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Action Bundle Types

Updated on September 15, 2022

The system supports three modes of outbound action bundling. These modes are henceforth referred to as bundle types.

Pega Customer Decision Hub
  • Fixed Bundle - This bundle type should be used when customers must purchase the bundle in its entirety (all members). In this mode, the parent flow is the only flow that is processed. All of the recorded response (Interaction History, Adaptive Decision Manager, and Visual Business Director responses) are recorded for the parent bundle and all of its members. Any response will progress the parent flow.
  • Flexible Bundle - This bundle type should be used when customers can purchase the entire bundle or can pick individual members to purchase. In this mode, the parent flow is used as a container for distributing communication about the collection of offerings. A response to an individual offering will only start that member's flow. Any recorded response in the member flow will record information for the member action and the parent action. Responding directly to the parent bundle action will trigger all member actions that haven't been started.
  • Grouped actions - This bundle type should be used when the user has a selection of actions they wish to communicate together to the customer. The individual actions themselves may not have any correlation to each other. In this mode, the parent flow is used as a container for distributing communication about the collection of offerings. A response to an individual offering will only start that member's flow. However, any recorded response in the member flow will only record information for the member action.

The differences in the behaviors of the three bundle types are summarized in the table below:

ScenarioFixed BundleFlexible BundleGrouped Actions
Action initiationSame behavior for all three bundle types:
  • Start the parent flow
  • Record initial IH entry for parent and all members
Respond to Email link for bundle (all members)- Resume the parent flow

- Start all member flows that haven’t been started

- Parent flow does not resume

- Resume the parent flow
Respond to Email link for individual action- Resume the parent flow- Start or resume the member flow- Start or resume the member flow
Update Status shape in parent action- Record response for parent and all members- Record response for parent and member actions that haven’t been started- Record response for parent and member actions that haven’t been started
Update Status shape in member actionN/A (since member action is never started)- Record response for member and its parent- Record response for member only
Parent action completion- Complete parent and all member actions- Complete parent and member actions that haven’t been started- Complete parent and member actions that haven’t been started
Member action completionN/A (since member action is never started)- Complete member action only- Complete member action only
For example:

Fixed bundle - When you are presenting your customer with an offer of a price plan (for example, 7GB of data with unlimited minutes and texts) with a mobile device for a specific price and term (for example, 15$ a month for 2 years), and customer cannot just choose the price plan without the handset.

Flexible bundle - When you are presenting your customer with an offer of accessories for their phone at a discounted price (for example, half priced phone case or suction mount for your mobile device). They can choose between those accessories and pick either one or both.

Grouped bundle - When you are presenting your customer with an offer of either FTTH broadband or FTTN broadband connection. They would take one or the other, but never both.

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