To configure this feature:

1. Ensure the following features are configured:

   • Configuring Align
   • Modeling in Align
   • Configuring Multichannel Cycle Plans
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   aln_channel_template__v	CRED	n/a	All Fields	Edit
   mc_cycle__v	CRE	All	All Fields	Edit
   mc_cycle_channel__v	CRED	All	All Fields	Edit
   mc_cycle_plan__v	CRED	All	All Fields	Edit
   mc_cycle_plan_channel__v	CRED	All	All Fields	Edit
   mc_cycle_plan_product__v	CRED	All	All Fields	Edit
   mc_cycle_plan_summary__v	CRED	All	All Fields	Edit
   mc_cycle_plan_target__v	CRED	All	All Fields	Edit
   mc_cycle_product__v	CRED	n/a	All Fields	Edit

6. Select the Tabs tab in the permission set.

7. Grant access to the following tabs:

   • aln_targeting__v
   • aln_cycles__v
   • aln_channel_templates__v

Align operational users can navigate to Targeting > Cycles to view a list of all cycles sourced from Align.

The grid is sortable by all columns except object reference fields, and is sorted by Name in ascending order by default.

To create a Multichannel Cycle:

1. Navigate to Targeting > Cycles.
2. Select the All Actions menu.
3. Select Create a new MC Cycle.

4. Populate the following fields:

   • Name - The name of the cycle
   • Field Force - Select the appropriate field force
   • Start and End Date - Select the appropriate start and end dates
5. Select Save.
6. Create all appropriate MCCP and MCCP related records, just as you would when Creating Multichannel Cycle Plans in Vault CRM.

Align operational users can create reusable Channel Templates, allowing users to quickly apply the same weight and channel criteria to new channels. Templates give an organization the ability to standardize channel criteria across markets and ensure each market measures activities in a uniform manner, as well as making it easier for operational users to create Targeting cycles for their markets. Align operational users can create Channel Templates through the Channel Templates option under the Targeting tab.

To create a Channel Template:

1. Select the Channel Templates option on the Targeting tab.
2. Select Create to display the Template Creation page.

3. Populate the following required fields:

   • Channel Label
   • Vault CRM Instance
   • Channel Object
   • Channel Weight
4. Select Add Criteria once Align has retrieved the channel object details for the instance.
5. Build the criteria specifying which activities should be counted against a channel’s goals for the purpose of a targeting cycle.

Align operational users can manually add targets from within the cycle plan to ensure the correct targets are included.

To add targets:

1. Navigate to the appropriate mc_cycle_plan__v record.
2. Navigate to the Targets section.
3. Select Create.
4. Use the Account lookup field to select the appropriate account in the corresponding territory.
5. Populate all appropriate goals for mc_cycle_plan_channels__v and mc_cycle_plan_products__v.
6. Select Add Row to repeat this process as many times as necessary.
7. Select Save.