What's New in the 20.01 Release of CI360

lesned — Mon, 20 Jan 2020 18:53:00 GMT

This release of SAS Customer Intelligence 360 includes the following new features and enhancements.

Start an Activity with a Direct Marketing Task

You can now choose a direct marketing task as a starting node for an activity map. This feature enables you to use a bulk direct marketing task as the start of the customer journey. You can then use the Split node, a Wait period, or other task types downstream to continue to construct the customer journey.

When you use an on-premises direct marketing task as a starting node for an activity map, the direct marketing contact events are injected into the system from on premises. Those events trigger the movement of customers downstream in the activity. The rate at which the event injection takes place is limited to at most 1,000 events per second. If an on-premises direct marketing task is executed at the beginning of an activity map that contains 1 million customers, then the approximate time to inject all the direct marketing contact events is at least 1,000 seconds (approximately 16–17 minutes). It is also possible to trigger the on-premises direct marketing task at the beginning of the activity map by using the Task Execution API.

(Available in SAS 360 Engage: Digital and SAS 360 Engage Direct)

Define Grid Custom Properties in Assets

Administrators can now define grid custom properties in assets. Grid properties enable users to enter one or more rows with multiple columns of configured custom properties. Administrators define grids in the Microsoft Excel spreadsheet that is used for configuring custom properties. Grid custom properties give you more flexibility in capturing important business metadata to associate with assets.

(Available in SAS 360 Plan, SAS 360 Engage: Digital, SAS 360 Engage: Direct, and SAS 360 Engage: Email)

Create Filters on List Pages

You can create custom filters on some of the pages that support advanced filtering, such as Tasks or Segments. Custom filters enable you to reuse the same filter multiple times, instead of re-creating it.

For example, you might want to save a filter for active web tasks. You can select Web for the channel filter criteria and Active for the status filter criteria, and then save the criteria as a new filter. Custom filters persist across sessions, so an applied saved filter is applied the next time that you sign in.

Note: Current saved filters do not include any search criteria entered in the ‘filter’ entry box to the left of the filter icon.

Custom filters are supported on these pages: Activities, Tasks, Segments, Data Views, Messages, Creatives, Events, and Spots.

(Available in SAS 360 Engage: Digital, SAS 360 Engage: Direct, and SAS 360 Engage: Email)

Append and Replace Option for On-Premises Export Templates

On the Export Content tab of an on-premises direct marketing task, you can now choose to either append or replace the named export file. Choosing to append to the export file adds records to the existing export file. Alternatively, choosing to replace the export file overwrites the existing named export file each time the task is executed.

To select either option within the on-premises direct marketing task, click the Export Content tab for the task, and then select Edit under Customize the export table and its settings. The Append and Replace options are available on the Properties tab of the Edit Export Table page.