Question
Pega Marketing Offer based on OOTB PBI Product instances
Hello team,
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?
Regards
Chandramouli Mukherjee
Hello Mario,
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.
Regards
Chandramouli
Chandramouli,
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.
Here is our documentation which you can use as a reference for your implementation: https://community.pega.com/knowledgebase/documents/pega-marketing-finan…
Hello Mario,
Thanks for your response. Yes, you are correct, that's the next step we have planned for. We shall use the Product information in the Marketing Offer and Campaign.
Regards
Chandramouli
Hello,
Could you please confirm the version of Pega Marketing that you are using and whether this is a vertical solutio such as financial services or communications?
I’m not sure if by PBI you mean Product Designer for Financial Services.