Creating the Company Configuration File

The Company Configuration file is an .xlsx spreadsheet that is the only method of configuring and updating information in the Engage app. The file must be uploaded by admins into the appropriate CRM org both during initial configuration, as well as anytime the admin wishes to update information within the app.

This file contains tabs for each of the following configuration areas:

  • Company – Defines company information
  • Rep – Lists all CRM users configured to use Engage Connect
  • Brands – Defines each brand associated with the company
  • Resources – Defines all resources associated with each brand
  • Content – Approved content that users can send to HCPs via chat
  • Footer – Defines the contents of the footer that displays below approved content
  • Sample – Information regarding samples that HCPs can request from users
  • Attributes – This tab is for internal purposes only and should not be edited
  • Align – Enables admins in certain countries to align CRM users to a physical location
  • Test HCPs – Enables admins to create test HCP users for testing HCP functionality
  • Contact – This tab is for internal purposes only and should not be edited

Renaming these tabs causes the import to fail.

To create both a backup of the existing configuration, as well as create a template for correct data formatting, admins should first export their existing company configuration settings:

  1. Navigate to the Engage Connect Group Administration tab.
  2. Navigate to the Company Data Import/Export section.

  3. Select Export Data.

Once the spreadsheet downloads, admins can populate the following tabs on the spreadsheet to configure the following settings and content availability.

The Company Tab

The Company Tab defines the company name and environment the data is imported into. Every import of Company Configuration files must include this tab, even if the information within the tab is not updated.

All columns are required unless otherwise specified.

Column

Description

Example

Company

The Company name is automatically derived from the name of the CRM org.

Verteo Biopharma

Environment

Target environment to import the data into. Available values are:

  • Prod – Enter this value when the CRM org is a production org
  • Sandbox – Enter this value when the CRM org is a sandbox org. See Testing Veeva Engage in Sandboxes for more information.

Sandbox

The Rep Tab

The Rep Tab lists all CRM users, for example, reps, MSLs, or nurse educators, currently configured to connect with HCPs via the Veeva Engage app. This tab is for visibility only.

The Brand Tab

The Brand Tab contains information for each brand associated with the company. Entered information displays in the app and is visible to HCPs when viewing User profiles and the Brand profile.

All columns are required unless otherwise specified.

Column

Description

Example

Brand Name

The name of the brand as it displays in the list of brands.

Cholecap

Country Code

The two-character ISO country code assigned to the brand.

US

Non-proprietary Name

The Non-proprietary name of the brand, limited to 250 characters.

If the brand name and non-proprietary name display in the application on the same line, the non-proprietary name displays enclosed in parentheses. To override this, add quotation marks around both the text and formatting, for example, “non-prop (name)”.

This column is optional.

Fibristatin Niasolutate

Website

URL of the brand’s commercial website for HCPs. URLs display as shortened in the app.

The URL must begin with https:// or http:// in order to avoid an import failure.

This column is optional.

https://www.cholecappro.com

Regulatory Title

Displays at the top of the regulatory hover, which displays as a persistent footer on the following Brand Profile pages:

  • HCP Resources
  • Patient Resources
  • Reimbursement Resources
  • Patient HubMedical Information

The title is limited to 150 characters.

This column is optional, but is required when also using Regulatory Text.

Important Safety Information

Regulatory Text

Regulatory information about the brand that displays inside the regulatory hover, below the defined Regulatory Title.

Admins can use HTML tags to include formatted text and links.

This column is optional, but is required when also using Regulatory Title.

<b>IMPORTANT SAFETY INFO FOR CHOLECAP (Fibristatin Niasolutate)</b> <p><i>SERIOUS INFECTIONS</i></p> <p>Patients treated with <i>CHOLECAP</i> are at increased risk of developing serious infections.</p> 

Regulatory Statement

A customizable message that can be used to highlight additional safety information about the medication.

If defined, this statement displays beneath the Brand Name in the app.

This column is optional.

Please see accompanying Full Prescribing Information, including BOXED WARNING, and Medication Guide.

Company Name

Name of the brand’s company.

Verteo Biopharma

Company Logo

A URL referencing an externally hosted company logo. This logo displayed on the corresponding Brand and Rep Profile pages.

