Test the Unified Data Model Prior to Release
IMPORTANT: Test the Unified Data Model Prior to Release
Changes for SAS® 360 Discover Customers
Changes for SAS® 360 Engage Customers
Deprecation of Ad Hoc Export API
Overview/Explanation: The March 2020 release of SAS® Customer Intelligence 360 will include changes to the data model and the user interface. The changes will introduce a comprehensive data model and enable customers to use any event across CI360.
Our customers have routinely requested the ability to use any event, including those previously only available in SAS® 360 Discover, for task targeting, metrics, triggers, and segmentation/data views within SAS® 360 Engage. In addition, the ability to stream event data into other applications for use in real-time scenarios has been requested. Lastly, customers have wanted the ability to download SAS 360 Engage data and join it with SAS 360 Discover data in order to get a more comprehensive view of customer behavior and to have the ability to conduct further analysis and data integrations. To meet the demands of our customers, the March 2020 release of SAS Customer Intelligence 360 will enable the following:
These new capabilities will result in changes to the UI, the unified data model, and the download programs used to retrieve data from the cloud.
Testing the Unified Data Model Prior to Release
Prior to official release, customers can begin to familiarize themselves with the tables using the Test Mode API. This method of downloading new tables utilizes the existing SAS Customer Intelligence 360 Download API. With the release of the unified data mart, this API now has categories of tables that allow users to specify groupings of tables they want to download. These categories are enforced by the product licenses held by each customer. By default, not using any specific category yields SAS 360 Discover tables.
Customers are strongly advised to test the new release and tables prior to March 7, 2020, using the Test Mode API with the following parameters:
Customers must have a license in order to download the categories of tables below. For example, in order to download SAS 360 Engage tables, the customer must have a license for SAS 360 Engage.
Category |
License Required |
DISCOVER |
SAS® 360 Discover |
ENGAGEDIGITAL |
SAS® 360 Engage: Digital |
ENGAGEWEB |
SAS® 360 Engage: Digital |
ENGAGEMOBILE |
SAS® 360 Engage: Digital |
ENGAGEMETADATA |
SAS® 360 Engage: Digital, SAS® 360 Engage: Direct, SAS® 360 Engage: Email |
ENGAGEDIRECT |
SAS® 360 Engage: Direct |
ENGAGEEMAIL |
SAS® 360 Engage: Digital |
Example calls using the TEST MODE API
Requesting Discover only data using category:
https://extapigwservice-<server>/marketingGateway/discoverService/dataDownload/eventData/detail/partitioned?code=PH4TESTMODE&schemaVersion=4&category=discover
Downloading Email and Direct data:
https://extapigwservice-<server>/marketingGateway/discoverService/dataDownload/eventData/detail/partitioned?code=PH4TESTMODE&schemaVersion=4&category=engageemail,engagedirect
Requesting data using Engage Digital category and specific time window:
https://extapigwservice-<server>/marketingGateway/discoverService/dataDownload/eventData/detail/partitionedData?&dataRangeStartTimeStamp=2020-01-08T04:00:00.000Z&dataRangeEndTimeStamp=2020-01-08T04:59:59.999Z&includeAllHourStatus=true&code=PH4TESTMODE&schemaVersion=4&category=engagedigital
Requesting metadata using category:
https://extapigwservice-<server>/marketingGateway/discoverService/dataDownload/eventData/detail/nonPartitionedData?code=PH4TESTMODE&schemaVersion=4&category=engagemetadata
Important Note: A new column representing custom attributes is being added to the following SAS 360 Discover tables: GOAL_DETAILS, CART_ACTIVITY_DETAILS, ORDER_DETAILS, ORDER_SUMMARY, and PRODUCT_VIEWS but cannot be tested using the Test Mode API. However, customers can see the new tables.
Changes to the UI
Changes for SAS® 360 Discover Customers
A single unified UI (Events) is being introduced for configuring all events that can be used by both SAS 360 Discover and SAS 360 Engage. SAS 360 Discover users will notice a variety of changes in the UI:
There are some additional functionality differences in the new UI:
Changes for SAS® 360 Engage Customers
Changes for SAS 360 Engage customers are as follows:
Upcoming releases will include more metadata tables that show cross-associations between objects.
Deprecation of Ad Hoc Export API
Due to an architectural change in how data is to be stored and provided, the Ad Hoc Export API is being deprecated by mid-2020 and is being replaced by the unified data mart. With the new SAS 360 Engage tables, organizations can now create custom ad hoc queries and joins once data has been downloaded into a data warehouse. This allows organizations to replicate and expand upon the functionality previously found in the Ad Hoc Export API. In upcoming releases, SAS will introduce the ability to specify tables to make it easier to obtain the specific data required by users.
Prior to release, new download programs will be released for SAS software and Python. SAS has begun to add these download programs in GitHub so that customers can subscribe to notifications for program updates. The SAS software version of the download program can be found at https://github.com/sassoftware/ci360-download-client-sas, while the Python version is at https://github.com/sassoftware/ci360-download-client-python.
With the introduction of the Unified Data Model, there have been changes to some existing SAS 360 Discover tables, as well as additional tables for SAS 360 Discover and SAS 360 Engage.
Changes for SAS® 360 Discover Customers
New SAS 360 Discover tables include the following:
New columns are being added to existing SAS 360 Discover tables to represent the custom attributes for events. The following tables will have the new column properties_map_doc added to the end of the table as the last column:
As described, Custom Attribute events continue to go to the CUSTOMER_ATTRIBUTES table unless a user converts them to a Custom Event. When the conversion occurs, these events no longer populate the CUSTOMER_ATTRIBUTES table and instead populate the CUSTOM_EVENTS and GOAL_DETAILS tables.
Previously configured goal events go to both CUSTOM_EVENTS and GOAL_DETAILS. Newly created Custom Events also go to both CUSTOM_EVENTS and GOAL_DETAILS tables.
Changes for SAS® 360 Engage Customers
New SAS 360 Engage tables include the following:
In addition to the tables above, the Unified Data Model introduces metadata about the objects used in tasks and activities. The following metadata tables will be available:
The SAS product functionality described above is provided for informational purposes only based on SAS’ current product roadmap. It does not represent nor alter official SAS product documentation nor is it a guarantee as to the timing of the availability of any product functionality or that such functionality will be made available.
Looking forward to use these exciting new possibilities within CI360.
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Want to review SAS CI360? G2 is offering a gift card or charitable donation for each accepted review. Use this link to opt out of receiving anything of value for your review.
Listen to the Reimagine Marketing podcast
Assess your marketing efforts with a free tool
SAS Customer Intelligence Learning Subscription (login required)
Compatibility notice re: SAS 9.4M8 (TS1M8) or later