Veeva Approved Email Templates and Process

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Questions and Answers

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?

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?

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?

Linking the approved HTML files to the PDF versions Signup and view all the answers

What is the purpose of syncing content into the CRM sandbox environment?

To prepare it for transition to Veeva CRM Mobile Signup and view all the answers

What is a core requirement for an email template used by KAMs and MSLs?

It must be an HTML file. Signup and view all the answers

What document format must be used first in the approval process before HTML uploads?

PDF files. Signup and view all the answers

How is the email template content linked to the previously approved version?

The approved email content is uploaded as HTML files and linked to the approved PDF file. Signup and view all the answers

What happens once the approved HTML email content is uploaded?

It triggers automatic expiration of the content. Signup and view all the answers

Which environment is used for testing the syncing of email content before it reaches the Veeva CRM Mobile application?

CRM sandbox environment. Signup and view all the answers

What is the primary format for the approved email content that KAMs and MSLs can send to HCPs?

HTML file Signup and view all the answers

What must be done to the approved email content before it is uploaded as HTML files?

It must first be uploaded as PDF files. Signup and view all the answers

What happens after the HTML files of the approved email content are uploaded?

Automatic expiration of the content is triggered. Signup and view all the answers

What is a fundamental requirement for the email templates used by KAMs and MSLs?

They must contain layout and mandatory links. Signup and view all the answers

Where does the syncing of approved email content occur before downloading to the mobile application?

In the Veeva CRM online (browser). Signup and view all the answers

What file format must the approved email content initially be uploaded as before HTML files?

PDF Files Signup and view all the answers

Which of the following accurately describes the email template used by KAMs and MSLs?

It must be coded as an HTML file. Signup and view all the answers

Where does the approved email content need to be synced for KAMs and MSLs to send it to stakeholders?

Veeva CRM Online Signup and view all the answers

What mandatory information does the email template include?

Layout and mandatory links Signup and view all the answers

What document number format identifies an HTML email template?

ET-1234 Signup and view all the answers

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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Description

This quiz covers the procedures and requirements for Veeva approved email content, including the structure of email templates and the upload process for marketing materials. Participants will learn about the synchronization of content to Veeva CRM and the essential file type requirements.