Using Key Messages in Approved Email Content
Approved Email content frequently corresponds to information in defined key messages. These key messages can be associated with Approved Email content and stamped on sent emails, enabling end users and content admins to clearly see which key message was communicated in the email.
When an end user sends an Approved Email to an HCP containing a key message, the end user can see the associated key message in the sent_email__v record associated with the email to the HCP.
When end users view past messages to HCPs, they can view the key message field on each sent_email__v record and see, at a glance, which key messages were recently communicated to the HCP. This helps the end user plan upcoming visit with that HCP.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- Integration Users, Content Admin Users, End Users
Configuring Key Messages in Approved Email Content for
Integration Users
To enable this feature:
-
Ensure Configuring Approved Email is complete.
-
Grant Integration users the following permissions:
Object Object Permission Object Types Fields Field Permission approved_document__v CRED n/a key_message__v Edit key_message__v
CRED
n/a
external_id__v Edit
sent_email__v CRED n/a key_message__v Edit sent_fragment__v
CRED
n/a
key_message__v Edit
Content Admins
To enable this feature:
-
Ensure Configuring Approved Email is complete.
-
Grant Content Admin users the following permissions:
Object Object Permission Object Types Fields Field Permission approved_document__v CRED n/a key_message__v Edit key_message__v
CRED
n/a
external_id__v Edit
sent_email__v CRED n/a key_message__v Edit sent_fragment__v
CRED
n/a
key_message__v Edit
End Users
To enable this feature:
-
Ensure Configuring Approved Email is complete.
-
Grant end users the following permissions:
Object Object Permission Object Types Fields Field Permission approved_document__v R n/a key_message__v Read key_message__v
R
n/a
n/a
n/a
sent_email__v RE n/a key_message__v
Edit sent_fragment__v
RE
n/a
key_message__v
Edit
Using Key Messages in Approved Email Content as
Content Admins
Associating Key Messages to Approved Email Content
Key messages must be associated to Approved Email content in Vault:
- Navigate to the appropriate record in Vault.
- Use the Key Message field to associate the appropriate key message.
Stamping Sent Emails with Key Messages
If Approved Email content with an associated key message is sent, the resulting sent_email__v record automatically stamps with the associated key message. This association is stored in the key_message__v field.
End Users
To view key messages in approved email content, access the sent email record and view the key_message__v field. When Approved Email content with an associated key message is sent, the resulting sent_email__v record is automatically stamped with the associated key message.
