# \#outbound-marketing **URL:** https://forums.pega.com/tag/outbound-marketing/67.md [Latest](https://forums.pega.com/latest.md) · [Categories](https://forums.pega.com/categories.md) · [Tags](https://forums.pega.com/tags.md) --- ## [Agentic Case Management and Workflow for Marketing Teams Pre-Brief](https://forums.pega.com/t/agentic-case-management-and-workflow-for-marketing-teams-pre-brief/12929)
**Author:** [@robir](https://forums.pega.com/u/robir)\ **Replies:** 0\ **Last updated:** [July 29, 2026, 5:52pm UTC](https://forums.pega.com/t/agentic-case-management-and-workflow-for-marketing-teams-pre-brief/12929 "2026-07-29T17:52:21Z")
We are solutioning a marketing operations workflow for a CDH client where dozens of handoffs happen between business users, compliance, data science, and campaign execution teams. With Infinity '26 introducing more agent… --- ## [CDH Community Events](https://forums.pega.com/t/cdh-community-events/1515)
**Author:** [@AnubhavSrivastava](https://forums.pega.com/u/AnubhavSrivastava)\ **Replies:** 4\ **Last updated:** [November 21, 2024, 12:36pm UTC](https://forums.pega.com/t/cdh-community-events/1515 "2024-11-21T12:36:02Z")
The increasing need for large enterprises to customize every interaction with their customers by providing hyper-personalized, carefully curated, and relevant experiences along key moments of truth has naturally led to a… --- ## [Can Below Use can be implemented using Event Strategy Manager](https://forums.pega.com/t/can-below-use-can-be-implemented-using-event-strategy-manager/10756)
**Author:** [@ManasD991](https://forums.pega.com/u/ManasD991)\ **Replies:** 1\ **Last updated:** [March 15, 2026, 2:22am UTC](https://forums.pega.com/t/can-below-use-can-be-implemented-using-event-strategy-manager/10756 "2026-03-15T02:22:23Z")
Our Use Case: For any customer if we do not receive any Event in last 60 mins, then ESM should emit the last received Event. Below are some example , when we want event to be emitted. Ex 1. For Customer X we receive fi… --- ## [LDA Certification: How did I prepare for the certification and how did it supercharge my career!](https://forums.pega.com/t/lda-certification-how-did-i-prepare-for-the-certification-and-how-did-it-supercharge-my-career/11021)
**Author:** [@AnubhavSrivastava](https://forums.pega.com/u/AnubhavSrivastava)\ **Replies:** 0\ **Last updated:** [July 18, 2025, 11:30am UTC](https://forums.pega.com/t/lda-certification-how-did-i-prepare-for-the-certification-and-how-did-it-supercharge-my-career/11021 "2025-07-18T11:30:35Z")
Interested in learning from the experience of your peers that successfully certified as Lead Decisioning Architects (LDA)? This is your opportunity to listen to industry leaders in Decisioning, from within Pega’s Partner… --- ## [Customer Decision Hub Outbound Edition - Free Email Offer](https://forums.pega.com/t/customer-decision-hub-outbound-edition-free-email-offer/9703)
**Author:** [@dezat](https://forums.pega.com/u/dezat)\ **Replies:** 0\ **Last updated:** [July 10, 2025, 9:44pm UTC](https://forums.pega.com/t/customer-decision-hub-outbound-edition-free-email-offer/9703 "2025-07-10T21:44:13Z")
Did you know that Pega is offering 1 million complimentary emails through our MessageStream in Customer Decision Hub? MessageStream is Pega’s always-on email delivery service that eliminates the need for third-party emai… --- ## [RUTA Postal code value](https://forums.pega.com/t/ruta-postal-code-value/8953)