Any image type other than .svg is supported, though .png is highly recommended. Logos display at 60x240px, should have transparent backgrounds, and should not exceed 100kb in size.

This column is optional.

https://www.veeva.com/wp-content/uploads/2021/01/verteo_logo.png

Primary Brand Color

A hex code defining the primary header color for a Brand Profile.

Text within the header is white, so it is recommended to use a darker color for the Primary Brand Color.

This field is optional. If left blank, the brand color defaults to 1B2F54.

6C9900

Secondary Brand Color

A hex code defining the secondary brand color. When defined, the Brand Profile header displays as a gradient, with the Secondary Brand Color as the left edge of the gradient.

Admins can disable the gradient by using the same hex code as the Primary Brand Color.

This field is optional. If left blank, the secondary brand color defaults to the Primary Brand Color lightened 10%.

90CC00

ID

The system generated ID unique to each brand. When importing new brands, leave this column blank. When editing existing brands, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Resource Tab

The Resource Tab enables admins to add resources to the Brand Profile page that can be viewed and shared with HCPs.

The following resource types are available:

  • Email
  • Phone Number
  • Website

See Resource Types and Examples for more information.

All columns are required unless otherwise specified.

Column

Description

Example

Brand Name

The brand profile that hosts and displays the resource.

This column is only optional if the Brand ID column is populated.

Cholecap

Country Code

Two-character ISO standard country code assigned to the brand. The corresponding resource only displays on the Brand Profile for HCPs in the defined country.

US

Category

The page or pages on the Brand Profile the resource displays on. Available options are:

  • HCP PATIENT
  • REIMBURSEMENT
  • PATIENT_HUB
  • MEDINFO
  • CONTACT_US

To display the resource on multiple pages, enter the page names in a comma-separated list.

HCP,PATIENT_HUB

Title

The title of the resource, limited to 100 characters.

HCP General Information

Subheader

The text that displays beneath the title of the resource.

This column is optional.

Not for reporting adverse events

Type

Determines the type and behavior of the resource. Available values are: 

  • PHONE
  • EMAIL
  • LINK

PHONE

Value

Defines a phone number, email address, or formatted URL, depending on the resource type:

  • PHONE – Enter a non-formatted phone number. The phone number is formatted within the UI. Selecting the phone number launches the device’s native phone application with the number prepopulated.
  • EMAIL – Selecting the email address within the app launches the devices' native email app with the email address prepopulated in the To: header.
  • LINK – Selecting the resource launches an external web browser to the defined link. Selecting Send in the external browser enables users to share the resource.

See Resource Types and Examples for more information on each type of resource.

8885554545

or

support.cholecap@verteo.com

or 

https://cholecappro.com

Thumbnail

Defines the thumbnail of the resource in the list.

See Thumbnails and Names for the list of valid thumbnail icons.

Phone

Active?

Indicates whether the resource is active and visible on the brand profile. Available values are:

  • TRUE
  • FALSE

TRUE

Rank

Determines the resources sort order ranking. Each resource type is ranked separately.

Resources of the same type with matching rankings are further sorted by title alphabetically.

This column is optional.

1

Brand ID

The system generated unique ID within the company and brand.

This column is only optional if the Brand Name column is populated.

Blank or Tz2wNBWy35XQSftGD9nPsg

ID

The system-generated ID unique to each resource. When importing new resources, leave this column blank. When editing existing resources, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

Resource Types and Examples

Type

Value

Object Interaction

PHONE

8885554545

Phone numbers are automatically formatted. Selecting the phone number in the app launches the device’s native phone call action.

EMAIL

support@cholecap.com

Selecting the email address in the app launches the device’s default email app with the To field automatically populated.

LINK

https://form.com

Displays as a card in the app. Selecting the card or card’s thumbnail opens the link in an external browser. Selecting  the Send button enables users to send the link to themselves or to a coworker via email.

Thumbnails and Names

Thumbnail Name

Thumbnail

Brochure

Document

Product_Information

Form

Email

Phone

Web

Adverse_Event

Information

Warning

The Content Tab

The Content Tab enables admins to define approved content and compliant messages for field users to send from the Approved Content menu in chat.

All columns are required unless otherwise specified.

Column

Description

Example

Brand Name

The name of the brand the content relates to.

This column is only required when importing new brands.

Cholecap

Catalog Name

The title of the content, limited to 100 characters.

