Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Activities/TargetingKeyMessages.htm

## Targeting Key Messages to Account Segments

Key Messages can be targeted to specific segments of accounts, providing a flexible toolset to dynamically tailor the messages users deliver to HCPs. When Key Messages are targeted to account, only Key Messages that are targeted to the account segment display as options in the Key Message picklist on the call report. For example, only Key Messages targeted to high prescribers display as Key Message options on call reports for accounts classified as high prescribers.

**Who can use this feature?**

* End Users — Browser, iPad
* [Using Targeted Key Messages](#Using)
* Users do not require an additional license

### Configuring Targeted Key Messages for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete.
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_\_v | CRE | n/a | segmentations\_\_v | Read |
   | call2\_key\_message\_\_v | CRED | n/a | segment\_\_v | Edit |
   | key\_message\_\_v | R | n/a | segment\_\_v | Read |
3. Add the **segment\_\_v** field to the appropriate key\_message\_\_v layouts.
4. Add the **segmentations\_\_v** field to the appropriate layouts on the account\_\_v object.
5. Populate the **segment\_\_v** field on key\_message\_\_v records with the appropriate segment classification for each Key Message—for example, High Prescribers. Only one segment may be added per Key Message record.

   If the segment\_\_v field is not populated on a key\_message\_\_v record, the Key Message is considered a General Key Message and is available for selection against all accounts.
6. Populate the **segmentations\_\_v** field on the appropriate account\_\_v records with a matching segment. Multiple segments may be entered per account, using a comma-delimited list. For example, High Prescribers, Efficacy, Tolerability.

### Using Targeted Key Messages as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

Only Key Messages that are targeted to the account segment display as options in the Key Message picklist on the call report. If the segment\_\_v field is not populated for a Key Message, the Key Message is considered a General Key Message and is available for selection against all accounts. If the segment\_\_v field is not populated for an account, but the segment\_\_v field is populated on the Key Message record, the Key Message does not display for selection against the account. CLM presentations are available if the account segment matches the CLM Key Message segment for the presentation.

![](../../../../Resources/Images/Activities/CallReporting/Default/KeyMessage.jpg)

### Related Topics

[Using Key Messages on the Call Report](KeyMessages.htm)

[Customizing Key Messages on the Call Report](CustomizeKeyMessages.htm)

[Tracking CLM Key Messages](../../../Multichannel/CLM/TrackingCLM/TrackKeyMsg.htm)