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Messaging Plan Fields

Use the Messaging Plan Edit page to add a messaging plan, or update details for an existing messaging plan. The Messaging Plan Edit page shows the complete set of fields for a messaging plan.

TIP: You can also edit messaging plans on the Messaging Plan List page and the Messaging Plan Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the messaging plan fields.

Field

Description

Key Messaging Plan Information

Name

The name of the messaging plan. (Required.)

Type

The messaging plan category. Some predefined types are: Product Launch and Targeted Message. Use the picklist to choose the type. (Required.)

Product

The product associated with this messaging plan. Use the Lookup icon to select a product. (Required.)

Code

A free-text field that can be used to classify a messaging plan by intent, therapeutic area, or other organizationally defined classification.

Status

The current status of the messaging plan. Possible status values are: Approved, In Progress, Rejected, Released, or Submitted. Use the picklist to select a status. (Required.)

Verify

Indicates that each constituent messaging plan item of the messaging plan has been verified to display properly and consequently has a verification status of Successful. If all the constituent messaging plan items have a verification status value of Successful, the Verify field is set to a value of Successful. Otherwise, the value is set to Failed. This field is set automatically by Oracle CRM On Demand.

Segment

The market segment (that is, the group of accounts) at which the messaging plan is targeted.

NOTE: The Primary Target Objective, Primary Segment, Secondary Target Objective, and Secondary Segment fields are not available by default. To add these fields to the Messaging Plan Detail page, contact your company administrator.

Primary Target Objective

Indicates the first objective of this messaging plan. Enter your objective, or click the Lookup icon, and select an objective from the list.

Primary Segment

Indicates the primary segment to associate with this messaging plan. The options are: White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Pentamillionaires, and Ultra-High Net Worth.

Secondary Target Objective

Indicates the second objective of this messaging plan. Enter your objective, or click the Lookup icon, and select an objective from the list.

NOTE: An error message is displayed when the primary objective and secondary objective are the same, and if a secondary objective is selected without a primary objective.

Secondary Segment

Indicates the secondary segment to associate with this messaging plan. The options are: White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Pentamillionaires, and Ultra-High Net Worth.

NOTE: An error message is displayed when the primary segment and secondary segment are the same, and if a secondary segment is selected without a primary segment.

Owner

(Required.) The user who owns the messaging plan record. By default, this field is set to the user who created the messaging plan. Use the Lookup icon to change the owner.

Start Date

The date when the messaging plan becomes visible (MM/DD/YYYY). Use the Calendar icon to select the date.

Expiration Date

The date when the messaging plan is deactivated (MM/DD/YYYY). Use the Calendar icon to select the date.

Release Date

The date when this content can be used in Personal Content Delivery (PCD), (MM/DD/YYYY). Use the Calendar icon to select the date.

Disclosure Mandatory

This check box indicates that a disclosure message must be presented at the beginning of this messaging plan. (Required.)

Enable Followup

This check box is intended for future use.

Lock Sequence

This check box is not used in the current release of Oracle CRM On Demand. (Required.)

Additional Messaging Plan Information

Audience

The description of the targeted audience for this messaging plan.

Comment

Any general comments on this messaging plan.

Description

The description of this messaging plan record.

Related Information

See the following topics for related messaging plan information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.