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Associating a Messaging Plans with an Objective

You can define multiple objectives for your call plan period. You can associate messaging plans with these objectives. When associating messaging plans, you must provide a segment code for each association. The segment code indicates which messaging plan to recommended for which segments of the targeted contacts.

A single messaging plan can be associated with multiple objectives, and multiple messaging plans can be associated with a single objective. You can also have the same target segment code for multiple messaging plans.

To specify a segment code for a target

1. Navigate to Objectives > My Objectives screen.
2. Select a record, and drill down on the Objective field.
3. Click on Targets tab and click New to select the targeted contacts.
4. For each target, specify a Segment value, for example High, Medium, or Low.

To associate a messaging plan with an objective

1. Navigate to Objectives > My Objectives screen.
2. Select a record, and drill down on the Objective field.
3. Click the My Messaging Plans List tab, and then click New to select the messaging plan to associate with the objective.
4. For each associated messaging plan, specify a Segment field value equal to the value that you specified for the target, for example, High, Medium, Low. This action indicates which messaging plan to use with which segment of the target contacts.

   When you create a new call on target contact, you can select the Objective for the call. When you click Detail in Call Detail View, PCD compares the segment code on the target to find the recommended messaging plans that are accessible to you. These messaging plans are displayed on the top in PCD Viewer. For more information about recommended messaging plans, see Recommended Messaging Plans.