Posted: 8 May 2019 13:12 EDT Last activity: 17 May 2019 14:54 EDT
Questions regarding campaigns, segments, seed lists, and seed tests
We are building a campaign and want to use a seed test to verify it. We would like to know the answers to these questions:
When an offer flow launched by a running campaign is to send an email to a customer, where does Pega get the email address from by default?
When an offer flow launched by a running campaign is to send an SMS message to a customer, where does Pega get the phone number from by default?
When an offer flow launched by a campaign seed test is to send an email to a customer, where does Pega get the email address from by default?
When an offer flow launched by a campaign seed test is to send an SMS message to a customer, where does Pega get the phone number from by default?
In a seed test where the participating customer are contained in a seed list, is the segment logic executed as well? That is, must a customer in the seed list also satisfy the segment conditions?
If the marketing strategy for a campaign, or one of its offer flows, reads a customer attribute to determine what is to happen, and the attribute is also in a seed list, what value is used during a seed test using the seed list?
Accordingly, is there any need or reason to put anything in a seed list other than a list of customer identifiers?
Thank you for any help you can provide.
***Edited by Moderator Marissa to update platform capability tags****
(pyEmail1 and pyMobilePhone are the properties you need to have the data in by default email/sms)
For #5 - the answer in no, the campaigns directly run based on the seed data configured - it does not do any additional filters based on the segment criteria. Please note if you are using segment filters in a strategy - you need to watch out for a special handling that is documented in the user guide as well (SegMap column)
For #6 - Yes it purely uses the seed list data to evaluate strategies as well. Does not match or bring in customer table / class data
For #7 - Given seed list are data references on there own and does not bring any customer data - you need to define all the values that are required for you to evaluate strategies or initiate offers based on. Just identifiers is not enough. There are good tools to import data in bulk from the UI.