Email Builder

• iPad

Email Builder is a new way to compose emails that provides end users a guided experience when creating Approved Emails. Email Builder grids are associated with templates allowing users to select from approved blocks of text for the subject, greetings, paragraphs, and documents sections of the email.

Email Builder content is managed in Promomats or Medcomms, similar to other Approved Email content. For more information, see Creating Content for Email Builder.

Configuring Email Builder

Email Builder requires configuration in both Vault and Veeva CRM.

Configuring Email Builder in Vault

View the PromoMats / MedComms documentation for instructions on configuring Email Builder in Vault.

Configuring Email Builder in Veeva CRM

To configure Email Builder:

1. Ensure Approved Email is configured.

2. Grant Integration users the following permissions:

   Object	OLS	Record Types	Fields	FLS
   Approved_Document_vod	CRU	n/a	Email_Builder_vod Is_Email_Builder_vod	Edit
   Email_Builder_vod	CRU	Email_Builder_vod	Vault_GUID_vod Vault_DNS_vod Vault_External_Id_vod Vault_Record_Id_vod Status_vod	Edit
   Email_Builder_Cell_vod	CRU	Email_Builder_Cell_vod	Display_Order_vod Email_Builder_vod Hash_vod Type_vod Text_vod Key_vod Approved_Document_vod Vault_GUID_vod Vault_External_Id_vod Vault_Record_Id_vod Status_vod	Edit
   Email_Builder_Rule_vod	CRU	Email_Builder_Rule_vod	Description_vod Email_Builder_vod Type_vod Vault_External_Id_vod Vault_GUID_vod Vault_Record_Id_vod Status_vod	Edit
   Email_Builder_Rule_Cell_vod	CRU	Email_Builder_Rule_Cell_vod	Email_Builder_vod Email_Builder_Rule_vod Email_Builder_Cell_vod Vault_External_Id_vod Vault_GUID_vod Vault_Record_Id_vod Status_vod	Edit
   Sent_Email_Builder_Cell_vod	CRU	Sent_Email_Builder_Cell_vod	Sent_Email_vod Email_Builder_Cell_vod Approved_Document_vod Inserted_Order_vod	Edit
   Sent_Email_vod	CRU	n/a	Email_Builder_vod Email_Builder_Rule_vod Email_Builder_Values_vod	Edit

3. Grant End users the following permissions:

   Object	OLS	Record Types	Fields	FLS
   Approved_Document_vod	R	n/a	Email_Builder_vod Is_Email_Builder_vod	Read
   Email_Builder_vod	R	Email_Builder_vod	Vault_GUID_vod Vault_DNS_vod Vault_External_Id_vod Vault_Record_Id_vod Status_vod	Read
   Email_Builder_Cell_vod	R	Email_Builder_Cell_vod	Display_Order_vod Email_Builder_vod Hash_vod Type_vod Text_vod Key_vod Approved_Document_vod Vault_GUID_vod Vault_External_Id_vod Vault_Record_Id_vod Status_vod	Read
   Email_Builder_Rule_vod	R	Email_Builder_Rule_vod	Description_vod Email_Builder_vod Type_vod Vault_External_Id_vod Vault_GUID_vod Vault_Record_Id_vod Status_vod	Read
   Email_Builder_Rule_Cell_vod	R	Email_Builder_Rule_Cell_vod	Email_Builder_vod Email_Builder_Rule_vod Email_Builder_Cell_vod Vault_External_Id_vod Vault_GUID_vod Vault_Record_Id_vod Status_vod	Read
   Sent_Email_Builder_Cell_vod	R	Sent_Email_Builder_Cell_vod	Sent_Email_vod Email_Builder_Cell_vod Approved_Document_vod Inserted_Order_vod	Read
   Sent_Email_vod	RU	n/a	Email_Builder_vod Email_Builder_Rule_vod Email_Builder_Values_vod	Edit

4. Update the mapping from the Approved Email Administration page. To do so:
   1. Select View Map for the appropriate Vault connection in the Vault Connection Management section.
   2. Select Compare CRM to Vault.
5. Enable the following VMOCs for the correct profiles:
   • Email_Builder_vod
     • WHERE Id in (SELECT Email_Builder_vod__c FROM Approved_Document_vod__c)
   • Email_Builder_Rule_vod
   • Email_Builder_Cell_vod
   • Email_Builder_Rule_Cell_vod
   • Sent_Email_Builder_Cell_vod

Building Emails

Email templates with Email Builder capability can be accessed from all entry points except Events Management, Recommended Emails, and Suggestions. A label displays to indicate email templates with Email Builder capability.

Email Builder does not support multiple products. Content creators cannot associate multiple products with Email Templates containing lookups to the Email Builder, or with Email Fragments that are looked up by the Email Builder Cells.

To create an email using a builder:

1. Select an email template that includes an email builder.

   

2. Select a single content cell from the first available column. This enables the cells in the next column.

   

3. Select one cell from each of the remaining columns. With each selection, the next column is enabled.

   The Documents column allows users to select one or more fragments to add to the Documents section of the message. Users can select more than one document cell from the available options.

   

4. Select Next to view the entire message in the editor. If changes are needed, users can select Back from the editor to return to the Email Builder grid and make changes to the content selections.

   

5. Send or schedule the email, or select Close to save a draft, if draft functionality is enabled.

   All content selections are saved in the draft. The email can be accessed via the Drafts folder on the Email Tab. Accessing the draft displays the Email Builder.

The Approved Email process verifies the Email Builder template, and the fragments associated with its document cells, have a status that allows them to be sent:

• If the sender is an Approved Email admin, the process verifies the Email Builder and associated records referenced in the Sent Email have Status_vod = Approved_vod or Staged_vod
• If the sender is an end user, the process verifies the Email Builder and associated records referenced in the Sent Email have Status_vod = Approved_vod

If any of the checks do not pass, the process does not send the email, the status is set to Failed, and one of the following messages displays to the user:

Cause	Message
The Email Builder is no longer valid	Email Builder is no longer valid, please sync your device and retry.
Email Builder Cells are no longer valid	Email Builder Cell {SalesforceId} is no longer valid, please sync your device and retry

Related Topics

• Creating Content for Email Builder
• Approved Email Overview
• Creating and Managing Approved Email Content