Sending Approved Emails from Medical Events
Event organizers can send Approved Emails to follow up on a Medical Event that occurred in the past. Content admins can create one or more Email Templates and use tokens to reference details from the referenced Medical Event.
When end users send Approved Emails as invitations to a medical event, the email addresses of all the added event attendees are automatically included in the To field.
Who can use this feature?
- iPad Users
- Users require an Approved Email license
- Content Creators, End Users
Configuring Approved Email for Medical Events for
Content Creators
To configure this feature, ensure content creators have access to the Medical Event Template value of the email_template_type__v picklist in the appropriate Vault PromoMats or MedComms instance.
End Users
To enable this feature:
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Ensure the following features are configured:
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Grant the following permissions:
Object Object Permission Object Types Fields Field Permission approved_document__v n/a medical_event__v n/a n/a sent_email__v n/a medical_event__v - event_attendee__v
- event_attendee_mobile_id__v
- event_mobile_id__v
Edit - Navigate to Admin > Users & Groups > Permission Sets and select the appropriate permission set.
- Navigate to Objects > Medical Event > Object Action Permissions and select Edit.
- Grant Execute access to the Send Email object action for the appropriate object types.
- Navigate to Admin > Configuration > Objects > medical_event__v > Object Types and select the Actions link.
- Select More Actions (...) > Edit Object Type Actions.
- Select the Send Email check box for the appropriate medical_event__v object types.
Creating Approved Email Content for Medical Events as
Content Creators
In the Vault PromoMats or MedComms instance containing Approved Email content, ensure all email templates used for Medical Events have an email_template_type__v field of Medical Event Template.
Medical Event Templates are only available when sending an Approved Email from a Medical Event and do not display as available in any other Approved Email entry point.
The following Approved Email features are supported when sending emails from Medical Events:
Sending Approved Emails from Medical Events as
End Users
When a user selects Send Email from the More Actions menu of a Medical Event, Approved Email displays. Up to 50 eligible Event Attendees are added to the email. Users can delete recipients from the recipients list, but recipients cannot be added. Only Event Attendees who are associated with an Account can receive emails, and consent is respected.
Users can also select an individual email address from event_attendee__v records. Approved Email displays, and the Event Attendee is added to the email. Additional recipients cannot be added.
A warning message displays when the indicated threshold of sent emails is reached. This threshold is set in the approved_email_count_limit__v Approved Email Setting. See Approved Email Settings for more information.
