Podcast
Questions and Answers
What is the primary function of the approved email content in Veeva Vault PromoMats?
What is the primary function of the approved email content in Veeva Vault PromoMats?
- To help create training materials for HCPs
- To store marketing materials for offline use
- To compile a list of contacts for marketing campaigns
- To provide pre-approved email templates for KAMs and MSLs (correct)
What must occur before uploading email content as HTML files?
What must occur before uploading email content as HTML files?
- Content should be uploaded as PDF files for approval (correct)
- Email templates must be created using the BEE Editor only
- Content should be sent to HCPs for feedback
- Templates need to be reviewed by the marketing team
How is the HTML email template identified?
How is the HTML email template identified?
- By the document number format ET-#### (correct)
- By the unique ID generated during upload
- By the name of the modifying user
- By the version number provided by MLR
What initiates the automatic expiration of approved email content?
What initiates the automatic expiration of approved email content?
What is the purpose of syncing content into the CRM sandbox environment?
What is the purpose of syncing content into the CRM sandbox environment?
What is a core requirement for an email template used by KAMs and MSLs?
What is a core requirement for an email template used by KAMs and MSLs?
What document format must be used first in the approval process before HTML uploads?
What document format must be used first in the approval process before HTML uploads?
How is the email template content linked to the previously approved version?
How is the email template content linked to the previously approved version?
What happens once the approved HTML email content is uploaded?
What happens once the approved HTML email content is uploaded?
Which environment is used for testing the syncing of email content before it reaches the Veeva CRM Mobile application?
Which environment is used for testing the syncing of email content before it reaches the Veeva CRM Mobile application?
What is the primary format for the approved email content that KAMs and MSLs can send to HCPs?
What is the primary format for the approved email content that KAMs and MSLs can send to HCPs?
What must be done to the approved email content before it is uploaded as HTML files?
What must be done to the approved email content before it is uploaded as HTML files?
What happens after the HTML files of the approved email content are uploaded?
What happens after the HTML files of the approved email content are uploaded?
What is a fundamental requirement for the email templates used by KAMs and MSLs?
What is a fundamental requirement for the email templates used by KAMs and MSLs?
Where does the syncing of approved email content occur before downloading to the mobile application?
Where does the syncing of approved email content occur before downloading to the mobile application?
What file format must the approved email content initially be uploaded as before HTML files?
What file format must the approved email content initially be uploaded as before HTML files?
Which of the following accurately describes the email template used by KAMs and MSLs?
Which of the following accurately describes the email template used by KAMs and MSLs?
Where does the approved email content need to be synced for KAMs and MSLs to send it to stakeholders?
Where does the approved email content need to be synced for KAMs and MSLs to send it to stakeholders?
What mandatory information does the email template include?
What mandatory information does the email template include?
What document number format identifies an HTML email template?
What document number format identifies an HTML email template?
Flashcards
Veeva Approved Email Content
Veeva Approved Email Content
Pre-approved email templates and fragments uploaded to Veeva Vault PromoMats, synced to Veeva CRM for KAMs/MSLs to send to HCPs. These templates contain core information like layout, mandatory links, and fragment tokens.
Email Template
Email Template
A foundational email structure with layout, mandatory links, and fragment tokens, representing the approved email KAMs/MSLs can send to HCPs.
Fragment Token
Fragment Token
A text or code snippet that can be dynamically inserted into an email template, e.g., a link to a specific resource.
Syncing Email Content to Veeva CRM
Syncing Email Content to Veeva CRM
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CRM Sandbox
CRM Sandbox
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Syncing Email Content
Syncing Email Content
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Study Notes
Veeva Approved Email Content
- Pre-approved email templates and fragments are uploaded in Veeva Vault PromoMats.
- Synced to Veeva CRM for KAMs and MSLs to send to HCPs and stakeholders.
- Represents approved emails for KAMs/MSLs to send to HCPs.
- Uploaded initially as PDF files.
- PDFs undergo an approval process.
- Approved PDFs are linked to corresponding HTML versions.
- Approved HTML files trigger content expiration.
Email Template Structure
- Core element: Contains layout, mandatory links, and fragment tokens.
- HTML format required.
- Can be created via coding or BEE Editor.
- Unique document number (ET-####).
- Contains fundamental information like layout, mandatory links, and fragment tokens.
Upload Procedure
- Content first uploaded as PDF files.
- PDFs undergo an approval process.
- Approved PDFs are linked to corresponding HTML versions (email templates).
- Approved HTML files trigger content expiration.
- Must be synced into Veeva CRM Online before use in Veeva CRM Mobile.
- Synced to CRM sandbox for testing.
- PDFs should be Marketing and Learning Resources (MLR) material
- HTML files should be email templates.
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