Siebel Life Sciences Guide > Using Personalized Content Delivery > Working with Messaging Plans >

Creating Messaging Plans

After you have verified the approved PCD content and made it accessible to select users by adding appropriate private categories to the Literature record, you must create a messaging plan that can be distributed to the various sales representatives. The sales representative can use these messaging plans during their face to face calls with targeted customers.

To create a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan List, create a new messaging plan and complete the necessary fields.

   For example, complete the following fields on the form that appears:

   1. Enter a name for the new messaging plan in the Name field.
   2. Select a product in the Products field.

      The product that you select must be associated with the user, otherwise the messaging plan will not be visible to the user.

   3. Complete the remaining fields on the form as required:
      • Disable Menu Bar. Select this check box to disable the header navigation bar in the PCD Viewer. For more information about navigating the PCD Viewer, see Showing Presentations Using the PCD Viewer.
      • Disable Navigation Bar. Select this check box to disable the Next and Previous arrows and the footer navigation bar in the PCD Viewer. For more information about navigating the PCD Viewer, see Showing Presentations Using the PCD Viewer.
      • Enable Direct Launch. Select this check box to enable presentations to be started from any presentation item. In this case, the presentation will start showing in the PCD Viewer with the selected item and you must navigate back to see any preceding items in the presentation. For more information about navigating the PCD Viewer, see Showing Presentations Using the PCD Viewer.
      • Disable Response. Select this check box to make the logging of customer feedback to presentations optional. To enforce the mandatory logging of customer feedback, then do not select this check box. For more information about capturing customer feedback, see Recording Responses to Presentations.
      • Allow Personalization. Select this check box if you want the messaging plan to appear in the Personalized Plan list, from where you will be able to personalize the messaging plan. For more information about personalizing messaging plans, see Personalizing Messaging Plans.
3. Save the new messaging plan record.