In the context of "Always-on Outbound", that is, when using Next-Best-Action Designer for outbound marketing, how can I ensure that follow-up emails do not get filtered out due to contact policy rules? For example, I want to send a follow-up email every time a customer clicks the link in an email. However, a contact policy rule may have been defined that limits the number of emails in a week to one.
Pega expert answer:
Define your follow-up emails as “transactional” actions. Contact Policy rules are ignored for actions marked as transactional.
Also, avoid defining follow-up emails within the same action flow. Pega recommends keeping the number of “send” shapes per channel in an action flow to bare minimum. Creating separate actions for follow-up emails as opposed to defining additional “send” shapes within the same action gives the Next-Best-Action “brain” an opportunity to consider all possible actions that can be taken for that customer. Maybe there is a more important communication that should reach the customer.
***Edited by Moderator Marissa to update Platform Capability tags****