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Triggering paid updates through Next-Best-Action

Updated on August 4, 2022

After you configure the connection to a paid destination and specify how individuals are matched to their accounts on that destination, use the Next-Best-Action Designer to enable Next-Best-Action decisions for paid channels.

Pega Customer Decision Hub

The Next-Best-Action Designer allows you to define the Next-Best-Action decisions and requirements which apply to the whole organization, or to specific business issues or groups. You can use it to select the channels on which actions, such as product offers, are communicated to individuals. In addition, you can specify the triggers which cause the actions to be communicated to individuals, for example, scheduled outbound runs or real-time container updates.

To extend your Next-Best-Action to paid channels:

  1. Log in to the Pega Customer Decision Hub portal as an administrator.
  2. Click Next-Best-ActionDesignerChannels.
  3. In the Paid Media > Paid Destinations section, click Configure to select one or more paid destinations.
  4. Specify the trigger or triggers for the audience update.
    For more examples on how to configure and implement this capability, see Enabling channels and triggers.
  5. Optional: For Google Ads and Facebook Ads destinations, in the Paid destinations section, click ConfigureNegative audience to increase the accuracy of your targeting by excluding individuals who are ineligible for an action. For more information, see
  6. Optional: For Google Ads and Facebook Ads destinations, in the Paid destinations section, click ConfigureLookalike audience. This creates an audience of customers who share the traits of your existing customers. For more information, see Configuring Facebook Lookalike Audiences and Generating Google Similar Audiences.
  7. Optional: As a best practice, you should use a single, primary paid configuration to manage all paid actions. However, if required, you can define additional paid configurations, for example, to use different paid strategies for different levels of your business hierarchy:
    1. In the Channels tab of the Next-Best-Action Designer, click ActionsAdd paid configuration.
    2. In the new Additional paid configuration section, in the Issue / Group list, select the issue and group or groups to which the schedule applies.
    3. Select the paid strategy, triggers and destinations for this hierarchy level, as described in steps 1-3.
  8. Click Save.
  • Previous topic Using action eligibility to reduce wasted ad spend on people-based destinations
  • Next topic Reduce wasted ad spend with negative audiences and next-best-action

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