Associating Business Accounts to Approved Emails
End users can associate Approved Emails to a business account, providing a clear link between the recipients and the associated business account for auditing purposes. Additionally, associating Approved Emails to business accounts enables sent emails to respect Restricted and Allowed Products associated with a certain location, enabling compliance in certain markets.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- Content Admin Users, End Users
Configuring Associating Business Accounts to Approved Emails for
Content Admins
To configure this feature:
- Ensure Configuring Approved Email is complete.
- Grant Edit permission to the parent_email__v field on the sent_email__v object.
- Add the parent_email__v field to the sent_email__v page layouts for the appropriate object types.
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Enter the appropriate value for the Enable Group Email Approved Email setting:
- 1 – Enables associating business accounts to Approved Emails without product restrictions
- 2 – Enables associating business accounts to Approved Emails with product restrictions. This overrides the individual product restrictions of the recipients with the product restrictions of the selected business account.
- Enter a value of 1 for the Additional Recipients Approved Email Setting.
End Users
To configure this feature:
- Ensure Configuring Approved Email is complete.
- Grant Edit field permission to the parent_email__v field on the sent_email__v object.
Selecting an Associated Business Account as
End Users
To associate an Approved Email to a business account:
- Select Add Organization from the Recipients tab of the composed email.
- Use the lookup field to select the business account associated with the recipients.
Approved Emails do not send to business accounts.
Enabling Business Account Product Restrictions as
End Users
Depending on local regulations, customers may need to prevent communication of promotional items to non-prescribers. For HCPs associated with multiple business accounts, each with different product restrictions, end users can select the appropriate business account for each HCP to associate Approved Emails.
If a composed email includes information restricted by the business account, the following error message displays when the end user tries to send the Approved Email:
<Company> is restricted from <Product>
