Associating a Messaging Plan With an Objective

The following procedure shows you how to associate a messaging plan with an objective.

To associate a messaging plan with an objective

1. Navigate to the Objectives screen, then the My Objectives view.

2. In the Objectives list, select a record and drill down on the Objective field.

3. Click the My Messaging Plans List tab.

4. In the My Messaging Plan List, create a new messaging plan record to associate with the objective and complete the necessary fields.

   • Select a messaging plan in the Name field.

     This messaging plan will be associated with the objective.

   • For each associated messaging plan, specify a Segment field value equal to the value that you specified for the target (for example, High, Medium, Low).

     This action indicates which messaging plan to use with which segment of the target contacts.

When you create a new call on target contact, you can select the Objective for the call. When you click Detail in Call Detail View, PCD compares the segment code on the target to find the recommended messaging plans that are accessible to you. These messaging plans are displayed on in PCD Viewer. For more information about recommended messaging plans, see About Recommended Messaging Plans.