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Siebel CRM Siebel Mobile Guide: Connected
Siebel 2018
E52426-01
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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

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

To display messaging details 

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

    The Messaging Plan list appears in the main pane.

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

    All details for the selected messaging plan appear after the list in the main pane.

  3. Tap the Detail button in the main 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 start of the page.

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

      Tap the Related label for 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 the Siebel Mobile Application for Siebel Pharma".

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

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

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