Using the PCD Viewer in Siebel Mobile

The Personalized Content Delivery Viewer is available in Siebel Pharma and by default for Calls, Accounts, Contacts, and Messaging Plans in the Siebel Mobile application for Siebel Pharma. In the Siebel Mobile application for Siebel Pharma, you must start the viewer by selecting the Detail button. However, you can use the PCD Viewer on any other applet in the mobile application provided that you configure the Detail button for the applet. For more information about configuring the Detail button for applets in general in Siebel Mobile, see the topic about configuring interactive detailing in Configuring Siebel Open UI.

You use the PCD Viewer in Siebel Mobile and Siebel CRM to deliver personalized content to customers, to present information about products to customers, and to obtain feedback from customers about product presentations and personalized content delivered.

Note: For Siebel Mobile, the PCD Viewer is supported only if using the Siebel Mobile Archive file to create and deploy a customized Siebel app for iOS or Android devices. The Detail button will be enabled and available in the Siebel Mobile Application Container (Siebel app) only. The Detail button will be unavailable and disabled in the browser. For more information about the Siebel Mobile Application Container, see Downloading and Installing the Siebel App.

Before using the PCD Viewer in Siebel Mobile, do the following:

Plan for presentation delivery by reviewing the available messaging plans and any existing call presentation information. For more information, see Managing Messaging Plans and Viewing Presentation Detail Information for a Call.
Create appropriate literature records in Siebel CRM.
Associate literature with messaging plans in Siebel CRM.
Define access to, release, and revise messaging plans in Siebel CRM.
Configure the server location where you want to store messaging plan contents (presentation items, related messages, and HTML ZIP files). For more information, see Setting the Server Uncompression Location.

Note: This task applies only if using Siebel Mobile in online mode.

To deliver a presentation in Siebel Mobile using the PCD Viewer, see the following topics:

For more information about using personalized content delivery in Siebel CRM, see Siebel Life Sciences Guide.