What s New in SAS Customer Intelligence 360

Transcription

1 What s New in SAS Customer Intelligence 360 Release New Features and Enhancements Assets Access link for external sharing (Available in SAS 360 Engage and SAS 360 Plan) When you enable assets for external sharing, you now have the option to access the external sharing link (URL) from within the Assets panel. This enables you to share assets with colleagues without requiring them to sign in to the system. The Share option can be accessed from an open asset or the Options menu in the Assets panel s tile view. You can also access the link from the Orchestration tab on an open asset. The Share window displays the external link. In the Share window, you have the option to select who can access the asset URL: Select Anyone with the link and authorized access to share the internal link. Users will be required to sign in to the system to access the shared asset. Select Anyone with the link to share the external link. Users are not required to sign in to the system to access the shared asset. This option is available only for assets that have external sharing enabled. You can also access external links for multiple assets. From the tile view for Assets, select multiple assets and access the Share option from the Options menu. You can access the internal or external links for all of the selected assets. Design Center Display a different status for tasks during extended metrics analysis (Available in SAS 360 Engage)

2 2 When you schedule a task, you can extend the length of time that data is collected and analyzed. When extended metric analysis is enabled, data is collected for a set period of time after the task stops delivering content. The status of a task that is collecting and analyzing metrics but has stopped delivering content is now Active Metrics Only. For example, recipients might not open a message for several days after the arrives in their inbox. To ensure that the conversion is associated with the task that triggered the , you can extend metrics analysis for a period of time after the is sent. Activity maps can begin with a bulk or bulk push notification (Available in SAS 360 Engage) As a marketer, you can now design your activity map to start with a bulk task or bulk push notification, in addition to the other types of tasks. This enables you to use outbound messages to begin the activity map. Support preview text that is displayed with the subject line in your inbox (Available in SAS 360 Engage) You can now specify the preview text that displays in the inbox with the sender name and subject line. The recipient can get a preview of the content before opening the . This allows you to communicate your key message or call-to-action before the recipient decides to open and read your . When you edit content in the Layout Manager, you can enter the preview text in a simple text box, and personalize the text by using merge tags. Figure 1 Preview Text Plan Use workflows to automate standard business processes (Available in SAS 360 Plan)

3 From within planning items, you can now initiate workflows to automate business processes requiring multiple contributors. For example, you might want to automate the creative production process for creating, reviewing, approving, and cataloging assets. In General ð Workflow Settings, you can import and configure Business Process Model and Notation (BPMN) workflow templates. The system has one default workflow template (Content Production Workflow) that can be used to test the workflow capabilities. After configuring a workflow template, you can publish the template from the Orchestration tab. In open planning items, you can initiate workflows from the Workflows tab. You can create a new workflow from any active or published workflow template. When you create a new workflow, you can define contributors and due dates from the Workflow Tasks tab. After defining contributors, you can activate the workflow. The workflow will start with the first workflow task. Contributors can access assigned workflow tasks from the My Workflow Tasks menu. Configure planning item approval templates (Available in SAS 360 Plan) You can now configure templates for planning item approvals. This enables you to define default approvers and durations for planning item approvals. You can access the approval template in General ð Workflow Settings. The default approval template is named Planning Item Approval. You can select and edit the template to modify configuration parameters. Note: To save configuration changes, the template must first be marked inactive in the Orchestration tab. On the Workflow Tasks tab within the template, select the approval task to edit configuration parameters. You can enable or disable approval response comments and define default approvers and durations. You have the flexibility to tailor the default parameters for approval to match your business needs. 3 Release SAS 360 Discover and SAS 360 Engage New Features and Enhancements Product View events support custom attributes You can now add custom attributes (such as URL, page details, or referrer details) to Product View events in SAS Customer Intelligence 360. These new attributes can make Product Views richer and provide more context for reporting and analysis. SAS 360 Engage New Features and Enhancements Assets Consolidate tags in global search tags list In General Settings ð Search Tags, you can consolidate multiple tags into a single tag. Consolidating tags can help eliminate overlapping tags and reduce clutter in the global tags list. For example, if you have two similar tags, one for campaign 2018 and another for 2018 campaign, you can consolidate them into a single tag. From Search Tags, select the tags to consolidate, and then select Reconcile tags. You can consolidate the tags into an existing tag or a new tag, replacing all of the selected tags with the tag name specified. The reconciled tag name is updated in all associated items that use the selected tags.

4 4 Figure 2 Search Tags Figure 3 Reconcile Tags Data Hub GDPR APIs in the external API gateway You can now make requests to export or delete customer data through the external API gateway. These API endpoints enable you to comply with GDPR requests made by your customers. The REST calls are simplified with new API endpoints and require minimal input in the request. The APIs are public, but they require an authorization token to process POST requests to the gateway. These job types are available:

5 GDPR delete Delete customer data by submitting a GDPR_DELETE job through the customerjobs endpoint of the external API gateway. The body of the request defines the list of identities that you want to delete. After the request is processed, all data and customer attributes for the specified identity types are deleted. GDPR customer identity export Export customer identity data by submitting a GDPR_EXPORT job through the customerjobs endpoint of the external API gateway. The body of the request defines the identity types that you want to export and the list of identities that you are searching on. The response to your initial POST request contains an export request ID, which you can then use in a GET call to determine the status of the request. When the export request is processed, the response of the GET call contains links to the download files. GDPR customer event export For doing an export to get all of the event data for an individual for GDPR_EXPORT job through the eventjobs endpoint of the external API gateway. The body of the request defines the identity types you want event for, and the list of identities that you are searching on. The response to your initial POST request contains an export request ID, which you can then use in a GET call to determine the status of the request. When the export request is processed, the response of the GET call contains links to the download files. 5 Improved data import process There have been significant improvements to the speed at which imported data is processed and made available for segmentation, targeting, and other use cases. Processing speed is now two to three times faster than in earlier releases. Added data view name to SAS Marketing Automation export Exports with contact data and response data to SAS Customer Intelligence 6.1 or later now include data view names. Data view information is included when you perform these actions: use a data view as a primary or secondary metric in a task select the option to use the metric as a contact or response New logout event with the events JavaScript API You can now use a REST API call to generate an event for when a visitor logs out. The logout event type enables you to treat the visitor as anonymous, so creatives and messages are no longer customized with merge tags based on a known identity. When you send a logout event, SAS Customer Intelligence 360 disassociates the visitor ID from the identity ID and requests a new identity ID. This new identity ID is anonymous, so it has no merge tags or uploaded data associated with it. All events after the logout are associated with the new anonymous identity ID. Enhanced real-time segmentation for web and mobile Real-time segmentation now places web and mobile users into a segment as soon as they qualify to be a member of that segment. This enhancement enables marketers to target users as soon as the users become members of a segment. Note: Real-time segments apply only to web and mobile tasks (excluding mobile push tasks). New ability to make customer data available without segments Web and mobile tasks can now use imported customer data without belonging to a segment. For imported data, you can use them in segmentation and task targeting by setting attributes on data items in the import descriptor. Set the segmentation attribute and availablefortargeting attribute to true to enable these features.

6 6 Note: For segments that use events, no additional set up is required. Events are evaluated in real time, and segment eligibility is updated. The DEMOGRAPHICS tag in the import descriptor also controls where the data item can be used: If the data item has the segmentation attribute set to true and the tag includes DEMOGRAPHICS, the data item is available for real-time targeting. If the data item has the availablefortargeting attribute set to true and the tag includes DEMOGRAPHICS, the data item is available for task targeting without needing a segment. Design Center New Direct Marketing task A new task type is now available to support the Direct Marketing channel. With a Direct Marketing task, the marketer can define a message and a target audience to receive the message. The marketer can also create an export file that can be downloaded on premises for fulfillment of the Direct Marketing message through a mail house. The new task is available in Tasks and can use any available message along with the message custom details. The Targeting tab of the task enables the user to select a segment to receive the message. The Content tab of the task enables the user to define an export table by selecting from available data items such as name, address, city, state, and ZIP code. After the Direct Marketing task is published, the export file is created in.csv format and a signed URL is made available to download the export file from Amazon s S3 to an on-premises location. The export file can then be sent to the appropriate fulfillment house for a direct mail or other outbound channel fulfillment. Enhanced integration with external content management systems Select existing assets from an external content management system for use in SAS Customer Intelligence 360 content. When you add assets to HTML creatives or to content, you now have the option to select assets from either the SAS Assets Library or an integrated external content management system. Figure 4 Asset Selection Note: Integrations with external content management systems must be enabled through configuration. For more information about integration details, contact your SAS Consultant or SAS Technical Support for developer documentation.

