MarceloMarote Member since 2012 5 posts
Merkle, Inc
Posted: September 19, 2019
Last activity: September 25, 2019

Adding new customers to existing Control Group

Hi guys,

We are using Pega Marketing 8.1 on PegaCloud.

We have a requirement to implement control groups (PHOG - Perpetual Hold Out Group):

  • We should automatically assign a % of customers to the control group.
  • We also require writing to IH the eligible offers regardless of whether the customer belongs to the control group or not (therefore we are ruling out Exclusion Lists).

We don't have any issues implementing the above requirements using Pega Marketing's OOTB Control Group functionality.

However, we have an additional requirement where:

  • We need to keep adding the same % of new customers (we get new customers daily) to the existing PHOG control group, but keeping the already existing control group customers (so refreshing the segment is not an option).

So, I guess the question is: How can we add new customers (following the same % as previously defined) to the existing control group?

For example:

Day 1: We have 1,000 customers. 10% of those are selected by the PHOG segment, therefore 100 customers are in our control group.

Day 2: We have 1,050 customers (50 new customers). 10% of the new 50 customers must be added to the control group: 100 + 5 = 105

Thank you very much!


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