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Managing prospects

Updated on September 15, 2022

In marketing terms, a prospect is a potential customer, which you want to target. Pega Customer Decision Hub provides support for importing prospect lists, creating prospect segments. If campaigns are enabled in your application, you can also use them to target prospects.

Pega Customer Decision Hub

Configuring the prospect class

Note: Starting in Pega Customer Decision Hub version 8.7, this functionality is considered deprecated and may be removed in future versions of the product. The new approach to manage prospects is to select an industry template when running the Customer Decision Hub setup wizard or adding a prospect property to the customer class for storing prospects in the system. For more information, see Configuring the prospect class.

  • Importing prospect lists

    Prospect lists can be imported into the application via the Prospect Lists landing page. This landing page is accessible in the Pega Customer Decision Hub portal via: Configuration Segmentation Prospect Lists .

  • Creating prospect segments

    After you import a prospect list, Pega Customer Decision Hub automatically creates a segment for the prospects. You can also manually create new prospect segments. Before you can use these segments in campaigns, you must first run the segment to populate it.

  • Using campaigns to target potential customers

    To target prospects with your marketing efforts, create a multi-channel campaign. Self-optimizing and outbound campaigns do not support targeting prospect audiences.

  • Previous topic Defining an exclusion list of customers who opted out of receiving notifications
  • Next topic Importing prospect lists

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