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Recording Responses to Presentations

You use the PCD Viewer in Siebel Life Sciences applications to present interactive, promotional content to customers and then to capture the customer responses to that presentation content. When you have finished showing a presentation by clicking Done in the header navigation bar, the Feedback page opens showing a summary of the presented material in thumbnail format and the time (in seconds) spent on each slide. On the Feedback page, you can capture the customer responses to the presentation content using the star rating control.

To record responses to presentations

1. Tap Done when you have finished showing the presentation.

   The Feedback page opens showing the list of contacts who attended the presentation session. For each selected contact, a summary of the content that was presented including the time spent (in seconds) on each presentation item appears below the Contact list in thumbnail format. For more information about showing presentations, see Showing Presentations Using the PCD Viewer.

2. Capture the customer rating for each presentation item as follows:
   1. Select the appropriate number of stars below each presentation item as required.

      The significance of each star rating is as follows:

      • One star indicates Rejected.
      • Two stars indicates Not Interested.
      • Three stars indicates Need Data.
      • Four stars indicates Continue Discussion.
      • Five stars indicates Accepted.
      • No stars indicates No Feedback.

        The last option (no stars, indicating no feedback) is allowed only if the Disable Response check box is selected for the messaging plan in Siebel CRM, making the logging of customer feedback to presentations optional.

        If the Disable Response check box is not selected for the messaging plan in Siebel CRM, then response ratings must be logged for all presentation items before you will be allowed to submit the presentation feedback. For more information about creating messaging plans in Siebel CRM, see Creating Messaging Plans.

        If the following message appears, then you cannot proceed until you provide a rating for each presentation item: Rating is a must.

        The feedback rating that is captured for each presentation item applies for all account and contact call attendees. If required, capture the individual ratings for each attendee on a contact call as shown in the following step.

   2. For contact calls, capture the individual ratings for each attendee on the call as follows:
      • Tap a contact in the Contact list.
      • For each presentation item, select or deselect the check box above the item as required.
        
        Selecting the check box indicates that you want to record an individual rating for the contact on the presentation item.
        
        Deselecting the check box indicates that you do not want to record an individual rating for the contact on the presentation item because the contact joined the presentation session after the presentation started and was not present when the presentation item was shown.
      • Select the appropriate number of stars below each presentation item where the check box is selected. The significance of each star is shown in the previous step.
        
        For account calls, you cannot capture the individual ratings for attendees.
   3. If required click Suspend to save all response ratings logged so far and exit the PCD Viewer.

      A contact call is created after you suspend the response logging for any contact that joined the presentation during the presentation session. At a later time, you can return to the respective contact call that was created when you selected Suspend to finish providing feedback or modify the existing feedback as required.

   4. Tap Submit when you have recorded all feedback.
      • The response ratings are logged under the Presentation Details applet for the contact call or account call. The following table describes the fields in the Presentation Details applet.

        Field	Description
        Message	The name of the presentation item (messaging plan, messaging plan item, or related messaging plan item) that was shown during the call.
        Response	The response rating recorded for the presentation item.
        Duration	The duration in seconds that the presentation item was shown during the call.
        Sequence	Tracks the sequence for the items that were detailed during the call.

      • A record for the product associated with the messaging plan is created under Products Detailed for the call.
      • After you submit the presentation feedback, all feedback-related account and contact call records are editable until the respective call is submitted. For attendee calls, however, all feedback-related records are locked after you submit the presentation feedback. At least one contact is necessary to submit the presentation feedback.