Arbitrating between sub strategies when Volume Constraints are reached.
I have a campaign strategy that will be limited via Volume constraints. Strategy #1 (Test_E2)
Once those Volume constraints are reached, I am trying to configure the parent strategy to fulfill the remaining customers with offers from Strategy #2 (Test_E2_2)
My original thought was to use a switch component to arbitrate based on pxPriority. When volume constraints are reached, I would think pxPriority would not be set. Not sure why the switch component isn't switching but is there any other property I can use for arbitration that can tell me if volume constraints are reached?
***Moderator Edit-Vidyaranjan: Updated Platform Capability***
Pegasystems Inc.
AU
Can you please provide the details of the volume constraint and strategies being used?
Please note that the volume constraint will work on the entire batch of offers after the strategy execution by the campaign/program.
Which version of Pega Marketing are you using?
Progressive Casualty Insurance Company
US
We are in Pega Marketing 7.4. Please see the attached files for screenshots of the parent strategy and configuration of the switch component.
Strategy 1 (Test_E2) provides 4 fixed bundle offers and one stand alone offer. Volume constraints are on the stand alone offer (756) and on the 4 parent offers of the fixed bundles (122/each). Prior to the results shape, I am setting pxPriority to "1". After these volume constraints are reached, I am trying to configure the switch component to then select offers from Strategy 2 (Test_E2_2)
Thanks,
Progressive Casualty Insurance Company
US
Regarding your comment "Please note that the volume constraint will work on the entire batch of offers after the strategy execution by the campaign/program"... Is there any system property which keeps a running count against the Volume Constraint that I can use to limit offers via filter/switch during strategy execution?
The requirement states that I need to provide an alternate offer AFTER volume limits have been met. Do I need to create a separate campaign/strategy that leverages IH to achieve this? I would like to do this within a single strategy chain.
Pegasystems Inc.
US
Hi Kirk,
There is not an available system property that keeps count against the Volume Constraint which you could use in the strategy.
There is a chapter on Volume Constraints in the Pega Marketing 7.4 User Guide, https://community.pega.com/knowledgebase/documents/pega-marketing-74-user-guide. Also, there is a Pega Academy course available, https://academy.pega.com/library/72/limiting-the-offer-volume-in-a-campaign.
Thanks,
Amy