7 7 Simple preview for content With a single click in the Layout Manager, a marketer can now preview how the content renders across a mobile device, a tablet, or a desktop. By using this capability in combination with the media queries technique, a marketer can visualize the responsiveness of the content and preview content at various widths. In the preview window, it is now possible to view the creatives at 100% of their original size. Figure 5 Preview Device Widths Figure 6 Screen Width 480 Pixels

8 8 Figure 7 Screen Width 320 Pixels and Mobile Trigger or mobile push notification task directly using an external event A marketer can now use an external event to trigger an or mobile push notification task. You can add a trigger for an or mobile push notification task without including the task in an activity. Event attributes can be used to select criteria and add values to build trigger conditions for the task. The task content is delivered when the trigger conditions are met. This action helps keep the number of external events manageable. When creating an or mobile push notification task, you can select Bulk or Triggered. Figure 8 Set Trigger Conditions The task creation is also simplified by enabling the marketer to choose the task type. Figure 9 Select Delivery Type

9 9 Reporting Improved Task Insights summary An expandable description and improved line graph interaction make it easier to find answers. Expand the report description by clicking Details. From the line graph, select Show value markers to display data points. Position the cursor over a point to view performance details. Adjust the overview axis to zoom in and see a smaller time window or zoom out to see how trends change over time. These updates are available for optimized tests and these tasks: , Web, Web A/B Test, and Web Multivariate Test. Enhanced Campaign Performance report With design improvements, links to report details and metric formulas, and updated metrics, reports are easier to understand and more accurate. Click Get more report details to understand how to use a report or learn more about the data used. Click View metric formula to see a definition and the formula for the metrics in the report. We are committed to providing metric accuracy. The Sent metric has been replaced with the Attempted metric. Other metrics that used the Sent metric have been removed from this report. The Attempted metric describes the number of messages passed to the mail transfer agent for delivery to your recipients inboxes. In a future release, the Sent metric and all other metrics that use the Sent metric will be added back to the report. Release SAS 360 Engage New Features and Enhancements Activities Ability to add a Split after task in an activity map In an activity map, the marketer can now add a Split after an task. This ability enables you to create different paths in the activity map based on the primary and secondary metrics of the task. For example, if a user clicks a link in the , the user can be sent down a different path in the activity map than if the user does not click a link. Data Hub Additional import validation To avoid potentially incorrect identity merges with imported data, there is now additional import validation to help avoid errors. The validation occurs before the data is processed. The imported file is compared with the existing table. Imported data is now being validated using these guidelines: If the imported data uses the append method, SAS Customer Intelligence 360 verifies that there are no duplicate identity or key values in the new data when compared with the existing data in that table. This validation occurs for all identity values in the imported file, if more than one value is present. For the append method and update method, SAS Customer Intelligence 360 verifies that multiple rows have the same identity value such as user_login. This validation applies to all identity values in the imported data if more than one value is present.

10 10 These validations occur only for imports that use the customer and identity types. Validation does not impact imported lists or imported that uses the transient type. If one of these validation checks fail, the entire import is rejected and an error message appears in the REST API response or on the import job s details page in the user interface. Figure 10 Validation Errors Consistent import status between REST API and User Interface When importing data into SAS Customer Intelligence 360, the status messages in the REST API and the user interface are now the same. The job status in the REST API and the user interface shows this information: counts of records successfully processed counts of records that did not process counts of identities created counts of identities updated counts of identities rejected counts of identities processed and not processed timestamps for each step of the process and when each step started and completed messages for validation errors which files and descriptors were used overall status of import Design Center Support for monthly recurring schedules for additional task types You can now define monthly recurring schedules for these task types: web, mobile spot, and in-app message. In a previous release, we introduced this capability for and push notification tasks. Now you can define daily,

11 weekly, and monthly recurring schedules for a variety of task types. The new monthly recurring schedule capability enables you to schedule inbound tasks that occur at regular, defined intervals. For example, you can now create a web task that executes on the first Friday of every month from 8 to 10 AM Eastern Time. Merge tags for data view attributes In a previous release, we introduced the capability to add personalization variables to HTML creatives. When the HTML creative is used in a task, these variables are mapped to event attributes that personalize the delivered content. You can now map personalization variables to data view attributes in a similar manner. To use data view attributes in merge tags, you first add a personalization variable to an HTML creative. Next, create a task whose targeting criteria contain that data view. After you select the creative with the personalization variable on the Content tab, you can map the personalization variable to an attribute associated with the data view that is part of the targeting criteria. This capability gives you more flexibility to define personalized messages to your marketing audience. Enhanced user interface for targeting selection criteria and merge tags When you select items for targeting or merge tags, you browse in a hierarchy tree. You can expand or collapse categories. You can also browse in a flat list table view by toggling between the tree and table view icons. You can search for items in either view. The tree view makes it easier to find items by navigating through categories. 11 Figure 11 Select Criteria Window

12 12 Ability to add spacing for text, images, creatives, and buttons You can now insert white spaces around content such as text, images, creatives (within a content block), and buttons to enhance your layout design. Spaces can also be inserted within the content elements in a multiple column block. This capability enables you to place text, images, creatives, and buttons side by side and effectively align the content to achieve the desired look and feel. Figure 12 Content Insights Asset Performance The Asset Performance report delivers insights about the performance of assets that are used with SAS 360 Engage. From an open asset, click Insights. The Asset Performance report is automatically selected. Each of the four tabs Metric comparison, Impressions, Impressions Viewed, and Conversions display information about your asset's performance. In most graphs, you can click Weekday, Month, or Year to change the unit of time. Additional filters at the top of the report enable you to further refine results. For example, you can see the number of conversions on your website by weekday, and then filter by month and select February for a more specific view of the results. Metric Comparison shows graphs that compare impressions viewable and impressions, as well as impressions viewable and conversions. Impressions tracks the number of times your asset is displayed. Impressions Viewed shows the number of times your asset is visible Conversions shows the number of times your asset is acted on.

13 13 Figure 13 Asset Performance Report Integration Bulk upload of events through an agent You can now upload events in batch through an agent. An external agent can be used for all processes associated with bulk uploads, including authentication for bulk events, discover URL, and the upload of the bulk event file. Archive Release SAS 360 Engage New Features and Enhancements Data Hub In order to help organizations meet the General Data Protection Regulation (GDPR), SAS Customer Intelligence 360 has added a few APIs to enable you to manage customer data. The right to access is a part of the GDPR that enables individuals to request that an organization disclose any information they have on that individual. A data administrator can use a new export API to retrieve customer data and event data that has been collected about 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 response from the export request returns an ID that can be used to retrieve the CSV files after processing is complete, typically in a few minutes.

14 14 The right to be forgotten is an aspect of GDPR that enables individuals to request that an organization delete any data about them. To support this request, a data administrator can import a new deletelist import descriptor, and then upload a simple list of customers that need to be deleted. After the IDs are imported and processed, SAS Customer Intelligence 360 deletes all customer data about the individual, as well as identity types and mappings to IDs that might not identify them (such as visitor IDs and device IDs). This deletion effectively orphans the identity ID and event data so that it cannot be matched to an individual. Design Center The user interface for creating segments has changed. Segments are now created using segment maps. A segment map enables users to visually create a segment by creating nodes that are connected by paths. Here are the supported nodes: Criteria nodes contain characteristics that define a group of people. AND nodes combine criteria nodes with an AND operator. OR nodes combine criteria nodes with an OR operator. Existing segments have been converted to a single node within the new Segment Map tab. Support for additional node types is ongoing. As a marketer, when you add a multiple column block with two columns, you can control the width of each column. The Layout Manager now offers a slider control that enables you to adjust the width of each column and specify percentage ratios for a multiple column block with two columns. The minimum limit for the column width is set at 20 % and the maximum limit for the column width is set at 80 %. You must set the widths before you add content to the columns. Figure 14 Block with Two Columns

15 15 Figure 15 Set Column Widths Figure 16 Add Content to the Columns Integration When you create a next best action task, the associated creatives can be configured with merge tags. Merge tags enable the creatives to be customized. An HTML creative that is associated with a next best action offer can include dynamic properties, which are associated with attributes from an external system. The dynamic properties can be used as dynamic merge tag variables in the HTML creative. If an external system sends a request to SAS Customer Intelligence 360 to deliver the creative with attribute values, those values are used as merge tag values when the creative is delivered to a spot. The ability to use attributes of offers requested by an external system enables SAS Customer Intelligence 360 to deliver a creative that has been personalized for a specific customer based on customer insights available in other systems.

16 16 Supported languages Russian has been added to the list of supported languages. You can now update the user locale setting so that the user interface is displayed in Russian. Release SAS 360 Engage New Features and Enhancements Assets When you upload video files to the Assets library, the system now auto-generates preview and thumbnail renditions like other supported file types. The thumbnail rendition is a JPG file, and the preview rendition is an.mp4 file that enables you to view the video preview without downloading the file. Preview and thumbnail renditions are automatically generated for these video file formats:.mp4,.avi,.flv,.wmv,.mov,.mpeg, and.mpg. When you create new assets via the batch upload user interface, you can now add files up to 1 GB per file. This capability enables you to create assets from larger sized files. When you upload animated GIF files to the Assets library, you can now preview these files. The preview rendition is also a GIF file. This capability enables you to view a preview of the animated GIF file in all occurrences in the user interface where you can view preview renditions. Data Hub To avoid errors when uploading data, more validation is in place to ensure that uploads do not violate system rules for how CI 360 processes and stores data. As part of this release, the following validations occur: Data item names are required and must be unique across all customer tables (case insensitive). o o The uniqueness rule applies only to customer tables. The uniqueness rule does not apply to identity data items. Data item names must be less than 32 characters, start with a letter, and use only alphanumeric characters and underscores. There can be only one data item tagged with " _CONTACT" across all customer tables. Transient tables can have only one identity data item in order to better control identity mapping. Imported lists can have only one data item. It must be tagged as an identity item. If a data item is tagged with "OFFERS", the item s name can be only "PRIMARY_OFFER" or "SECONDARY_OFFERS" and it can be used only in customer tables. Design Center In a previous release, we introduced support for recurring schedules for and push notification tasks. With this release, you can also set up recurring schedules for web and mobile tasks. For web and mobile tasks, you can set up daily or weekly recurring schedules. This enhancement enables you to schedule tasks that occur at regular, defined intervals. For example, you can add a recurring schedule to a web task so that it delivers content every Friday from 8-10 a.m. Eastern Time. You can continue to collect and analyze metrics for web and mobile tasks that have a set schedule, even though the task is no longer delivering content. For example, you can create a web task with a weekly recurring schedule from January 1 through March 31, To account for conversions that might occur after March 31, you want to continue to analyze the task metrics for some time after March 31. You can select an extension period of 3, 7, 14, 30, or 0 (no extension) days. The default is 7 days.

