This course consists of a collection of videos covering advanced topics in SAS Marketing Automation. Specifically, you learn how to create, execute, and evaluate advanced campaign scenarios. The library format of the course, along with the discrete nature of each topic, gives you the flexibility to explore the following topics in any order you choose:

• campaign design principles and best practices
• the Common Data Model
• advanced use of calculated data items
• advanced use of custom details
• custom SAS processing in Marketing Automation
• cross campaign prioritization
• advanced reporting
• advanced use of treatments
• seed lists
• scheduling
• defining and refining output
• alerts and notifications.

Who should attend

Experienced users of SAS Marketing Automation who want to create, execute, and evaluate advanced campaign scenarios

Formats available	Standard Duration
e-Learning:	7 hours/180 day license	System Requirements

Before taking this course, you should have experience using SAS Marketing Automation and have completed the SAS® Marketing Automation: Designing and Executing Outbound Marketing Campaigns course.

This course addresses SAS Customer Intelligence Tools, SAS Marketing Automation software.

Campaign Design Principles and Best Practices

• campaign processing
• understanding metadata type
• improving your campaign design
• designing for performance and best practices
• using the prioritize node for exclusions
• designing multi-wave campaigns

Common Data Model

• introduction to the Common Data Model
• deleting occurrences
• surrogate key generation
• campaign versioning

Advanced Use of Calculated Data Items

• overview
• validation methodology

Advanced Use of Custom Details

• overview of custom details
• generalizing selections
• using custom detail tags

Custom SAS Processing in Marketing Automation

• introduction to custom SAS processing
• configuring the process node
• creating and using a custom node
• introduction to writing stored processes for Marketing Automation
• macro variables for Marketing Automation stored processes
• macro programs for Marketing Automation stored processes
• the inputnodes and outputnodes data sets
• the macrovar data set
• registering stored processes for Marketing Automation

Cross Campaign Prioritization

• introduction to the cross campaign prioritization method
• priority-based optimization of a campaign group

Advanced Reporting

• introduction to reporting
• introduction to SAS Visual Analytics
• creating a template for the Reports workspace

Advanced Use of Treatments

• review of treatment concepts
• managing changes to treatments
• custom details for treatments

Seed Lists

• create and assign a seeds lists
• modify and manage a seeds list

Scheduling

• introduction
• scheduling servers
• scheduling using Customer Intelligence Studio
• scheduling using SAS Management Console
• using the Platform Flow Manager and Platform Calendar Editor

Defining and Refining Output

• specifying export filenames and contents
• removing duplicate rows
• controlling limit and split processing

Alerts and Notifications

• alerts
• notifications