Creating Approved Email Content
Content creators have access to a wide variety of tools and functionality they can use to create and optimize Approved Email content:
General Content Creation
- Creating Approved Email Templates – Email templates are HTML files hosted in Vault that form the backbone of any Approved Email sent by end users
- Creating Approved Email Fragments – Email fragments are snippets of HTML files hosted in Vault that can be added to templates by end users to compose personalized content
- Email Builder – Email Builder is a new way to compose emails that provides end users a guided experience when creating Approved Emails
- Labeling Links in Approved Email – Content creators can add custom labels to links in Approved Email content to more easily track Approved Email activity on those links
- Using and Embedding the Vault Viewer in Approved Email Content – The viewer recipients use to view Vault documents linked in Approved Email content can be embedded in an externally hosted site, granting greater control over viewer experience
- Resources for Creating Approved Email Content – A variety of resources exist to help content creators create and test content
Using Tokens in Approved Email Content
- Approved Email Configuration Tokens – A variety of tokens exist that can be added to both templates and fragments to enhance content or functionality
- Adding Footnotes and Citations to Approved Email Content – Content creators can add footnotes and important citation information to fragments and have that information display in the appropriate place in the template
- Tracking Approved Email Activity Using Tokens – Content creators can insert tokens into URLs in Approved Email content to more easily track Approved Email activity
- Inserting Queried Data into an Approved Email – Content creators can use a token to query information from other areas of CRM and add that information to a fragment, greatly enhancing content flexibility
- Personalizing User Profiles – End users can personalize an Approved Email with information about themselves, including a photo
- Formatting Tokens to Display Date and Time – Content creators can edit Approved Email tokens that reference dates and times to specify their own datetime format. This expands flexibility when creating content that may reference dates and times in multiple ways.
Adding Unsubscribe Options to Approved Email Content
- Embedding the Unsubscribe Page – In conjunction with the above feature, content creators can embed the Veeva-provided unsubscribe pages in an externally hosted site, granting greater control over the viewer experience
- Adding and Customizing Unsubscribe Links – Certain markets may have anti-spam regulations necessitating the need for recipients to unsubscribe from future communications. This feature enables content creators to add these links to be compliant in these markets.
- Unsubscribe by Content Type – Content creators can alter the unsubscribe link to enable recipients to unsubscribe and edit their preferences for content types rather than product
- Displaying Products on the Unsubscribe Page – Content creators can customize the way, number, and manner that products display on the Unsubscribe page, helping recipients decide which products to unsubscribe from
- One-Click Unsubscribe – Email recipients can unsubscribe from future emails with the same content type or product with one click, without leaving their email application