The latest release of SAS 360 Match includes the named exposure policy feature that enables you to set exposure levels across multiple items. Use exposure policies to limit how often SAS 360 Match serves a specific response.   The parameters for an exposure policy are defined, ad hoc, directly with the item that they control. A policy can be defined at the campaign, flight, flight creative, product, and creative format level.   An exposure policy can be used by a range of items. A change to a policy affects all the items that use the policy. This single policy is an advantage over a collection of individual frequency caps that are applied to multiple items because you need only make one change rather than change the frequency cap in each item that is affected.   In addition to providing one policy to govern multiple items, you can use exposure policies to implement the following scenarios.   Traffic identical creative assets in multiple creatives that are spread across multiple campaigns. Vary an entity’s frequency cap parameters according to the context of the request. For more information, see Managing Exposure Policies. ... View more

SAS Customer Intelligence 360 has introduced three new REST APIs that you can use to perform actions, automate processes, and access data.   The System for Cross-domain Identity Management (SCIM) API enables you to manage users, groups, roles. You can use this REST API to perform these actions:   manage users’ permissions (administrative access required) add and remove users add and edit groups add and remove roles that are assigned to users and groups You can use the REST API to change these settings on an as-needed basis, but the API interface also enables you to automate role management and integrate this process with external systems.   The feature is available in SAS 360 Engage: Digital, SAS 360 Engage: Direct, SAS 360 Engage: Email, SAS 360 Discover, SAS 360 Engage: Optimize, and SAS 360 Plan. For more information about this REST API, see SCIM API.   The Marketing Design REST API provides a way to access and view information about some SAS Customer Intelligence 360 items. You can use this REST API to perform these actions:   access task information (for example, channel, details, status, and usage). filter and sort a list of tasks based on query parameters. access segment maps. For example, you can update the membership of a segment map and see information about the most recent job that affects the segment map. retrieve metadata about response tracking codes (RTC). The API enables you to use filters to get specific RTC metadata. This metadata can help you understand which content was shown to an individual. query metadata about occurrences of bulk tasks and segment maps. Similar to the features of the RTC endpoints, you can use filters to find the status of an execution and the metadata that is related to the execution. The feature is available in SAS 360 Engage: Digital, SAS 360 Engage: Direct, SAS 360 Engage: Email, SAS 360 Discover, and SAS 360 Plan. For more information about this REST API, see Marketing Design API.   The Workflow REST API enables you to access and manage workflow resources for SAS 360 Plan. You can manage workflow items such as workflow processes, workflow tasks, approvals, assignments, and attachments.   The feature is available in SAS 360 Plan. For more information about this REST API, see Workflow API. ... View more

Headerbidding is a process where publishers reach out simultaneously to many bidders from the web page before calling the ad server. The process, which is triggered by JavaScript code that is embedded on a web page, results in single winning option, with the auction conducted on the client side. Headerbidding is a way to integrate with solutions that SAS 360 Match does not support yet and to use advanced features that some SSPs provide only through Prebid JS and other similar services.   The headerbidding feature in SAS 360 Match treats the bid like any other bid in the system and passes the exact value for the bid and the SSP for reporting. This is a two-part process. The first phase, which is already implemented, adds a temporary enhancement to support our customers who already use some form of headerbidding. A future enhancement will enable users to attach to a placement and compete on the same terms as the server-to-server (S2S) sources.   What do I need to set up?   In the first phase of the feature release, users must configure the following specifications for headerbidding:   Include the bid price with /HBID=<value> in the request. Create a template, which can be empty, for the bid and a flight for logging purposes and name both headerbid. The template triggers the serving of the winning creative that the browser has cached for that impression.  (Optional) Specify the exchange with HBID_V=<vendor>. What does reporting look like?   All headerbidding is grouped under a network called headerbid in Bidsum reports, along with the rest of the programmatic S2S partners. We will break out individual SSPs in Bidsum reporting in a future release.   Upcoming Feature   A future release of SAS 360 Match, currently expected in April 2021, will enable the creation of multiple templates for headerbidding and S2S. Customers can use placements to connect templates for S2S and headerbidding to each occurrence of a size and SSP combination for greater flexibility. If there are multiple matches for size and SSP, SAS 360 Match selects the first one that it encounters.   SAS 360 Match release notes will announce when the second phase of this feature is available. Documentation will be updated soon. This post was updated on March 3, 2021, with an anticipated release date for the multiple template feature. ... View more

The 20.10 release of SAS Customer Intelligence 360 includes the Environment Setup Guide that lists the steps that account administrators should take to configure CI360.   The guide includes instructions on how to set up DNS CNAME (canonical name) records, configure content security policies, add and manage users, and prepare and load data. It also provides links to additional documentation and training. For more information, see the SAS Customer Intelligence 360: Environment Setup Guide.   This document replaces the PDF version of the SAS Customer Intelligence 360: Onboarding Guide.   See What’s New in the latest release of SAS Customer Intelligence 360. Find additional information about SAS Customer Intelligence 360 on the Learn and Support page. ... View more

