Setting up Campaign programs
Pega Warranty lets you define a standard repair as a campaign. You can create a common request program for the campaign to identify the situation where you should make a campaign available for selection during a repair order or claim file submissions.
You can use Pega Warranty to set up a campaign for a product. If you set up a campaign for a product, the campaign is added to the repair order at the time of repair.
To create a campaign and generate a campaign ID, complete the following steps:
- Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
- Click Dev Studio > Campaigns > Create Campaign.
- Enter the campaign details with information about parts, labor and other miscellaneous cost line items.
- Click Submit.
To associate a program with a campaign, complete the following steps:
- Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
- Click Dev Studio > Common Request Program > Add Program.
- From the Program Type list, select Campaign Program.
- From Case/Supporting Type, select either Claim Unit or Repair Order, based on your business needs.
- To populate a campaign while creating a repair order, select Repair Order.
- To populate a campaign while creating a Warranty claim, select Claim Unit.
- Provide a Campaign ID and click Create.
- Configure filters, criteria, and responses based on your business needs.
- The effective date is an automatic program activation date. The end date is the automatic program deactivation date.
- To configure the applicable regions that are connected to the program, click Add filter and select the Region name and Country. To confirm your selections, click Add.
- Define the particular criteria for the program to start. Configure a qualifier and a value for the selected property type. You can add multiple criteria.
- The Equals qualifier only applies to numeric or text values. The EndsWith and StartsWith qualifiers only apply to text values.
- Review the provided information. To complete the assignment, click Finish.
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