17 17 Plan Tables help us understand details about budget information. With total rows in those tables, you can quickly understand if things are adding up as planned. When anyone makes changes to the financial data, all tables that include that data are updated and the totals help you know whether you are still on track or need to adjust. Reporting Updates to the Campaign Performance report deliver more insight into how your task is performing. In an task, click Reports on the Insights tab. Select Campaign Performance. In most graphs, you can select hour, day, or month at the bottom of the graph to change the unit of time. Additional filters at the top of the report further refine results. For example, you can see how many sent messages and hard bounces occurred by day, and then filter the report by February for a more specific view of the results. As part of this release, report sections are displayed on these tabs: The Sent tab displays graphs of sent messages and hard bounces. The Delivered tab displays information about messages that were delivered successfully. The User Actions tab tracks clicks, opens, and views. The Performance tab charts the number of sends, opens, views, and clicks. The Performance Rates tab displays click rate, open rate, and click-through rate results. Mobile To present your customers with the most relevant content, SAS Customer Intelligence 360 offers the ability to customize the delivery of creatives based on one of these options: Frequency: Set the percentage of times that a creative is displayed compared with other creatives in this Sequential: Set the order in which the creatives are displayed. Rule-based: Define the delivery of creatives to a subset of this task's audience by defining different criteria that must be met for each creative. Figure 17 Select Distribution Method

18 18 Note: Unlike other creatives in SAS Customer Intelligence 360, in-app message creatives can have between one and three customer responses based on the number of action buttons that are defined. Because the performance on the task Insights tab is based on the number of action buttons, you should specify the same number of action buttons for all of the in-app message creatives in your message within this type of task. Specifying the same number of action buttons ensures consistency in measuring task performance. This image is an good example of action button alignment. Both creatives have the same number of action buttons. Figure 18 Matched Number of Action Buttons This image is a bad example of creative alignment. One creative has one action button and one creative has two action buttons.

19 19 Figure 19 Mismatched Number of Action Buttons To take advantage of creative-level distribution, construct a message with multiple in-app message creatives. In the Content Selection settings, select Select all creatives, and then click the Distribution icon ( ). Figure 20 Set Creative-Level Distribution You can now configure a mobile spot task to deliver the next best action offers that are received from an external application such as SAS Real-Time Decision Manager. These offers are HTML creatives that have been configured to send the offers to SAS Customer Intelligence 360. When you create your mobile spot task, you are presented with a second option in selecting content: Create a stand-alone task that delivers content when it is staged by an external system.

20 20 Figure 21 Select the Next Best Action Release SAS 360 Engage New Features and Enhancements Assets You can select assets and make them available for external sharing. These assets can be accessed by external users through a publicly available URL. After assets are available for external sharing, you can disable external sharing at any time and prevent external users from accessing assets. Enable or disable a single asset for external sharing on the Orchestration tab or by selecting the option in the asset tile view. Enable or disable multiple assets for external sharing by selecting multiple assets, and then selecting the Enable/Disable External Sharing option from the menu in the upper right of the asset tile view page. Creatives Add personalized information to the HTML content that tasks deliver by inserting merge tags and variables into an HTML creative. In the creative HTML editor, you can add merge tags for known attributes such as a customer s first name, age, or gender. For example, you can use a merge tag to personalize a creative so that it displays a user s first name in a message on your website. For example: Hi Mike, get 10% off your next purchase. If the personalized information that you want to be displayed depends on user behavior, you can use a personalization variable instead of a merge tag. Personalization variables display information retrieved from event attributes. For example, to target users who have viewed a product on your website, you can use attributes from a product view event to personalize a message that visitors see on your website. The attribute from the product view event could be used to display a customized message for a product category that matches the category of a product that the customer has already viewed. If the customer has been viewing products related to cooking, the message that is displayed might look like this: Get 10% off all cooking products. You can also use merge tags and personalization variables in the same creative. By inserting a merge tag to retrieve customer names and a personalization variable to retrieve product view information (such as a product category), you can display a personalized message on your website. For example, a task can deliver a message like this: Hi Mike, you can get 10% off all cooking products.

21 21 Data Hub When you import customer data, there is more validation to ensure consistent processing of customer identities. Validation ensures that the source file does not contain rows with duplicate identity data and does not have null values assigned to a key column. Validation messages and errors are displayed on the Job Information page, which you can access from the Data Sources settings page. Design Center You can now pause tasks to temporarily stop the delivery of creative content. The system continues to collect data, such as conversions, which is based on creative content that is delivered before the task was paused. You can resume the task to restart content delivery or you can end the task. While the task is paused, you can make the same changes as you can for an active task. For example, if an active web task is delivering the wrong creative content, you can pause the task, change the creative, and then republish the task to resume content delivery with the modified creative. Now you can use spot attributes as part of task targeting criteria, including rule-based targeting. For example, your website can have one landing page that displays different content for different campaigns. The task uses rule-based targeting to decide which creative to display based on where the website visitor originated. To set up this example, the targeting on each creative would depend on the value of the spot attribute. Using a spot attribute from a query string parameter called CampaignID, the user could assign which creative the visitor sees based on the campaign that brought the visitor to the landing page. To use spot attributes in targeting, first select a spot for the task, and then find the attributes in the Spot Attributes folder. Figure 22 Spot Attributes Folder

22 22 When you define a schedule for tasks, you can specify a time zone for the start and end times. For example, you might want to schedule a web task to run on May 1, 2018, from 8 a.m. to 10 a.m. Eastern Daylight Time. When you set a schedule, you can select from a list of available time zones. The default time zone is based on the configured default time zone that is set up as part of the onboarding process. In Assets, you can now select specific images and enable sharing with an external audience, such as your customers. Assets that are enabled for external sharing are made available for inserting into content. As an marketer, when you insert static images in your , you can now browse and select images that are marked for external sharing in the Assets repository in SAS Customer Intelligence 360. The link for the image that is inserted in the content refers to the location of the published image on the external content delivery server. Figure 23 Select Image from Assets Plan You can import data for financial accounts, cost centers, and vendors. First, download a Microsoft Excel template that specifies what information is needed and the expected format of the data. In the template, enter the information that you want to import. In Planning Settings, click Import Excel to upload your data. If there are problems, or if you want to see the status of the imported data, click View Job Information.

23 23 Figure 24 Import Data Reports From the navigation bar, click Insights to list SAS 360 Discover reports, summarized reports, or reports that do not have a corresponding SAS Customer Intelligence 360 object. For example, to see a report about a specific campaign, navigate to the specific task. To compare tasks, click Insights on the navigation bar, open the Summary report, and select the campaigns that you want to compare. Figure 25 Insights Mobile To improve the process of defining and publishing an In-App Message task, SAS Customer Intelligence 360 includes the Message Dismiss event as a default secondary metric. This metric saves time and ensures that all responses from mobile app users are tracked on the Insights tab.

24 24 Figure 26 Message Dismiss Metric Release SAS 360 Discover New Features and Enhancements Public data export API for Discover Download Discover data on demand with the SAS 360 Discover Download API. As a replacement for the ETL method, the Discover Download API provides data that is unstructured for use on premises. Contact your SAS account team to enable this feature. Faster Discover cloud data processing Using the Data Export API, download updated Discover data each hour. Database tables and summary tables are also available for download. Data for database and summary tables is available every five hours. SAS 360 Engage New Features and Enhancements Activities Activity maps allow for multiple entry points such as events and tasks. You can now select a data view as the trigger event at the beginning of a path.

25 25 Figure 27 Select Data View View tasks that are associated with activities in the activity list view. You can expand the list of tasks under each activity. Select a task from the list to open the activity to that specific task. You cannot delete tasks from the activity list view. Figure 28 Tasks Associated with an Activity A new facet is now available in the task view that enables you to filter on single tasks or tasks in an activity.

26 26 Figure 29 View Tasks Associated with Activities Assets When you perform a batch update of asset metadata, you can view the status of the batch update job in the Job Information dialog box. For each job, view the details to track which assets were updated successfully and which assets had errors in the update. Identify specific issues to correct and successfully update asset metadata. Data Hub When you use the Export API to export Engage data, the export summary contains a start time and end time so that you know how long an export took to run and when the export was completed. There is a limit of 20 visitor IDs that can be mapped to a single identity. Previously, the mapping between visitor ID and identity could become too large if visitors used their browsers in incognito mode or cleared their cookies often. In these cases, each visit created a new visitor ID. Limiting the number of visitor IDs to the last 20 causes identity merges to be much faster. Design Center When defining targeting criteria for a web task, you can target by additional session attributes based on a visitor s IP address: Metro Code enables you to target visitors in a defined metro area, such as New York, USA. You can target all visitors who have IP addresses that correspond to a defined metro area. This attribute provides a picklist selection of metro names. ZIP or Postal Code enables you to target visitors in a defined ZIP or postal code. ISP Name enables you to target visitors based on their ISP name.

