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Question

 Gayatri Simhadri (GayatriS8260)
Adqura

Adqura
IN
GayatriS8260 Member since 2016 14 posts
Adqura
Posted: Nov 19, 2019
Last activity: Nov 19, 2019
Posted: 19 Nov 2019 5:24 EST
Last activity: 19 Nov 2019 10:11 EST
Closed
Solved

Relevant records in Pega 8.3

Hi,

Could anybody please confirm if we can mark strategies as relevant records in Pega 8.3 to access those strategies in Next Best Action->Designer->Engagement Policy section->Eligibility dropdown.

Thanks.

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Pega Marketing

Posted: 5 years ago
Posted: 19 Nov 2019 6:06 EST
Gayatri Simhadri (GayatriS8260)
Adqura

Adqura
IN

Thanks for the info Alex. But could you please also confirm if we need to use a strategy rule in Engagement Policy section in 8.3, how can we achieve that. The reason asking this question is, we have some strategy rules in 8.3 Engagement Policy section->Applicability dropdown. For ex:-Offer Outcomes past 30 days, Offer Outcomes past 10 days. please let me know how these rules got appeared in applicability dropdown.

Thanks.

 

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Accepted Solution

Posted: 5 years ago
Posted: 19 Nov 2019 9:01 EST
Saleem Abdelsayed (Saleem_A)
PEGA
Senior Director, Product Management, 1:1 Customer Engagement
Pegasystems Inc.
US

In the history tab of the strategy add a custom field of NBACategory with a value of OFFERELIGIBILITY

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