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Here's what's new in the January release of CI360

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Here's what's new in the January release of CI360

The new features and enhancements in the January 25 release.  For information about previous releases, and tutorials and examples, click on SAS Customer Intelligence 360: What's New.

 

SAS 360 Engage New Features and Enhancements

 

Activities

 

Multiple starting points with additional nodes that connect to downstream tasks

You can add multiple Task nodes and Trigger events as starting points in an activity map. You can connect each node to downstream tasks. Longer paths for additional starting points are also now supported.

 

Planner (Operations)

 

Calendar view

In addition to the list view, you can now view planner items in a calendar view. The calendar view supports the same search and filter operations that are available in the list view. Within the calendar view, you can select a monthly, weekly, or daily view, as well as different months, weeks, or days. A bar for each planner item is displayed if the calendar date fits within the planner item’s start and end dates. You can navigate to a specific planner item by clicking one of the bars.

Workflow visual view

You can now view a visual diagram of all workflow tasks in a workflow. When you create a new workflow, you get a preview of a visual diagram of workflow tasks for each workflow template. This preview can help you identify and select the appropriate workflow template. For active workflows, the visual diagram highlights the currently active workflow task in red to help you see how the task is progressing.

Workflow projected end dates

As a workflow manager, it is important to know when the workflow is projected to be completed. For each workflow, you can now track changes to the projected end dates as individual workflow tasks are completed. For example, if a workflow task is completed before the due date, the workflow projected end date decreases. Conversely, if a workflow task is completed after the due date, the workflow projected end date is extended. In addition to an updated workflow projected end date, you can track the start date, due date, and actual completion date for all workflow tasks.

 

Reporting

 

Changes to report creation authorization

In response to performance challenges, changes have been made to report creation authorization; namely, restricting users from creating customized reports in 360 Engage. Reinstating this capability, along with other reporting enhancements, is expected in future releases.

 

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 preproduction.

Email

Email delivery using SparkPost

360 Email now offers email delivery using SparkPost Email delivery services. After the Email Channel goes to limited availability, this option can be used for executing production tasks targeted at real customers.

Approved from and reply-to addresses

This security feature prevents non-authorized sender addresses from being used as "From" addresses when you are executing an Email task. The "From" email addresses are added when you are defining a Send Agent and are validated by the Delivery Service. The "Reply-To" addresses are also predefined, but they can be edited when you are creating an Email task.

Recipient targeting for batch email tasks

To better cater to your market segments, you can send a newsletter-type Bulk Email campaign using recipient targeting.

Layout manager opt-out blocks

This feature enforces the legal need of adding footer information to every email, including a link to unsubscribe. You see this footer block when you are creating content for a new Email task.

Pause, cancel, and resume batch email tasks

This feature enables you to exercise some critical control over an email task in execution mode. For example, you can pause execution of low-priority email tasks or pace the delivery according to your business needs. Also, after a task is published, you can pause or cancel the task to halt the delivery of erroneous content. You can then modify the content, save it as a new task, and publish.

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