Reference module: Sending offer emailsU+ Bank currently uses Next-Best-Action Designer to manage 1:1 customer engagement...

To promote offers in email using Next-Best-Action Designer, U+ Bank needs to ensure that specific configurations are in place.

Enable the Email Channel:

Step 1: Go to Next-Best-Action Designer in Pega Customer Decision Hub.

Step 2: Navigate to the Channels tab and ensure that the Email channel is toggled on.

Step 3: Configure the email channel settings, including the email server and any necessary authentication details.

Define the Primary Schedule:

Step 1: In Next-Best-Action Designer, navigate to the Engagement Policy tab.

Step 2: Define the primary schedule for when email communications should be sent. This includes setting the frequency and timing of emails.

Step 3: Ensure that the schedule aligns with the bank’s overall marketing calendar and customer engagement strategy.

Additional Considerations:

Arbitration Configuration: While not mandatory, configuring arbitration to boost prioritization of actions meant for email can help ensure that email offers are given appropriate priority.

Real-Time Container Triggers: Setting up real-time container triggers to communicate with the email server is essential if real-time email communication is required, though it is not specifically needed for scheduled email campaigns.

Example Implementation:

U+ Bank can start by enabling the email channel and configuring the primary schedule for their email campaigns. Once these steps are completed, they can create email treatments for their offers and test them using seed lists to ensure personalization and content accuracy.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Understanding Next-Best-Action Designer channels" and "Configuring email treatments" sections.

Pega documentation on "Sending offer emails" and "Creating treatments for additional channels".