Use Pega Warranty to define a campaign for a specific product. During the repair order data entry process, if a campaign exists for the product that is being repaired, it is identified, added to the repair order, and addressed during the repair visit.

A Common request program is configured for a particular campaign and with a specific parameter. A campaign starts if the same parameter is provided while creating a repair order or a Pega Warranty claim.

• Creating a campaign
• Managing a campaign

For more information on the campaign implementation, see the Pega Warranty Implementation Guide.

Creating a campaign

To create a campaign and generate a campaign ID, complete the following steps:

1. Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
2. In the header of Dev Studio, click Configure > Campaigns > Create Campaign.
3. Enter the campaign details with information about parts, labor and other miscellaneous cost line items.
4. Click Submit.

Managing a campaign

1. Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
2. In the header of Dev Studio, click Configure > Common Request Program > Add Program.
3. From the Program Type list, select Campaign Program.
4. 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.
5. Provide a Campaign ID and click Create.
6. 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.
7. Review the provided information. To complete the assignment, click Finish.