Composing Approved Emails
- Browser (Classic)
- Windows Tablet
End users can compose Approved Emails from any enabled entry point. End users can select templates and fragments to compose personalized Approved Emails consisting of approved content that they can send to recipients.
For example, Sarah Jones decides to send an Approved Email to Dr. Ackerman about Cholecap's clinical indications ahead of her upcoming visit. She navigates to Dr. Ackerman's account and selects Send Email. Sarah selects a template for an Approved Email discussing Cholecap and then selects and arranges several fragments discussing Cholecap's various clinical indications. Sarah Jones then schedules the email to send two days before she is scheduled to visit Dr. Ackerman.
Selecting a Template
After opening Approved Email, end users must first select a template to begin composing an Approved Email. Since end users may have access to a large number of available templates, the following processes are available to assist in locating content:
- Preferred language filtering
- If the selected account has a preferred language, the list of available templates filters to only display templates of the same language
- If no template matches the preferred language of the recipient, no filter is applied
- The Sort By picklist – Sorts the list of Approved Documents based on the following options:
- Newest – Default selection
- Searching for Templates
End users can use the search bar to search for a template's name or description. Search phrases are considered an OR statement with all words in the phrase.
End users on the Online and iPad platform can additionally select the Must include all keywords toggle to force the search to return only results containing all of the keywords, creating an AND statement rather than an OR statement
End users can select multiple templates at once to compose multiple Approved Emails at once, with each selected template displaying in a new tab in the Send Email modal.
End users can add fragments to an Approved Email by selecting the icon.
After adding the fragments to the email, end users can freely rearrange the order in which the fragments display.
Sending Approved Emails
After selecting the template, adding all appropriate fragments, and populating all configuration tokens, if applicable, end users can send Approved Emails using the slide to send button. After using the button, the contents of the Approved Email are checked for any restricted words and consent validation occurs.
If the Approved Email passes both of these checks, the email is sent to the defined recipients.
Instead of sending the email immediately, end users can schedule a time and day to send a composed email by selecting the button.
Sending a scheduled Approved Email requires the Process Scheduler.
If end users want to cancel a scheduled email before it is sent, they must contact their administrator. The admin must then change the status of the corresponding Sent_Email_vod record from Scheduled to Failed.