Upgrading from SAS Marketing Automation 4.4 to 5.1 - Index of - SAS

Appendix D – Migration of SAS Digital Marketing Broadcast
in SAS Customer Intelligence 5.1
In SAS Customer Intelligence 5.1 there is no ‘automatic’ migration of communications that were
previously used to execute SAS Digital Marking e-mail broadcasts. This is due to the latest changes in
these two products which improve the overall integration but make it not possible to implement a
successful migration path in a fully automatic way. Existing assets (export definitions, communications,
broadcasts, and so on) can still be used in the new release, but there are a small number of manual steps
required to ensure they continue to execute following an upgrade to SAS Customer Intelligence 5.1.
Step 1: Updating the Export Definition
In SAS Customer Intelligence 5.1 it is no longer necessary to identify the digital marketing broadcast
within the export definition. The ‘adapter’ tab has been completely removed from the user interface of the
SAS Management Console plug-in for export definitions and will no longer appear.
Instead of specifying the broadcast, the user simply has to state that the export definition will be used as
the basis to create a recipient table to be sent to SAS Digital Marketing. This is achieved by selecting an
output type of “SAS Digital Marketing” from within the output options. Update the existing export definition
to select this output type. An export definition of this type must also include output fields for