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Managing actions

Updated on August 4, 2022

An action holds various details about a particular offering, such as Start Date, End Date, and Expected Revenue. In addition to the proposition data, the Action rule enables the user to visually specify the flow of steps for a particular offering (Flow).

Pega Customer Decision Hub
Important: To disable an action so that the next-best-action strategy framework does not select it, set the Availability action attribute to Never or set the End date to a date in the past. Do not withdraw the action rule using the Pega Platform construct of rule availability as this approach will not prevent the next-best-action strategy framework from selecting it.

Each action is backed by a Decisioning proposition. The system automatically manages this relationship by creating, deploying, and deleting the proposition instance as needed. Since an action is closely tied to a proposition, it must always be created in the context of an Issue and a Group.

The actions landing page lists available action rules in the system. This landing page is accessible in the Pega Customer Decision Hub portal via: ContentActions.

This landing page lists the twenty most recently updated actions in the system. Users can use the View more results at the end of the list to load the next twenty results. Users can also use the filters at the top of the page to search for actions by Issue / Group and Name.

For each listed action, the landing page displays the following information:

  • Rule name - Clicking the name opens the Action rule.
  • Friendly name
  • Action availability - Start and/or end date of the action, if configured
  • Impression rate of this action - Ratio of total impressions (associated with this action) and the action volume
  • Action volume - Total number of times this action has been initiated
  • Conversion rate of this action - Ratio of total conversions (associated with this action) and the action volume
  • Icons indicating the channels utilized by the action
  • Image associated with the action

The Create button enables marketers to create a new action.

A newly created action starts out with the Start and End shapes, as shown below.

The action rule contains the following tabs:

Tab NamePurpose
Diagram Create the Flow. Refer to the Defining action flows section.
Details Specify the details about the offering. Refer to the Creating actions section.
Test Action Test the Flow. Refer to the Testing the action flow section.
HistorySpecify the Description and Usage information for this action.

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