**Author:** [@umamaheswar.bk](https://forums.pega.com/u/umamaheswar.bk)\ **Replies:** 6\ **Last updated:** [May 19, 2025, 3:50pm UTC](https://forums.pega.com/t/ruta-postal-code-value/8953 "2025-05-19T15:50:30Z")
Team, we need to fetch postal value like say 1066AA or 1066 AA for this one i write like RUTA :" NUM{REGEXP(“…”)}CAP{REGEXP(“..”) → MARK(EntityType,1,3)};" which is working only for 1066 AA OR i need to find value also… --- ## [Does the Captureclicktrough functionality have Botclick protection?](https://forums.pega.com/t/does-the-captureclicktrough-functionality-have-botclick-protection/9325)
**Author:** [@RubenM17178824](https://forums.pega.com/u/RubenM17178824)\ **Replies:** 1\ **Last updated:** [May 1, 2025, 1:13am UTC](https://forums.pega.com/t/does-the-captureclicktrough-functionality-have-botclick-protection/9325 "2025-05-01T01:13:40Z")
Dear Community, I’m currently looking into implementing the click trough fucnctionality for our links in e-mails: https://docs.pega.com/bundle/customer-decision-hub/page/customer-decision-hub/cdh-portal/container-captu… --- ## [How to set the number of Partitions in Batch Outbound Scheduler Dataflow of Customer Decision Hub?](https://forums.pega.com/t/how-to-set-the-number-of-partitions-in-batch-outbound-scheduler-dataflow-of-customer-decision-hub/7330)
**Author:** [@ClarissaL16661030](https://forums.pega.com/u/ClarissaL16661030)\ **Replies:** 5\ **Last updated:** [February 11, 2025, 4:32pm UTC](https://forums.pega.com/t/how-to-set-the-number-of-partitions-in-batch-outbound-scheduler-dataflow-of-customer-decision-hub/7330 "2025-02-11T16:32:35Z")
Hi, We need to adjust the number of partitions of the batch outbound scheduler dataflow on Customer Decision Hub from the default 99. We have 6 batch nodes with each 7 threads. On our daily scheduler, it will really sl… --- ## [Dataset not found ERROR in SendEmailChild Activity](https://forums.pega.com/t/dataset-not-found-error-in-sendemailchild-activity/7983)
**Author:** [@DileepBalaga](https://forums.pega.com/u/DileepBalaga)\ **Replies:** 4\ **Last updated:** [August 22, 2024, 9:11am UTC](https://forums.pega.com/t/dataset-not-found-error-in-sendemailchild-activity/7983 "2024-08-22T09:11:07Z")
Hi All, Send email child activity is responsible to send the email treatment to customers directly from NBA designer. All the configuration has been done and designer shows the action is eligible , but customer didn’t … --- ## [File Name generated in Output Template](https://forums.pega.com/t/file-name-generated-in-output-template/7619)
**Author:** [@TejaP544](https://forums.pega.com/u/TejaP544)\ **Replies:** 1\ **Last updated:** [July 5, 2024, 1:10pm UTC](https://forums.pega.com/t/file-name-generated-in-output-template/7619 "2024-07-05T13:10:56Z")
Hi, While campaign is run using a output template , in Finalize tab wanted to write a activity to convert the csv to json. Need to get the filename generated in campaign for output template. Please let me know the detai… --- ## [Proposition](https://forums.pega.com/t/proposition/7640)
**Author:** [@Srinivas\_Thota](https://forums.pega.com/u/Srinivas_Thota)\ **Replies:** 3\ **Last updated:** [July 2, 2024, 2:50pm UTC](https://forums.pega.com/t/proposition/7640 "2024-07-02T14:50:14Z")
Hi anyone can please help me on this, How can we link-up proposition with an action --- ## [We are facing error in pegarules log Timed out borrowing service requestor from requestor pool for service package: PegaMKTContainer, timeout set to 10000](https://forums.pega.com/t/we-are-facing-error-in-pegarules-log-timed-out-borrowing-service-requestor-from-requestor-pool-for-service-package-pegamktcontainer-timeout-set-to-10000/7331)
