Question

Add new Channel to Volume Constraints

I need to create a Volume Constraint for "Telemarketing" channel. Unfortunatelly, when I try to create it, that option does not appear and I cannot find a way to configure the section for it to appear.

Can anyone help me understand how to create that new channel and create Volume constraints for it, please?

Thank you in advance.

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November 25, 2019 - 10:31am

Hi,

Can you please confirm the Pega Marketing version you are on to guide you through the right steps ?

 

November 25, 2019 - 10:48am
Response to Sriram Krishnan

Hello @Sriram!

We are using Pega version 8.1.6 and Pega Marketing 8.1

Thank you!

November 26, 2019 - 9:11am

Hi,

Here are the high level draft instructions, there will also be a PDN article posted on this in few days:

1. Navigate in application explorer (in Pega developer portal) to the applies to class : PegaMKT-

2. Expand the Data Model--> Field Value and open one of the existing field value for example : Channel Email

3. Do a save-as of the field value with the id of your choice for the new channel into the applications "Rules" ruleset. Checkout the field value and  also update the desired description

4. Navigate in application explorer (in Pega developer portal ) to the applies to class : PegaMKT-System-Setting

5. Expand Technical-->Activity and open the activity named "SetChannelPropertyMappings"

6. Do a private check out of the rule and go to the parameters tab add the default value to the id/name you gave in step-3 (case sensitive)

7. Save the activity and run it once.

8. Both design time and the runtime should support the just added new channel mapping now. Confirm that by checking the new channel values in the Volume constraint and contact policy rule types.

If you have further questions on this, please wait till the end of this week to get a link to a PDN article on the little more detailed instructions.

Pega
December 3, 2019 - 4:15am

Hi Maria,

thank you for contacting us! Sriram has already provided the instructions above, but here's a more detailed version in article format: https://community.pega.com/knowledgebase/articles/pega-marketing/configuring-additional-channels-use-volume-constraints

Let us know if you have any questions, or if there's anything else we can help with!

Best regards,
Katarzyna Koltun
Technical Documentation Specialist