Approved Email Overview
Approved Email is functionality that exists between both Veeva CRM and Veeva Vault that uses reusable HTML content to compose emails that end users can send to accounts or other recipients.
Approved Email content is highly customizable, enabling customers to be in full control of the branding and presentation of emails. Since the content is hosted in Vault, it can be tested and approved as part of Vault's approval process, ensuring that content is correct and compliant before being made available to end users. These two core values result in compelling and compliant content that facilitates ongoing, personal conversations tailored to each recipient and situation.
Approved Emails can include hyperlinks and other actionable items. Each email interaction and its associated metrics, for example, opens, click-throughs, and content views, are captured in an account's history, dashboards, and exportable reports. Analyzing these activities enable content admins to monitor and adjust interactions to optimize each relationship.
The following additional functionality is available in Approved Emails:
- Send Approved Emails from a variety of entry points
- Utilize BCC in Approved Emails
- Include Key Messages in documents referenced by Approved Emails
With Approved Email, the following users are able to do the following tasks:
Content Creators
- Creating Approved Email Content – Using HTML, CSS, and a set of Veeva-provided tokens, content creators can create reusable, compelling, and compliant content for end users to send to recipients
Integration Users
- Integrating Vault with CRM – The integration user can customize the connection between CRM and Veeva Vault, including mapping fields between the two systems
Content Admins
- Managing Approved Email Content – Using Vault's approval process with CRM functionality, content admins can manage the readiness of Approved Email content and control which end users have access to the content. They can also test staged content in CRM using the same flow as an end user to ensure content functions correctly.
- Tracking Approved Email Activity – Content admins can track activity tied to an Approved Email, for example, opens, click-throughs, and content views, and use that information to optimize content
End Users
- Sending Approved Emails – End users can compose Approved Emails using pre-approved and compliant content. Depending on the content and organization, end users may also have the ability to customize content to best suit each relationship.
