Determining the static bundle for Pega Next-Best-Action Advisor
Pega Next-Best-Action Advisor requires a certain static bundle strategy logic to show fixed offers to a customer. Set that logic by editing the relevant strategy rule.
- Static bundle
- A fixed, preconfigured bundle of offers based on the maximal total monthly cost.
- For more information, see New customer acquisition journey in Pega Customer Decision Hub for Communications.
- In the Pega Customer Decision Hub portal, click .
- From the list of results, open RetentionStaticBundles by
clicking it.For more information, see Features of the.
- In the RetentionStaticBundles window, click Save as.
- In the Configurations section, next to Alternate strategy, click Configure.
- In the Configure Alternate Strategy window, click Create.
- Create your strategy:
- In the Strategy Record Configuration section, enter Retention advertised bundles as the name of your strategy.
- In the Context section, ensure that the change applies to your ruleset.
- Click Create and open.
- In the Edit Strategy window, add the shape, and then double-click it.
- In the Proposition data properties window, define import
settings:
- In the Name field, enter All Bundle.
- On the Proposition data tab, in the Business issue field, select Retention.
- In the Group field, select Bundle.
- In the Proposition data field, select Import All.
- Click Submit.
- Add the shape, and then double-click it.
- In the Filter properties window, define the following
settings:
- In the Name field, enter Just mobile.
- On the Filter tab, in the Filter condition field, enter Primary.SubscriptionType=="Mobile".
- Click Submit.
- Add the second shape, and then double-click it.
- In the Filter properties window, define the following
settings:
- In the Name field, enter Bundles With Members.
- On the Filter tab, in the Filter condition field, enter .BundleMembers !="".
- Click Submit.
- Add the shape, and then double-click it.
- In the Set property properties dialog box, define the
attributes:
- In the Name field, enter Set Priority.
- On the Target tab, click Add item.
- In the Target field, enter
.Priority, and then, in the
Source field, enter
0.75.
- Click Submit.
- On the strategy canvas, arrange, and then connect the shapes as shown in the
following figure:
The Static bundle strategy - Proposition Data
- Filter (Just mobile)
- Filter (Bundles With Members)
- Set Property
- Results
- Click Save, and then close the strategy window.
- In the Configure Alternate Strategy dialog box, select the
new strategy:
- Remove the existing strategy by clicking Delete.
- Click the Refresh icon.
- Next to Retention advertised bundles, click Add, and then click Apply.
- On the RetentionStaticBundles page, click Save.
- Generate the data flow:
- Reopen the strategy by clicking it.
- On the strategy page, click .
- On the Referencing rules tab, click the strategy rule to ensure that it has a data flow record.
- If the data flow is not visible, close the strategy window.
- On the supporting decision page, click Edit, and then click Save.
- Repeat step 19.a to step 19.c.
- Create the BundlesWithMembers sub strategy.For more information, see Creating an embedded strategy for Pega Next-Best-Action Advisor.
- Click Save, and then click Check in.
- Verify if the supporting decision is working.For more information, see Verifying supporting decisions for Pega Next-Best-Action Advisor.
- Creating an embedded strategy for Pega Next-Best-Action Advisor
As a part of determining the static bundle for Pega Next-Best-Action Advisor, create the embedded BundlesWithMembers strategy.
- Tutorial: Configuring supporting decisions for Pega Next-Best-Action Advisor
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