20R3.2 Functionality Guide

The Functionality Guide is intended for Sales Operations, Business Administrators, System Integrators, and others responsible for making decisions about what features are needed for end users to be successful and deciding which features work together with existing customer configurations.

Information includes an overview of each feature, examples, screen shots, and targeted information on how to use each feature. Select the heading link to display the topic which includes configuration instructions, if applicable.

Account Management

Stamping Country Information for Account and User

Country information can be stamped on transactional records automatically. Country stamping allows business users to track and report on activity data by country. The Country_vod field value is copied from the User and/or Account object.

For example, Amy Adams is a system administrator for Verteo Biopharma who has access to records from both Scotland and Ireland. She wants to view Approved Email activity by country, so she creates a report grouping the records by the Country_Account_vod field. This report gives her a clear understanding of the distribution of email recipients by country.

Engage Meeting

Joining an Engage Meeting via Zoom

Engage hosts can offer attendees the option of joining an Engage meeting via their Zoom application. Providing attendees this option makes it easier for HCPs and end-users to connect virtually, maintaining the compliant hosting capabilities of an Engage meeting while also providing the attendee the choice of joining the meeting via their preferred service.

For example, Sarah Jones schedules an Engage meeting with Dr. Adams and Dr. Ackerman. Dr. Adams joins via the Engage Web Client, but Dr. Ackerman already has the native Zoom application installed on his computer. Dr. Ackerman selects the Zoom URL in the invitation and joins Sarah’s meeting via Zoom.


  • This feature is compatible with the Engage Booking Agents feature. To enable this feature for Booking Agents, enable Booking Agents as end-users for this feature.
  • Remote Sampling and Remote Medical Inquiry are not available for attendees who join using a Zoom URL
  • Hosts can use Capturing Remote Signatures for Sampling to disburse BRCs to Zoom attendees.
  • Attendees joining using a Zoom URL cannot leave Engage Experience Ratings
  • Remote_Meeting_Attendee_vod connection records are created for attendees who join an Engage meeting via Zoom by the Attendance Tracking Process, but those records will have the following fields not populated:
  • Call2_vod

    Zoom Attendees call records still reference the remote meeting via the record’s Remote_Meeting_vod lookup field.

  • Veeva_Remote_Meeting_Id_vod
  • Participant_Id_vod

When a meeting host or booking agent schedules an Engage meeting, the corresponding Zoom URL displays on the meeting details modal.

From this modal, hosts and booking agents can either directly copy the Zoom URL to communicate to attendees, or send the Zoom URL in invitations via email or text.

The Zoom URL only displays if there is at least one attendee who has an Engage URL associated. If no attendees have an associated Engage URL, then the Zoom URL does not display.

Adding the Zoom URL to Approved Email Templates

Approved Email content creators can add the Zoom URL to Approved Email templates using the {{insertEngageAndZoomJoinURL[Language Code]}} token.

Click tracking is not supported for Approved Emails containing the {{insertEngageAndZoomJoinURL[Language Code]}} token.

The token’s [Language Code] parameter must be replaced with one of the following language values to render the text of the token in that language:

be – Belarusian

ga – Gaeilge (Irish Gaelic)

pt_BR – Portuguese (Brazil)

bg – Bulgarian

hr – Croatian

pt_PT – Portuguese (Portugal)

bs – Bosnian

hu – Hungarian

ro – Romanian

cs – Czech

in – Indonesian

ru – Russian

da – Danish

it – Italian

sk – Slovak

de – German

ja – Japanese

sl – Slovenian

el – Greek

ka – Georgian

sr – Serbian

en_US – English

ko – Korean

sv – Swedish

es – Spanish

lt – Lithuanian

th – Thai

es_MX – Spanish (Mexico)

lv – Latvian

tr – Turkish

et – Estonian

mk – Macedonian

uk – Ukrainian

fi – Finnish

nl_NL – Dutch

vi – Vietnamese

fl – Flemish

no – Norwegian

zh_CN – Chinese (Simplified)

fr – French

pl – Polish

zh_TW – Chinese (Traditional)

For example, to insert a token that renders the text in English, the token would be {{insertEngageAndZoomJoinURL[en_US]}}.

In English, the text renders as the following:

Join Meeting [Engage URL]
Meeting ID: [Engage ID]
Password: [Meeting Password]
If you prefer to join using Zoom [Zoom URL]
Zoom Meeting ID: [Zoom Meeting ID]
Password: [Password]

If Joining an Engage meeting via Zoom is not enabled, the {{insertEngageAndZoomJoinURL[Language Code]}} token only renders the Engage section of the text:

Join Meeting [Engage URL]
Meeting ID: [Engage ID]
Password: [Meeting Password]

When the {{insertEngageAndZoomJoinURL[Language Code]}} and {{addToCalendar}} tokens are used together, the text generated by the {{insertEngageAndZoomJoinURL[Language Code]}} token is included in the description of the .ICS file generated by the {{addToCalendar}} token.

