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What's New in the 17.06 Release of CI360

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What's New in the 17.06 Release of CI360

Here's what's new in the 17.06 release of SAS Customer Intelligence 360:


SAS 360 Engage New Features and Enhancements


User Administration


More granular user permissions


Account administrators can manage user access rights in SAS 360 Engage by assigning users to groups and roles through SAS AppCentral. A user’s access rights depend on group membership and associated roles. In a previous release, we introduced three possible groups and associated roles:


  • SAS 360 Discover Group—associated with the Data Administrator role
  • SAS 360 Engage Group—associated with the SAS User role
  • Administrator Group—associated with the SAS Administrator role

With this release, the SAS User role has been modified to restrict access to SAS 360 Discover functionality. Specifically, users with the SAS User role no longer have access to the Basic Collection Rules and Advanced Collection Rules menus from the left navigation bar. This change enables administrators to limit Engage users (with the SAS User role) to access only SAS 360 Engage functionality. If users need access to both SAS 360 Engage and SAS 360 Discover capabilities, they can be assigned both the SAS User (Engage) and the Data Administrator (Discover) roles.




New integration with external content management systems


If you have HTML content in an external Content Management System (CMS), you can now add multiple creatives directly to SAS Customer Intelligence 360 by selecting the desired HTML content in the external CMS. These creatives can then be used in tasks just like other creatives in SAS Customer Intelligence 360. For active tasks, the creative is delivered to a spot by referencing the content where it is stored in the external CMS. This delivery ensures that the creative uses the latest version of content in the CMS.

Note: Integrations with external CMSs must be enabled through configuration. More information about the configuration details is available from developer documentation upon request.

After CMS integration is configured, you can add creatives by navigating to Assets and clicking Add creative from asset from the creatives workspace. You can then select HTML assets from either SAS Digital Asset Management or any other integrated CMSs. After you select the content source, you can add one or more creatives from the selected HTML assets.


Enhanced management of columns


In the table view for assets, you can now choose which columns to hide or display. You can access the column manager dialog box from the column heading in the upper right corner of the table. The dialog box enables you to complete these actions:


  • select which columns to hide or display
  • configure the column order

This enhancement enables you to display only the columns that are most useful to you in the table view.


Display Columns


Data Hub


Export opt-out preferences


A new export feature enables you to get a consolidated view of contact preferences in order to understand which customers are opted in or opted out. This feature is especially important for planning email marketing campaigns.


By using an export request in the data hub’s REST API, you can generate a query to export a CSV file that can be downloaded from an s3 location on Amazon Web Services (AWS). You can then make updates to the CSV file and import it back to SAS Customer Intelligence 360 to make sure the contact preferences are up-to-date when sending an email.




Impression limits for push notification tasks


You can now define impression limits for push notification tasks to ensure that customers do not receive the same push notification creative or message more than the allotted number of times.


Specifically, you can control the maximum number of times that a customer receives a push notification. You can define this number as an absolute or specify a time period.


Push Notification

Push Notification


Impression Limits


Impression Limits


Planner (Operations)


Color legend for planner calendar


Administrators can configure the attribute that determines the color coding scheme for items displayed on the planner calendar. For example, an administrator could choose to display specific colors for planning items based on type (such as plan, program, campaign, task, or activity) or status (such as planning, pending approval, and so on).


Calendar users can now access a color legend directly from the planner calendar view to help them identify the color scheme for each planning item.


View relationships between planning items in a hierarchy


From a planning item relationship tab, you can view a list of children and any associated tasks and activities. When you want more detail, you can expand the children to see more information.


From this view, you can also select planning items to make changes such as removing, deleting, copying, renaming, and exporting those items.


Edit budget link


An Edit Budget link now appears on the planning item relationship tab and from the budget details on the Finance tab. You can use this link to quickly make changes to the budget for multiple planning items at once.


Improved monitoring of currency changes


You can manage currencies used in your marketing plan from Generalthen selectPlanning Settingsthen selectConfigurations. When you save a currency change, you can let the system update the currency label automatically, or you can manually change the currency. When you manually change the currency, you can monitor progress from the currency archived tab so that you know which planning items are still using the old currency.


When the system updates the currency label, it displays a job name. You can check the status of this job by selecting View Details in Generalthen selectPlanning Settingsthen selectConfigurations. On the Job Information page, select Updates to view a list of the currency jobs and their statuses. You can also view details about the job from this page.


Open messages or planning items by selecting the name


You can now open a message or child planning item on the finance rolled-up tab by selecting the name of the item that you want to open. From an open planning item, messages are found in Detailsthen selectMessages. Child planning items are listed in Financialsthen selectRolled Up Budget.


Define custom properties by level


You can collect and communicate different information for every level in your marketing hierarchy. Create global properties or specify properties by level. Properties can be organized into groups to make it easy to find information.




Free-form HTML editing mode for email tasks


As a user with advanced HTML skills, you can edit the HTML content of an email layout. Using the HTML Editor, you can modify the HTML code of a layout that you created with the drag-and-drop editor, or you can begin with an existing template and modify its HTML code.


The editor offers these features:


  • a preview panel that you can use to view and apply changes
  • plug-in functionality that enables you to find and replace code, add merge tags for personalization, and insert content blocks that render multiple creatives

In addition, the HTML Editor enables advanced users to add and modify the HTML code to build multi-column or fully responsive email content that responds to media queries. Currently, the Layout Manager supports only single-column layouts.

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