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Selecting contact policies in Next-Best-Action Designer

Suggest edit Updated on September 20, 2021

After you define a contact policy, select it in the Engagement policy tab of Next-Best-Action Designer.

Note: This article describes the Next-Best-Action framework shipped with Pega Marketing™ 8.4 and  Pega Customer Decision Hub™ 8.4. For Pega Customer Decision Hub 8.5, see the Pega Customer Decision Hub User Guide on the Pega Customer Decision Hub product page.
  1. In the Pega Marketing or Pega Customer Decision Hub portal, click Next-Best-Action > Designer > Engagement policy.
  2. Click the name of a business group.
  3. Click Edit.
  4. In the Contact policy section, click the Configure icon.
  5. In the Configure contact policy window, select your new contact policy and click Add.
  6. Click Apply.
  7. Click Save.

Results

The engagement policies are now applied to all actions from the selected business group, as shown in the following figure:

"Example engagement policies"
Example engagement policies
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