Managing Business Contexts
Create a Business Context
Specify the Properties for a Business Context
- From the navigation bar, click
Administration
General Settings and select System ConfigurationManage Business Contexts. - Click
. - On the
Properties tab, perform these
actions:
- Enter information in the Name field.
- (Optional) Enter information in the Description field.
- In the
Information map path field, enter the
directory location of the information map (including the map name)
that you want to be associated with the business
context.
When you have completed entering the directory path for the information map, click Validate.
Note: You cannot validate the information map path until you have created a direct access point. Save this current item as an active business context. Then follow the instructions in Create a Direct Access Point to create the access point. After you create the direct access point, you can return to the business context to validate the information map path. - To activate the business
context, select Active. By default, the status
of the business context is Inactive.
TipInstead of deleting an existing business context, you can select Inactive to inactivate the business context so that it is available to be activated for future users. Inactivating the business context does not remove the existing association of the business context with items. You cannot associate additional items with an inactive business context.
- For information about modifying the Code setting for the business code format, see Specify Code Settings for Business Contexts.
- Information about the direct access point for the information map appears only after you open a business context that has been created.
Assign Members or Users to the Business Context
- On the
Members tab, click Add Users and
Groups to grant users or groups access to the items that
are associated with the business context. By default, all existing users and
groups are displayed in the Add Members window. In
the Show list, click Users
to display only users or click Groups to display
only groups.
Note: If
is displayed next to a user or group, the user or
group has administrative access to all items that are associated with
the business context. In the User Roles table on the Roles page, (all)is displayed in the Assigned Business Contexts column for the roles with this administrative access. For more information, see About Users, Roles, and Groups. - Select the users or groups that
you want to grant access to the items that are associated with the business
context. Click Done.
To view the members of a group, click
in the row for the group.To grant access to additional users or groups, click
and select users or groups in the Add
Members window.
Specify the Settings for a Business Context
Use the Settings tab to specify your time-out and billing options.
Use the Options tab to specify the time-out length to complete the execution of a segment map or a direct marketing task and to set the default AND and OR node rules.
- Navigate to the
Execution Time-out section and specify
the time-out length for a segment map or direct marketing task to
complete its execution.
An execution of an item fails in the following conditions:
- A segment map or direct marketing task fails if its execution exceeds the specified time-out threshold.
- A task that is dependent on a failed segment map execution fails.
- A segment map, a direct marketing task, or a direct marketing task that is dependent on the execution of a segment map fails if the total time to run exceeds the specified time-out threshold to run.
The minimum time-out value is 1 hour and the maximum time-out value is 48 hours. By default, this value is set to 23 hours. When a direct marketing task that depends on a segment map is executed, the time out is based on the combined runtime of both items.
Setting a time-out value prevents segment maps and direct marketing tasks from being kept in a queue indefinitely when a system issue causes the execution of one of these items to fail or when the duration of the execution of an item exceeds the specified time-out value. The occurrence of the segment map or direct marketing task is marked as Failed with a message that explains why the occurrence failed. For more information, see View Segment Map History in SAS Customer Intelligence 360: User’s Guide and Ver historial de tareas in SAS Customer Intelligence 360: User’s Guide.
Note: The on-premises execution is not affected after the time-out value has elapsed. The item returns to an Active state (with an error) but any on-premises execution tasks continue to run. Any results that are sent to the cloud after the time out has elapsed is discarded. - Navigate to the
Default AND and OR Node Rule section
and specify the default rule to use when evaluating AND and OR nodes
in a segment map.
IMPORTANT Any change to the default rule for AND and OR nodes will apply to all newly created nodes and could produce unintended results. Review the differences between the available options before you make changes.
Here are the two options for the AND node rule:
- Meets all conditions defined by input nodes. This is the default option, and it works the same way that a logical AND works.
- Is a member of each group defined by input nodes. This second option works like a SQL intersect command.
Here are the two options for the OR node rule:
- Meets any conditions defined by input nodes. This is the default option, and it works the same way that a logical OR works.
- Is a
member of any of the groups defined by input
nodes. This second option works like a SQL
union command, which often results in the same segment. If
you create a segment map that combines aggregate data, you
might get different results depending on which option you
select for the OR node.
Note: When using aggregated data, the best practice is to select this option.
- Navigate to the
Execution Time-out section and specify
the time-out length for a segment map or direct marketing task to
complete its execution.
- On the Control Groups tab, specify the settings for holdout control groups in the business context. For more information, see Add Tests to a Business Context.
- On the Billing tab, check Enable metered billing for data subjects to specify that the data subjects that are in the business context should count toward billing. This property is enabled by default.
Modify a Business Context
- From the navigation bar, click
AdministrationGeneral Settings and select System ConfigurationManage Business Contexts.
- Select a business context, and then
click
. - On the
Properties tab, perform these actions:
- Modify the information in the
Name, Description,
and Code fields, as desired.
For information about modifying the Code setting for the business code format, see Specify Code Settings for Business Contexts.
- To modify the information map path, you must remove the association of any dependent objects with the business context.
- To activate the business
context, select Active. By default, the status
of the business context is Inactive.