**Author:** [@ajithkumarb17134527](https://forums.pega.com/u/ajithkumarb17134527)\ **Replies:** 1\ **Last updated:** [June 26, 2024, 10:35am UTC](https://forums.pega.com/t/we-are-facing-error-in-pegarules-log-timed-out-borrowing-service-requestor-from-requestor-pool-for-service-package-pegamktcontainer-timeout-set-to-10000/7331 "2024-06-26T10:35:29Z")
Hi Team, Yesterday in our production environment 5 nodes were down,Below is the error 2024-06-11 09:07:09,858 \[se-nio-7014-exec-116\] (al.mgmt.RequestorPoolCommonsV2) ERROR pt1521yr.pt.sedc.internal.vodafone.com|198.… --- ## [Account level customer targeting](https://forums.pega.com/t/account-level-customer-targeting/6974)
**Author:** [@KshitijP17123074](https://forums.pega.com/u/KshitijP17123074)\ **Replies:** 1\ **Last updated:** [May 23, 2024, 8:41pm UTC](https://forums.pega.com/t/account-level-customer-targeting/6974 "2024-05-23T20:41:15Z")
Hi Team, We are working in Pega infinity 23. I am working on multiple use cases where i want to reach out to customers based on their account eligibilities and also apply the contact policies based on “customer+account… --- ## [Volume Constraints in Infinity '23](https://forums.pega.com/t/volume-constraints-in-infinity-23/6588)
**Author:** [@Maarten\_Pot](https://forums.pega.com/u/Maarten_Pot)\ **Replies:** 7\ **Last updated:** [May 6, 2024, 9:27am UTC](https://forums.pega.com/t/volume-constraints-in-infinity-23/6588 "2024-05-06T09:27:58Z")
Hello, We have a business requirement to start using Volume Constraints for outbound emails, but are currently using our DDS’es for action state storage as per Pegasystems Documentation, which means that Volume Constrai… --- ## [Not able to get setup wizard in 8.7](https://forums.pega.com/t/not-able-to-get-setup-wizard-in-8-7/6432)
**Author:** [@PonnurangamN17362606](https://forums.pega.com/u/PonnurangamN17362606)\ **Replies:** 11\ **Last updated:** [April 8, 2024, 3:26pm UTC](https://forums.pega.com/t/not-able-to-get-setup-wizard-in-8-7/6432 "2024-04-08T15:26:31Z")
Hello Team, I have installed PE 8.7 and followed Pega installation document to install Pega CDH 8.7 on top of PE8.7.As per this course Running Pega Customer Decision Hub setup wizard | Pega Academy, i have created syste… --- ## [“Contact Policy” change in CDH '23](https://forums.pega.com/t/contact-policy-change-in-cdh-23/6552)
**Author:** [@JiaweiZou](https://forums.pega.com/u/JiaweiZou)\ **Replies:** 1\ **Last updated:** [March 28, 2024, 2:05pm UTC](https://forums.pega.com/t/contact-policy-change-in-cdh-23/6552 "2024-03-28T14:05:51Z")
Hi Team, We are planning to upgrade the CDH from version 8.6 to version 23. After we ran the pre-check tools, the following change may impact our current solution and the business. Starting … --- ## [Issue with the Campaign Outbound Email Channel](https://forums.pega.com/t/issue-with-the-campaign-outbound-email-channel/5984)
**Author:** [@GurleenK2453](https://forums.pega.com/u/GurleenK2453)\ **Replies:** 6\ **Last updated:** [March 13, 2024, 11:34am UTC](https://forums.pega.com/t/issue-with-the-campaign-outbound-email-channel/5984 "2024-03-13T11:34:48Z")
We are trying a run an outbound campaign for an email channel, however, we are not able to receive emails from it. We have configured a segment for it, but the population count is not getting populated properly. In the… --- ## [Action test - "Failure streaming email treatment specified by outboundemailtreatmentwait1" error](https://forums.pega.com/t/action-test-failure-streaming-email-treatment-specified-by-outboundemailtreatmentwait1-error/5879)
