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Configuring the delivery of multiple treatments with the Send Multiple shape

Updated on September 15, 2022

The Send Multiple Treatments shape enables the user to configure treatments to be delivered across different channels (currently Email or SMS). The user also specifies the logic which determines the channel to be used for delivery. When the Flow executes, the correct delivery channel is determined and the treatment specified for this channel is delivered.

Pega Customer Decision Hub

Treatment Specification

The following configurations options are available for specifying the treatments and channels for this shape:

  • Treatment Origin – This setting determines how the channel for delivery is determined. The two options are:
    • Strategy/Action – In this scenario, the channel value determined by strategy execution (as part of a run) is used as the delivery channel. The user can alternately set the channel value (.OfferData.pyChannel property) directly in the Flow prior to this shape.
    • Decision Rule – In this scenario, the channel value is determined by executing a decision rule. The user must also specify the Decision Type (decision table or decision tree) and the name of the Decision Rule.
  • Treatments – This group of settings is used to specify the treatments for delivery. The user can select the channels available for delivery by enabling the Outbound Email and Outbound SMS check boxes. The configuration options available for each channel are similar to those present on the channel-specific delivery shapes. Refer to the descriptions provided for each of these shapes for more details:
  • Default Treatment – This setting determines the default channel value to use in case the channel returned by the Treatment Origin setting is either undefined or not currently supported. The values available for this setting are predicated by the channels that are enabled in the Treatments group.

Wait After Sending

Users can determine whether they would like to wait after the processing of this shape or proceed directly to the next step in the Flow. The wait options available are the same for all wait-based shapes and are described in the section on the Wait shape.

Delivery Options

Emails and SMS messages can be delivered in various ways - they can be sent by the system (Online mode) or they can be written to a data warehouse for processing by other systems (File and DB modes). Users can enable one or more of these modes at the same time.

The configuration options available are similar to the ones available for the Send Email and Send SMS shapes. These options are situated in the following areas of the Send Multiple Treatments shape:

  • Write to File/DB options – In the Output section
  • Email Account options – In the Advanced section
  • SMS Account options – In the Advanced section
  • Previous topic Configuring the delivery of a generic treatment with the Send Generic shape
  • Next topic Configuring the delivery of push notifications with the Push Notification shape

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