new Interaction History rule in the Select Aggregate Dataset field, as in the following figure:
    Sample IH Summary properties
  15. Add a new Group By shape to the canvas by copying one of the existing Group By shapes.
  16. Connect the new IH Summary shape to the Group By shape, as in the following figure:
    Sample configuration
  17. Add a new Offer Level Aggregate data join to the canvas by copying one of the existing data joins.
  18. In the shape properties, in the Join source components with section, select your new Interaction History rule in the Name list, as shown in the following figure:
    Sample data join
  19. Connect the new Offer Level Aggregate data join to the Set Property shape, as shown in the following figure:
    Sample configuration
  20. Add a new Group Level Aggregate data join to the canvas by copying one of the existing data joins.
  21. In the shape properties, in the Join source components with section, select your new Group By component in the Name list.
  22. Connect the new Group Level Aggregate data join to the Set Property shape.
  23. Add a new Filter for Group Outcomes shape to the canvas by copying one of the existing filter shapes.
  24. In the shape properties, in the Filter condition field, enter the name of your new Interaction History summary, as shown in the following figure:
    Sample Filter shape properties
  25. Connect the Filter Group level policies shape to the new Filter shape, and then connect the new Filter shape to the matching data join, as shown in the following figure:
    Sample configuration
  26. Add a new Filter for Action Outcomes shape to the canvas by copying one of the existing filter shapes.
  27. In the shape properties, in the Filter condition field, enter the name of your new Interaction History summary.
  28. Connect the Filter for Action level policies shape to the new Filter shape, and then connect the new Filter shape to the matching data join.
  29. Save and check in your changes.
  30. Search for and check out the CheckAllChannelLimits strategy.
    This strategy checks the contact policy threshold for any channel. It is a sub-strategy of the BehavioralLimits strategy.
  31. Repeat the steps 13 to 29 for this strategy.

Tags

Pega Customer Decision Hub 8.5 Decision Management

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