We need to implement a solution to send Promotion Coupons to customers by using Pega Marketing :
The goal is to send a campaign with promotion emails to customers/prospects/suspects including promotion coupons codes
The promotion coupons codes are unique and must be sent once.
The list of Promotion Coupons Codes is generated by a partner in an external excel sheet.
So we need to associate every Promotion Coupon Code to a customer, but in Pega Marketing we don’t use the Customer and Prospect default tables to create our audience because we have two referential one for Pega Portal and a second one in Pega Marketing.
We use a View created by joined tables from Pega Portal and Pega Marketing, so it’s impossible to us to modify the data model to add Coupon Field to the Customer/Prospect Tables.
We have 2 main issues:
How to assign one coupon code to every customer
How to add the coupon code property in the Email template to send it to the Customer
So, what is the best way to implement this solution ?
What version of Pega Marketing and Pega Platform are you using?
Can you elaborate on what you meant by "because we have two referential one for Pega Portal and a second one in Pega Marketing." Are you saying you have two data model classes and on the Pega Marketing side you have created view joining these two classes/tables?
Since it is a 1-1 mapping between customer/prospect and coupon code , you can try creating a new association class which can contain the customerid/prospectid and the coupon code as properties/columns and add this association to the Customer and Propsect classes. You will need then to edit the underlying CustomerData data flows (unless you are on PM 7.4 where it is generated on save of context dictionary) to retrieve this data during campaign execution. Once this data is available you can access them in your strategy/offer/email treatments.
Hope this helps.
Posted: 3 years ago
Posted: 28 Sep 2018 5:37 EDT
Raveendra Mothukuri (Raveendra)