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What's New in the May release of CI360

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What's New in the May release of CI360

Here's What's New in the May Release of SAS Customer Intelligence 360


For more information, and tutorials, visit our Learn page.


May 2017




SAS 360 Discover is available for production use by customers. The web, mobile, and email marketing features of SAS 360 Engage are designated as production quality and are available for sale to customers with a Limited Availability status. This status is prequalified by the SAS Customer Intelligence 360 team to ensure a good fit with customer requirements.


SAS 360 Engage New Features and Enhancements


New SAS Customer Intelligence 360 home page


Now, when you log onto SAS Customer Intelligence 360, you can access helpful content on the new home page. The SAS Customer Intelligence 360 home page is available from any SAS Customer Intelligence 360 screen. Click the Home icon from the navigation bar. From the home page, you can:


  • view a tutorial on getting started with SAS Customer Intelligence 360.
  • connect with other SAS Customer Intelligence users.
  • access other tutorials for SAS Customer Intelligence 360.
  • access documentation on new features each month.




Improvements to search and ability to browse folders make selecting assets easier


You can add creatives by selecting HTML assets in either the SAS digital assets library or a configured third-party asset library. Now when you select assets you have the ability to browse by folders that are configured in the selected library. If there are no folders configured in the selected library, the folder pane is not visible. You can also search for assets by using keywords. If you select the highest folder level (or root folder), the system searches all assets in the selected library. If you select a folder below the root folder, the system searches assets in the selected folder and all subfolders.





Wait period now supports interval of minutes


A Wait period sets the amount of time to wait between the completion of the previous task or evaluation period and the start of the next task or Wait period in a path. The previous minimum wait period was 1 hour. Now the minimum wait period is 5 minutes. The marketer can refine the time increments in determining when to move a customer through the activity map. This minimum setting of 5 minutes also applies to a Conditional Split in the Split node.


As a business example, you could use a Wait period with a 5-minute setting after an event is detected to send a push notification to a mobile device. To apply this feature in a conditional split, you could define a conditional split of "Did not Add to Cart" with a 10-minute evaluation period before allowing the customer to progress to the next task in the activity map.


Wait period now supports a specific date and time


The Wait period also supports a specific date and time setting. This option enables the marketer to pick a specific calendar date and precise time for evaluation before a customer proceeds through the activity map. As a business example, you could pick a specific date and time for ending the Wait period, followed by an outbound email for customers that meet the condition.




Support for Microsoft Office files


You can now upload Microsoft Office files (such as Excel, Word, or PowerPoint) as assets, and the system automatically generates thumbnail and preview renditions for these assets. The thumbnail renditions are JPG images, and the previews are PDF files. You can view and download the thumbnail and preview renditions for these assets just like other assets in the system.




Defining target audience criteria based on new or returning users of mobile app


Mobile marketers are now able to define their target audience based on whether their mobile app users are using the app for the first time or are returning to the app. This enables mobile marketers to personalize the mobile app experience based on past visits and behavior on the mobile app. For example, a first-time user might need to see more basic content or a "welcome" message.


Planner (Operations)


Color configuration for Planner calendar


Administrative users can now configure attributes that define colors that are used for items displayed on the Planner calendar. For example, if you want the calendar to display each type of Planner item in a distinct color, you can select Type as the color configuration attribute in calendar settings. The available options for color configuration are:


  • No attribute: All items have the same color.
  • Type: Each type of Planner item (such as Plan, Program, Campaign, Task, or Activity) is displayed in a distinct color.
  • Type and channel: Each type of Planner item is displayed in a distinct color. In addition, each channel for tasks is also displayed in a distinct color. For example, web, mobile, and email tasks are displayed in different colors.
  • Status: Planner item colors are determined by the status values, such as Active, Approved, and Designing.


Personalize time span for calendar display


By default, items in the Planner calendar are displayed for the entire time span, from the planned start date to the planned end date. This can lead to scenarios where numerous items are listed for a specific day or week. To remove potential clutter on the calendar display, you now have options to personalize the display time span:

Show through entire time span – display from planned start date through planned end date. This is the default setting.


