Pega Customer Decision Hub connection
Overview overview
Use the Pega Customer Decision Hub destination in ۶Ƶ Experience Platform to send profile attributes and audience membership data to Pega Customer Decision Hub for next-best-action decisioning.
Profile audience membership from ۶Ƶ Experience Platform, when loaded into Pega Customer Decision Hub, can be used as predictor in adaptive models and help deliver the right contextual and behavioral data for next-best-action decisioning purposes.
Use cases
To help you better understand how and when you should use the Customer Decision Hub destination, here are sample use cases that ۶Ƶ Experience Platform customers can solve by using this destination.
Telecommunications
A marketer wants to leverage insights from data science model-based next best action as delivered by Pega Customer Decision Hub for customer engagement. Pega Customer Decision Hub is heavily reliant on customer intent – for example “Interested_In_5G”, “Interested_in_Unlimited_Dataplan” or “Interest_in_iPhone_accessories”.
Financial services
A marketer wants to optimize the offers for customers who subscribed or unsubscribed from Pension Plan or Retirement Plan newsletters. Financial services companies can ingest multiple Customer IDs from their own CRMs into ۶Ƶ Experience Platform, build audiences from their own offline data, and send profiles that are entering and exiting the audiences to Pega Customer Decision Hub for next-best-action (NBA) decisioning in outbound channels.
Prerequisites prerequisites
Before you can use this destination to export data out of ۶Ƶ Experience Platform, make sure you complete the following prerequisites in Pega Customer Decision Hub:
- Configure the in your Pega Customer Decision Hub instance.
- Configure OAuth 2.0 grant type in your Pega Customer Decision Hub instance.
- Configure for ۶Ƶ Audience Membership data flow in your Pega Customer Decision Hub instance.
Supported identities supported-identities
Pega Customer Decision Hub supports the activation of custom user IDs described in the table below. For more details, see identities.
Export type and frequency export-type-frequency
Refer to the table below for information about the destination export type and frequency.
Connect to the destination connect
To connect to this destination, follow the steps described in the destination configuration tutorial. In the configure destination workflow, fill in the fields listed in the two sections below.
Authenticate to destination authenticate
OAuth 2 Client Credentials authentication oauth-2-client-credentials-authentication
Fill in the fields below and select Connect to destination:
- Access Token URL: The OAuth 2 access token URL on your Pega Customer Decision Hub instance.
- Client ID: The OAuth 2 client ID that you generated in your Pega Customer Decision Hub instance.
- Client Secret: The OAuth 2 client secret that you generated in your Pega Customer Decision Hub instance.
Fill in destination details destination-details
After establishing the authentication connection to the Pega Customer Decision Hub, provide the following information for the destination:
To configure details for the destination, fill in the required fields and select Next.
- Name: A name by which you will recognize this destination in the future.
- Description: A description that will help you identify this destination in the future.
- Host Name: The Pega Customer Decision Hub Host Name to which the profile gets exported as json data.
Activate audiences to this destination activate
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To activate data, you need the View Destinations, Activate Destinations, View Profiles, and View Segments access control permissions. Read the access control overview or contact your product administrator to obtain the required permissions.
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To export identities, you need the View Identity Graph access control permission.
See Activate audience data to streaming profile export destinations for instructions on activating audiences to this destination.
Destination attributes attributes
In the Select attributes step, ۶Ƶ recommends that you select a unique identifier from your union schema. Select the unique identifier and any other XDM fields that you want to export to the destination.
Mapping example: activating profile updates in Pega Customer Decision Hub mapping-example
Below is an example of correct identity mapping when exporting profiles to Pega Customer Decision Hub.
Selecting source fields:
- Select an identifier (For example: CustomerID) as source identity that uniquely identifies a profile in ۶Ƶ Experience Platform and Pega Customer Decision Hub.
- Select XDM source profile attribute changes that need to be exported and updated in Pega Customer Decision Hub.
Selecting target fields:
- Select the
CustomerIDnamespace as target identity. - Select destination profile attribute names that need to be mapped to corresponding XDM source profile attributes.
Exported data / Validate data export exported-data
A successful audience membership update for a profile would insert the audience identifier, name and statuses in the Pega marketing audience membership datastore. The membership data is associated to a customer using Customer Profile Designer in Pega Customer Decision Hub, as shown below.
The audience membership data is used in Pega Next-Best-Action Designer Engagement polices for next-best-action decisioning, as shown below.
The customer audience membership data fields are added as predictors in Adaptive models, as shown below.
Additional resources additional-resources
See in Pega Customer Decision Hub.
See in Pega Customer Decision Hub.
See .
Data usage and governance data-usage-governance
All ۶Ƶ Experience Platform destinations are compliant with data usage policies when handling your data. For detailed information on how ۶Ƶ Experience Platform enforces data governance, see the Data Governance overview.