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Common request program for a campaign

Suggest edit Updated on September 10, 2021

Use Pega Warranty to define a campaign for a specific product. During the repair order data entry process, if a campaign exists for the product that is being repaired, it is identified, added to the repair order, and addressed during the repair visit.

A Common request program is configured for a particular campaign and with a specific parameter. A campaign starts if the same parameter is provided while creating a repair order or a Pega Warranty claim.

For more information on the campaign implementation, see the Pega Warranty Implementation Guide.

Creating a campaign

To create a campaign and generate a campaign ID, complete the following steps:

  1. Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
  2. In the header of Dev Studio, click Configure > Campaigns > Create Campaign.
  3. Enter the campaign details with information about parts, labor and other miscellaneous cost line items.
  4. Click Submit.

Managing a campaign

To associate a program with a campaign, complete the following steps:

  1. Log in as a Pega Warranty administrator using the WarSysAdmin operator ID.
  2. In the header of Dev Studio, click Configure > Common Request Program > Add Program.
  3. From the Program Type list, select Campaign Program.
  4. From Case/Supporting Type, select either Claim Unit or Repair Order, based on your business needs.
    • To populate a campaign while creating a repair order, select Repair Order.
    • To populate a campaign while creating a Warranty claim, select Claim Unit.
  5. Provide a Campaign ID and click Create.
  6. Configure filters, criteria, and responses based on your business needs.
    • The effective date is an automatic program activation date. The end date is the automatic program deactivation date.
    • To configure the applicable regions that are connected to the program, click Add filter and select the Region name and Country. To confirm your selections, click Add.
    • Define the particular criteria for the program to start. Configure a qualifier and a value for the selected property type. You can add multiple criteria.
    • The Equals qualifier only applies to numeric or text values.
    • The EndsWith and StartsWith qualifiers only apply to text values.
  7. Review the provided information. To complete the assignment, click Finish.
To see the campaign reports, such as Campaign Program Status, Campaign Units, or Campaign Units Per Campaign, in the header of Dev Studio, click Configure > Campaigns > Campaign Reports.

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Common request program

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Pega Warranty System Architect Lead System Architect Business Architect User Experience Designer Project Manager System Administrator Case Management Manufacturing
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