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Working with Messaging Plans


Messaging plans combine a number of messages in a specific sequence. For example, a presentation that comprises of a number of slides are displayed in a specific sequence. Messaging plans are created by brand managers, product managers, and sales operation managers. You can associate messaging plans with objectives for a sales representative. You can also associate messaging plans with marketing communications (Contact Call Offers) directed at a contact.

A high level process of messaging plans is as follows:

  • Create, update and revise messaging plans
  • Preview messaging plan
  • Release messaging plan
  • Provide sales representatives access to messaging plans
  • Associate messaging plans to Objectives and Marketing Communications Offers

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