Using Templates for MyInsights Content

Content creators can import templates and modify those templates with data from their orgs to quickly deploy content to end users. If appropriate templates do not exist, content creators can create content templates as starting points for custom content or convert existing content into templates, allowing reuse of the data in the template.

For example, Veeva Services creates a set of templates for Commercial Cloud Accelerator customers. Verteo BioPharma wants to use one of the templates to create customized content and quickly deploy the content to their sales reps. Chris Carter, a content creator for Verteo BioPharma, imports the template file provided by Veeva Services into Verteo BioPharma's template library and creates a content page based on the template, modifying the data and display elements to query data from Verteo BioPharma orgs and display the appropriate metrics for sales reps.

Creating and Updating Templates

If an appropriate template does not already exist in the template library or is not available to be imported, content creators can create their own templates.

To create a template:

  1. Select the Templates tab on the home page to display the template library.

  2. Select New Template.
  3. Populate the Template Name and Template Type fields. The template type is the MyInsights record type for the content. See Components of MyInsights for more information about the available record types. A test record field displays automatically depending on the selected template type.

  4. Add data elements and display elements.
  5. Select Save and update template to save changes and update the version of the template used when creating content from the template. To save the changes for testing without updating the template version, select Save from the drop-down menu.

Existing content pages can be converted into templates. To convert an existing content page into a template:

  1. Select the Content tab on the home page to display the content library.

  2. Select the drop-down menu for the appropriate content page.
  3. Select Convert to Template.
  4. Select OK to confirm.

A content page can also be converted into a template from the Properties tab.

Deploying Templates

Users can deploy templates to sandbox orgs to test any changes and ensure the template displays correctly. The deployment process for templates and content is the same. See Deploying MyInsights Pages to Veeva CRM for more information.

Importing and Exporting Templates

Templates can be exported as zip files to allow users of other Studio Domains to import and use.

To export a template:

  1. Select the Templates tab on the home page to display the template library.
  2. Select the drop-down menu for the appropriate template.

  3. Select Export.

To import a template:

  1. Select the Templates tab on the home page to display the template library.
  2. Select the New Template drop-down menu.
  3. Select Import Template.
  4. Populate the following information in the modal:
    • Create New Template – Determines if the imported template is a new template or an update to an existing template
    • Template Name – Name of the new template. This field only displays when the Create New Template check box is selected.

    • Template – Existing template to update. This field only displays when the Create New Template check box is not selected.

    • File – The template zip file
  5. Select OK.

Users can import new versions of templates by selecting Import New Version from the drop-down menu of the appropriate template.

Creating Content from Templates

To create content from a template:

  1. Select the Templates tab on the home page to display the template library.
  2. Select the drop-down menu for the appropriate template or select the New Content drop-down menu.
  3. Select New Content from Template.
  4. Enter the Content Name.

  5. Edit the data elements and display elements appropriately.
  6. Select Save.

Users can also create content from a template file without importing it first:

  1. Select the Templates tab on the home page to display the template library.
  2. Select the New Content drop-down menu.
  3. Select New Content from File.
  4. Populate the following information in the modal:
    • Name – Name of the new content
    • File – The template zip file
    • Save Template? – Determines whether to save the file as a new template in the template library
    • Template Name – Name of the new template. This field only displays when the save Template? check box is selected.

  5. Select OK.

When editing a content page created from a template, update the source template to the most recently saved deployable version of the page by selecting Update Source Template from the Properties tab.