  • Show only start date
  • Show only end date
  • Show only start and end dates

This is a user personalization setting that persists across sessions.


Track approval timeline prior to submission


When you submit a planner item for approval, it is helpful to be able to track the start and due dates for each approver as well as the overall approval start and due dates. Now when you initiate an approval, you can view these dates before you submit or activate the approval. The dates are automatically updated as you add approvers and adjust durations for each approver. This helps ensure that the approval cycle is completed in time to meet any applicable deadlines.


Configure marketing hierarchy levels


Create the perfect marketing hierarchy to manage and organize your plan. Hierarchies are great at showing how one part of your marketing plan connects to another. Build your hierarchy structure by creating levels that include a unique name, description, and icon so marketers can discern one level from another.


During this creation process, define the relationship between the levels. When creating planning items, marketers are presented the defined levels, making it easy to understand where planning details should go. Authorized users can create plan levels in General ð Planning Settings ð Marketing Hierarchies.


Configure currencies


You can select one or more currencies to use in your marketing plan. In General ð Planning Settings ð Configurations, create a master list of active currencies and designate one as the default currency. Manage existing currencies by adding, replacing, and deleting currencies, marking currencies obsolete, or selecting one as the default. Active currencies are available for selection when you create or update planning items.


Managing currencies in the user interface


All planning items have an associated currency. In a hierarchy, children inherit the currency from their parent. Currency is defined when the planning item is a first item in the hierarchy or when a planning item is not associated with other planning items in a hierarchy.


When creating a new planning item, you can select a currency from a list of active currencies. When an administrator updates a currency, you might need to update the currency for an existing planning hierarchy in the user interface.


Updates to a currency , such as being replaced with a new currency, deleted, or marked obsolete, generate a warning in the Details view so you know that a currency change is needed. From the first planning item in a hierarchy, you are notified of the change and encouraged to update the currency. When you make an update to a currency, the update applies to all associated planning items (such as children in the hierarchy). From a child planning item, you see a warning to update the first planning item in the hierarchy.




Support multiple content blocks


To optimize an email campaign and make a stronger appeal to the target audience, you can use the Layout Manager to add multiple content blocks that deliver a personalized message to each recipient.

Until this release, the Layout Manager feature supported only a single content block. Now, you can add multiple content blocks to an email layout. The capability to insert multiple content blocks enables you to include offers from several product categories into a single email newsletter. Each content block can contain multiple creatives that display various offers, which are personalized to a subset of the target audience, based on the business criteria that you define.


Responsive design and the CSS Editor


You can now define custom styles for HTML elements (text, image, and buttons) to display variants of email content in response to the recipient’s device. The Layout Manager feature has a new capability that enables you to edit layout styles. The control button opens up a Cascading Style Sheet (CSS) Editor and you can add and edit styles and their properties. The feature leverages media queries to detect the screen width. A preview pane lets you preview the content variants at different screen widths by dragging a handle bar to adjust the display size.


Program or business department level opt-out


As a diversified marketing organization, you might need to run marketing campaigns that are exclusive to a line of business, department, or program. You also need to capture and honor opt-out preferences at this level.


SAS Customer Intelligence 360 now introduces opt-out control at a program level. This capability is implemented by designating a send agent to deliver email campaigns for a program. You can create a two-character program ID that is unique to the program and set it as a property for the designated send agent. When an email task selects this send agent, it is automatically associated with that program. All emails sent through this send agent have an unsubscribe link, which is associated with the program ID.


When an email recipient clicks the unsubscribe link in the email, the preferences-related data is updated in the data hub records. The system automatically filters and excludes the recipient from all future email marketing campaigns that match that program ID.

For double-byte character set (DBCS) languages, the value of the program ID property has a limit of one character. Enhanced capabilities are planned for future releases.


Data Collection


Click event available for user identities


When creating a user identity for data collection, you can now select a click event in addition to the form submit and page view events. Use a click event to monitor and collect data on a page element that is clicked.


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