Showing Presentations in Siebel Mobile

You use the Detail button in the Siebel Mobile application for Siebel Pharma to present interactive, promotional content to customers. The Detail button is available for Calls, Accounts, Contacts, and Messaging Plans. The following procedure shows you how to deliver personalized content and presentations to customers.

To show presentations in Siebel Mobile

1. Navigate to one of the following views:

   • Call Details view. Tap Side Menu, tap Calls, and then drill down on a call in the calendar in the main pane. For more information, see Displaying Call Details (Siebel Pharma).

   • Account Details view. Tap Side Menu, tap Accounts, and then select an account in the Accounts list in the main pane. For more information, see Displaying Account Details (Siebel Pharma).

   • Contact Details view. Tap Side Menu, tap Contacts, and then select a contact in the Contacts list in the main pane. For more information, see Displaying Contact Details (Siebel Pharma).

   • Messaging Plans view. Tap Side Menu, tap Messaging Plans, and then select a messaging plan in the Messaging Plans list in the main pane. For more information, see Displaying Messaging Plan Details.

2. Tap the Detail button in the main pane.

   The messaging plan preview page that opens contains the following information:

   1. A list of all accessible messaging plans (presentations), which are released and unexpired, appears at the start of the page.

   2. 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).

   3. If you can see the list of accessible messaging plans but only blank thumbnails, then tap Generate to uncompress the messaging plan. After the messaging plan has been successfully uncompressed, you can view and access all messaging plan items (in thumbnail format) and related messages.

   4. For the Generate link to work properly and uncompress the messaging plan to a suitable server location, the Server Uncompression Location system preference must be set first. For more information, see Setting the Server Uncompression Location.

   Note: Step 2c and 2d apply only to Siebel Mobile connected (online) applications.

3. Tap the messaging plan that you want to show, and then tap Launch to start the presentation.

   The messaging plan opens in the PCD Viewer.

   If Enable Direct Launch is set for messaging plans in Siebel CRM, then you can also tap any messaging plan item followed by Launch to start the presentation. In this case, the messaging plan item opens in full-screen mode in the PCD Viewer. To see any preceding items in the presentation, navigate back to them as needed.

4. Navigate the presentation as follows:

   1. Use the Next and Previous arrows to scroll through the presentation.

   2. Tap anywhere at the end of the screen to activate a footer navigation bar showing the messaging plan items in thumbnail image format. Then do the following as required:

      • Tap any thumbnail image to open and show the selected messaging plan item in full-screen mode.

      • Use the Next and Previous arrows to scroll through the thumbnail images.

   3. Tap anywhere at the start of the screen to activate the header navigation bar. The following options are available on the header navigation bar:

      • Done. Tap when finished showing the presentation to go to the Feedback page. For more information, see Recording Responses to Presentations in Siebel Mobile.

      • Exit. Tap to cancel the presentation session and exit the PCD Viewer.

      • Full. Tap to show the presentation in full screen mode.

      • Contacts. Tap to show the contacts that are attending the presentation, tap Add to add more contacts if additional contacts join the presentation, and then tap Player to return to and continue with the presentation session in the PCD Viewer.

        A contact call is created after you suspend response logging or submit the responses logged for any contact that joins the presentation during the presentation session. At least one contact is necessary to submit the pre­sentation feedback. For more information, see Recording Responses to Presentations in Siebel Mobile.

      • Related. Tap to go to and preview a slide’s related messaging plan items. Tap Player in the header navigation bar to return to the main slide.