Cholecap MOA

Description

The description of the catalog.

This column is optional.

Video runtime 3:20

Header

The header text that displays to HCPs when the catalog is sent to them by users.

This column is only optional if the Link Name and Link URL columns are populated.

Here is a video of the Mechanism of Action for Cholecap

Link Name

The text for the corresponding Link URL.

This column is only optional if the Header and Link URL columns are populated.

Cholecap Mechanism of Action

Link URL

A URL link to the content being shared. When selected, the link opens externally.

The URL must begin with https:// or http:// in order to avoid an import failure.

This column is only optional if the Header and Link Name columns are populated.

https://d2avdzuiapnq7i.cloudfront.net/4f53275c-26ec-4ec4-9b65-0d0a0c81d79d/ec27028e-2878-4974-85a3-de61c7aafde7/ec27028e-2878-4974-85a3-de61c7aafde7_source__v.pdf

Thumbnail URL

Link to an externally hosted image that serves as a preview of the content being shared.

Any image type other than .svg is supported. Thumbnails display in 4:3 aspect ratio and should not exceed 100kb in size.

This column is only required if the Link Name and Link URL columns are populated.

https://www.cholecap.com/images/patient/moa.png

Footers

A comma-separated list of footer names to include.

See the Footer Tab for more information about footers.

This column is optional.

Important Safety Information,Prescribing Information

Push Notification Message

Text that displays to the recipient of the push notification for receiving the associated catalog. 

If this column is left blank, the notification message defaults to the Header column. If the header column is also blank, the Link Name displays instead.

Here is a video of the Mechanism of Action for Cholecap

Active?

Indicates whether the content is visible and available for users to share via chat. Available values are:

  • TRUE
  • FALSE

This column is optional. If left blank, the column defaults to TRUE.

TRUE

Rank

The order within a brand grouping in which the content displays to the field user.

This column is optional. If this column is left blank, alphabetical sorting is used.

1

Country

The two-character standard country code of the brand.

This column is only required when importing new brands.

US

Brand ID

System generated ID assigned to the brand. Leave this column empty when importing new brands

Blank or Tz2wNBWy35XQSftGD9nPsg

Role Categories

Comma separated list of roles that the catalog is available to. Available values are: 

  • Sales
  • Medical
  • Key_Account_Manager
  • Ops_Admin

This column is optional. If left blank, the catalog is available to all roles.

Sales,Medical,Key_Account_Manager

Content ID

The system-generated ID unique for each piece of content. When importing new content, leave this column blank. When editing existing content, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Footer Tab

The Footer Tab enables admins to create footers that display any additional required regulatory or compliance links. Footers display at the bottom of approved content, or beneath the Regulatory Statement on Brand and Rep Profiles.

All columns are required unless otherwise specified.

Column

Description

Example

Footer Name

The name of the footer.

Prescribing Information

Link Label

The text for the corresponding Link URL.

Prescribing Information

Link URL

A URL link to the content being shared. When selected, the link opens externally.

https://www.cholecap.com/prescribinginformation

Regulatory Rank

Causes the footer to display as a selectable link on Brand or Rep Profiles beneath the brand’s name and Regulatory Statement, if configured.

This column is optional.

2

Brand Name

Name of the brand associated with the footer.

Cholecap

Country

The two-character standard country code of the brand.

US

Brand ID

System generated ID assigned to the brand.

This column is optional.

Blank or Tz2wNBWy35XQSftGD9nPsg

Footer ID

The system generated ID of the footer. When importing new footers, leave this column blank. When editing existing footers, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Sample Tab

The Sample Tab enables admins to define samples and materials that HCPs can request via chat in Engage.

All columns are required unless otherwise specified.

Column

Description

Example

Brand Name

Name of the brand from the Brand tab associated to the sample.

This column is only required when importing new samples.

Cholecap

Catalog Name

The name that displays to HCPs during sample selection, limited to 100 characters.

Cholecap Samples

Description

The description of the sample. The sample’s description only displays to HCPs during sample selection.

This column is optional.

Cholecap 40mg, 1 pack

Message

The message that displays in the chat message between the requesting HCP and the end user.

Text, URL, and line breaks are supported.

Cholecap Samples - 40mg

Active?

