To configure Email Builder for Integration Users:

1. Ensure Approved Email is configured.

2. Grant Integration users the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	CRE	n/a	email_builder__v is_email_builder__v	Edit
   email_builder__v	CRE	email_builder__v	vault_guid__v vault_dns__v vault_external_id__v vault_record_id__v email_builder_status__v modified_date__v	Edit
   email_builder_cell__v	CRE	email_builder_cell__v	display_order__v email_builder__v hash__v type__v text__v key__v approved_document__v vault_guid__v vault_external_id__v vault_record_id__v email_builder_cell_status__v modified_date__v	Edit
   email_builder_rule__v	CRE	email_builder_rule__v	description__v email_builder__v type__v vault_external_id__v vault_guid__v vault_record_id__v email_builder_rule_status__v modified_date__v	Edit
   email_builder_rule_cell__v	CRE	email_builder_rule_cell__v	email_builder__v email_builder_rule__v email_builder_cell__v vault_external_id__v vault_guid__v vault_record_id__v email_builder_rule_cell_status__v modified_date__v	Edit
   sent_email_builder_cell__v	CRE	sent_email_builder_cell__v	sent_email__v email_builder_cell__v approved_document__v inserted_order__v modified_date__v	Edit
   sent_email__v	CRE	n/a	email_builder__v email_builder_rule__v email_builder_values__v	Edit

To configure Email Builder for End Users:

1. Ensure Approved Email is configured.
2. Grant End users the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   approved_document__v	R	n/a	email_builder__v is_email_builder__v	Read
   email_builder__v	R	email_builder__v	vault_guid__v vault_dns__v vault_external_id__v vault_record_id__v email_builder_status__v modified_date__v	Read
   email_builder_cell__v	R	email_builder_cell__v	display_order__v email_builder__v hash__v type__v text__v key__v approved_document__v vault_guid__v vault_external_id__v vault_record_id__v email_builder_cell_status__v modified_date__v	Read
   email_builder_rule__v	R	email_builder_rule__v	description__v email_builder__v type__v vault_external_id__v vault_guid__v vault_record_id__v email_builder_rule_status__v modified_date__v	Read
   email_builder_rule_cell__v	R	email_builder_rule_cell__v	email_builder__v email_builder_rule__v email_builder_cell__v vault_external_id__v vault_guid__v vault_record_id__v email_builder_rule_cell_status__v modified_date__v	Read
   sent_email_builder_cell__v	R	sent_email_builder_cell__v	sent_email__v email_builder_cell__v approved_document__v inserted_order__v modified_date__v	Read
   sent_email__v	RE	n/a	email_builder__v email_builder_rule__v email_builder_values__v	Edit

3. Enable the Email Builder Rule field for the applicable object types on the Sent Email object.

4. Enable the Email Builder Cell field for the Email Builder Rule Cell object type on the Email Builder Rule Cell object.

5. Update the mapping from the Approved Email Administration page. To do so:
   • Select View Map for the appropriate Vault connection in the Vault Connection Management section.
   • Select Compare CRM to Vault.
6. Enable the following VMOCs for the correct profiles:
   • email_builder__v
   • email_builder_rule__v
   • email_builder_cell__v
   • email_builder_rule_cell__v
   • sent_email_builder_cell__v

To create an email using a builder:

1. Select an email template that includes an Email Builder icon.

   

   Email templates with Email Builder capability can be accessed from all entry points except Events Management.

2. Select a single content cell from the first available column. This enables the cells in the next column.

   

3. Select one cell from each of the remaining columns. With each selection, the next column is enabled.

   The Documents column allows users to select one or more cells to add to the Documents section of the message. Users can select more than one document cell from the available options.

   

4. Select Next to view the entire message in the preview screen. If changes are needed, users can select Back from the preview screen to return to the Email Builder grid and make changes to the content selections.

   

5. Send or schedule the email, or select Close to save a draft, if draft functionality is enabled.

   All content selections are saved in the draft. If the user closes the selected Email Template (by selecting X before the name of the Email Template in the tab), the prompt to save as draft applies only to that Email Template. If the user closes Approved Email, then all open Email Templates are saved as drafts. The email can be accessed via the Drafts folder on the Email Tab. Accessing the draft displays the Email Builder.

Email Builder content is managed in Promomats or Medcomms, similar to other Approved Email content. For information, see Creating Content for Email Builder.

Email Builder Processing

The Approved Email process verifies the following before sending the email:

• Status of the Email Builder, Email Builder cells, and Email Builder rules
• Status of the Email Builder template, and the fragments associated with its document cells:
  • If the sender is an Approved Email admin, the process verifies the Email Builder and associated records referenced in the Sent Email have email_builder_status__v = approved__v or staged__v
  • If the sender is an end user, the process verifies the Email Builder and associated records referenced in the Sent Email have email_builder_status__v = approved__v

If any of the checks do not pass, the process does not send the email, the status is set to Failed, and one of the following messages displays to the user: