After running the outbound scheduler, How to see the customer counts at various stages of the strategy in pega marketing 8.4
After running the outbound scheduler, How to see the customer counts at various stages of the strategy such that we can see how the final customer target counts were generated from the starting customer count which is populated on Segment so that we can keep track of customers being filtered at various stages.
Pegasystems Inc.
IN
Hi @Sandhya
What you need is to run a decision funnel simulation with the same audience as your outbound. The funnel simulation reports should give you what you are looking for. And I would do this before running the outbound schedule, not after.
-Thanks
Tech Mahindra
IN
As per our requirement, we need the report for each outbound run in live, not for simulation data. Is there any way to embed the reports along with outbound scheduler run?
Pegasystems Inc.
IN
Hi @Sandhya
I don't think there is a capability like that in CDH/platform OOTB.
Ideally, people use funnel simulations in these scenarios because what you get from the funnel reports is the percentage of audience that was filtered by a given component in the strategy execution path. If your simulation audience is a representative sub-set of your customer base, the percentages can then be extrapolated for expected run-time results in production.
If the question is how to prepare an audience that is a representative sub-set of your customer base and get other production-like data into your business operations environment to run a simulation, then please refer Deploying sample production data to a Business Operations Environment for testing.
-Thanks!
Tech Mahindra
IN
@kamag Thank you so much. but my exact requirement is not to simulate the data. My client exactly want to see after each run how many customers got filtered at what phases everyday ina report form.
Pegasystems Inc.
GB
The Decision Funnel is not something you would want to run on production and is very expensive.
We recommend a Business Operations environment
https://wiki.pega.com/index.php/Business_operations_in_1:1_customer_engagement
The purpose is to give you an environment as production like as we can get, where you can do these experiments and give the customer the confidence that the outbound campaign is running correctly and as expected.