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_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 CRU 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_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.
  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

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