To configure this feature:

1. Ensure the following are configured:
   • Events Management
   • Configuring WhatsApp Business Messaging in Vault CRM
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   message_template__v	CRED	whatsapp_events_message_template__v	events_management_subtype__v	Edit
   em_event_material__v	CRED	message_template__v	current_material_status__v	Read
   			message_template__v message_subtype__v	Edit
   sent_message__v	CRED	events_management_message__v	events_management_subtype__v	Read
   			em_attendee__v em_event_speaker__vevent__v	Edit
   em_event_rule__v	CRED	material__v	message_template__v	Edit
   em_topic_material__v	CRED	product_material__v topic_material__v	message_template__v	Edit

6. Navigate to Admin > Configuration> Objects.

   • Add the message_template__v field to the following layouts:
     • em_event_rule__v layout for the material__v object type
     • em_topic_material__v layout for the product_material__v and topic_material__v object types
   • Add the events_management_subtype__v field to the appropriate message_template__v layout
   • Add the Send WhatsApp Message to the Visible Buttons on applicable em_event__v layouts
   • Add the confirmation_message_template__v field to the em_catalog__v layout
   • Add the following fields to the appropriate sent_message__v layout:
     • events_management_subtype__v
     • em_attendee__v
     • em_event_speaker__v
     • event__v

Optional Configuration

Event Registration

To configure this feature:

1. Ensure Using Attendee Self-Registration with Events is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_catalog__v	CRED	registration_form__v	confirmation_message_template__v	Edit
   message_template__v	CRED	whatsapp_events_message_template__v	whatsapp_button_1_crm_action__v whatsapp_button_2_crm_action__v whatsapp_button_3_crm_action__v	Edit

6. Navigate to Admin > Configuration > Objects > message_template__v.
7. Select the Layouts tab.
8. Add the following fields to the appropriate layout:
   • whatsapp_button_1_crm_action__v
   • whatsapp_button_2_crm_action__v
   • whatsapp_button_3_crm_action__v

RSVP

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   multichannel_message__v	CRED	events_message_action__v	rsvp_response__v event_attendee_status__v message_identifier__v	Edit
   message_template__v	CRED	whatsapp_events_message_template__v	whatsapp_button_1_crm_action__v whatsapp_button_2_crm_action__v whatsapp_button_3_crm_action__v whatsapp_button_1_crm_action_handler__v whatsapp_button_2_crm_action_handler__v whatsapp_button_3_crm_action_handler__v	Edit

5. Navigate to Admin > Configuration > Objects > message_template__v.
6. Select the Layouts tab.
7. Add the following fields to the appropriate layout:
   • whatsapp_button_1_crm_action__v
   • whatsapp_button_2_crm_action__v
   • whatsapp_button_3_crm_action__v
   • whatsapp_button_1_crm_action_handler__v
   • whatsapp_button_2_crm_action_handler__v
   • whatsapp_button_3_crm_action_handler__v

To configure this feature:

1. Ensure the following are configured:
   • Events Management
   • Configuring WhatsApp Business Messaging in Vault CRM
   • Using WhatsApp Business Messaging in Vault CRM
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   message_template__v	R	whatsapp_events_message_template__v	events_management_subtype__v	Read
   em_event_material__v	CRED	message_template__v	current_material_status__v	Read
   			message_template__v message_subtype__v	Edit
   sent_message__v	CRED	events_management_message__v	events_management_subtype__v	Read
   			em_attendee__v em_event_speaker__vevent__v	Edit
   em_event_rule__v	R	material__v	message_template__v	Read
   em_topic_material__v	R	product_material__v topic_material__v	message_template__v	Read

6. Grant access to the send_whatsapp_message__v action on the em_event__v object.
7. Navigate to Admin > Configuration > Objects.
   • Select em_event__v
   • Select the Object Types tab.
   • Enable the send_whatsapp_message__v action for the appropriate object types
8. Navigate to Business Admin > Objects > Event Layouts.
   • Select the appropriate layout
   • Add send_whatsapp_message__v to the visible_buttons__v field

Optional Configuration

Event Registration

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_catalog__v	R	n/a	confirmation_message_template__v	Read
   message_template__v	R	whatsapp_events_message_template__v	whatsapp_button_1_crm_action__v whatsapp_button_2_crm_action__v whatsapp_button_3_crm_action__v	Read

RSVP

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.
4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   multichannel_message__v	R	events_message_action__v	rsvp_response__v event_attendee_status__v message_identifier__v	Read
   message_template__v	R	whatsapp_events_message_template__v	whatsapp_button_1_crm_action__v whatsapp_button_2_crm_action__v whatsapp_button_3_crm_action__v whatsapp_button_1_crm_action_handler__v whatsapp_button_2_crm_action_handler__v whatsapp_button_3_crm_action_handler__v	Read

To configure this feature:

1. Ensure valid messaging consent is updated and documented on the account level or through configured event consent entry points before end users initiate messaging transactions.
2. Ensure the recipient's primary account record contains a valid WhatsApp number populated in the account__v field on the whatsapp__v object.

