Integrating Approved Email with CLM
- Object Model
Content creators can reference pre-defined Approved Email templates and fragments to allow users to send specific emails and content from a CLM slide to HCPs viewing the CLM content.
Who can use this feature?
- Content Creator Users - Browser
- Integrate Approved Email with CLM
- End Users - CRM Desktop (Windows), iPad, Windows (Beta)
- Users require an Approved Email license
Configuring Approved Email with CLM for
End Users
- Ensure Approved Email and CLM are configured.
- Navigate to Admin > Configuration > Objects > Sent Email (sent_email__v) > Object Types > CLM (clm__v) > Last Device (last_device__v).
- Select Edit.
- Move the appropriate platforms from Available Values to Selected Values.
- Select Save.
Integrating Approved Email with CLM as
Content Creator Users
Content creator users can use the following functions to interact with Approved Email from CLM content:
- getApprovedDocument
- launchApprovedEmail
When using the queryRecord function to query Approved Document records for the launchApprovedEmail function, if an incorrect Vault Id is passed into the function, records are not returned. To avoid passing in null values to the launchApprovedEmail function, which causes CLM content to display incorrectly, content creators should include an error message to identify the issue.
See the CLM JavaScript library for more information about using these functions.
During a call, including Engage calls, when users take action on CLM content calling the launchApprovedEmail JavaScript function, the Send Email screen displays in Vault on the device’s default browser. The following are already selected:
- Appropriate and valid email templates and fragments
- Attendee accounts as recipients
When users launch Approved Email from CLM content outside of a call, for example, from the CRM Desktop (Windows) app, accounts are not selected. To allow users to add accounts as recipients, admins must set the Additional Recipients Approved Email Setting to 1.
