Posted: 28 Nov 2018 8:32 EST Last activity: 10 Jan 2019 17:06 EST
Pega Marketing Offer based on OOTB PBI Product instances
We are planning to use OOTB PBI Product instances as input for Pega marketing Offers. We are planning to include the Pega Product Builder application in the Pega Marketing application stack and try to use Product builder specific rules.
I just want to ask - has anyone tried this approach before and what will be the best approach for this purpose?
Thanks for your response . We are using Pega Marketing version 7.4. This is for a insurance vertical. We have figured out one way by -
sharing product instance created in PBI with Marketing application. We have included the Rule Set, which contains the product instance, in Marketing application stack, as a result all OOTB PBI products are available with Marketing application.
Is there any other option available?
PBI - Product builder for Insurance.
Posted: 2 years ago
Posted: 9 Jan 2019 11:14 EST
Mario Batres (MarioBatres)
Sr. Product Manager, Financial Services - Marketing Solutions
Giving the Marketing application visibility to the product instances is a good first step. However, you must now allow the marketing system to create offers based on the product data. In the Financial Services vertical solution we have created a method to transform product data into offers. I believe such functionality is not currently available for Insurance PBI.