**Author:** [@Mohesh](https://forums.pega.com/u/Mohesh)\ **Replies:** 5\ **Last updated:** [February 20, 2024, 7:27am UTC](https://forums.pega.com/t/action-test-failure-streaming-email-treatment-specified-by-outboundemailtreatmentwait1-error/5879 "2024-02-20T07:27:51Z")
Hello, I have created a proposition and added two Email Treatments to it. In the action flow, added a send email shape between start and end shapes to send an email notification. Tested the email treatments individuall… --- ## [Pega performance affected due to ADM,RTDG and Realtime(inbound)](https://forums.pega.com/t/pega-performance-affected-due-to-adm-rtdg-and-realtime-inbound/5851)
**Author:** [@Ashish\_Kumar](https://forums.pega.com/u/Ashish_Kumar)\ **Replies:** 4\ **Last updated:** [February 12, 2024, 7:10am UTC](https://forums.pega.com/t/pega-performance-affected-due-to-adm-rtdg-and-realtime-inbound/5851 "2024-02-12T07:10:58Z")
we have the following node configuration : 6 nodes for batch,backgroud ,custom1,custom2,search 4 nodes for RTDG,ADM and Realtime(Inbound) 1 search node 2 stream node. 1 webuser node. We are using Pega CDH where wer… --- ## [Internal Email Accept/Decline button not giving feedback back to Pega](https://forums.pega.com/t/internal-email-accept-decline-button-not-giving-feedback-back-to-pega/5845)
**Author:** [@GOPESH\_SAHA](https://forums.pega.com/u/GOPESH_SAHA)\ **Replies:** 8\ **Last updated:** [February 9, 2024, 12:40pm UTC](https://forums.pega.com/t/internal-email-accept-decline-button-not-giving-feedback-back-to-pega/5845 "2024-02-09T12:40:18Z")
I have created an Internal Email Template using Pega, and added two button Accept & Decline. I am using Google SMTP service for outcoing emails. Post campaign run, I received all information populated in the email, but… --- ## [How to add Columns to Seed List](https://forums.pega.com/t/how-to-add-columns-to-seed-list/5248)
**Author:** [@AlexanderNelson](https://forums.pega.com/u/AlexanderNelson)\ **Replies:** 4\ **Last updated:** [November 30, 2023, 2:08pm UTC](https://forums.pega.com/t/how-to-add-columns-to-seed-list/5248 "2023-11-30T14:08:37Z")
The columns on the seed list seem to pull from the Customer table but not all columns from the customer table are on the seed list. I currently have full name on the seed list and need first name. First Name is on the Cu… --- ## [ProductSummaryRefresh sample file](https://forums.pega.com/t/productsummaryrefresh-sample-file/4658)
**Author:** [@SanBan](https://forums.pega.com/u/SanBan)\ **Replies:** 4\ **Last updated:** [June 21, 2023, 9:53am UTC](https://forums.pega.com/t/productsummaryrefresh-sample-file/4658 "2023-06-21T09:53:24Z")
Hi - I cannot download the ProductSummaryRefresh file referred here as well as in extending product summary page .Can someone please upload the proper file. Thanks --- ## [Microsite Replacement](https://forums.pega.com/t/microsite-replacement/4099)
**Author:** [@AmbujK82](https://forums.pega.com/u/AmbujK82)\ **Replies:** 3\ **Last updated:** [March 6, 2023, 1:52pm UTC](https://forums.pega.com/t/microsite-replacement/4099 "2023-03-06T13:52:57Z")
Hi, Since microsite functionality is deprecating from the new version(8.7 onwards). What is the replacement of it. If any application is using it then what’s the latest feature is replacing it? Thanks --- ## [DB template finalization for outbound and real-time event](https://forums.pega.com/t/db-template-finalization-for-outbound-and-real-time-event/3739)
**Author:** [@DeepnaK1](https://forums.pega.com/u/DeepnaK1)\ **Replies:** 2\ **Last updated:** [January 18, 2023, 11:06am UTC](https://forums.pega.com/t/db-template-finalization-for-outbound-and-real-time-event/3739 "2023-01-18T11:06:46Z")
We have a DB template for outbound set to be finalized at the end of campaign run. We would like to use the same template for finalizing data coming from real-time event trigger as well. Can we configure both “finalizat… --- ## [Pega Video Tutorials](https://forums.pega.com/t/pega-video-tutorials/3720)
