Setting constraints, outbound limits, and controls
You can restrict the number of contacts a customer receives in a given period of time, or configure an automatic pause for actions after a specific number of outcomes.
Too many contact attempts over a short period of time can have a negative impact on a customer's willingness to further interact with your actions. They can also be non-compliant with corporate or regulatory guidelines. To prevent that, you can specify the following constraints for contacting your customers:
- Outbound limits- Limit the number of interactions which a customer can receive over a given period of time on a specific channel. For example, you can decide that you do not want your customers to receive more than two emails per week.
- Contact policy library- Define suppressions, that is, automatically put an action on hold after a specific number of outcomes are recorded for some or all channels. For example, a contact policy can suppress an action for a particular customer after the customer has seen an ad for that action for five times. Suppressing or pausing an action prevents oversaturation by limiting the number of times that a customer is exposed to the same action.
- In the Pega Customer Decision Hub portal, click .
- Click Edit.
- Optional: To set the outbound limit, in the Outbound limits section, click
Add limit.
- Optional: To specify action suppressions, in the Contact policy library section, click + Add contact policy.
- Optional: Enter the policy name.
- In the Scope section, select the type of outcome which is tracked by the policy. For example, if the suppression should activate after a specific number of negative responses, select Track Rejects.
- Specify whether to track responses individually for each action or for all actions in
the group.
- Select the time period over to track the responses.By default, Pega Customer Decision Hub tracks responses over a period of 7 or 30 days.
- Click Submit.
- Enter the number of responses required to fulfill the suppression criteria, for example, 30.
- Select the channel for which you want to track the responses, for example, All.
- Enter the number of days for which an action should be paused after the suppression criteria are met, for example, 5.
- Optional: To add more suppression conditions, click + Add
suppression.
- Optional: To track different metrics over different periods of time, click + Add contact policy.
- Click Save.
- To apply a contact policy to your Next-Best-Action Strategy, select it in the
Engagement policy tab of Next-Best-Action Designer:
- In the Pega Customer Decision Hub portal, click .
- Click the name of a group.
- Click Edit.
- In the Contact policy section, click the Configure icon.
- In the Configure contact policy window, select your new contact policy and click Add.
- Click Apply.
- Click Save.
- Controlling the number of customer contacts with outbound limits
Set and manage outbound limits for customer interactions on specific channels to prevent communication overexposure. Configure these limits by editing existing settings or adding new ones on the Constraints tab.
- Creating a contact policy
Contact policies control how many contact attempts the customer receives through a specific channel over a set period of time. To define those suppression rules create a new contact policy.
- Adding more tracking time periods for contact policies
Contact policies track responses to actions over a specific period of time. By default, responses are tracked over a period of 7 or 30 days. If required, you can add more tracking periods by creating a new Interaction History time period, and then updating the part of the Next-Best-Action Strategy that references it.
- Frequently asked questions about contact policies
See the following topics for additional information, tips and tricks, and best practices.
- Avoiding overexposure of actions with volume constraints
A Volume Constraint limits the number of actions that are delivered to customers.
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