27 Connection Speed enables you to target visitors based on their connection speed. This attribute provides a picklist selection of values. 27 As an marketer, you need to honor unsubscribe requests that are in replies from recipients of your s. You can enable a setting for recipients to unsubscribe through an reply and specify keywords that recipients must include in the subject line of their reply. You can also update the keywords and disable the unsubscribe settings for a particular task. Figure 30 Enable Unsubscribe Request in Setting Figure 31 Enable Unsubscribe Request in Task marketers often need to limit triggering s in response to a customer s action. When a customer clicks a web page or views a product or interacts with the mobile application, these actions are captured as events and could be used to trigger s. Sending too many s can be intrusive. You can limit the total number of times an is sent to a customer in response to an action, as well as control the number of times an is sent within a specified time interval (for example, minutes, hours, days, or months). Set the impression limit on the Content tab.

28 28 Figure 32 Set Impression Limits This feature simplifies SAS Marketing Automation and SAS Customer Intelligence 360 integration. Use the list that is exported from SAS Marketing Automation as a target to send s without the need to create a segment. This list makes the integration simpler and reduces the wait time for building segments. To personalize the creatives, create one or more segments or use pre-existing segments that include the set of recipients in the imported list.

29 29 Figure 33 Select Imported List Plan Commitments and invoices are associated with planning items. You can allocate commitment and invoice amounts to cost centers so that expenses map to the allocated budget. You can complete these actions: allocate commitment and invoice amounts to cost centers release allocated funds from cost centers when closing commitments reconcile invoices with associated cost centers view any reconciliation changes to cost centers from a reconciled invoice see the balance and expenses for cost centers When creating commitments and invoices, you can associate the vendors that are used for these expenses. Vendors can be manually created and managed from General ð Planning Settings ð Vendors. After you add vendors, you can select the vendor for a commitment or invoice from a selection list. Each invoice contains line items. Line items are manually entered and usually describe the details that you are billed for and include the quantity, rate, amount per line item, and total. The landing page includes two new list tiles, Web A/B Winners, and Activity A/B Winners. These tiles show the top three test results sorted by strongest to weakest lift. Listed A/B tests appear only when they are active and have a recommended winner. After winners are declared, tests are removed from the list. Your reports are displayed on the Insights page. Instead of scrolling through displayed reports, you can click the report name from the list to see report details. Mobile The Android mobile SDK for SAS Customer Intelligence 360 is an Android library. As announced in our release, SAS has updated its support policy for the Android mobile operating system to account for older devices in the market. More specifically, SAS no longer supports Android version 4.3 and earlier. (The 4.4

30 30 release is the last point release of the Android Jelly Bean mobile operating system, which is no longer supported by Google.) To improve stability of the applications, the SAS Customer Intelligence 360 mobile SDK performs a version check as part of our SDK Initialization so that our SDK is disabled for older outdated devices, specifically those with Android v4.3 and earlier. There are several reasons why we are ending support for older mobile devices. Here are the two main reasons: Security issues. As communications protocols and ciphers improve, it is critical for all devices to be updated to take advantage of more secure communications. New features and functions. Older devices are not able to take advantage of new capabilities that are delivered with the Android mobile operating system and SAS Customer Intelligence 360. For more information, see SAS Customer Intelligence 360: User s Guide, which is available in the Help Center. The SAS Customer Intelligence 360 mobile SDK has a feature that collects behavioral events when the mobile device is offline (no network coverage, no Wi-Fi, no airplane mode, and so on). Our system collects these offline events and sends them to the SAS Customer Intelligence 360 service when the device has re-established its connection, which could be minutes or hours later. Because trigger-based tasks are designed to personalize customer experiences as part of real-time mobile moments, these offline events do not trigger tasks at a later date. For example, if you have designed a task that sends a push notification to all customers who discover a beacon in your store (a Beacon Discovery event), but their device goes offline immediately after discovering the beacon, then that location event does not trigger the push notification when the device is back online. With its latest release, Android Oreo (v8.0), Google introduced a new approach to handling notification channels. Android app developers need to update how they use this new Android Oreo platform feature. With this release, the SAS Customer Intelligence 360 SDK enables your mobile app to set the notification channel ID, which is similar to how the SDK enables you to set the push notification icon. This ability enables your app to have full control over the channel settings. For more information, see SAS Customer Intelligence 360: User s Guide, which is available in the Help Center. Mobile app developers and product managers enter special certificates and keys as part of configuring their mobile app. These certificates and keys are required to enable push notifications and in-app messages. The SAS Customer Intelligence Mobile Applications setting displays the first and last four characters of each certificate and key that are used to enable Google Cloud messaging and Apple messaging. Mobile app developers and product managers can confirm that the correct certificates and keys have been configured for their mobile app.

31 31 Figure 34 Mobile Certificate Display Release SAS 360 Discover New Features and Enhancements Data Collection SAS 360 Discover automatically collects visitor data on new media elements that are inserted into single-page application sites. This capability enables you to track and measure how visitors interact with media such as videos and YouTube clips. Reports You can open predefined Discover reports from the Reports list on the SAS Customer Intelligence 360 landing page. Learn about the activities of visitors when they visit your website. Configure the report to display different time periods, or use filters to see the information that you want. Here are the reports:

32 32 Advertising and Campaigns uses the highest number of conversions or highest number of visits to evaluate overall marketing performance. Business Processes analyzes the success and abandonment rates of multi-step business processes. Content analyzes the most-visited URLs, entry pages, and exit pages. Downloads analyzes content that has the highest download rate. Ecommerce analyzes product performance, purchases, and revenue over time. Forms uses the highest number of completed forms and highest number of abandoned forms to analyze user interaction with forms. Goals analyzes the highest-performing goals. Internal Searches analyzes the effectiveness of internal searches in locating information. Media uses the highest number of views or highest total viewing time to evaluate media content. Promotions uses the highest number of displays or highest number of click-through events to evaluate site-specific promotions. Visits analyzes types of visits and tools that are used to access websites. SAS 360 Engage New Features and Enhancements Activities An activity map can now be started with a system event such as page view, click-through, new session, impression, focus, and defocus. These additional events can be defined as a method for customers to enter an activity map. Data Hub When you import customer data and location data into SAS Customer Intelligence 360, you can now know when your data is completely processed and ready to use in segmentation and other components. The Job Details page displays this information for each upload job that is scheduled through the user interface: How many records were uploaded successfully How many records were processed How many records failed How many identities were created How many identities were updated Estimated time in minutes until completion Percentage of the file that is processed

33 Error messages that are more descriptive and include information about the column that caused the problem, invalid characters in a field value, the identity of missing columns, and type mismatch 33 Figure 35 Job Details Design Center The landing page for SAS Customer Intelligence 360 displays the top three performers by conversion rate for tasks and activities. Figure 36 Top Three Performers Click a link in each tile to open the Insights tab for the task or activity. When you select data to use in targeting and segmentation, the data is now organized into logical categories that make searching easier. Here are the three main folders: Current Session Attributes attributes that are specific to the current user session (for example, device, browser, and geography) Customer Behavior events and data views that are available in SAS Customer Intelligence 360

34 34 Customer Profile uploaded data and segments that have been created in SAS Customer Intelligence 360 You can see all data initially. Click the folder icon to see the three main folders. Figure 37 Three Main Folders Within the folders, you can navigate to subfolders or select a folder to see what items are in the folder.

35 35 Figure 38 Subfolders You can then select the items that are available in the folder. Use breadcrumbs to navigate back.

36 36 Figure 39 Folder Contents The Usage table on a spot s Orchestration tab now displays the priorities for the tasks that use the spot. You can quickly see why some tasks deliver messages and creatives before other tasks. Test tasks such as A/B test tasks and multivariate tasks have a priority of Test. Test tasks have a higher priority than other tasks.

37 37 Figure 40 Usage Priority For and push notification tasks, you can set monthly recurring schedules in addition to weekly and daily schedules. You can schedule a recurring task for a specific day each month. For example, you might want to send a monthly newsletter on the first day of each month.

38 38 Figure 41 Time Zone and Monthly Recurring Schedule When you define a recurring schedule, you can specify a time zone for the scheduled start time from a list of available time zones. For example, you might want to schedule a daily recurring task that starts at 8:00 a.m. Eastern Daylight Time. The default time zone is based on the time zone that is set up as part of the onboarding process for your tenant. When you set up a recurring schedule for an or push notification task, you can specify the time period after the last occurrence during which data should be collected. For example, you might set up a weekly recurring task to run every Friday at 8:00 a.m. from January 1, 2017, through March 31, You might want to collect data on responses (such as opens or clicks) for some time after the defined end, because customers can continue to interact with the s after the s are sent. You can select an extension period of 3, 7, 14, or 30 days. The default is 7 days.

