Defines where fragments are inserted in templates. This token must be inserted in an empty <table> tag in the Email Template.

Do not insert multiple {{insertEmailFragments}} tokens into the same Email Template.

See Creating Approved Email Templates for more information about template requirements.

Defines the minimum and maximum number of fragments end users can add to a template.

For example, {{insertEmailFragments[2,4]}} requires end users to select between two and four fragments to add to the email. 

Do not insert multiple {{insertEmailFragments[Minimum,Maximum]}} tokens into the same Email Template.

Inserts Account salutation

Inserts Account first name

Inserts Account last name

Inserts Account credentials from Account.Credentials__v

Inserts the end user's email address from the SenderEmail field on the User object. 

This token is typically used in the from or reply-to fields of an outbound email template.

Inserts the end user’s name.

Photo of user stored in the user_detail__v object.

Photos display at their native size, except for in the My Profile tab, where it displays in 160x120 pixels.

Inserts the date and time of the associated Parent Call, ensuring this information is correct when the email is sent.

This token does not include the timezone. Use the {{timeZone}} token to insert the timezone.

When an email template has the token {{parentCallDatetime}}, it will be replaced by the:

• Value stored in call2__v.call_datetime__v, if neither call2__v.parent_call__v nor call2__v.parent_call_mobile_id__v is populated
• Value stored in call2__v.parent_call__v.call_datetime__v, if call2__v.parent_call__v is populated
• Value stored in call2__v.call_datetime__v of the call2__v record, where the parent call2__v.mobile_id__v = child call2__v.parent_call_mobile_id__v

Creators can additionally specify the displayed format of the date or time.

See Formatting Tokens to Display Date and Time for more information.

Content creators can use this token to directly reference any field of a supported field type on the following objects:

• account__v

• approved_document__v

  Referencing the approved_document__vobject is only supported in Email Templates.

• call2__v
• user__sys
• user_detail__v

The following field types are supported:

• Check box
• Currency
• Date
• Date/Time
• Email

• Formula

  Unavailable on the User object

  Formula field values are not updated automatically on iPad, so an email may contain an outdated formula field value if the user changed a value used by the formula field but had not yet synced.

• Number
• Percent
• Phone
• Picklist
• Text
• Text Area

Examples:

• {{account__v.formatted_name__v}}
• {{approved_document__v.language__v}}
• {{user__sys.phone__v}}

Enables referencing fields from lookup objects.

See above for the list of supported objects and field types.

This token is not supported for lookups on standard fields.

Examples:

{{call2__v.remote_meeting__vr.host_link__v}}

{{account__v.custom_reference_field__cr.custom_field__c}}

Inserts the sent email address in a URL. The links are not available in Preview mode. This token can not be inserted in the body of the email.

Inserts the ID of the sent_email__v record.

This token is not supported in Edit and Preview mode.

Inserts the ID of the Vault CRM environment from which the email was sent.

Expands to a URL pointing to a Vault PromoMats document with the corresponding VaultDocID. When using this token, replace VaultDocID with the ID of the appropriate document in Vault.

The document ID is visible in the URL when viewing a Vault document. The integer to the right of #doc_info is always the unique Vault document ID.

For example, {{$20}} points to Vault document ID 20.

Example: https://customer.veevavault.com/ui/#doc_info/20/3/0

The document referenced by the token should be added to the Approved Document's Other Related Documents relationship in Vault.

Expands to a URL pointing to a Vault document of type Important Safety Information.

Displays a URL to the Vault document associated as the Related Piece.

Creates a blank text area in the email where the end user can enter free text. 

All entered text is evaluated against any defined restricted words or phrases.

Sets a maximum length for the entered free text.

For example, {{customText(255)}} adds a text input area that can accept up to 255 characters.

Enables default text that displays when the text input area initially renders to the end user. The end user can then choose to replace the default text with their own.

The DefaultText parameter can be used with the Length, or can be used independently using {{customText(|DefaultText)}}.

Square brackets are not supported within default text for the custom free text token.

Marks the free text field as required, ensuring end users do not exclude critical information in an email.

Adds a picklist field. All values are defined by the content creator, assuring that entries remain compliant while also granting a degree of personalization to the end user.

Picklists can also be made with blank values by entering a picklist value of one space character.

Do not use the |, ", or quot; characters in picklist values.

The width of the picklist can be controlled by including CSS styling in the template's <style> tag for the CSS selector style.hideCustomTextValues.

HTML tags inside this token are not supported.

Example:

{{customText[Hello|Dear|Hi]}} renders to the end user as a picklist with the following values:

• Hello
• Dear
• Hi

The below two tokens will display blank value options in the picklist the end user sees:

• {{customText[option1| |option2]}}
• {{customText[option1|option2| ]}}

Do not include line breaks or new lines in picklist values.

Content Tokens can be used as values of this picklist by replacing the { and } characters of the content token with #.

Do not use the |, ", or quot; characters in picklist values.

Tokens from the following objects are supported:

• Account
• User
• User_Detail__v

Referenced fields display by their labels in the email rather than their values, though the values of these fields populate when the email is sent.

HTML tags inside this token are not supported.

Example: Sarah Jones composes an email to Dr. Clinton Ackerman with the following custom text token:

{{customText[##accTitle## ##accFname## ##accLname##, ##accCredentials##|##accTitle## ##accLname##|##accFname##]}}

In Edit mode, this token renders to Sarah as a picklist with the following options:

• Salutation First Name Last Name, Credentials
• Salutation Last NameFirst Name

In Preview mode, this token renders to Sarah as the actual values of the selected option.

Do not include line breaks or new lines in picklist values.

If call sample records exist, a table is rendered displaying all call samples associated with the call as rows. Columns can be defined as parameters of the token.

For example:

{{insertCallSample[product__v.name__v,quantity__v]}}

If the referenced field is a Date or a Date/Time type field, creators can additionally specify the displayed format of the date or time.

See Formatting Tokens to Display Date and Time for more information.

The filterProductType parameter on the {{insertCallSample}} filters all call samples on the call and only adds a row for each call sample of the specified product type.

For example, the following renders two separate tables, one that only contains Samples, the other that only contains Educational Materials. Each table has different columns.

{{insertCallSample[filterProductType=Sample,quantity__v,product__v.name__v,product__v.manufacturer__v]}}

 </br>

{{insertCallSample[filterProductType=Educational Material,quantity__v,product__v.name__v]}}

Tracks the following data about a web link shared with an HCP when appended to the link URL:

• Source – The location from where the users shared the link. When shared from Vault CRM, the value is set to VeevaCRM.
• Device – The device used by the user to share the link. When shared from Vault CRM on iPad, the value is set to iPad.
• Sent Datetime – The datetime when the user shared the link in ISO 8601 format

Example:

https://www.verteobiopharma.com?{{linkTracker}}

The tokens resolve to the following:

https://verteobiopharma.com?src=VeevaCRM&dvc=iPad&sentDateTime=2021-08-25T20:05:28Z

See Adding Tracking Tokens to Website URLs for more information about tracking websites.