**Author:** [@MariaS16725159](https://forums.pega.com/u/MariaS16725159)\ **Replies:** 1\ **Last updated:** [December 30, 2022, 1:36pm UTC](https://forums.pega.com/t/pega-video-tutorials/3720 "2022-12-30T13:36:35Z")
Hello, I am looking for useful courses on the Pega platform. I want to list them on my platform so that other developers can quickly understand the software. --- ## [Rapid response to Emergencies using CDH](https://forums.pega.com/t/rapid-response-to-emergencies-using-cdh/3507)
**Author:** [@DeepnaK1](https://forums.pega.com/u/DeepnaK1)\ **Replies:** 2\ **Last updated:** [December 22, 2022, 7:56am UTC](https://forums.pega.com/t/rapid-response-to-emergencies-using-cdh/3507 "2022-12-22T07:56:18Z")
Hi, I have a query regarding emergency contact to customers through outbound channels in an emergency situation. As per the design pattern - Pegasystems Documentation we need to create separate issue/group to manage em… --- ## [8.5 to 8.8 complete upgrade using Helm Chart](https://forums.pega.com/t/8-5-to-8-8-complete-upgrade-using-helm-chart/3502)
**Author:** [@GOURABKETAN](https://forums.pega.com/u/GOURABKETAN)\ **Replies:** 1\ **Last updated:** [November 14, 2022, 1:00pm UTC](https://forums.pega.com/t/8-5-to-8-8-complete-upgrade-using-helm-chart/3502 "2022-11-14T13:00:27Z")
Our client 8.5 to 8.8 and wants to do the complete upgrade using Helm Chart - for package as well as frameworks. We use Pega Marketing and Customer Service in two different applications and both will be upgraded. The app… --- ## [Effect of removal of inactive, blocked Customers on CDH 8.7](https://forums.pega.com/t/effect-of-removal-of-inactive-blocked-customers-on-cdh-8-7/3270)
**Author:** [@ABHINANDAN](https://forums.pega.com/u/ABHINANDAN)\ **Replies:** 2\ **Last updated:** [September 28, 2022, 6:04am UTC](https://forums.pega.com/t/effect-of-removal-of-inactive-blocked-customers-on-cdh-8-7/3270 "2022-09-28T06:04:18Z")
Currently working for a client whose CDH 8.7 implementaion has gone live recently. There it is possible that during daily customer ingeston few of the customers may be removed e.g Inactive, Blocked, closed etc. So we ne… --- ## [Action not considered in NBA strategy schedule](https://forums.pega.com/t/action-not-considered-in-nba-strategy-schedule/2864)
**Author:** [@SilviaZ3](https://forums.pega.com/u/SilviaZ3)\ **Replies:** 4\ **Last updated:** [September 14, 2022, 4:34am UTC](https://forums.pega.com/t/action-not-considered-in-nba-strategy-schedule/2864 "2022-09-14T04:34:31Z")
We’ve just created a new Decisioning application with Pega CDH 8.7. We created a custom Customer class in MyOrg-MyApp-Data-Customer and set it in the Context Dictionary. After that we build the taxonomy and created an … --- ## [Actions not visible in Customer Profile Viewer NBA tab](https://forums.pega.com/t/actions-not-visible-in-customer-profile-viewer-nba-tab/3072)
**Author:** [@SilviaZ3](https://forums.pega.com/u/SilviaZ3)\ **Replies:** 1\ **Last updated:** [August 15, 2022, 11:33am UTC](https://forums.pega.com/t/actions-not-visible-in-customer-profile-viewer-nba-tab/3072 "2022-08-15T11:33:31Z")
We are selecting a customer in Customer Profile viewer and then opening the NBA tab. After selecting Direction=Outbound and an Issue and a group, we can see in the results only a subset of the actions in the issue/group… [Next page](https://forums.pega.com/tag/outbound-marketing/67.md?match_all_tags=true&page=1&tags%5B%5D=outbound-marketing)