PEGAPCDC87V1 Exam Dumps - Certified Pega Decisioning Consultant (PCDC) 87V1

ï‚· Best Practice for Emails: To ensure that emails load quickly and correctly across various email clients, it's best practice to provide links to images rather than embedding them directly or attaching them. This method ensures better compatibility and avoids large email sizes.

ï‚· Implementation: Including image links allows the email client to fetch images from a server, ensuring that the email content remains lightweight and is displayed properly.

To present offers based on the responses of a test group that already received the offer, you should configure the propensity factor in Pega Customer Decision Hub. Propensity models predict the likelihood of a customer accepting an offer based on historical data and responses from similar customers. By leveraging propensity, you can ensure that offers are presented to customers who are most likely to respond positively, based on the behavior of the test group.

ï‚· Understanding the Requirement:

Myco wants to understand the impact on revenue if a new data plan offer is introduced.

This involves simulating the potential effects of adding a new offer to the existing strategy.

ï‚· Pega Scenario Planner:

Scenario Planner is used to simulate "what-if" scenarios to forecast results and understand the impact of changes to the Next-Best-Action Designer configuration.

It allows businesses to compare the effects of different strategies and adjust levers to align with business objectives.

ï‚· Running the Simulation:

Create and run an audience simulation with the new data plan offer included.

Use Scenario Planner to compare the projected reach, accepts, and value capture with and without the new offer.

ï‚· Steps to Use Scenario Planner:

Log in to the Pega Customer Decision Hub portal.

Navigate to Discovery -> Scenario Planner.

Create a new simulation, including the new data plan offer.

Run the simulation and compare the results to understand the impact on revenue.

ï‚· Verification from Pega Documentation:

The Pega Customer Decision Hub User Guide explains how to use Scenario Planner to simulate business changes and understand their impact​​​​.

ï‚· Business Structure: Setting up the business structure to Sales/CreditCards ensures that the actions and offers are correctly categorized and managed within the appropriate business context.

ï‚· Real-Time Container: Creating and configuring a real-time container is necessary for presenting the credit card offer to customers in real-time as they log in to the website.

ï‚· Action and Web Treatment: Defining the action and configuring its web treatment ensures that the offer is ready to be displayed to the customers, complete with the necessary details and presentation format.

Correct Action Hierarchy Levels:

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Action Hierarchy Level: Action

Retention

Action Hierarchy Level: Business Issue

Tablets

Action Hierarchy Level: Group

Service

Action Hierarchy Level: Business Issue

Change address

Action Hierarchy Level: Action

Proactive retention

Action Hierarchy Level: Group

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Action: This is a specific offering or initiative that can be presented to customers. It is a specific action within the broader strategy.

To re-implement the bank's traditional marketing campaign using the always-on outbound customer engagement paradigm in Pega, follow these steps:

Understand the Traditional Campaign Requirements:

Day 1: Send an offer email to qualified customers.

Day 3: Send a reminder email to customers who haven't responded to the first email.

Day 7: Send a second reminder to customers who haven't responded to the first two emails.

Set Up Next-Best-Action Designer:

Use the Next-Best-Action Designer to define engagement policies, arbitration, and channels to manage customer interactions.

The always-on approach continuously evaluates customer interactions and selects the best action based on real-time data and AI-driven insights.

Configure the Primary Schedule:

Set up a daily run schedule for the Next-Best-Action strategy. This allows the AI to evaluate customer interactions daily and decide the best action to take.

Leverage AI for Decisioning:

Configure the AI models to determine the best action for each customer based on their interaction history and engagement policies. The AI will automatically handle:

Sending the initial offer email on Day 1.

Sending a reminder email on Day 3 to those who haven't responded.

Sending a second reminder on Day 7 to those who still haven't responded.

Define Engagement Policies:

Eligibility: Define which customers qualify for the offer.

Applicability: Ensure the offer is relevant to the customer.

Suitability: Verify that sending the offer is in the best interest of the customer.

Contact Policies: Set rules to manage the frequency and timing of emails to avoid over-communication.

Implement AI-Driven Actions:

Use the Next-Best-Action strategy framework to select actions (e.g., sending emails) based on the AI model's recommendations.

Configure treatments (email content) and channels (email) within the Next-Best-Action Designer.

Monitor and Adjust:

Continuously monitor the performance of the campaign using Pega's analytics and adjust the strategy as needed to optimize engagement and response rates.

References:

Pega Customer Decision Hub User Guide 8.5: Understanding Next-Best-Action Designer basics, Configuring the Next-Best-Action Designer for Pega Customer Service, Setting constraints contact policy limits and controls​​.

To ensure that customers do not receive more than four promotional emails per quarter, you can use customer contact limits. This setting allows you to define the maximum number of contacts a customer can receive over a specific period, regardless of their responses to previous actions. By setting this limit, you can prevent overcommunication and enhance customer experience.