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Adding advertised bundles

Updated on December 8, 2020

Advertised bundles allow you to present a more comprehensive offer to your customers. Enable this customer experience by using advertised bundles in Pega Next-Best-Action Advisor.

For more information, see Advertised and personalized bundles.

  1. In Next-Best-Action Designer, click Engagement policy.
  2. In the Retention list, click Bundle, and then click the Subscription bundles arrow.
  3. In the Bundles section, click the More icon, and then click Create bundle.
  4. In the Create Bundle window, provide the details of your new bundle:
    1. In the description field, enter Gold bundle.
    2. In the Context section, ensure that the ruleset is your application-Rules.
    3. Click Create and open.
  5. In the Edit Bundle window, on the Details tab, provide the details for your action:
    1. In the Key code field, enter: GoldBundle.
    2. In the Category field, enter: Bundle.
    3. In the Description field, enter a short description of the bundle.
    4. In the Benefits field, enter a short description of the advantages of your bundle.
  6. In the Next-Best-Action configuration section, provide further details:
    1. In the Starting propensity field, enter: 1.
    2. In the Offer ID field, enter: PO-0001.
    3. In the Catalog ID field, enter: PC-1.
    4. In the Monthly recurring cost field, enter: 85.
    5. In the One time cost field, enter: 125.
    6. In the Sub category field, enter: Bundle.
    7. In the Contract length field, enter: 24.
  7. In the Bundle Attributes section, select Yes, this is a bundle parent.
  8. In the Additional Bundle Attributes section, configure additional bundle properties:
    1. Turn on the Advertised bundle switch.
    2. In the Group field, select Mobile.
    3. In the Action field, select The mobile phone model name for your bundle.
    4. Click Add item.
    5. In the Group field, select Mobile.
    6. In the Action field, select The mobile plan name for your bundle.
  9. On the Treatments tab, click Add channel.
  10. From the drop-down list, select a communication channel, for example, Agent assisted.
    Note: With the Agent assisted communication channel, a customer makes a call to an agent, and the agent guides the customer through the selling journey.
  11. In the Configure Agent Assisted Treatment dialog box, click Add, and then click Apply.
  12. Click Save, and then close the Edit Action window.
  13. Create the Silver bundle by repeating step 2 to step 12, with the following attributes:
    • Key code: SilverBundle
    • Category: Bundle
    • Offer ID: PO-0002
    • Catalog ID: PC-1
    • Monthly recurring cost: 65
    • One time cost: 90
    • Sub category: Bundle
    • Contract length: 24
  • Previous topic Specializing the Calculate budget scorecard
  • Next topic Determining the static bundle for Pega Next-Best-Action Advisor

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