There is a new version of this course. Please see SAS Marketing Optimization: Maximizing Campaign Efficiency.

This course teaches you how to use SAS Marketing Optimization 6.5, develop marketing scenarios, and interpret the results of the optimization analysis.

Learn how to

• formulate the business problems that SAS Marketing Optimization can help solve
• navigate the SAS Marketing Optimization user interface
• prepare and upload input data tables
• create and optimize scenarios that include an objective, constraints, contact policies, and suppression rules
• optimize scenarios and produce analytic reports.

Who should attend

Analysts and other marketing professionals who will use SAS Marketing Optimization to plan and optimize outbound customer communications in order to maximize economic outcomes

Before attending this course, you should have experience planning marketing campaigns and using spreadsheets. SAS programming experience is not required.

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

Getting Started

• overview of the marketing optimization problem
• major features of SAS Marketing Optimization
• navigating the user interface

Input Data for SAS Marketing Optimization

• required and optional data tables
• the Input Data window
• creating input data

Scenarios in SAS Marketing Optimization

• working in the Optimization Scenarios Category view
• the Scenario window
• creating and optimizing a scenario

Scenario Modeling

• filters and measures
• scenario modeling

The Cross-Sell Business Problem

• the base scenario
• infeasible scenarios

Additional Topics

• customer-level and household-level constraints and contact policies
• advanced optimization parameters
• contact history and mandatory communications (self-study)

Appendices

• directory structure in SAS Marketing Optimization
• SAS Management Console tasks