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Sergei Barsukov (SergeyBelVeb)
OJSC BANK BELVEB
Finance, Sales, PEGA user
OJSC BANK BELVEB
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SergeyBelVeb Member since 2020 3 posts
OJSC BANK BELVEB
Posted: March 18, 2021
Last activity: March 25, 2021

Global Contact Policy in PegaMarketing 7.31

Hello,

is it possible to create "Other" or "Global"  Contact in the Contact Policy landing page (Configuration --> Contact Policy) with logic Other/Global=SMS OR EMAIL OR CallCenter OR Retail Branch OR WEB OR Viber? (example)

 

Or tell me please how to create GLOBAL Contact Policy rule. Now I see only Channel limitation settings, but how to limit overall channel bundle? For example: I wanna 3 contacts per week overall for outbound crm-campaigns for 1 client, incl SMS (1 or less) and Viber (2 or less)

thanks!

 

i'm using PegaMarketing for FS 7.31

***Edited by Moderator: Pooja Gadige to update product version***
Pega Marketing for Financial Services 7.31 Conversational Channels Financial Services Data Scientist