Here's What's New in the February Release of CI360

CItechwriter — Mon, 27 Feb 2017 16:11:22 GMT

Here's what's new in the February 2017 release of SAS Customer Intelligence 360. For tutorials, examples, supported languages, and information about previous releases, click SAS Customer Intelligence 360: What's New.

SAS 360 Engage New Features and Enhancements

Managing User Access Rights

Account administrators can manage user access rights in SAS 360 Engage by assigning users to groups and roles via SAS AppCentral. A user’s access rights depend on group membership and associated roles. With this release, there are now three possible groups and associated roles. Access rights for these groups are as follows:

Members of the SAS 360 Discover group, which is associated with the Data Administrator role, have access to these parts of the user interface:

Data CollectionBasic Configurations
Data CollectionAdvanced Configurations
SAS Visual AnalyticsReport Viewer

Members of the SAS 360 Engage group, which is associated with the SAS User role, have access to all parts of the user interface except for these parts:

Settings from the side menu
Data CollectionData Collection Settings

Members of the Administrator group, which is associated with the SAS Administrator role, have access to all parts of the user interface.

Data Hub

Using an API to Extract Custom Data

Often you want to extract data from a system to plug into other solutions, embed the data into other organizational processes, or to run custom analytics on the data. Now within SAS Customer Intelligence 360, there is an API to build custom extracts of data to support other processes. You can select and filter events and customer attributes, apply operators to the data, and schedule an export.

Deleting Tables Using a Descriptor

Before, when uploading data into SAS Customer Intelligence 360, you could not delete tables if you made a mistake or if the tables became obsolete. You would have to reload the table, which led to multiple tables, confusion, and clutter. Now, with data descriptors, you can delete tables that do not have data items being used with an active segment. This feature helps ensure that the data in SAS Customer Intelligence 360 is clean and up-to-date.

Updating Data in the User Interface

Prior to this release, you had to use the API to update data in a table. Now in Manage Data, when you click on a table, a menu appears with options to Append, Replace, or Update. When a user chooses a file and one of these options, SAS Customer Intelligence 360 takes the appropriate action with that table: Append adds records to the existing table; Replace overwrites everything in the table; and Update searches for any new information, including appended new records

Improved Segmentation

Prior to this release, when selecting an item to exclude in Segmentation, the logic would look at the data item from the table only instead of looking at all records in the database. Now, the Segmentation criteria is evaluated globally.

Planner (Operations)

Using Cost Centers to Track Budgets

When budgeting, your marketing plan might be organized differently from how the finance system is organized. If this is your situation, you might still want to track your budget with cost centers and general ledger accounts so that you can easily reconcile your financial system. From each planning item’s financials, you can add or hide cost centers, assign budgets, and monitor planned spending.

Changing Configuration Settings

Your plan uses important configuration settings to manage items such as currency, cost centers, and messages. Your default information affects what you can do when using and creating planning items. When authorized, you can change the defaults from SettingsPlanning SettingsConfiguration Settings.

Adding Items to the Calendar View

You can view planning items in a list view or a calendar view. In addition to the list view, you can now add planner items directly from the calendar view. If you select a date range in the calendar view before adding a planner item, the planned start date and end date fields are automatically populated with the selected dates. After you enter information for the planner item, you can save and close it, and view the newly added item on the calendar.

Tracking Workflow Delays

As a workflow manager, it is important to know whether a workflow is on schedule or whether any workflow tasks are delayed. A workflow task is considered delayed if the current date or completion date is greater than the due date. You can now easily identify any workflow tasks that are delayed through an indicator in the user interface. The number of days delayed is displayed for each workflow task and is updated daily. In addition, the overall workflow projected end date is updated daily to reflect the impact of any workflow task delays.

Reporting

Using Summarized Data to Improve Performance

To improve performance, sample reports that use summarized data replace the sample reports in previous releases. To view these reports, navigate to the Reports section of the Insights tab for tasks. Web tasks include a new Performance of Creatives report with these sections: Conversion by day, Creative usage, and Most popular creative. Testing tasks include a new Performance of Variant report with these sections: Conversion by day, Variant usage, and Most popular variant.

Preproduction

Preproduction services are intended for evaluation purposes only and not for production use. All services related to the creation and sending of email are currently designated preproduction. The following enhancements are related to email and therefore considered preproduction.

New Email Reports

To improve performance, sample reports that use summarized data replace the sample reports in previous releases. To view these reports, navigate to the Reports section of the Insights tab for tasks. Email tasks include two new reports: Email Campaign Performance report, which contains the sections User Action Summary and User Actions by Time; and Email Summary report, which contains the sections User Action Summary, User actions by Time, Undelivered Email, and Undelivered Email by Time.

topic Here's What's New in the February Release of CI360 in SAS Customer Intelligence