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Adding and editing an example of a Discount action

Suggest edit Updated on September 16, 2020

Learn how to define your next best action business structure by creating an action in Next-Best-Action Designer that you can later demonstrate in Pega Next-Best-Action Advisor.

Note: This procedure describes an example Next-Best-Action Designer configuration that you can follow to familiarize yourself with Next-Best-Action Designer. Use it for training purposes, for example, in a sandbox environment.
Actions
An action is the marketing manifestation of a decisioning proposition. It defines the life cycle of the proposition. For example, an action can be to retain a customer, to present the customer with a new offer, or to update the customer address.
  1. In Next-Best-Action Designer, click Engagement policy.
  2. In the Retention issue, select the Discount group.
  3. Click the Subscription arrow to see more options.
  4. Next to Actions, click the More icon, and then click Create discount.
  5. In the Create Action window, provide the details for your new action:
    1. Enter an action name, for example, Loyalty discount.
    2. In the Context section, ensure that the ruleset is your application-Rules.
    3. Click Create and open.
  6. In the Edit Action window, on the Details tab, provide optional details for your action:
    1. In the Key code field, enter Loyaltydiscount.
    2. In the Category field, enter Discount.
    3. In the Description field, enter: Our special discount for loyal customers.
    4. In the Benefits field, briefly describe the advantages of the subscription.
  7. In the Next-Best-Action configuration section, provide further details for your action:
    1. In the Starting propensity field, enter: 0.5.
    2. In the Offer ID field, enter: PO-5001.
    3. In the Catalog ID field, enter: PC-1.
    4. In the Monthly recurring cost field, enter: -4.99.
    5. In the One time cost field, enter: 0.00.
    6. In the Sub category field, enter: Discount.
    7. In the Contract length field, enter: 24.
  8. In the Edit Action window, on the Treatments tab, click Add channel.
  9. From the drop-down list, select a communication channel, for example, Agent assisted.
    Note: With the Agent assisted communication channel, a customer makes a call to an agent, and the agent guides the customer through the selling journey.
  10. In the Configure Agent Assisted Treatment dialog box, click Add, and then click Apply.
  11. Click Save, and then close the Edit Action window.
    • Previous topic Adding and editing examples of Mobile actions
    • Next topic Validating your Next-Best-Action Designer configuration in Pega Next-Best-Action Advisor
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