Designing and Executing Marketing Campaigns Using SAS Marketing Automation

Who Should Attend?

This course is intended for SAS Marketing Automation users who create and execute campaigns and define the Marketing Automation environment.

Description

This course provides a detailed understanding of how to use SAS Marketing Automation to create and execute campaigns and communications. Specifically, you learn how to create a campaign, work with diagrams to create a target population, and define the communications. The course also demonstrates how to view and modify the schedules of all campaigns and their communications, how to change the status of a campaign, and how to execute a campaign. In addition, you learn how to export data to a file or a table and how to use analytics to refine your selections. You also use SAS Management Console to define the Campaign Studio environment, including campaign definitions, export definitions, and communication definitions. The process to execute scheduled communications is also addressed.

Duration

2 Days

Prerequisites

There are no formal prerequisites for this course.

SAS Modules Used

SAS Marketing Automation Solution.

Course Topics

Overview of the SAS Marketing Automation Solution

• components of the SAS Marketing Automation solution

Creating Campaigns with Campaign Studio

• the Campaign Studio User Interface
• creating suppressions and universes
• creating campaigns
• advanced campaign functionality
• using prioritization
• using the Refine Output option in exports (optional)

Executing and Scheduling Campaigns

• executing campaigns in Campaign Studio
• scheduling campaigns
• scheduling recurring communications

Additional Features in SAS Marketing Automation

• the Marketing Automation Dashboard and Campaign Web Studio
• using documents in SAS Campaign Studio
• altering the appearance of diagrams
• using the Report node
• using inferred responses

Administering Marketing Automation with SAS Management Console

• using Marketing Automation plug-ins in SAS Management Console
• Definition plug-ins
• business contexts