Add Properties to Your Web Task
- The Properties tab, which contains standard and custom properties that can be used to describe the task. Examples of properties that you can find on this tab include a task name and description.
- The planning view of the task, which is
accessed by clicking
. The planning view displays planning information about the task,
such as which currency type is associated with the task.
Standard Properties
Every task contains a set of standard properties that you can use to identify the task. These are available on the Properties tab:
- name
- description
- code
- default contact event
Note: If enabled by administrators, the Folder field enables you to change the folder location of the task.
Using the Code Setting
A code can be used to identify or track the task for auditing or reporting purposes. When an item is imported or migrated to SAS Customer Intelligence 360, the existing code value for the item is retained. As a result, the code can be used to integrate with external systems. Valid characters for codes are alphanumeric characters, multi-byte characters, numerals, underscores, hyphens, and periods. Blank spaces are not allowed in code formats. This value does not need to be unique.
For example, the Code field enables marketers to use a segment map to target customers based on their internal attributes (account type, balance, and so on) and their previous interactions. These codes are used to communicate information about the targeted customers to vendors or downstream systems. Using codes can minimize errors in text and punctuation that might occur when using an item name that is typically lengthy.
The information in the Code field can also be used for operational reporting. The information can be used to select or suppress customers for targeting messages (for example, a marketing message might target or exclude all customers who responded to direct marketing task 12345).
Generating Default Contact Events
The default contact event is triggered by the impression event that corresponds with your task type. By default, the option to generate contact events is not selected when you create a task. For example, when you create an email task, the email send event does not trigger the creation of a contact event unless you select the Generate contact events based on the email send event option.
The type of contact event that is created corresponds with the type of task that is being used.
- Impression viewable events are created for web, mobile spot, and in-app message tasks. For example, a contact event is created when at least 50% of a creative is viewable on a web page or when a creative is sent to a mobile application.
- Contact events are created for
direct marketing tasks each time that a customer is included in the
task.
When you select the Generate contact events for this task option on the Properties page, the contact events are sent to SAS Customer Intelligence 360 only if the generation of export content and any post-processing of the task are successful. If the export is successfully generated, but the post-processing fails, then no contact events are sent to SAS Customer Intelligence 360 for that task.
Note: A unique occurrence ID is generated for a contact event each time that the direct marketing task is executed. - Outgoing events are created for external tasks each time that an outbound event is created.
- Notification send events are created for mobile push notification tasks each time that a notification is sent.
- Email send events are created for email tasks each time that an email is sent.
When the Generate contact events for this task option is selected and the task is added to a real-time journey, the contact event includes the associated journey ID.
Custom Properties
Custom properties enable you to supplement the standard properties of an item (such as name, description, and type) with more properties that are specifically applicable to your goal or organization. Custom properties are defined by users with administrator access and can be used for a variety of purposes such as storing item-specific information and personalizing messages and creatives.
For more information, see Custom Properties.
Properties for Associating Items with Plans
You can add planning properties to items such as tasks and real-time journeys. You can associate a task or a real-time journey with an existing planning item and include the item in your marketing plan.
After you create and save an item, click to switch to Planning mode. For more information, see Switch between Planning Mode and Design Mode.
The planning mode contains standard and custom properties fields that provide information for planning purposes. To associate the item with an existing planning item such as a campaign, specify the values for the required fields in the standard and custom properties.
After you specify the planning start and end dates, in the Parent planning
item field, click 
and select a planning item from the filtered list of items that are
based on the currency settings and your specified date range. In the Select
Parent Planning Item window, use the search box or the drop-down list of
options to further filter the list. The planning item that you select is designated
as
the parent object of the task or real-time journey in the marketing
hierarchy.
After you select the planning item, the Parent level field displays the marketing hierarchy level of the selected parent planning item.