What's New for CI360 in August 2024

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SAS Customer Intelligence 360 releases operate on a continuous delivery model that allows for a more scalable, phased approach to feature deployment. Accordingly, these release notes are updated several times a month. Check them regularly.

Unless otherwise specified, the features listed below are General Availability. Features that are released as Limited Availability and Release Preview are indicated. For more information about release levels, see Phased Releases for SAS Customer Intelligence 360.

Access to the features listed here depends on your role, license, and the release phase. Contact your SAS representative if you have questions about a feature’s availability. For a full list of new features in SAS Customer Intelligence 360, see What's New.

For a review of the features that were released in August 2024, see the Customer Guide for September 2024.

The August 2024 release of SAS Customer Intelligence 360 includes the following new features and enhancements.

Features released on August 21:

• Email Unsubscribe Options (Limited Availability): As part of the opt-out improvements to SAS Customer Intelligence 360, SAS is introducing the hybrid option as an additional two-step opt-out solution for email communications.
  
  With the hybrid feature, you can take advantage of a generic confirmation page that is hosted by SAS but create and host a custom, branded goodbye page that recipients see after they unsubscribe. For more information, see Using a Two-step Opt-out Solution in SAS Customer Intelligence 360: Administration Guide.
  
  

• Settings for Adding Tasks and Activities in Planning Items (Release Preview): When you configure settings for each planning level in the marketing hierarchy, you now have the ability to allow or restrict users from adding tasks and activities to planning items. You can enable or disable the association of tasks or activities at each level of planning items. For more information, see Edit and Configure a Marketing Hierarchy in SAS Customer Intelligence 360: Administration Guide.
  
  

• Tenant Configuration: The ability use SAS Customer Intelligence 360 to modify and manage some tenant configuration settings is now available in the production tenant for all customers. You can now view and confirm all tenant settings before using the tenant. For more information, see Configuring Tenants in SAS Customer Intelligence 360: Administration Guide.
  
  
• Creating and Editing Exports (Limited Availability): The ability for customers to choose whether exports can be modified in direct marketing tasks and segment maps is now available for some tenants. In addition, the introduction of the Export Content Designer role enables customers to decide which of their users can edit the exports or create custom exports in direct marketing tasks and segment maps.
  
  

  In General Settings, you can specify that an export can be edited. Navigate to General Settings and select Content Delivery > Export Templates. Open an export template and then enable the Allow the export settings to be edited in the task or export node option. By default, all new and existing export templates are enabled for editing in direct marketing tasks and segment maps.
  
  

  In addition, users who are assigned the new Export Content Designer role in combination with the Direct Marketing Designer or the Segment Designer roles can edit exports for a direct marketing task or a segment map if the export template is marked as editable. Users who are assigned this combination of roles can also create custom exports in a direct marketing task or in a segment map. Users who are assigned Super Admin, Engage Super User, or Engage Direct Admin roles have the same export creation and editing capabilities.

Features released on August 14:

• Email Unsubscribe Options (General Availability and Limited Availability): As part of the ongoing improvements to the email features, SAS Customer Intelligence 360 now offers two-step opt-out solutions for unsubscribe links in emails. With a two-step solution, email recipients visit a confirmation page, confirm that they want to unsubscribe, and are then directed to a goodbye page. For more information, see Using a Two-step Opt-out Solution in SAS Customer Intelligence 360: Administration Guide.
  
  SAS provides these different two-step solutions:
  
  

  • Generic opt-out solution: SAS hosts non-branded HTML pages that are used for the confirmation and goodbye pages. (General Availability)
    
    
  • Customer-branded solution: you create and host your own customized HTML for confirmation and goodbye pages. You also host custom JavaScript code that sends the opt-out request back to SAS Customer Intelligence 360 and can collect additional information about the recipient. (Limited Availability)
    
    
• Home Page: The updates to the My Recently Modified Items and Scheduled Items widgets are now available in the production tenant for all customers.

Features released on August 7:

• Tenant Configuration (Release Preview): You can now use SAS Customer Intelligence 360 to configure and modify some tenant settings such as the tenant display name, usage, default locale, time zone, technical and business contacts, enrollment for release preview, and so on.
  
  

  As an Admin user, when you sign in to the application for the first time, you are prompted to view and confirm all the settings before using the tenant. You can use SAS Customer Intelligence 360 to manage and modify some tenant configuration settings. For more information, see Configuring Tenants in SAS Customer Intelligence 360: Administration Guide.

• Home Page (Release Preview): You can now view recently updated audiences in the My Recently Modified Items widget.
  
  

  You can also view and filter by audiences in the Scheduled Items widget.