Using the Commercial HCO Template in MyInsights Studio

The Commercial HCO template creates a page that helps users visualize HCO account-level data, including Calls, Key Messages, and Call Samples. Content creators can use the Commercial HCO template in Studio instead if they want to make customizations.

Enabling the Commercial HCO Template

To enable the Commercial HCO template for Content Creators:

  1. Ensure the appropriate user profiles have deployment permissions.

  2. Grant access to the Account_Reports_vod or Account_Profile_Override_vod record type on the HTML_Report_vod object, depending on the report you want to deploy.

To enable users to view the Commercial HCO page once deployed:

  1. Ensure MyInsights is configured for end users.

  2. Grant the following permissions:

Object

OLS

Record Types

Field

FLS

Call2_vod

Read

n/a

  • Account_vod
  • CLM_vod
  • Call_Channel_vod
  • Call_Date_vod
  • Call_Datetime_vod

Read

Sent_Email_vod

Read

n/a

  • Account_vod
  • Email_Sent_Date_vod
  • Product_vod
  • Approved_Email_Template_vod
  • Click_Count_vod
  • Open_Count_vod

Read

HTML_Report_vod

Read

  • Account_Reports_vod
  • Account_Profile_Override_vod

You only need to grant access to the record type for the report you want to deploy.

n/a

n/a

Account

Read

n/a

  • Phone
  • Group_Specialty_1_vod
  • Group_Specialty_2_vod
  • Website

Read

Address_vod

Read

n/a

  • Address_line_2_vod
  • City_vod
  • State_vod
  • Zip_vod

Read

TSF_vod

Read

n/a

  • Account_vod
  • My_Target_vod
  • Address_vod
  • Territory_vod

Read

Call2_Detail_vod

Read

n/a

  • Call2_vod
  • Product_vod

Read

Call2_Key_Mssage_vod

Read

n/a

  • Call2_vod
  • Clm_Presentation_vod

Read

My_Setup_Products_vod

Read

n/a

Product_vod

Read

Product_vod

Read

n/a

  • Company_Product_vod
  • Product_Type_vod

Read

Using the Commercial HCO Template

Content creators can use the template OOTB without customizations. The template is designed, however, for content creators to easily update it according to their business needs before deploying it for end users.

To use the template:

  1. Download the template zip file.

  2. Import the template in MyInsights Studio.

  3. Customize the template as needed. This step is optional.

  4. Deploy the visualization to users.

Before any customization, users can view information in the following sections:

  • Account Overview - Displays important fields for an HCO Account
  • Time Period - Indicates that the data displayed in the other sections is limited to the last 90 days.
  • Activity Overview - Displays the number of Calls and Calls with CLM recorded for the current HCO Account, number of Sent Emails, and count of opens and clicks
  • Channel Trends - Displays the number of Calls and Emails based on the Call Channel and Sent Email objects for the previous 90 days for the current account
  • Activity by Product - Displays the user’s MySetup products and number of related Calls and emails submitted for the current account
  • Child Accounts - Displays the current HCO's primary child accounts and activity performed for those accounts
  • Recent Calls - Displays calls from the previous 90 days for the current HCO account
  • Top CLM Presentations - Displays CLM presentations shown to the current HCO account during calls for the previous 90 days, the most recent call date, and the number of calls
  • Top Email Templates - Displays email templates sent to the current HCO account for the previous 90 days, the open count, click count, and number of emails