About this Course

Duration 2 Days

This course teaches you how to use SAS Marketing Optimization 6.3 to develop marketing scenarios and interpret the results of the optimization analysis.


Before attending this course, you should have experience planning marketing campaigns and using spreadsheets. SAS programming experience is not required.

This course addresses Customer Intelligence software

Who should attend

Analysts and other marketing professionals who will use SAS Marketing Optimization to plan and optimize outbound customer communications in order to maximize economic outcomes

Delegates will learn how to

  • formulate the business problems that SAS Marketing Optimization can help solve
  • navigate the SAS Marketing Optimization user interface
  • prepare and upload input data tables
  • create and optimize scenarios that include an objective, constraints, contact policies, and suppression rules
  • optimize scenarios and produce analytic reports.


Getting Started

  • Overview of the marketing optimization problem
  • major features of SAS Marketing Optimization
  • navigating the user interface

Input Data for SAS Marketing Optimization

  • Required and optional data tables
  • the Input Data window
  • creating input data

Creating and Optimizing a Scenario

  • Working in the Optimization Scenarios Category view
  • the Scenario window
  • creating and optimizing a scenario

Scenario Modeling

  • Filters and measures
  • scenario modelling

The Cross-Sell Business Problem

  • The Base scenario
  • infeasible scenarios

Additional Topics

  • Customer and household-level constraints and contact policies
  • optimization parameters
  • contact history and mandatory communications (self-study)


  • Directory structure in SAS Marketing Optimization
  • SAS Management Console tasks

2 Days


This is a QA approved partner course

Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

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