39 39 Figure 42 Extend Data Collection imprints that are sent for every task are stored in the SAS Customer Intelligence 360 cloud for fulfilling view-on-the-web requests. By default, imprints are automatically deleted 90 days after the date on which the task ran. Mobile Here is a list of the supported operating system and software requirements for the Android SDK: Android 4.4+ Note: Beginning with SAS Customer Intelligence , Android 4.3 is no longer supported.

40 40 Android Studio 1.1+ The JSON processing library, Gson, version Android Support Library v4, version 21+ (Optional) Google Play Services, 9.4+ o GCM APIs for Mobile Messages o Location APIs for Geofencing Gradle minsdkversion 19 Plan Commitments and invoices have been redesigned to make it easier to find key information. Open a planning item and select Financials ð Expenses to see a list of commitments and invoices. From an open commitment or invoice, see key details displayed at the top of the page with supporting information grouped into collapsible sections. You can open a section when you need to add or search for information. You can collapse the section when you are finished. Commitments have two groupings: commitment details and vendor details. Invoices include sections for invoice details and amount details. Figure 43 Commitment

41 41 Figure 44 Invoice Analytics Recommendations in SAS Customer Intelligence 360 have been improved. Individual visitor-centric recommendations have been tuned to correct for highly skewed visit and product view distributions that tend to offer less obvious items. Some visitors are well-known because their behavioral information from past visits has been collected. These visitors receive a visitor-centric recommendation. Visitors who are less well-known receive a product-centric recommendation that is based on the visitors current interests. Release SAS 360 Engage New Features and Enhancements Activities The Split on Conditions section of the Split has a new default behavior: Only users who qualify during the evaluation period are included. The prior behavior of including all qualified users can be selected as a separate option.

42 42 Data Hub To make transient files easier to use, you can now use labels that have been used previously in another transient file. The labels do not have to be unique. For example, in one transient file you could have a column with the label of FirstName and in a second transient file use the same column label. This feature also works for data item labels for imported list files from SAS Marketing Automation. Unique label names are still enforced for other types of uploads, such as customer uploads. This enforcement ensures that users are not confused by multiple data items with the same name in the user interface. As part of the integration between SAS Customer Intelligence 360 and SAS Customer Intelligence 6.x, send events have been added by default to the contact table that is exported to SAS Customer Intelligence 6.x. Design Center Assets are now included in the usage model that includes other object types, such as creatives, messages, and tasks. For example, when you add assets to creatives, you can view the assets that are used by the creative on the Usage page of the Orchestration tab in Creatives. Similarly, if the creatives are subsequently used in tasks, messages, or activities, you can also view the assets that are used in the Usage section for these objects. This capability ensures that you have insights into the assets that are used by specific objects throughout SAS Customer Intelligence 360. SAS Marketing Automation users can now make treatments available for use in SAS Customer Intelligence 360 messages and creatives. This feature enables marketers to be consistent across all digital and non-digital channels. Through a sasciutils command, treatments and their custom details from the specified business context are sent to SAS Customer Intelligence 360. After the treatments are uploaded, the SAS Customer Intelligence 360 user imports a treatment as a message or as a creative.

43 43 Figure 45 Import Treatment as Message You can select from the list of all uploaded treatments and their associated codes. Custom details are imported by default. Custom detail types that are supported for import are numeric, text, and Boolean. Figure 46 List of Uploaded Treatments Selected treatments are listed as new entries in the list of messages. The new messages have the same names as the imported treatments. When the new message is opened, the treatment code is converted to External Code on the Properties tab. Treatment details are also listed on the Properties tab. The Job Details page displays detailed information about custom details that are not converted The system now provides specific notifications when an task fails or cannot send an to certain recipients. Individual notifications have been added for failures due to non-validated senders, intermittent

44 44 stoppages, or unsubscribed users. This addition of notifications enables you to know the status of the task early and take corrective action. The system now supports sending s in a plain text format, including support for ISO-2022-JP character encoding. You can create an using the plain text editor, which also provides content- personalization capabilities by using merge tags. You can ensure that the necessary legal footers are also typed in the content.

45 45 The Insights page in an task includes the Summary and Performance sections. In the Performance section, you can add the metrics that are crucial for each task, such as when a user opens an message or clicks a link. You can also add the secondary metrics for which you want to collect additional data. When your task is active, information about user behavior is collected automatically in the Summary section. You can also view information about the status of the task, the date and time the task became active, the number of days that it has run, and the total number of sent messages. The line chart displays the results for your primary metric over a period of time, keeping you focused on what is most important.

46 46 Integration SAS Customer Intelligence 360 provides capabilities for targeting customers with the right content and for tracking customers behavior to determine whether the content achieved the desired goals. With this release, content selected by other systems can use the same capabilities. A shared creative is a creative that has been imported from an external system. When a shared creative is used in a web task, the creative is delivered only if an external system has sent a request to SAS Customer Intelligence 360 to deliver the creative. The request can be sent to SAS Customer Intelligence 360 via a new staging API. The API can be used by any external system, including SAS Real-Time Decision Manager. Note: TLS 1.2 is the required protocol for SAS Customer Intelligence 360 to communicate with the remote APIs for the SAS Customer Intelligence Studio applications such as SAS Real-Time Decision Manager in the external gateway. For more information, see A5Z003la.zip. External systems might have insights into customer preferences and behavior that can be used for digital marketing. An integration interface is available for external systems to stage creatives for targeting by web and mobile tasks. The interface enables external systems to specify a creative to be delivered to a specific customer. A task can now be configured to deliver only staged creatives. These tasks deliver a creative to a web or mobile spot only when an external system has staged the creative. The creative is not delivered if the creative was not staged, or if the customer who triggered the task was not the one specified by the external system. The ability for the external system to stage creatives enables other systems to use the targeting capabilities of SAS Customer Intelligence 360 for delivering content at the right time to the right customer in web and mobile channels. Mobile As with tasks, users can now personalize the text of their mobile push notification creatives by applying merge tags in scheduled or bulk push notifications. These merge tags can reference data that is already in SAS Customer Intelligence 360 or that is imported by the user as standard data or transient data. With transient data, the stored data is deleted after it is used in a personalized push notification task. Here is an example of standard merge tags being used to personalize, based on First Name and Recent Purchase Date:

47 47 Here is an example of conditional merge tags being used to personalize, based on Gender-Driven Salutation and Recent Purchase Date: Release SAS 360 Engage New Features and Enhancements Design Center The event standard attributes listed here are now supported in a numeric data type rather than a string data type: Product Attributes o o Product Unit Price Product Quantity Added to Cart/Product Quantity

48 48 Cart/Checkout/Purchase Attributes o o o Cart Total/Checkout Total/Purchase Total Tax Shipping Cost You now have more flexibility in defining targeting criteria with relational operators. The numeric data type enables you to use relational operators (for example, <,>) with these attributes in areas such as targeting expressions. For example, you might want to target users who have viewed a product with a product unit price > USD When you create a product view event, the Product Unit Price attribute is a numeric data type. You can then create a task and add the product view event in the targeting criteria with the condition of Product Unit Price > 25. Activities Use an activity to create a multi-channel experience for your customers by using multiple paths that originate from the same node. Starting multiple paths from one node enables people who start from a single point such as a web interaction to proceed through multiple paths and across multiple channels simultaneously. For example, you can now make an offer to new customers in an activity, and then make three follow-up offers after they meet the primary metric for the first task, where all three offers are made available on different channels at the same time. Integration Although SAS Customer Intelligence 360 can track customer interactions on websites, mobile, and , many interactions occur in non-digital channels, CMS, CRM, transactional systems, and other SAS solutions such as SAS Real-Time Decision Manager. Access to these interactions can provide SAS Customer Intelligence 360 with more insights for targeting and segmentation. Likewise, events in SAS Customer intelligence 360 identify how customers interact with content. These events are valuable for targeting and segmentation within SAS Customer Intelligence 360. They are also useful in other systems, such as CRM, transactional systems, traditional marketing systems, and other SAS solutions such as SAS Real-Time Decision Manager and SAS Event Stream Processing. SAS Customer Intelligence 360 now provides an interface to stream events between SAS Customer Intelligence 360 and external systems that are on premises or in a private cloud. The interface is accessed using plug-ins that are created with a software development kit (agent SDK) that can be customized for specific integrations. Many plug-ins can be configured, allowing for integration with many external systems. Security of the connection between the plug-in and SAS Customer Intelligence 360 is ensured with the use of HTTPS and token-based authentication. Further security is ensured by supporting GET requests from the agent. A GET request is a read-only request made from a client for a specific resource. In the case of the plug-in, it is a request to SAS Customer Intelligence 360 for events. Because these requests are made from within the firewall, there is greater security when compared with external systems pushing data. Low latency of the connection between the plug-in and SAS Customer Intelligence 360 is addressed with the use of WebSockets. Using WebSockets, the connection that is established between the agent and SAS Customer Intelligence 360 remains active. All requests for customer data are sent using the connection, so an individual connection does not have to be made for each request. The connection has less latency and can handle continuous access of customer data. When the integration is configured, interactions with a plug-in can be managed from within SAS Customer Intelligence 360. For outbound events, this includes specifying which events are sent to a plug-in and what customer identifier is associated with the events. For inbound events, this includes events that are received from external systems for targeting and segmentation. Mobile If you use an app on a shared device that is eligible to receive push notifications, mobile app developers can now disassociate or associate users from that device based on their logged-out or logged-in status, respectively.