Business admin users create and manage event message templates, create event rules or topic materials, and configure dynamic response interactions.

Creating a WhatsApp Message Template

To create a WhatsApp message template for Events Management:

1. Ensure the message template is approved in your Meta Business Profile.

   When submitting WhatsApp message templates to Meta for approval, ensure your sample values accurately reflect the expected length and format of the actual content. If the approved sample text is significantly shorter than the actual input, Meta might apply character limits during token resolution causing message delivery failures.

2. Navigate to the Message Templates tab and create a new record.
3. Select whatsapp_events_message_template__v as the object type.
4. Populate the following minimum required fields:
   • Message Template Name - Must match the exact name of the template in Meta
   • Template Type - Match the Meta profile designation, for example, Utility or Marketing
   • Language - Matches the language code configured in Meta
   • Message Template Status - Select Staged, Approved, or Expiring
   • WhatsApp Body Text - Enter the message text, inserting numbered placeholders, for example, {{1}}) where dynamic tokens belong
   • WhatsApp Body Placeholder - The fields referenced by the placeholders in the WhatsApp Body Text field using the format {{ObjectAPIName.FieldAPIName}}. For example, {"{{1}}": "{{em_attendee__v.account_vr.name__v}}", "{"{{2}}": "{{em_event__v.name__v}}"}
   • Tokens - Tokens are case-sensitive. Tokens are resolved according to the language/locale of the sending user for both manually sent messages as well as automatically triggered messages as part of the RSVP or Registration confirmation workflows. The following tokens are supported:
     • {{ObjectAPIName.FieldAPIName}} - for example, em_event__v.name__v. Limited to the following objects:
       • em_event__v
       • em_attendee__v (as recipient)
       • em_event_speaker__v (as recipient)
       • user__v
       • user_detail__v
     • {{ObjectAPIName.RelationshipName.FieldAPIName}} - for example, em_event__v.topic__vr.name__v. Relationship tokens can be used from the following objects:
       • em_event__v
       • em_attendee__v (as a recipient)
       • em_event_speaker__v (as a recipient)

Aligning Message Templates with Event Rules or Topic Materials

To align message templates using Event Rules or Topic Materials:

1. Open the target whatsapp_events_message_template__v record.

2. Locate the Event Rules or Topic Materials related lists.

   • To align by event configuration, create a new Event Rule record with the object type material__v, referencing the Event Configuration and adding an optional country override
   • To align by product or topic, create a Topic Material record:
     • Select object type product_material__v to reference an Event Product
     • Select object type topic_material__v to reference an Event Topic

Configuring RSVP Button Automations

To configure RSVP button automation behaviors:

1. Navigate to Multichannel Messages.
2. Create a record using the events_message_action__v object type.
3. Define a unique text identifier in the message_identifier__v field (for example, event_accept).
4. Set the target attendee picklist status in the event_attendee_status__v field (for example, accepted__v).
5. Map an automated confirmation template to the behavior by populating the rsvp_response__v lookup field. This step is optional.
6. Return to your primary WhatsApp Message Template record and assign the exact text identifier string to the corresponding button action field (for example, whatsapp_button_1_crm_action__v).

Example RSVP - General Template Setup

Field	Field Value	Final Text
Name	verteo_event_invite
Events Management Subtype	Invitation
Message Template Type	WhatsApp Events Management Template
Language	en_US
Template Type	Marketing
Message Template Status	Approved
WhatsApp Body Text	Dear {{1}}, You are invited to join the upcoming {{2}} Expert Roundtable. We will be discussing the latest real-world evidence (RWE) surrounding treatment pathways for {{3}}. *Date & Time:* {{4}} *Location:* {{5}} Please reply to this invitation by tapping "I will attend" or "I am unable to attend." We are looking forward to seeing you! Verteo BioPharma
WhatsApp Body Placeholder	{"{{1}}": "{{em_attendee__v.account_vr.name__v}}", "{{2}}": "{{em_event__v.name__v}}", "{{3}}": "{{em_event__v.topic__vr.em_catalog_name__v}}", "{{4}}": "{{em_event__v.start_time__v}}", "{{5}}": "{{em_event__v.location__v}}"}

