Ask the Expert - Pega Marketing with Saleem Abdelsayed

Ask your questions on Pega Marketing!

Meet Saleem:

Saleem leads the Marketing and Decisioning product teams at Pega. He has been involved with Customer engagement, Marketing and CRM products for over twenty years and has been bringing Marketing & decisioning solutions to market for Pega for close to 18 years.

Message from Saleem:

Hi, I’m passionate about helping clients become successful one to one engagement practitioners. I look forward to answering your questions about how you can use Pega Marketing to achieve unprecedented results as you engage every customer as if you had a personal relationship with them. Please feel free to ask anything from general conceptual questions to specific questions on how to accomplish specific things in the Pega Marketing product to accomplish your objectives. I’ll be happy to share my knowledge and best practices with you.

Ask the Expert Rules

  • This is not a Live Chat - Saleem will reply to your questions over the course of this two-week event
  • Questions should be clearly and succinctly expressed
  • Questions should be of interest to many others in the audience
  • Have fun!

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April 23, 2018 - 1:08pm


We are in the process to define the production infrastructure for Outbound campaigns in our project. We already have a production set up for inbound marketing (  basically NBAs over web). I would like to know if there are any basic foundational aspects which we can follow for planning the sizing. What are the key parameters to consider here like number of outbound channels, response processing, delayed learning on D nodes etc. It would be great if you can share something.

April 23, 2018 - 2:05pm


I responded to your other post by suggesting you reach out to Pega Service representative to ensure you get your system sized appropriately.

Having said that, at a high level, outbound sizing is primarily driven by heavy batch processing.  This will impact your Database, Batch Agent nodes for Campaign processing Segment processing and delivery processing (Email, SMS), DDS nodes (for delayed learning), Interaction History and VBD.  Going through your detailed requirements is the only way to size properly, so please do go through the Pega sizing process, where all these dimensions will be accounted for.

April 24, 2018 - 8:04am

Hi Saleem,

We are facing performance issues on campaign runs. We are running 7 million records through the batch outbound campaign using batch decision strategies. Our problem is it is taking 10 plus hours to run on parallel on 28 nodes.

To improve performance what is correct partition key count for customer data?

What is the correct “Thread count”, and “Batch Scalability factor” we should keep? By default, we are using Thread count as 1 and batch scalability factor 2 at data flow nodes edit settings

Is there any formula to keep correct thread count and partition?

Do we have any proper documentation of campaign performance issues? Can you guide is it is really helpful.



April 24, 2018 - 1:02pm


Thank you for posting your question.  10 hours for 7M customers definitely suggests your system is not configured correctly.  Can you please highlight the version of Pega Marketing you are using as the configurations to highlight are likely to be version specific.  Also, you highlight 28 nodes for this system.  Can you clarify what type of work they have been designated for?  Systems typically have batch processing nodes, VBD nodes, ADM nodes, Delivery nodes (Email/SMS), etc.  Understanding how the 28 nodes relate to these will help us to identify better configurations. 

April 26, 2018 - 11:05am

Hello Saleem,

We are looking for the 7.4.0 D Node Operations Guide

Similar to what we have for 7.2.0 below...


Do we need such guides for Pega marketing implementations with PRPC v7.4.0 ?  Are DNode configurations taken care by Pega while we run the New Application Wizard ?


April 30, 2018 - 2:18pm
Response to VigneshAravind

Hi Vignesh,

Thanks for your question.  The operational material in the document your referenced has been merged into the normal help documentation for the entire platform now.  You can find the information here: https://pdn.pega.com/sites/pdn.pega.com/files/help_v74/procomhelpmain.htm#basics/v6portal/landingpages/decisioning/dsmservices.htm

The new app wizard is responsible for creating an implementation stack for you and not really an operational deployment strategy.  You should continue to reference the documentation to identify the best deployment topology for the types of nodes your use cases will require.

April 30, 2018 - 7:45am

Multi hierarchy offers / propositions and dependencies

Hi Saleem,

We would like to know if there are plans to have support for multi hierarchy propositions / offers as most product catalogues in market offer.

This means that there can be a bundle header (like we have today) and propositions having internal dependencies to create a hierarchy of product offer (from same / different groups) as bundle.

April 30, 2018 - 2:34pm
Response to goner


I'm note sure I fully understand your question, but let me answer it as best I can and we can take it from there.  Today, bundled offers can be made up of one or more offers/propositions.  There needs no be any relationship between the bundle head and its children from a hierarchy perspective.  For example, in the Communications vertical, customers often bundle a plan, with a device and some add-ons.  Plans, devices and add-ons are typically different parts of the hierarchy, but can get bundled together.  The way to accomplish this from a strategy perspective is to include separate concerns responsible for their part of the hierarchy.  For example, you might create a overall 'bundle' strategy that includes a plans sub-strategy, device sub-strategy and add-ons sub-strategy.  Each of the sub strategies is responsible for their concern and the bundle strategy is responsible for bringing them together in the bundle with any inter-hierarchy rules that might exists.

Its not directly related to your question, but you might want to look at this Pega Academy training that includes some bundling concepts that you might find helpful: https://academy.pega.com/library/72/marketing-multiple-offers-in-an-email.  

If this did not fully answer your question, please don't hesitate to clarify.  Bundling is an important topic that others no-doubt will have questions on.  Best of luck.

May 1, 2018 - 6:57pm

Crossing the chasm from campaigns to always on marketing.  

What a great title and aspiration we should all have as Pega Marketing practitioners.  Two of my colleagues, Dr. Robert Walker and Matt Nolan, put together this great paper on this topic and I encourage all of you to read it and consider some of the disciplines it calls out: https://www.pega.com/always-on-engagement

Review and lets see how many of you are aspiring to crossing the chasm.

May 4, 2018 - 11:39pm

A huge thank you to our expert @Saleem_A for hanging out with us and answering your Pega Marketing questions! If you still have questions, you can write a new post in our main discussion area!



Marissa | Community Moderator | Pegasystems Inc.