49 This ensures that users receive the correct push notifications when they are logged in to the app on a shared device. For example, if two users are sharing the same device where an app requires an individual login ID, the push notification is based on the ID that is currently logged in to the app. Planner (Operations) Budget and expense information is displayed automatically in plan tables so that you always know how much money is committed and if you have money to spend. You can view your budget by planning level. You can also see if money is set aside for an individual planning item. Total expenses are summarized from an item s commitment and invoice information and the available budget shows the difference between your budget and expenses. These new columns are available from the plan table view, a planning items relationship tab, and a planning items rolled-up-budget table in the budget area of the Financials tab. Commitments and invoices track marketing expenses within planning items in addition to tasks and activities. Because some vendors bill in a different currency than the currency that is used in your plan, you might want to convert the amount to your plan currency. When you enter a commitment or invoice for a vendor with a different billing currency, SAS Customer Intelligence 360 displays an additional amount column for the vendor currency amount so that you can record both the vendor currency amount and the planning currency amount. 49 Release SAS 360 Discover New Features and Enhancements Expansion of Identity Events In many situations, website developers might find it difficult to send the correct page values to SAS 360 Discover to trigger an identity event. With this release, users can now send identity events directly to SAS 360 Discover using the generic events JavaScript API. This new event type enables users to more easily embed identity events in their web pages (including single-page applications) and send more precise attributes to define those identities. SAS 360 Engage New Features and Enhancements Creatives There is a new HTML editor for creatives that preserves the HTML code that you enter. No additional formatting code is added by the system. The editor provides undo, redo, and find and replace options to help you create HTML code. In addition, you can add images by specifying a URL or by selecting assets from the digital library. You can view your updates to the creative in the right pane of the dialog box by clicking Update Preview.

50 50 Figure 47 HTML Editor Spots When you create a spot, you can start with a copy of an existing spot. Starting with a copy enables you to create spots without manually re-creating some of the spot properties such as attributes and default content. The copy option is not available for spot sets. Tasks and Activities You can add events as well as data views as primary and secondary metrics in tasks and activities. When you define primary or secondary metrics, you can add multiple events, data views, or a combination of events and data views. This enhancement gives you more flexibility in tracking specific metrics of interest. Access You can manage agents and agent credentials that help control the processing of data between SAS Customer Intelligence 360 and your site. The agents can be saved in a ZIP file to a file directory in an on-site environment or in a private cloud environment. Analytics There is a new way to deliver recommendations. In addition to the user-centric option, there is now a productcentric option that bases recommendations solely off of the product. Using product-based recommendations when little is known about visitors enables you to deliver recommendations associated with the product rather than behavior. The steps for creating product-centric recommendation tasks are similar to those used to create user-centric recommendation tasks. Create a web task, choose a spot, and select recommendations as the method to generate content. When you select the new product-centric option, you are prompted to choose a product identifier that identifies a product and the event that defines a product view. Assets When you upload multiple assets, you can check the status of the upload job in the job information dialog box. In this release, you can view details for each submitted job to get more information about the status of each asset that was submitted. This additional information helps you identify the cause of any errors or warnings so that you

51 can take corrective action. In the View Details dialog box for a job, you can also download an import summary report to get details about each asset. 51 Figure 48 Batch Upload Details Data Hub For mobile marketing, you can now choose additional mobile attributes based on the consumer. These new attributes are found in the Browser and Device options list in the Targeting selection dialog box. You can now select Mobile App Version, Mobile Device Model, Mobile Device Manufacturer, and Mobile Network Code.

52 52 Figure 49 Mobile Attributes To support recurring communications, marketers can now set up a recurring task schedule that sends s on a periodic basis. SAS Customer Intelligence 360 enables you to set up daily and weekly tasks that run at a specified time of day or day of the week.

53 53 Figure 50 Select Recurring Schedule

54 54 Figure 51 Select Recurrence Details marketers might need to communicate multiple offers to an audience using a diverse set of creatives. Often these creatives need to be in pairs (for example, an image and corresponding text, a set of two images, or two or more HTML snippets) that are placed side by side in an . SAS Customer Intelligence 360 now enables you to use multiple columns in your layout. For readability, you can place no more than five columns in a single row. Within a single column, you can vertically place as many creatives as needed to make your message look clean and clear. You can also individually set CSS properties for every multi-column block. Execution Engine SAS Customer Intelligence 360 can now integrate with third-party content management systems (CMS). The integration enables you to select HTML assets from a CMS and add them as a creative in SAS Customer Intelligence 360. Tasks can use these creatives for targeting to customers on websites and in apps and s. The CMS integration requires a plug-in that is created with an agent SDK (Software Developer Kit). The SDK enables SAS Customer Intelligence 360 to share data with third-party systems and services. This new feature enables delivery of standardized HTML assets from a third-party CMS to websites, apps, and s. Customers will experience more consistent interactions. External Applications You can now manage on-premises applications that send external events to SAS Customer Intelligence 360. The ID for each application must match the configuration for the application s on-premises agent.

55 55 Mobile To support recurring communications, mobile marketers can now set up a recurring task schedule that pushes messages on a periodic basis. SAS Customer Intelligence 360 enables you to set up daily and weekly tasks that run at the specified time of day or day of the week. You can now select focus or defocus events when you add targeting to a task. You can then choose an attribute such as the Mobile Application ID. Figure 52 Select Focus and Defocus Events Figure 53 Use Focus Event in Targeting

56 56 For a mobile in-app task, you can now use the focus event as a trigger for an in-app task and use attributes such as Mobile Application ID. Figure 54 Select Focus Event as Trigger Figure 55 Specify Attribute Conditions Web You are no longer required to select a page element in an inline browser before you can add a selector path. If you know what elements are on the page, you can manually enter the selector. A warning advises you if the element cannot be found, but you can still create the spot or event.

57 57 Figure 56 Enter Selector Figure 57 Selector Warning Release SAS 360 Discover New Features and Enhancements New generic event API in JavaScript Users can now send most of the standard events, such as clicks, content changes, form submits, or JavaScript variable changes, to SAS 360 Discover by calling a single JavaScript API endpoint. This capability enables more flexible custom configuration of standard events, in addition to making the events much easier to use with page applications. New flexibility in counting change events on sites If you make a written request to SAS Technical Support, you can raise the limit on JavaScript variable or content change events per page. This increase can make tracking a large number of events easier, particularly if your site tracks multiple possible customer use cases. To request the limit on change events to be raised, contact SAS Technical Support. Preferred device language is now collected for both ios and Android mobile SDKs With this release, the preferred device language setting for both ios and Android mobile operating systems is collected and available for reporting. SAS 360 Engage New Features and Enhancements SAS Marketing Automation to SAS Customer Intelligence 360 Integration The ability to map SAS Marketing Automation treatments to SAS Customer Intelligence 360 messages has been extended to include the custom detail types of picklists, formats, and multiple lines. Treatments that contain these types of custom details can be converted to SAS Customer Intelligence 360 messages. The customer details are automatically converted to message properties. For example, a predefined picklist that is associated with a text or numeric type custom detail in SAS Marketing Automation is imported as a picklist that is part of the message custom property. Custom details that are not currently supported by messages are not converted. Analytics A customer journey is a set of actions, or touchpoints, that a customer takes before converting. These touchpoints often cross channels, devices, and sessions. For example, a customer might click a paid search result for a product and then see an ad for that product in a social media feed. In addition, the customer might

58 58 receive an or a message on a mobile device about the product. How do you know which of these touchpoints the search result, social media ad, , or mobile message contributed to the final conversion? Attribution is the process of identifying touchpoints along a customer journey and assigning credit to those touchpoints so that you can analyze the contribution of each touchpoint toward the conversion. Marketing attribution helps you analyze the impact and business value of company-generated marketing interactions to make the best marketing investment decisions. There are two types of attribution models. Rule-based attribution models are easy to understand because they are based on touchpoints that most people are familiar with. For example, rule-based attribution models give credit to search engine results, ads clicked from social media, or s. SAS Customer Intelligence 360 has several rule-based attribution methods that you can use to analyze your results. Algorithmic attribution models use data-driven analytics to evaluate attribution. These models rely on rich data to give good results. Currently, SAS Customer Intelligence 360 provides an analytic model that you can use to analyze your results. Release sees the first phase of our attribution capabilities. In this release, the marketer can use a variety of techniques (rules and algorithmic) to apportion credit to any predefined conversion event. The available methods are listed in this screenshot: Figure 58 Attribution Models The Analytic model is based on a machine learning algorithmic approach that considers the differences between conversion and non-conversion path sequences to determine the touchpoints that most contribute to conversion, and ranks these in order of importance. It is more objective than rule-based techniques, though the most common of these techniques are also included because of their wide prevalence in the market. The most wellknown rule-based approaches include first and last touch as well as linear, position, and time decay models. The results of the attribution analysis are presented graphically, with each touchpoint represented on the horizontal axis and the conversion weight for that touchpoint indicated by the height of the bar on the vertical axis. Each attribution model is color coded.