TipInstead of deleting an existing business context, you can select Inactive to inactivate the business context so that it is available to be activated for future users. Inactivating the business context does not remove the existing association of the business context with items. You cannot associate additional items with an inactive business context.
- Modify the information in the
Name, Description,
and Code fields, as desired.
- On the
Members tab, click . Next, select additional users or groups that you want to grant
access to the items that are associated with the business context. Click
Done.
By default, all existing users and groups are displayed in the Add Members window. In the Show list, click Users to display only users or click Groups to display only groups.
To view the members of a group, click
in the row for the group.Note: If is displayed next to a user or group, the user or
group has administrative access to all items that are associated with
the business context. In the User Roles table on the Roles page, (all)is displayed in the Assigned Business Contexts column for the roles with this administrative access. For more information, see About Users, Roles, and Groups.To delete existing users or groups, select the user or group, and then click
.If all members and groups have been granted access to the items in the business context, you must click Limit Access to specify only the users and groups that you want to grant access to.
Add Tests to a Business Context
Un grupo de control de exclusión es un tipo específico de grupo de control. Los miembros de un grupo de control de exclusión no reciben una oferta. Después de enviar una oferta, las acciones del grupo de control de exclusión se pueden comparar con las acciones de los grupos que recibieron la oferta. Por ejemplo, puede designar a una parte de la población menor de 40 para que no reciba ninguna oferta mientras los demás miembros del segmento objetivo reciben un descuento del 20 por ciento.
Configure default settings for holdout control groups in the business context. For more information, see Ajustes del grupo de control de exclusión in SAS Customer Intelligence 360: User’s Guide.
- Select Automatically create a
holdout control group in direct marketing tasks for each targeted
segment to create a holdout control group for all the targeted
segments in direct marketing tasks in the business context.
CAUTION
Enabling this option will create holdout control groups for all targeted segments in all new direct marketing tasks that are created in the business context.
Note: Holdout control groups are not automatically created for targeted segments in direct marketing tasks that already exist in the business context. - Especifique una acción que se va a realizar cuando el tamaño de un segmento es demasiado
pequeño para rellenar el grupo de control de exclusión.
- Seleccione No rellenar el grupo de control de exclusión y comercializar para toda la población para ejecutar la tarea de marketing directo sin crear un grupo de control de exclusión.
- Seleccione Fallo en la ejecución de la tarea de marketing directo y no generar ninguna exportación para evitar que la tarea de marketing directo se ejecute si el grupo de control de exclusión no se puede rellenar.
Note: El tamaño de un segmento y si el grupo de control de exclusión tiene el tamaño correcto se determinan en tiempo de ejecución. Las variaciones en el tamaño del segmento podrían llevar a algunos de los siguientes resultados para los grupos de control de exclusión en una tarea de marketing directo:- La población del segmento es menor que el tamaño del grupo de control de exclusión. Por ejemplo, se configura un grupo de control de exclusión para que contenga 5.000 miembros y se aplique la prueba a un segmento que tenía 10.000 miembros la vez más reciente que ejecutó el segmento. Cuando vuelva a ejecutar el segmento, la población del segmento se reducirá a 3.000 miembros. En este caso, el tamaño del segmento es menor que el tamaño del grupo de control de exclusión.
- El tamaño del grupo de control de exclusión supera la mitad de la población del segmento. Por ejemplo, se configura un grupo de control de exclusión para contener 5.000 miembros y hay 7.000 miembros en el segmento. En este caso, el tamaño del grupo de control de exclusión supera la mitad de la población del segmento.
- Especifique la acción que se va a realizar cuando el tamaño del grupo de control de
exclusión sea demasiado pequeño para permitir el muestreo estratificado. Para más información, consulte Acerca del muestreo estratificado in SAS Customer Intelligence 360: User’s Guide.
- Seleccione No rellenar el grupo de control de exclusión y comercializar para toda la población para ejecutar la tarea de marketing directo sin crear un grupo de control de exclusión.
- Seleccione Fallo en la ejecución de la tarea de marketing directo y no generar ninguna exportación para evitar que la tarea de marketing directo se ejecute si el grupo de control de exclusión estratificado no se puede rellenar.
- Seleccione Crear grupo de control de exclusión usando la selección aleatoria e ignore las selecciones de estratificación para seleccionar al azar los miembros para el grupo de control de exclusión.
- Especifique el tamaño de la población del grupo de control de exclusión como Conteo de miembros o como Porcentaje de la población del segmento.
Especifique un valor para Conteo o Porcentaje. El valor para Porcentaje no puede ser superior a 50.
TipUn grupo de control de exclusión se rellena solo si tiene menos del 50 por ciento del tamaño del segmento. Utilice el porcentaje en lugar del conteo para evitar la posibilidad de errores de ejecución cuando el grupo de control de exclusión sea demasiado grande. - (Opcional) En el campo Muestreo estratificado, especifique hasta cinco criterios para utilizar al añadir miembros al grupo. Para más información, consulte Acerca del muestreo estratificado in SAS Customer Intelligence 360: User’s Guide.
- Click Save to save your changes.