This overview course introduces key concepts, terminology, and functionality for SAS Marketing Automation, and the instructor provides demonstrations. If you want hands-on practice using the solution, you might be interested in the SAS Marketing Automation: Designing and Executing Outbound Marketing Campaigns course.

Learn how to

• use SAS Customer Intelligence Studio
• define the target groups and subgroups for a marketing campaign
• set up holdout control groups
• schedule and execute campaigns
• access and reuse data in other campaigns
• manage and monitor campaigns.

Who should attend

New users who want to learn about the solution, executive sponsors, anyone gathering requirements for implementation planning, and current users who want a refresher

Formats available	Standard duration
Classroom:	1.0 half-day

There are no formal prerequisites for this course.

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

This course addresses SAS Customer Intelligence and is relevant for customers who have SAS Marketing Automation 6.

Course Overview

• about this course
• SAS Marketing Automation overview

Introduction to SAS Marketing Automation

• overview of the user interface
• campaign components and processing

Campaign Design and Execution

• creating a new campaign
• defining the target audience
• using the cell node
• choosing a communication channel
• assigning an offer
• scheduling and executing a campaign

Additional Nodes and Functionality

• defining and comparing groups
• addressing data item-subject relationships
• custom tasks
• reporting options

Solution Administration Overview (Self-Study)

• administration overview
• initial set-up and configuration