Using the Commercial HCP Template in MyInsights Studio

The Commercial HCP template creates a page that helps users visualize HCP account level data, including call interactions, key messages, and call samples. Content creators can use the Commercial HCP template in MyInsights Studio if they want to make customizations.

Enabling the Commercial HCP Template

To enable the Commercial HCP template for Content Creators:

  1. Ensure the appropriate user profiles have deployment permissions.

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

To enable end users to view the Commercial HCP 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
  • KOL_Profile_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
  • Specialty_1_vod
  • Specialty_2_vod
  • Website

Read

Address

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_Details_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 HCP Template

Content creators can use the Commercial HCP template OOTB with no customization. The template is designed, however, for content creators to easily update it according to their business needs then deploy it for 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 HCP Account
  • Activity Overview - Displays the number of Calls and Calls with CLM , Emails, Clicks, and Opens recorded for the current HCP account
  • Channel Trends - Displays the number 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 HCP's child accounts and activity performed for those accounts
  • Recent Calls - Displays calls from the previous 90 days for the current HCP account
  • Top CLM Presentations - Displays the top recent CLM presentations shown during calls for the previous 90 days, the most recent call date, and the number of calls
  • Top Email Templates - Displays the top recent emails templates from the previous 90 days submitted, and the number of opens, clicks, and sent emails for the current account