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Siebel Life Sciences Guide > Using Personalized Content Delivery > Working with Messaging Plans >
Associating a Messaging Plan with Contact Call Offers
Brand teams create new Contact Call offers as part of the campaign planning and execution process. The Contact Call offers are marketing communications that can be delivered by sales representatives as part of their face to face calls. Once a messaging plan is created and released, you can navigate to Offers > Contact Call Offers view to associate a messaging plan with the Contact Call offer. You can view the marketing communications (offers) targeted to a contact when planning a Contact Call. When you launch the PCD Viewer for a call on a target contact, PCD loads the messaging plan associated to the Contact Call offers accessible to you for the target contact as recommended messaging plans. You can use switch presentation and select the appropriate messaging plan. To associate messaging plans with contact call offers
- Navigate to Offers > Contact Call Offers screen.
- Select a record, and drill down on the Name field.
- Click the My Messaging Plans List tab, and then click New to create a new record.
- Click on the Name field picklist to associate a messaging plan with the Contact Call Offer.
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