The 19.10 release of SAS Customer Intelligence 360 includes three new email reports. These reports deliver more metrics, an updated design, and additional options that you can use to filter and refine report results. While all reports show the actual performance for your email campaign, the Success Metrics report also displays forecasts results.   The following reports are available:   The Success Metrics report shows how the recipients who opened your email messages engaged with the content in the messages. The Exception Metrics report provides details about your email messages that bounced or were reported as spam, as well as the recipients who clicked the unsubscribe link. The Metrics by Occurrence report shows the counts of success and exception metrics.  You can view and analyze performance results for your email tasks during or after the email campaign.   To view the report for an individual email task, click Reports on the Insights tab for the task and select the reports using the drop-down list.   To view the summarized results for all email tasks, go to Insights on the left navigation menu and click on the report name. In each report, you can select multiple email tasks to view the summarized results for a specific group of tasks.   This feature is available in SAS 360 Engage: Email. ... View more

            SAS Customer Intelligence 360 provides resources that are designed to help you learn more about the product.   This summer, the CI360 team created more video tutorials that walk you through product features. The latest additions demonstrate how to configure email and manage your assets. Check out the CI360 video library at https://video.sas.com/category/videos/sas%C2%AE-customer-intelligence-360.   The CI360 Learn page at https://support.sas.com/en/software/customer-intelligence-360.html offers the What’s New update, featured tutorials, and links to upcoming training sessions for CI360.   SAS Communities gives you two paths to learn more about CI360. First, go to the SAS Customer Intelligence community at https://communities.sas.com/t5/SAS-Customer-Intelligence/bd-p/sas_ci for articles with the CI360 tag to learn what's new, pose questions, or find answers. Next, check the SAS Communities Library for articles that are labeled Customer Intelligence at https://communities.sas.com/t5/SAS-Communities-Library/tkb-p/library/label-name/customer%20intelligence. You can even contribute your own CI360 tips to the library.   Read articles about CI360 from SAS bloggers at https://blogs.sas.com/content/customeranalytics/.   Discover the latest enhancements and newest features for CI360 at http://go.documentation.sas.com/?cdcId=cintlearncdc&cdcVersion=1.0&docsetId=cintwn&docsetTarget=whatsnew.htm&locale=en. This information is updated whenever a new version of CI360 is released.   Where else do you go to find answers to your CI360 questions? ... View more

The European Union’s General Data Protection Regulation, also known as GDPR, enables EU consumers to have more control over how organizations manage their personal data. Companies that handle this information have to update their data privacy regulations by May 25, 2018.   The newest update to SAS Customer Intelligence 360 provides you with the tools you need to comply with GDPR requirements.   Right to Access   The right to access is a regulation that enables individuals to request that an organization discloses any information it has on them.   SAS Customer Intelligence 360 provides an export REST API to retrieve data that provides a comprehensive view on a specific customer. The data is exported as CSV files that can be downloaded by the person issuing the request through the REST API. The export request returns an ID that can be used to retrieve the CSV files.   Right to Be Forgotten   The right to be forgotten is a regulation that enables individuals to request that an organization deletes any data about them.   SAS Customer Intelligence 360 provides the deleteList import descriptor that can be used to delete customer identity data that has been imported or collected. This descriptor enables you to define the type of customer IDs that need to be deleted and then upload a corresponding list of IDs. After the IDs are imported and processed, SAS Customer Intelligence 360 deletes all specific data about the customer, as well as other information that may be associated with the individual. This deletion effectively prevents the data from being matched to an individual.   Protecting Customer Data   In its initial proposal to reform data protection rules, the European Commission defined personal data as “any information relating to an individual, whether it relates to his or her private, professional or public life. It can be anything from a name, a home address, a photo, an email address, bank details, posts on social networking websites, medical information, or a computer’s IP address.” This information is typically referred to as personally identifiable information, or PII.   SAS Customer Intelligence 360 enables you to customize messages and create segments with PII and discard the data afterward. When you import PII with a data descriptor that uses the transient type, the system creates a temporary table to process the data and deletes it afterward, so sensitive information is discarded after it is used.   For general information about GDPR and SAS, see General Data Protection Regulation on www.sas.com.   This post has been adapted from the SAS Customer Intelligence 360 Help Center.   See What’s New in the latest release of SAS Customer Intelligence 360. ... View more

You’ve scheduled your task. It’s delivering content. You’re collecting and analyzing metrics from conversions.   What happens if you have customers who receive the content during your specified period but only complete the actions after the end date for the task?   With the newest update to SAS Customer Intelligence 360, you no longer have to worry about it.   You can now extend the time for data collection for web and mobile tasks to more effectively measure performance. You can continue to collect and analyze metrics for late conversions, even though those tasks are no longer delivering content.   For example, you create a web task with a weekly recurring schedule from January 1 through March 31, 2018. To account for conversions that might occur after March 31, you can specify the number of days you want to continue to analyze the task metrics beyond that end date.   By default, the extension period is 7 days. However, you can change the period to 3, 14, 30, or 0 (no extension) days.   Go here to find out what’s new in the latest release of SAS Customer Intelligence 360. ... View more