Indicates whether the content is visible and available for users to share via chat. Available values are:

  • TRUE
  • FALSE

This column is optional. If left blank, the column defaults to TRUE.

TRUE

Rank

The order within a brand grouping in which the sample displays to HCPs.

This column is optional.

1

Country

The two-character standard country code of the brand.

This column is only required when importing new samples.

US

Role Categories

A comma separated list of roles that the sample can be requested from. Available values are: 

  • Sales
  • Medical
  • Key_Account_Manager
  • Ops_Admin

This column is optional. If left blank, the sample can be requested from all roles.

Sales,Ops_Admin

Brand ID

The system generated ID assigned to the brand.

This column is optional.

Blank or Tz2wNBWy35XQSftGD9nPsg

Content ID

The system generated ID. When importing new samples, leave this column blank. When editing existing samples, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Attributes Tab

is for internal purposes only and should not be edited.

The Align Tab

Admins can align CRM users to a physical location, which impacts how search results display when HCPs search.

This functionality is currently only available in Brazil, Colombia, and Mexico.

All columns are required unless otherwise specified.

Column

Description

Example

Postal Code

Postal Code is the most granular level of alignment. To avoid duplicate records, it is highly recommended to only assign one postal code per CRM user.

This column is optional.

46250

Division Code

The division abbreviation for the area the rep covers. This is most commonly used when users are responsible for large territories, for example, the state of Wyoming.

This column is optional.

WY

Country Code

The two-character standard country code for the country. This country should match the country associated with the brands the user is assigned to.

US

Email

Used to identify the CRM user. This must match the email address of the corresponding user in the Rep tab.

john.doe@verteo.com

CRM Org ID

Used to identify the CRM user. This must match the CRM Org ID of the corresponding user in the Rep tab.

This column is only required if the Email or Rep ID columns are blank.

Blank or 00D550000007MxUEAU

CRM Rep ID

Used to identify the CRM user. This must match the CRM Rep ID of the corresponding user in the Rep tab.

This column is only required if the Email or Rep ID columns are blank.

Blank or 0054P000009yn72QAA

Rep ID

Used to identify the CRM user. This must match the Rep ID of the corresponding user in the Rep tab.

This column is only required if the Email, CRM Org ID, and CRM Rep ID columns are blank.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Test HCPs Tab

The Test HCPs tab enables admins to create test HCP users, enabling admins and CRM users to test content and functionality from the HCP’s perspective while maintaining good data quality, for example, when testing Engage in sandboxes.

All columns are required unless otherwise specified.

Column

Description

Example

Email

Email address of the test HCP.

joe.smith@verteo.com

First Name

HCP’s first name.

Joe

Last name

HCP’s last name.

Smith

Country Code

Two-character standard country code of the HCP’s office location.

This column is optional.

US

Degrees

The degrees held by the test HCP.

This column is optional.

MD

Title

The job title of the test HCP, for example, nurse, office manager, or medical assistant.

This column is optional.

Office Coordinator

ID

System generated ID for the test HCP. When importing new test HCPs, leave this column blank. When editing existing test HCPs, do not edit the value in this column.

Blank or Tz2wNBWy35XQSftGD9nPsg

The Contact Tab

The Contact Tab is for internal purposes only and should not be edited.

Importing the Company Configuration File

Once the appropriate information is added or edited for all tabs, admins can implement the configuration by uploading the Company Configuration file:

  1. Navigate to the Engage Connect Group Administration tab.
  2. Navigate to the Company Data Import/Export section.
  3. Select Choose File in the Start Import section.

  4. Select the appropriate .xlsx file.
  5. Select Start Import.
  6. Select Refresh Status until Import Complete displays.

Once the import is complete, admins can select Download Results to view the status of the import for each tab.

Best Practices for Importing Company Configuration Files

  • Do not rename any column in any tab. This causes the import to fail.
  • Save an export of the existing Company Configuration file before importing the edited Company Configuration file
  • Do not use old downloaded Company Configuration files when updating information. Always export the most recent configuration file first.
  • To reduce the risk of unintentional edits, delete any tabs or rows that are not being edited by the Company Configuration file. The Company tab must always be included.
  • Data cannot be deleted from the system via the Company Configuration file. To remove a row’s visibility, for example, on the Resource, Content, or Sample tabs, set the Status column to False.