Managing Messaging Plans

A messaging plan is a presentation that consists of a specific sequence of content. A messaging plan can be made up of a number of presentation or messaging plan items (slides), which in turn can have a number of related messages (also slides).

The following procedures are related to messaging plans and presentation management:

• "Displaying Messaging Plan Details"

• "Using the PCD Viewer in Siebel Mobile"

Displaying Messaging Plan Details

You can display messaging plan (presentation) details by using the Messaging Plans list.

To display messaging details 

1. Tap the Side Menu icon on the application banner, and then tap Messaging Plans.

   The Messaging Plan list appears in the right pane.

2. Tap a messaging plan in the Messaging Plan list.

   All details for the selected messaging plan appear below the list in the right pane.

3. Tap the Detail button in the right pane.

   The messaging plan preview page that opens contains the following information:

   • A list of all accessible messaging plans (presentations), which are released and unexpired, appears at the top of the page.

   • The messaging plan items (presentation items or slides) in thumbnail format associated with the selected messaging plan appear next.

   • Tap the green Related label below a messaging plan item to show the related messages for that item (if there are any).

   • For more information about the Launch, Generate, and Related buttons on the messaging plan preview page, see "Showing Presentations in Siebel Mobile".

   • Tap Exit to return to the Messaging Plan list page.

4. Drill down on the messaging plan link name in the Name field.

   All the presentation items followed by the related messages associated with the selected messaging plan appear in the right pane below the messaging plan details.