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SAS® Help Center
SAS® Customer Intelligence 360
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  • Welcome to SAS Customer Intelligence 360
  • What’s New
  • User’s Guide
    • Introduction to SAS Customer Intelligence 360
    • Using the SAS Customer Intelligence 360 Copilot
    • Understanding the Basics
    • Using Plans to Manage Marketing Processes
      • Creating Plans
      • Working with Plans
      • Managing Workflows
    • Managing Content
    • Personalizing Your Customer’s Experience
    • Tracking Behavioral Data with Events
    • Targeting with Audiences and Segments
    • Using Tasks
    • Email Communication
    • Mobile Communication
    • Delivering Web Content
    • Delivering Direct Marketing Content
    • Advertising on Other Platforms
    • Using Custom Marketing Channels
    • Using Scheduled Journeys to Engage Your Customers
    • Using Real-Time Journeys to Engage Your Customers
    • Testing Journey Paths and Content
    • Designing Decisions by Using SAS 360 Marketing Decisioning
    • Optimizing Marketing Data
    • SAS 360 Marketing AI
    • Appendixes
  • Administration Guide
  • Developer’s Guide for Mobile Applications
  • Data Dictionary
  • Programming Interfaces
  • Environment Setup Guide
  • Glossary
  • Accessibility
  • Other Resources
User’s Guide
 

Creating Plans

  • About Plans
  • About Planning Items and Marketing Hierarchies
  • Access to Planning Items
  • Integrating Marketing Information in a Planning Item
  • Creating a Planning Item
  • Associating and Disassociating Planning Levels and Related Items
  • Associating Messages with a Planning Item
  • Adding a Target Audience in a Planning Item
  • Customizing Permissions in Planning Items
  • Creating and Updating Multiple Planning Items
Last updated: August 11, 2026
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