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

 Ensuring the Email Channel is Enabled:

Navigate to the Channels tab in the Next-Best-Action Designer.

Ensure that the toggle for the Email channel is set to ON.

This action enables the email channel, making it available for use in Next-Best-Action strategies.

 Understanding Engagement Policies: Pega Customer Decision Hub uses engagement policies like eligibility, applicability, and suitability to determine if an action should be presented to a customer.

 Eligibility Criteria: These criteria define whether a customer qualifies for an action.

 Bank's Requirement: U+ Bank wants to avoid offering a mortgage refinance option to customers who have less than 5% left on their loan.

 Best Fit: The eligibility policy best suits this requirement as it allows the bank to set specific criteria (loan balance percentage) to exclude certain customers from receiving the offer​​.

Email treatments in Pega Customer Decision Hub allow for personalization, including customizing the email subject to address the customer by name or other personalized data.

Definition and Purpose:

Email treatments are used to define the content and presentation of email communications sent to customers as part of outbound campaigns.

Personalization enhances the relevance and engagement of these emails by including customer-specific information.

Capabilities of Email Treatments:

Personalization Tags: Pega supports the inclusion of dynamic tags in the email subject and body, allowing for personalized greetings, offers, and other content. For example, "Dear " where "" is dynamically replaced with the actual name of the customer.

HTML Content: Design rich email content using HTML, which can include images, links, and other multimedia elements.

Steps to Personalize Email Subjects:

Step 1: Create or edit an email treatment in Pega.

Step 2: In the subject line field, use the syntax for personalization tags. For example, "Dear , check out our new offers!".

Step 3: Map the personalization tags to the appropriate customer data fields to ensure the correct information is inserted when the email is sent.

Testing Personalization:

Use seed lists to test personalized emails. Seed lists are groups of test email addresses used to preview how the email will look when sent to actual customers.

Ensure that personalization attributes appear correctly in the received test emails.

Best Practices:

Always test personalized emails thoroughly before launching a campaign to ensure that the tags are working correctly and the content renders as expected.

Use personalization to enhance customer engagement by making emails feel more relevant and tailored to individual recipients.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Configuring email treatments" section.

Pega documentation on "Defining an action for outbound".