In the BEE Editor, this token can be found by navigating to Merge tags > Remote Meeting and Zoom Invite Links.

Zoom Attendees in Engage Meetings

Attendees joining an Engage meeting via Zoom have access to all of the same in-meeting functionality as attendees joining via the Engage Web Client or the HCP Attendee apps, with the exception of Remote Signature Capture and the Rating an Engage Experience.

Signees who join via Zoom cannot sign for remote samples via the Remote Meeting method. If the host attempts to use this method, they are instead directed to use the Share Link method.

Remote Meeting Attendee Records of Zoom Attendees

When Remote_Meeting_Attendee_vod connection records are created for attendees who join an Engage meeting via Zoom by the Attendance Tracking Process, some fields are not populated. The table below illustrates the difference between attendees and Zoom attendees:

Remote Meeting Attendee Fields Attendee Joining via HCP Apps Zoom Attendee
Remote_Meeting_vod a3on00000011aaA a3on00000011aaA
Attendee_Type_vod External_Attendee_vod  External_Attendee_vod
Call_vod a046s000000aaAAAAA  


Veeva_Remote_Meeting_Id_vod 1386983226  
Meeting_Start_Time_vod 4/15/21 8:00 4/15/21 8:00
Meeting_End_Time_vod 4/15/21 8:22 4/15/21 8:22
Meeting_Duration_vod 22 22
Join_Time_vod 4/15/21 8:01 4/15/21 8:01
Leave_Time_vod 4/15/21 8:20 4/15/21 8:19

Events Management

Attendee Screen Sharing in Engage for Events

Admins can control attendee screen sharing permissions. This provides flexibility for how virtual events are hosted. Previously, attendee screen sharing was enabled by default.

For example, Sarah Jones is hosting a virtual event with Dr. Ackerman as an attendee. During the event, Dr. Ackerman wants to share his feedback on the presented content and is able to share his screen because Sarah’s company allows attendee screen sharing.

Updating Consent in Cvent

This feature enables pushing consent from CRM to Cvent whenever an account is added as an attendee to an event. This allows event organizers who use Cvent’s native email functionality to confirm consent before sending emails.

The Cvent Consent field on both attendees and speakers in CRM is set to reflect the linked account’s consent to receive emails. When attendees and event speakers are pushed to Cvent, the value of the Cvent Consent field is used to update the consent of the corresponding contact record in Cvent.

Consent in Cvent is stored at the contact level, meaning each contact record can either be Opted-In or Opted-Out of receiving emails from Cvent.

Additional information about how Cvent manages consent is available here.

For example, Dr. Ackerman and Dr. Adams are accounts in CRM, as well as contacts in an integrated Cvent instance. When Sarah Jones creates a new event in CRM, she adds both Dr. Ackerman and Dr. Adams as attendees for her event. Sarah’s company has implemented custom code that automatically populates the Cvent Consent field value on each attendee and event speaker to reflect the linked account’s consent in CRM. When the integration pushes both of the attendee records from CRM to Cvent, the values of the Cvent Consent field on each attendee record are used to update consent on the Cvent Contact records for both Dr. Ackerman and Dr. Adams.


Customers must create custom code to evaluate an account’s consent and stamp the appropriate consent value on the Cvent_Consent_vod field.

Managing Consent for Attendees and Speakers in Cvent

Whenever an attendee or speaker is added to an event in CRM, the value of the Cvent_Consent_vod field affects how consent is updated in the corresponding Contact record in Cvent:

  • None – The email and optOut fields on the corresponding Contact record in Cvent are not changed during the sync
  • Opt-in – The following fields are updated on the corresponding Contact record in Cvent:
  • optOut = No
  • email = The mapped email address from the account, user, Contact, or speaker in CRM
  • Opt-out – The following fields are updated on the corresponding Contact in Cvent:
  • optOut = Yes
  • email = The mapped email address from the account, user, Contact, or speaker in CRM

If the Cvent_Consent_vod picklist for either attendees or speakers is any value other than the values listed above, or if there is no mapped email address in CRM, the attendee or speaker is not pushed to Cvent.

Cvent Transaction Logs for Updating Consent

Transaction logs are created whenever the integration attempts to update consent of a contact in Cvent. The logs can be viewed and downloaded from the Cvent Integration History table to provide details of every transaction performed during the sync process.