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Campaign Creation Steps using SAS CI Studio

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Document Control:

Prepared By Reviewed By Approved By Implementation Instructions
Gaurav Shrinivas Amitava S Ghosh Amitava S Ghosh

Version Tracking:

Date Version Name Reason For Changes
26/Oct/2010 1.0 Gaurav Shrinivas Initial Document

Table of Contents
Document Control: 2
Version Tracking: 2
1 Introduction 4
1.1 Purpose 4
1.2 What Is SAS Marketing Automation? 4
2 User Interface Specifications 4
2.1 Pre-requisite for Campaign Creation 4
2.2 Marketing Automation: Creating campaigns using CI Studio 4
2.3 Scheduling Campaign Communications 24
2.4 Requesting for Approval of the Campaign 24
3 Glossary 28

1 Introduction
1.1 Purpose
Following document is prepared as a part of User interface. This …show more content…

• We will use "AND" cell. And draw arrows from the white shade of preceding cell to the blue shade part of subsequent cell.

NOTE -
“To select a list of variables at a time we can use a “multi-select” node in place of selecting multiple “select” nodes.”

• We have created selected base. As next procedure, campaign manager will like to send out a communication to this segment. For this we have to attach a CELL node.
• Cell node combines the data items from the preceding nodes and displays the number of unique subjects.

• Right click on the cell node to bring up properties menu and make relevant change. It is possible to use LINK functionality. All cells are uniquely numbered and can be used in future campaigns. This allows user to apply segment definitions time and again without the need to create every time.

• Click on the communication node on tool window (Tool Palette) and drag on to the workspace. Right click to bring up the property menu.

• Select “MA Prepaid P-II – Non ODS Campaigns” as communication channel.

• Once we select the communication definition, one screen will popup and the details for the communication can be filled on this screen. The text for SMS communication and other particulars pertaining to campaigns are entered during this step. This is important because the campaign will not be executed unless the Campaign Start Date, Campaign End date, MRP 1, Credit Offered, SMS text and export file name fields are filled

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