Working with Web Creatives

Rename, Copy, Delete, and Edit a Creative

On the ContentCreatives page, you can rename, copy, delete, and open (for editing) a creative. To access the options, select the creative in the list, and then select the appropriate action.

• To rename the creative, click and select Rename.

  You can rename a creative regardless of its status. The new name is reflected in all messages and tasks that include the creative. If you rename a creative that is published, it becomes out of sync and must be republished.

  TipAfter you rename a creative that is included in an open message or task, you can click in the task to see the name change.
• To copy a creative, select it and click .
• To open the creative for editing, click it or select the message and click .

  When you modify a creative that is used in active tasks, be aware of these guidelines:

  • If you add or modify merge tag variables (such as {{variable1}}), you can save the creative only as a new item.

    This restriction does not apply if you remove variables or modify other types of merge tags (such as tags that use demographic data).

  • When you re-publish a creative that has not modified a variable, published tasks begin to use the re-published version of the creative.
• To delete the creative, click .

  You can delete a creative that is published. You cannot delete a creative that is included in a task. When you delete a creative, the creative is removed from the creatives repository and from any messages that include the creative.

When you open a creative from inside a message, you can access the rename and edit options for the creative. On the ContentMessages page, open the message that contains the creative you want to rename or edit. Select the creative, click , and then select the appropriate action. The changes that you make are applied to the original creative.

Update Properties

Navigate to the Properties tab to see information about the creative. The Standard section contains basic information, such as the name, type, description, category, and code.

• The Category field is displayed only if the properties available in the system have been assigned a category. However, the selected Category determines which merge tags are displayed in the merge tag selection list.
• The Code field is needed to map treatments from external applications to the creative. For example, if you are using a dynamic merge tag to retrieve information from an external application, the code must be set in order for the dynamic merge tag to work successfully.

  When a treatment is imported or migrated to SAS Customer Intelligence 360 from an external application such as SAS Marketing Automation, the existing value for the object appears in the Code field. Depending on the code settings for your environment, the code value might be editable. This value is not required to be unique to be valid. If the value is editable, you can change it to match the code value for another item. Valid characters for codes are alphanumeric characters, multi-byte characters, numerals, underscores, hyphens, and periods. Blank spaces are not allowed in code formats.

In the Custom properties section, add, remove, or select custom properties. For more information, see Custom Properties.

View Usage Information

On the OrchestrationUsage tab, you can view which items use the creative and the items that the creative uses.

The ability to view dependencies between items enables you to see the items that a task depends on to work successfully. Usage information helps you identify how changes that you make to one item might affect another item.