59 59 Assets When you create or edit assets, you can add one or more tags to make it easier to find a group of related assets. For example, you might tag a set of assets suitable for a vacation trip offer with the tag vacation. Starting with this release, you can search and filter by tags. For example, in the filter box in the upper left corner of the asset list pages, you could enter a tag keyword such as vacation. The search now includes tags, so all assets in the selected folders with the vacation tag would be returned in the search results. Also, on the filter tab adjacent to the folders tab, you can now select specific tags to display a set of assets with matching tag values. An administrative user can configure the renditions that you want to automatically generate when you upload assets of a specific file type. For example, for any uploaded JPG files, you might want to automatically create renditions of different file types and sizes, such as a 250x250 JPG or a 300x300 PNG. After the desired custom renditions have been defined at a company or tenant level, these renditions are automatically generated when you upload a file type that has associated custom renditions. The auto-generation of custom renditions is supported for both single file asset uploads and batch asset uploads. For single file uploads, you can enable or disable the generation of custom renditions. Data Hub There are websites or apps that allow users to log in with one or more login IDs such as a username or an address. In the past, this was not fully supported. Now to enable this support when importing customer data, you can load multiple IDs separated by a pipe delimiter. For example, with a column for a Login_ID, you could provide johndoe johndoe@sas.com in a single record and Data Hub would create a Data Hub ID and associate both values. If the identity event on the website that uses identity type of login, either value could be passed and resolve to the same Data Hub ID. Figure 59 Multiple Logins Mobile marketers want to use more attributes about the mobile device for targeting. To support this, SAS 360 Engage has added the following attributes: Mobile Platform Version Number, Mobile Screen Height, Mobile Screen Width, Mobile Carrier Name, and Mobile Carrier Code. Now the mobile marketer can target mobile visitors using attributes such as Mobile Carrier Code equals 410 or Mobile Carrier Name equals AT&T. These new mobile attributes are available under Browser and Device in the Targeting UI.

60 60 Figure 60 Mobile Data Items Figure 61 Set Background Color As an marketer, you want to design content that attracts the attention of your recipients. You also want to highlight offers, messages, call-to-action text, or buttons. In addition, you might be required to use specific color themes that represent your product or brand. Now when you add text and other content elements, you can enhance the look-and-feel of your content by adding a background color. The Layout Manager offers a new capability that enables you to easily select and set

61 the background color of a text block, an image block, a content block, as well as the opt-out block in the body of an . Mobile Mobile app developers and mobile marketers can now see the latest version number associated with each mobile SDK (for Android and ios) so that they can decide if they need to update their own app. To see the exact version numbers associated with a release of SAS 360 Engage, select General Settings ð Mobile Applications and in the List View of registered apps, you see the exact version numbers associated with that release of SAS 360 Engage. (This is a change from our previous method of showing the SDK change date. Version numbers provide a clearer indication of actual changes to the SDKs per mobile operating system.) 61 Figure 62 SDK Versions In addition to customizing the Large Template for In-App Messages, you can now make the same styling changes to the Small Template for In-App Messages. As in earlier releases, this style editing is important for following the branding guidelines associated with your mobile application. More specifically, when you configure an In-App Message creative, you can define your own custom, creative elements of the message including these: Border color (for overall message and image) Background color (for overall message) Font size, color, and style (for text)

62 62 Figure 63 Border Color Palette Figure 64 Set Border Color

63 63 Figure 65 Body Text When constructing a task in SAS 360 Engage, you can now define your target audience based on a new criterion: Device Language. The SAS 360 Engage Mobile SDK now captures the device s preferred language based on the app language setting (for both Android and ios mobile operating systems). This data becomes available to digital marketers as they seek to publish content to devices that use a specific language (SAS 360 Engage). Furthermore, the SDK includes this information as part of the mobile_app_language attribute in the NewSession event (for eventual downstream use by SAS 360 Discover).

64 64 Figure 66 Device Language You can now personalize the content of a scheduled Push Notification creative based on data that is stored and available in SAS 360 Engage Data Hub in the cloud. There are standard merge tags that are automatically filled in with the customer-specific data element and conditional merge tags that fill in data based on customerspecific data stored in the table. Figure 67 Standard Merge Tag

65 65 Figure 68 Conditional Merge Tag Plan When you access My Workflows or My Workflow Tasks from the navigation bar, you now have the option to display the items in a calendar view, in addition to the table view. The calendar view for the items provides the same functionality as the calendar view that is available from the Plans page: access Day, Week, Month, and Gantt views navigate consecutive days, weeks, or months, depending on the view view the calendar legend personalize the time span display setting view more information by positioning the mouse pointer over calendar items navigate by clicking calendar items search and filter items, which is the same functionality as in the table view When you open a selected planner item (such as Plan, Program, or Campaign) and navigate to the Relationships tab, you can now view all child object instances in calendar views. Like the calendar view accessed from the Plans list, you can display the calendar in Gantt, Month, Week, or Day views. The calendar view on the Relationships tab has the same core functionality as the calendar view for Plans, with the exception of searching and filtering. From the Relationships tab, you can view your planning items in a hierarchical relationship. There are several ways to expand the hierarchy. When your view shows only the top-level items and you want to see all the planning items, right-click and select Expand All. To see the top-level items only when all items are displayed, right-click and select Collapse All. When you want to see all planning items under a single top-level item such as all the items for your Spring Program, right-click and select Expand Item. To collapse all the planning items at a certain level in the hierarchy, such as your Spring Mobile campaign with all associated tasks, select the campaign, right-click, and select Collapse Item. You can also expand a single planning item to see that planning item s children by using the Expand Node icon. To collapse the planning item, use the Collapse Node icon. Marketing expenses are expenses within planning objects, tasks, and activities. Expenses combine commitments and invoices for planning items. From the Financials page you can now see the total commitment and total invoiced amounts associated with the planning item within the Expenses Overview section of the budget.

66 66 There are several ways to enter a budget for your planning items. One way is to enter the budget from a planning item by selecting Edit budget. Edit budget displays all planning items in a table showing planning items, budget, and expenses. You can open Edit budget from the Options icon in the upper right corner of the screen or by selecting Edit Budget near tables within the Financials or Relationships page. Now with a larger entry screen and accessibility improvements to support the use of arrow navigation, adding a budget is as simple as entering the amount and moving to the next item. New columns in the list view make it easier to work with planning items. A new Type column describes the kind of planning item so that you know Sensational Super Bowl is a campaign rather than a program or task. You can learn more about the planning item s parent. In addition to knowing the parent name, you can know the level of the parent from the Parent Level column. You can filter the list by these columns using the advanced filter. When you open planning item details, the properties section now includes the planning item type and the path so that you understand the relationship between this planning item and the other items in the hierarchy. When viewing messages from the planning item, there are new columns in the table. Using the Association column you can understand the relationship of the message to the planning item or its children. The Type column displays if the message is an offer, a disclaimer, or a statement. You can also see the number of creatives associated with the message and other places where the creative is used. The table can be filtered to see only the messages that are directly associated with the planning item by using the toggle in the upper right corner of the screen. The Last Modified and Modified Date columns were removed from the table. Spots Creating a spot set enables you to coordinate the delivery of your content to multiple spots at once. By synchronizing when multiple creatives are updated, you can better control the message to your customer. You can now create a spot set with spots located on different pages. Web B2B marketers often want to target individuals based on the industry or type of business a visitor is in. For example, you might want to target individuals who are in the financial services industry differently from individuals who are in the healthcare industry. Now marketers can use the industry SIC code and classification of that SIC code (Division, Industry, Industry Group, and Major Industry Group). SIC codes are available only for U.S. companies as this is a distinction made by the U.S. government. The SIC codes are derived by the individual s IP address and a third-party mapping service that takes that IP address and maps the owner of the IP address to a SIC code. For example, a user at sas.com with an IP address of gets a SIC code of The SIC code is then classified into a category such as SIC Industry with a value of Prepackaged Software. If the marketer created a task targeted to SIC Industry=Prepackaged Software, visitors from IP addresses mapped to that industry (such as ) would see the task.

67 67 Figure 69 SIC Codes There are standard events generated without the user defining them. These events have been hidden from the marketer until now. These new events are visible to you with attributes that can be used in task targeting, the Split node in activities, and as primary and secondary metrics for a task. Here are the standard events: Click Through occurs when a visitor clicks a spot. Impression occurs when a visitor has viewed a spot. Page View occurs when a page loads. New Session occurs when a visitor starts a new browsing session. Here are example use cases: 1 You want to target visitors who have clicked a specific creative. On the Targeting tab for a task, select Events and use Click Through.

68 68 Figure 70 Click Through Event Choose the attribute that defines the kind of click through. Figure 71 Select Attribute Choose the creative you want to use in your targeting criteria.

69 69 Figure 72 Select Creative Now any visitor who clicked the creative= bbsmartphone is eligible to see your task. 2 You want to use a Page View as the Primary Metric of a task. On the Insights tab, select the Page View event. Figure 73 Task Events Choose the attribute of the page view, such as the Page Title and the value of that attribute, such as Page Title= Electronics.

70 70 Figure 74 Select Page View Attribute Figure 75 Page Title is Electronics Now a visitor who sees your task and views the page with Page Title equal to Electronics is considered to be a conversion. 3 You want to collect data on each creative in a task that uses multiple creatives. On the Insights tab, select Click Through as a Secondary Metric, select the Creative attribute, and then select the specific creative.

