anand managoli (anandm42)
Business Architect
anandm42 Member since 2014 14 posts
Posted: September 29, 2020
Last activity: September 30, 2020
Posted: 29 Sep 2020 10:23 EDT
Last activity: 30 Sep 2020 0:03 EDT

How to get top offer per channel in 8.4 NBAD solution

By default, the top offer selection happens across the offers and channels combination. For instance, if a customer is eligible for 2 offers across 2 diff channels, then only 1 channel gets selected for processing.

In the generated strategies using NBA designer, the strategy TopOfferOrBundleForOutbound picks up the top offer based on the priority across all offers/channels combination.

How do we achieve the requirements where the same offer should be communicated via more than 1 channels say Direct Mail and Email? There is no extension strategy for this requirement and I believe updating the OOTB strategy TopOfferOrBundleForOutbound is not recommended.

If it is ok to update this strategy and change the limit, will that have any impact on the action flow instance execution?  With a single action flow across multiple channels, the way to implement the action flow is with a decision share and take required steps based on the channel. If the channel is email send Email shape, if DM use generic shape to write to DB or a file and do the post processing based on the outcomes on each of the channels.

Pega Marketing 8.4 Decision Management Business Architect