Approved Email Entry Points
There are multiple ways to send an Approved Email. Having multiple Approved Email entry points enhances flexibility, efficiency, and accessibility for users across different workflows. End users can send an approved email directly from a call report, while an Engage Meeting host may find it easier to send an approved email directly from a meeting. Each type of user can select the entry point most suited to their day-to-day work.
Multiple entry points reduce navigation steps, allowing users to send emails seamlessly during customer interactions. Entry points ensure that users can send emails in the right context, leading to better engagement with HCPs.
Some of these entry points are enabled by default, some require module-specific configuration.
Who can use this feature?
- Browser, iPad, iPhone Users
- Users require an Approved Email license
- End Users
Using Default Entry Points as
End Users
The following Approved Email entry points do not require additional configuration:
- Account Detail Page – End users can select the Send Email button in the More Actions menu of an account detail page to begin composing an email with the selected account populated as the recipient
- Account List – End users can select one or more accounts using the Select button, then select the Send Email button in the More Actions menu to begin composing an email with the selected accounts populated as recipients
- Call Report – Available on iPad and iPhone. While in a call report, end users can select the Send Email button in the More Actions menu to begin composing an email with the attendees of the call selected as recipients.
Ensure the more_actions__v object control is added to the call2__v layout for the More Actions button to display.
Using Additional Entry Points as
End Users
The following Approved Email entry points require additional configuration and their respective modules to be enabled before they can be used by end users:
- CLM Slides – CLM content creators can directly embed links in CLM slides that launch Approved Email
- Consent Management - End users can send consent confirmation emails to HCPs when using double opt-in or when capturing consent using confirmation emails for any channel
- Engage – Hosts of Engage meetings can use Approved Emails to send invitations to recipients
- Events Management – Event organizers can use Approved Emails to communicate with event attendees before and after the event
- Medical Events – Medical event organizers can send Approved Emails to follow up on a Medical Event in the past
- Order Management
- Sample Management
- Suggestions – Suggestions can be sent as Approved Emails when the email_template__v check box is selected on the suggestion__v record (iPad only)
Disabling Entry Points for
End Users
Admins may want to disable certain entry points for Approved Email. To disable an entry point:
- Navigate to the Disabled Approved Email Entry Points Approved Email setting.
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Enter the appropriate values using the format EntryPoint1;;EntryPoint2:
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Account_vod - Disables sending an approved email from the Account Detail page
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MyAccounts_vod - Disables sending an approved email from the account list
-
Call_vod - Disables sending an approved email from a call
-
CLM_vod - Disables sending an approved email from a CLM presentation
For example, Account_vod;;MyAccounts_vod;;CLM_vod
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To disable exactly two entry points:
- Create a Veeva Message containing the two entry points. For example:
- Message Name = DISABLED_APPROVED_EMAIL_ENTRYPOINTS
- Category = ApprovedEmail
- Text = Account_vod;;MyAccounts_vod
- Navigate to the Disabled Approved Email Entry Points Approved Email setting.
- Enter the Veeva Message. For example, the following references the Veeva Message from Step 1 above: DISABLED_APPROVED_EMAIL_ENTRYPOINTS;;ApprovedEmail.