Example - Accept Button Automation

Field	Field Value
WhatsApp Button 1 Type	Quick Reply
WhatsApp Button 1 Text	I will attend
WhatsApp Button 1 CRM Action	event_accept
WhatsApp Button 1 CRM Action Handler	Events Management RSVP

Example - Reject Button Automation

Field	Field Value
WhatsApp Button 2 Type	Quick Reply
WhatsApp Button 2 Text	I am unable to attend
WhatsApp Button 2 CRM Action	event_reject
WhatsApp Button 2 CRM Action Handler	Events Management RSVP

Configuring Attendee Self-Registration

To configure attendee self-registration forms:

Only targeted registrations are supported in WhatsApp.

1. Ensure Using Attendee Self-Registration with Events is configured.
2. Create a dynamic Call to Action - Visit Website button inside Meta using your system's Veeva Common QR Server URL.
3. Log into Vault CRM.
4. Populate whatsapp_button_1_type__v with Call to Action - Visit Website.
5. Set the whatsapp_button_1_value__v field to point to the server structure with a single terminal trailing token parameter. For example, https://signin-app-regqr-us-alt.<server>.com/{{1}}
6. Manually populate the whatsapp_button_1_crm_action__v field with the exact text string event_registration.
7. Open the EM Catalog registry list and update the target registration form record by adding your chosen template to the confirmation_message_template__v lookup field.

Example Configuration - Event Registration

Field	Field Value	Final Text
Name	verteo_event_invite
Events Management Subtype	Invitation
Message Template Type	WhatsApp Events Management Template
Language	en_US
Template Type	Marketing
Message Template Status	Approved
WhatsApp Body Text	Dear {{1}}, You are invited to join the upcoming {{2}} Expert Roundtable. We will be discussing the latest real-world evidence (RWE) surrounding treatment pathways for {{3}}. *Date & Time:* {{4}} *Location:* {{5}} Please reply to this invitation by tapping "Register here!" We are looking forward to seeing you! Verteo BioPharma
WhatsApp Body Placeholder	{"{{1}}": "{{em_attendee__v.account_vr.name__v}}", "{{2}}": "{{em_event__v.name__v}}", "{{3}}": "{{em_event__v.topic__vr.em_catalog_name__v}}", "{{4}}": "{{em_event__v.start_time__v}}", "{{5}}": "{{em_event__v.location__v}}"}

Configuring Registration Button Automations

To configure Registration button automations, ensure Using Attendee Self-Registration with Events is configured.

Example - Registration Button Setup

Field	Field Value
WhatsApp Button 1 Type	Call to Action - Visit Website
WhatsApp Button 1 Text	Register here!
WhatsApp Button 1 CRM Action	event_registration
WhatsApp Button 1 Value	https://signin-app-regqr-us-alt.veeva-vcrmdi.com/{{1}}

End users can manage event materials, select templates, narrow down cross-territory target list selections, verify rendering formats, and execute delivery tasks.

To select templates and filter recipient lists:

1. Navigate to an event.
2. Select Send WhatsApp Message from the More Actions menu.
   
3. Review the template selection table.

   Message templates must to be associated with the WhatsApp Business Account in order to display. Both Approved and Staged message templates display for Content Admins; otherwise, only Approved materials display.

   
   
4. Select a template.
5. Select Next to open the recipient view.
   
6. Filter your recipient views using the screen controls:
   • Toggle Show My Attendees to narrow results strictly to your owned or assigned relationship records
   • Apply the Type filter to isolate Attendee vs Event Speaker records
   • Apply the Status filter to isolate specific transaction states
   • Change the main view filter to People who have not received this message to view records lacking a local historical delivery entry
7. Select the check boxes next to the intended recipient rows (up to a maximum limit of 50 accounts per transaction).
8. Select Add Selected. The system flags target errors if an account lacks a phone entry, has an active chat session open with another team member sharing the phone line, or fails consent/product restriction checks.
9. Select Preview to review the personalized message(s).
   
10. Select Send. A confirmation banner displays.

HCPs receive message assets directly inside their personal WhatsApp application threads and interact using device buttons.

To submit an event RSVP or register for an event:

Only attendees can RSVP to an event.

1. Open the invitation message in the WhatsApp chat screen.
2. Submit a status update to Vault CRM and/or launch an external mobile browser window containing pre-filled account profile registration fields.

Button text for RSVP and registering is determined by the customer.