71 71 Figure 76 Select Creative Now you have metrics on the overall Click Through as well as the individual creatives so that you can see which ones were generating the clicks when a task uses multiple creatives. 4 You want to add a Split node in an activity that is based on the user clicking particular creatives when using multiple creatives in a task. Now when users click Creative A, you can put them in a different activity flow from the users who click Creative B.

72 72 Figure 77 Split Node with Creatives Release SAS 360 Engage New Features and Enhancements User Administration 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.

73 73 Assets 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. 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. Figure 78 Display Columns Data Hub 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 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 .

74 74 Mobile 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. Figure 79 Push Notification

75 75 Figure 80 Impression Limits Planner (Operations) 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. 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. 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. You can manage currencies used in your marketing plan from General ð Planning Settings ð Configurations. 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 General ð Planning Settings ð Configurations. 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.

76 76 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 Details ð Messages. Child planning items are listed in Financials ð Rolled Up Budget. 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. As a user with advanced HTML skills, you can edit the HTML content of an 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 content that responds to media queries. Currently, the Layout Manager supports only single-column layouts. Release Overview SAS 360 Discover is available for production use by customers. The web, mobile, and 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.

77 77 Figure 81 Home Page Creatives You can add creatives by selecting HTML assets in either the SAS digital assets library or a configured thirdparty 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. Activities 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. 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 for customers that meet the condition. Assets 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. Mobile 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. Here is an example of this new feature:

78 78 Figure 82 Define Target Audience Planner (Operations) 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 tasks are displayed in different colors. Status Planner item colors are determined by the status values, such as Active, Approved, and Designing.

79 79 Figure 83 Color Configuration 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.

80 80 Figure 84 Calendar Time Span 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. 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. 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. 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

81 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. To optimize an 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 layout. The capability to insert multiple content blocks enables you to include offers from several product categories into a single 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. You can now define custom styles for HTML elements (text, image, and buttons) to display variants of 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. 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 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 task selects this send agent, it is automatically associated with that program. All s sent through this send agent have an unsubscribe link, which is associated with the program ID. When an recipient clicks the unsubscribe link in the , the preferences-related data is updated in the data hub records. The system automatically filters and excludes the recipient from all future 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. 81 Figure 85 Program Level Opt-out

82 82 Data Collection 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. Release Overview SAS 360 Discover is available for production use by customers. The web marketing and mobile marketing features of SAS 360 Engage are designated production quality and are available for sale with a limited availability status. This status is prequalified by the SAS Customer Intelligence 360 team to ensure a good fit with customer requirements. All other features are evolving and are not intended to be used as productionquality features. SAS 360 Engage New Features and Enhancements The following new features and enhancements are in SAS 360 Engage. New data views add business context to events Data views are a new object type introduced in this release. A data view enables you to combine multiple events and rules to define a business scenario that you can use in targeting and conversion metrics for activities and tasks. For example, you might want to track customers who have viewed running shoes. You can define a new data view for this condition by combining two basic events in a logical expression: Web product view for running shoes OR Mobile product view for running shoes You can then use this data view as a primary or secondary metric across multiple activities or tasks. You can also use data views in targeting for tasks. For example, you could use the View running shoes data view in the targeting criteria to target customers who have viewed running shoes. These changes are part of the new data view object type: Access to data views is from the left navigation menu. Data views define primary and secondary metrics for activities and tasks. Events can no longer be used as primary or secondary metrics. However, one or more events can be used to define a data view, which can then be used as a primary or secondary metric. Data views are used in task targeting, which includes creative-level targeting. Activities and tasks that have not been published cannot be saved until the primary and secondary metrics are converted from events to data views. Existing published activities and tasks (with events used as primary or secondary metrics) continue to work without any changes. Changes to navigation and list pages This release includes changes to the left pane for navigating to areas within SAS Customer Intelligence 360. You can now navigate to different areas via a persistent left navigation bar with icons for direct navigation. Click an icon to navigate to a solution area in SAS Customer Intelligence 360.

83 83 Figure 86 Navigation Bar The navigation bar can also be expanded to show the labels that correspond to each icon.

84 84 Figure 87 Expanded Navigation Bar You can now select items directly from the default list views and complete actions such as deleting, opening, or renaming selected items. You can remove any selections by clicking Clear Selections in the upper right corner of list pages.

85 85 Figure 88 Select Items Define eligible spots on a page and inject custom HTML As an administrator, you can now configure a setting to allow only specifically designated spots on a web page to be selected when users create new spots in SAS Customer Intelligence 360. On the Page and Session settings page, you now have an eligible spots setting with two options: any element can be defined as a spot only elements that match a specified selector can be defined as a spot If you select the second option, you specify selector text that can be used to identify eligible spots. If you are a web developer, you can create a subset of eligible elements by adding the selector text to the HTML for the pages on your site. When users create new spots in SAS Customer Intelligence 360, they can select only elements that have been defined as eligible. You can control which website elements can be selected as spots for use in tasks. Another new feature is the ability to write custom JavaScript code to add HTML content based on customer behavior and other factors. On the Page and Session settings page, select Web content injected by custom JavaScript. The content is delivered to a page from your site rather than from SAS Customer Intelligence 360. New multivariate testing capability Multivariate testing is a major new capability that is introduced in this release. The goal of multivariate testing is to determine which combination of variants performs the best out of all possible combinations. For example, suppose you create a spot set with four spots. Each of those spots is associated with four creatives. By creating a multivariate testing task, you can test all possible combinations of the four creatives in the four spots. Each combination is a variant, and in this case there are 256 possible combinations, or variants. Multivariate testing is similar to A/B testing, but there is an important difference. An A/B test determines the effect of a change to one variable at a time. However, a marketer is often interested in changing more than one variable at a time, because there might be an interaction between variables that results in a combined effect that performs better or worse than single changes. In a multivariate test, multiple variables can be tested together to uncover the most effective combination for reaching a single conversion goal: signups, clicks, form completions, or shares. A multivariate test can eliminate the need to run several sequential A/B tests on the same page. The most difficult challenge in multivariate testing is the amount of visitor traffic that is required to achieve meaningful results. Because of the full factorial nature of these tests, the number of variations in a test can add up quickly. In a test with many variations, the traffic that is allocated to each variation is lower.

86 86 In the preceding example, you were testing all possible combinations of the four creatives in the four spots, and there were 256 possible combinations, or variants. Suppose that in order to provide reliable results, each of the 256 versions of the page must be shown to at least 10,000 visitors, or a total of more than 2.5 million visitors. Such a test would take so long that the results would be meaningless. SAS has developed a solution to the problem of optimization in the field of experimental design. Originally designed for applications in manufacturing, where each variant is expensive or difficult to perform, a multivariate test can be optimized by minimizing the cost while meeting a minimum level of reliability. The constraint in SAS Customer Intelligence 360 is the limited traffic to share over a large number of different combinations. The OPTEX procedure from SAS/QC samples the design space as efficiently as possible to reduce the number of required variants. In addition, SAS Customer Intelligence 360 fits a model using the measured data to predict the outcome for the untested variants. The marketer gets reliable results about the conversion rate of all the possible combinations of content from a subset of measurements. In one example, the required visitor count dropped from more than two million to 200,000 after optimization. The test ran in only 10% of the original full factorial design. SAS Customer Intelligence 360 also enables the marketer to impose constraints, such as requiring specific combinations of content, or excluding some combinations. Optimization takes these constraints into account when generating results. Data descriptor editing You can now modify more properties in data descriptors without creating a new descriptor for uploading data. With this release, you can update the values for these properties: identityattribute, channelcontactinformation, segmentprofilingfield, predefinedvalues, and uniquevaluesavailable. This change eliminates the need to create a new descriptor in order to update these values for situations such as a mistake in the initial descriptor or changes in how the data is used. Unique labels for items in a data descriptor Previously, you could upload data descriptors with data items that already existed in SAS Customer Intelligence 360. This ability became problematic when many data items had the same label, which made it difficult to know whether you were using the right data item in other areas (for example, when building segments). Now when you upload a descriptor, the REST API checks to see whether a data item already exists. If it does exist, the REST API returns an error message indicating that the data item already exists. To successfully upload the descriptor, the data item s label needs to be changed to a unique value. Custom styling for large in-app messages Mobile marketers can now customize their large template in-app messages so that they comply with the branding guidelines associated with their mobile application. More specifically, when you configure an in-app message task, you can define custom, creative elements of the message, including these: background color (for overall message, text, and buttons) border color (for overall message, image, text, and buttons) text font size, style, and color (for text and buttons)

87 87 Figure 89 Set Background Color and Border Figure 90 Set Text Properties Batch scheduling of push notifications In this release, mobile marketers can define a stand-alone push notification task where the creative (push message) is sent in bulk to its defined target audience based on a defined, set schedule. You set the start and end dates.

88 88 Figure 91 Set Schedule for Push Notification View planning item s level name in the title When viewing the details for a planning item, you can now see the level name of the planning item displayed in the title. In previous releases, when you looked at the planning details for the Big Event, after a few minutes you might have forgotten whether you opened the Big Event Plan or the Big Event Campaign. Now, in this release, when you open this item, you know this Big Event item is your Plan. Figure 92 Planning Item Level Name Restrict overbudgeting of cost centers It is important to avoid allocating more money to cost centers than you have available in your budget. When associating a budget to cost centers, you now have a configuration option to restrict overbudgeting. When overbudgeting is restricted, the sum of the cost center allocation cannot exceed the budget for the planning item.