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Updating Messaging Plans

When you have created your messaging plan, you can configure it to suit your specific requirements. In the Messaging Plans screen, Messaging Plan List view, you can drill down on a messaging plan to show the Messaging Plan Detail view from where you can do the following:

• Associate literature with messaging plans. This involves adding presentation items to messaging plans and then related messages to presentation items as required.
• Sequence the information in the messaging plan to suit a particular presentation.
• Associate any related messages and detailed messages with the messaging plan.
• Go to the Assess Group tab to control access of the messaging plans, the related data, and component files.
• Go to the Help File tab to add help text to your messaging plan to aid in the presentation of your message.

The following procedure shows you how to associate literature (presentation items and related messages) with messaging plans and update the presentation details for messaging plans.

To update messaging plans

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan List, select a record.

   If required, create a new messaging plan as shown in Creating Messaging Plans.

3. Add presentation items to the messaging plan as follows:
   1. Drill down on the messaging plan Name field and then click the Presentation Items tab.
   2. Create a new record for each presentation item that you want to add and complete the necessary fields.

      Some fields are described in the following table.

      Field	Description
      Sequence #	Shows the sequence number for this presentation item. Enter an integer value in to this field to indicate the order where you want the presentation item to appear in the presentation (1 indicates first, 2 indicates second, 3 indicates third position, and so on)
      Name	Shows the name for the literature record. Select a message in the Name field.
      Display Name	When a messaging plan is selected in the PCD Viewer, its presentation items are displayed as tabs. The name appearing on these tabs depends on the value in this Display Name field. You can enter a display name of your choice. The default value is equal to the Name field value.
      Status	Use the drop-down list to select a Show or Hide status for this presentation item. If Status is set to Show, then the presentation item is visible (or available) when delivering the presentation in the PCD Viewer. If Status is set to Hide, then the presentation item is hidden (or unavailable) when delivering the presentation in the PCD Viewer. If personalizing the messaging plan and Status is set to Hide and the Required check box is not selected, then this presentation item is not copied over to the new personalized messaging plan.
      Questionnaire	Select the Template Name that you want to add to this presentation item. Sales assessment templates for Messages are created in the Data Administration screen, then the Sales Assessment Templates view, where assessment template type must be set to Message.
      Synopsis	Enter a brief description for the presentation item.
      Speaker Notes	Add your notes for this presentation item.
      Description	Enter a brief description of the contents for this presentation item.
      Type	Display only. Shows the literature sub type field in Literature list applet in the Administration - Document screen, then the Literature view.
      Rating	Use the drop-down list to select a rating for this presentation item.
      Audience	Enter the type of user for which the content is targeted.
      Required	Select this check box if you want this presentation item to be visible in the PCD Viewer always (even if the Status field on this presentation item is set to Hide). Deselect this check box if you want to be able to show or hide as required this presentation item in the PCD Viewer using the Status field.
      Content	If the literature that you want to associate with the messaging plan is in ZIP file format, then you must complete this field as follows: Type in the name of the HTML file to show in the PCD Viewer. If you do not specify a file name, then the ZIP file's index.html file is shown by default.
      Thumbnail Image File	If the literature that you want to associate with the messaging plan is in ZIP file format, then you must complete this field as follows: Type in the name of the thumbnail image to show in the PCD Viewer. The image must be present in the HTML ZIP file.

4. Add related messages to presentation items as follows:
   1. Select a record in the Messaging Plan list and drill down on the Name field.
   2. Click the Presentation Items tab and then select the presentation item to which you want to add related messages.
   3. Create a new record for each related message you want to add and complete the necessary fields.
      • Select a message in the Name field.
        Note that in the case of a hot spot, type the name of the file from the ZIP file in to the Name field. For example: Page10.html in xyz.zip.
      • If the message is in a ZIP file, then complete the Thumbnail field. To complete the Thumbnail field, type in the name of the thumbnail image to show in the PCD Viewer. Note that the image must be present in the HTML ZIP file.
5. Update the presentation details for a messaging plan as follows:
   1. Select a record in the Messaging Plan list and drill down on the Name field.
   2. Click the Presentation Items tab and update the details for the presentation items as required.

      Some fields are described in the previous table.

   3. Save the record.