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Personalizing Messaging Plans

You can create a personalized messaging plan that is assigned to you and modify or personalize it as required. The new personalized messaging plan is accessible only to the user who personalized it. The following procedure shows you how to create a personalized messaging plan.

To personalize a messaging plan

1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
2. In the Messaging Plan list, select a record and verify that the Allow Personalization check box is selected for the messaging plan.
   • If the Allow Personalization check box is selected, then this messaging plan will appear in the Personalized Plan list, from where you will be able to use the Personalize button to personalize the messaging plan.

     The Personalize button in the Personalized Plan list is available only for messaging plans where the Allow Personalization check box is selected.

     If the Allow Personalization check box is not selected for a messaging plan, then the Personalize button will not be available for that messaging plan and you will not be able to personalize the messaging plan.

   • If the Allow Personalization check box is not selected for a messaging plan (which has not been released yet), then you must select the record and then change the Allow Personalization check box setting.

     NOTE:  For released messaging plans, the user who created the messaging plan must first revise the released messaging plan to make it personalizable. For more information, see Revising Messaging Plans.

   • If creating a new messaging plan, select the Allow Personalization check box, then define access to the messaging plan and release the messaging plan. For more information, see Creating Messaging Plans and Defining Access to, Releasing, and Revising Messaging Plans.
3. Navigate to the Messaging Plans screen, then the Personalized Plans view.
4. In the Personalized Plans list, select the plan that you want to personalize, and then click the Personalize button.

   A new Personalize messaging plan record appears.

   All presentation items, related messages, and products detailed are automatically copied over to the new personalized messaging plan.

5. Enter the name of the new personalized messaging plan in the Name field.

   Other fields in the Personalize messaging plan record include the following:

   • The Owner field is automatically populated with the Login User ID value.
   • The Status field is automatically populated with the In Progress value.
   • The Start Date and Expiration Date field values are inherited from the original messaging plan and cannot be changed.
6. Add new or modify the existing information in the new Personalize messaging plan record as required.
   1. Modify the Presentation Items information as required.

      You can choose to hide presentation items that have a Status value of Show. You do this by changing the Status value on the presentation item to Hide. Presentation items that have a status of Hide are not copied over to the new personalized messaging plan.

      You cannot hide presentation items that have a Status value of Show and a Required value of true (that is, the Required check box is selected).

   2. You cannot change or personalize the Related Messages information.

      If the parent Presentation Items of a Related Messages item are hidden, then the respective Related Messages items are also hidden in the PCD Viewer when delivering the presentation.

   3. The Products Detailed information is inherited from the parent messaging plan and cannot be changed.

      For more information about modifying messaging plan information, see Creating Messaging Plans and Updating Messaging Plans.

7. The next time that you access the PCD Viewer in Siebel CRM, note that you will be able to:
   • See the new personalized messaging plan in the list of available messaging plans.
   • Start the new personalized messaging plan from the viewer. Only presentation items that have a Status of Show will be available in the player.

     For more information about accessing and using the PCD Viewer, see Accessing and Delivering Messaging Plans Using the PCD Viewer.