As a marketer, you can build custom workflows in SAS Customer Intelligence 360 (CI 360) to automate the specific needs of your marketing teams by using workflow templates. Workflow templates represent the typical workflow process in your marketing organization. Workflows consist of a series of steps or tasks that are executed in a specific order to track and manage the progress of a project. To define a workflow is to illustrate the process as a series of tasks that need to be completed either sequentially or simultaneously.   For example, you might want to create workflows for product launches, collateral designs, advertising, direct marketing, sponsorship, event management, and so on.   You begin by using a business process execution engine, such as Flowable Modeler, to create an outline of your custom workflow process definition. Then, you can import your custom workflow process definitions as templates into CI 360.  A workflow template must be created with Business Process Model and Notation (BPMN) version 2.0 and file format File name.bpmn20.xml. For more information about creating a custom workflow process definition using Flowable Modeler, see the  Template Creation Document for CI360 Workflows.   Custom workflow templates can be further configured and modified after a template is imported into CI 360. Once the requirements are defined, an administrator can edit the workflow template settings when configuring workflows. By configuring the template, an administrator can associate the templates with items in CI 360 to create a workflow process. For more information, see the topic "Managing Workflow Templates" in the SAS Customer Intelligence 360: Administration Guide.   CI 360 supports two types of workflow templates: Generic and Approval:   A generic workflow process is used for the regular flow of tasks in an organization. You can design your own custom workflow templates for the set of tasks that are specific to your organization. An approval workflow process is a workflow with a single task, which can be used to review and approve items in CI 360.  By default, approval templates are available for all items. For more information, see the topic "Edit an Approval Template" in the SAS Customer Intelligence 360: Administration Guide.   An administrator must first create and configure the workflow template settings. An administrator has the option to specify standard information about the workflow tasks, such as task duration, instructions, and the typical set of contributors (users or groups) who will work on the workflow tasks. The information that is specified by the administrator in the workflow tasks of the template becomes the default information in the workflow that is associated with that template. A workflow user can, then, initiate a workflow by selecting a suitable workflow template for specific work allocation, and assign tasks to users for tracking the execution and progress of various types of marketing activities.   Depending on the workflow template that you selected for the workflow, the tasks and related settings are preconfigured for user task types and service tasks. You can add contributors only for generic type or item approval type of workflow tasks that are included in a predefined workflow template. A service task does not have any contributors. The settings that your administrator defined in the associated workflow template of a workflow determine whether users can also attach or upload related resources and add comments and annotations. For more information, see the topic "Creating Workflows" in the SAS Customer Intelligence 360: User's Guide.   When a change is implemented in a workflow template, the associated workflows will continue to use the existing workflow template. Any new workflows that are initiated after the change will use the updated workflow template. ... View more

      In the July 2019 release of SAS Customer Intelligence 360, a new feature allows you to personalize the content of your email messages in the Layout Manager. You can show or hide each block of the email content that is delivered to your recipients by adding business conditions to control how the content is displayed.  You can build these business conditions by using easy controls that let you add criteria and values, based on merge tags.    Currently, you can use regular merge tags and merge tags with conditions to insert personalized text. The new feature offers next-level personalization as an enhancement, providing flexibility when you design your email content.   The Display conditions feature is available under the Additional Settings section of the settings pane for each content element in the Layout Manager. The user interface simplifies the process of defining which blocks of content each recipient will see in their email. You can add criteria and define business conditions to include or exclude a selected content element by selecting merge tags and specifying values. The suppression or inclusion of content is determined by the logical evaluation of the merge tag fields and their values, which are resolved from the customer data. By default, no conditions are specified.   Content elements that you can show or hide include text, view-on-web text, opt-out text, images, buttons, horizontal lines, and multiple columns blocks with various content elements. However, the conditional display of content is not supported for content blocks that contain creatives and messages. You can personalize multiple creatives in a content block by adding targeting criteria to each creative, thereby enabling you to specify which creative is delivered to each sub-segment of your recipients.   For example, you can send different promotional emails to recent buyers and to potential customers. You can include different paragraphs within separate text blocks for each of these scenarios. For recent buyers who purchased a device, you can send the following message: Thank you for shopping at the Digital Store. Receive fabulous discounts and deals each time you shop! Use the Digital Store Online App and get a 20% discount up to $100 on your next purchase.   For potential customers who did not purchase a device, you can send the following message: Sign up for our Digital Store Online App and receive fabulous discounts and deals each time you shop! Get a 20% discount of up to $100 on your first purchase.   Deliver the personalized text by adding a business condition based on the data records for customer purchases. For example, you use the value of the “Product Purchases” merge tag from your customer data to determine which message to use in the email to the customer.   With some expertise in HTML, you can also add the business conditions in the HTML source code, if you do not want to use the Layout Manager.   See What’s New in the latest release of SAS Customer Intelligence 360. Find additional information about SAS Customer Intelligence 360 on the Learn page. The features described above are available in SAS 360 Engage: Email.               ... View more