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To prevent the same offer from being shown repeatedly to a customer, the correct suppression rule is to suppress an action for 10 days if there are five impressions for the web channel in the last 14 days. This ensures that after a customer has been presented with the same offer five times within a 14-day period, they will not see that offer for the next 10 days, thereby preventing offer fatigue.

To update the cashback offer to be presented through a new channel (SMS) and to update the suitability condition, you need to perform two main tasks: adding a new treatment and editing the engagement policy.

Add a New Treatment:

Step 1: Navigate to the "Actions" section in the Pega Customer Decision Hub.

Step 2: Locate the existing cashback offer action.

Step 3: Add a new treatment specifically for the SMS channel. This involves creating a new SMS treatment that defines the message content, format, and any other relevant details.

Step 4: Ensure the new treatment is linked to the cashback offer action.

Edit the Engagement Policy:

Step 1: In the Pega Customer Decision Hub, go to the "Engagement Policies" section.

Step 2: Locate the engagement policy associated with the cashback offer.

Step 3: Update the suitability condition by lowering the debt-to-income ratio threshold from 48 to 45. This ensures that the new condition is applied when evaluating customer eligibility for the cashback offer.

Step 4: Save and publish the updated engagement policy to ensure it takes effect.

Verify the Changes:

Step 1: Test the new SMS treatment by sending test messages to a seed list to verify the content and formatting.

Step 2: Ensure that the updated engagement policy correctly filters customers based on the new debt-to-income ratio threshold.

References:

Pega-Customer-Decision-Hub-User-Guide-85.pdf: "Defining treatments for actions" and "Configuring engagement policies" sections.

Pega documentation on "Creating and managing actions" and "Editing engagement policies".

One-to-One Marketing Channels: As the company transitions to a one-to-one marketing approach, leveraging various channels is essential to effectively present new offers like a data plan.

Retail Store: Offers can be presented directly to customers through in-store interactions, allowing personalized recommendations based on their profile and behavior.

Chatbot: Automated chatbots can engage customers in real-time on digital platforms, offering personalized data plans based on customer interactions and preferences.