About Recommended Messaging Plans

When a sales representative launches the PCD Viewer from the Contact Call Detail View, Account Contact Call View, or Account Call Detail View, all messaging plans available to the sales representative are loaded into the PCD Viewer by Life Sciences (LS) PCD Services. For more information about the user properties for the LS PCS Services, see User Properties of LS PCD Business Service.

In LS PCD Service, the OptimizeDetailingPlan method identifies messaging plans that are recommended for the call. These messaging plans are called Recommended Messaging Plans and have an asterisk (a star icon) suffixed to its name in the list of available messaging plans when displayed in the PCD Viewer.

By default, the OptimizedDetailingPlan functionality is configured to identify recommended messaging plans for Contact Call and Account Contact Call detailing only. If Objectives or Offers are associated to a Contact Call or Account Contact Call, recommended messaging plans are identified as outlined in this section.

However, if no Offer or Objective is associated to a Contact Call or Account Contact Call, fields for entering target segments, in the Contact Call or Account Contact Call views are available, and recommended messaging plans can be selected based on these field values.

Similarly, if no Objectives are associated to an Account Call, fields for entering target segments in the Account Call view are available, and recommended messaging plans can be selected based on these field values.