To configure Engage connection invites for business admin users, ensure either Using Digital Business Cards or Using Engage Chat in CRM is configured. Configuring Engage chat in CRM automatically allows users to send invites from the Engage tab.

Optional Configuration

To allow users to send Engage connection invites from Engage profile indicators on accounts, ensure Displaying the Engage Profile Indicator on Accounts is configured.

To configure Engage connection invites for integration users:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the permission set for the appropriate user profile.
3. Navigate to Objects.
4. Grant the following permissions:

   Object	OLS	ObjectTypes	Fields	FLS
   message_activity__v	CRE	message_activity__v	activity_datetime__v activity__v client_device__v client_name__v client_os__v client_type__v ip_address__v name__v object_type__v sent_message__v user_agent__v	Edit
   sent_message__v	CRE	engage_connection_invite__v	account__v capture_datetime__v details__v engage_link__v mobile_id__v name__v object_type__v ownerid__v sent_from_platform__v sent_via__v shortened_engage_link__v transaction_type__v user__v vexternal_id__v	Edit
   			clicked__v click_count__v viewed__v view_count__v	Read

Optional Configuration

To allow users to send Engage connection invites from Engage profile indicators on accounts, ensure Displaying the Engage Profile Indicator on Accounts is configured.

1. Ensure either Using Digital Business Cards or Using Engage Chat in CRM is configured. Configuring Engage chat in CRM automatically allows users to send invites from the Engage tab.
2. Grant the following permissions:

   Object	OLS	Object Types	Fields	FLS
   message_activity__v	R	message_activity__v	activity_datetime__v activity__v client_device__v client_name__v client_os__v client_type__v ip_address__v modified_date__v name__v object_type__v sent_message__v user_agent__v	Read
   sent_message__v	CRE	engage_connection_invite__v	account__v capture_datetime__v details__v engage_link__v mobile_id__v name__v object_type__v ownerid__v sent_from_platform__v sent_via__v shortened_engage_link__v transaction_type__v user__v vexternal_id__v	Edit
   			clicked__v click_count__v modified_date__v viewed__v view_count__v	Read
   user__sys	CRE	n/a	language__sys	Read

3. Ensure all picklist values are active for the following sent_message__v fields:
   • sent_via__v

   Ensure the wallet__v value is active to enable Apple Wallet for iPhone users.

   • transaction_type__v
4. Ensure VMOCs are active for the following objects for the appropriate platforms:
   • sent_message__v, with the following where clause:
   • WHERE account__vr.name__v != null AND created_date__v <= LAST_DAYS:90
   • message_activity__v
   • engage_link_settings__v
   • message__v, with the following where clause:
   • WHERE language__vr.admin_key__sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en')
5. Navigate to Business Admin Objects > Engage Link Settings > Engage Link Global Settings.
6. Populate the engage_link_apps__v Engage Setting appropriately. The setting references the ENGAGE_LINK_APPS Veeva Message. Edit the list in the Veeva Message to control the number and order of sharing options available for users to send links with accounts. Available values are:
   • Messages
   • WhatsApp
   • LINE
   • LINEWORKS
   • CopyURL (includes QR code)

     Copy URL and QR code always display as sharing options, even if they are not configured. Engage Chat is ignored for sending connection invites.

   Use the format App1;;App2.

Optional Configuration

To allow users to send Engage connection invites from Engage profile indicators on accounts, ensure Displaying the Engage Profile Indicator on Accounts is configured.

To allow users to send Engage connection invites from the home page, ensure the Share Digital Business Card Home Page Component is configured.

Users can send Engage connection invites to HCPs from the following entry points:

• Engage Tab – invites are not linked to accounts

  

• Engage profile indicator on the HCP’s account – invites are linked to specific accounts

  

• The More Actions menu in the My Accounts list and the Account Details screen for HCP accounts – invites are linked to specific accounts

  

• Share Digital Business Card Home Page Component – invites are not linked to accounts

  

If an HCP connects with a CRM user via a connection invite linked to their account, the HCP's Engage profile is automatically linked to the account and displays in the profile indicator after the user syncs.

Users must have an active internet connection to send connection invites.

To send a connection invite after navigating to one of the entry points:

1. Select Share Engage Invite Link.

   

   When the QR code is generated, a sent_message__v record is immediately created.

2. Select the appropriate sharing option. End users can send the invite link to the HCP via QR code or a supported messaging app, or by copying the invite link and sending it via another messaging app.

When the HCP selects the invite, the end user's digital business card displays, where the HCP can connect with the user. See Viewing Digital Business Cards as an HCP for more information. If push notifications are enabled, the end user also receives a push notification.

If an account has a linked Engage profile but the end user is not connected and has not previously sent a connection invite, the Connect button displays in the Engage profile indicator. Select Connect to send the invite. The HCP receives an in-app notification and an email notification informing them of the connection invite.

End users can send connection invites to HCP who do not have linked Engage profiles. For accounts that do not have linked Engage profiles, the Engage profile indicator displays as grayed out on the Account Details screen. End users can still select the indicator and select Share Engage Invite Link.

End users on iPhone can add the QR codes for their digital business cards to the Apple Wallet. This makes it faster and more convenient for end users to share their digital business cards using their phones outside of CRM.

To add their digital business card to the Apple Wallet:

1. Select Share Engage Invite Link from the Engage tab or select the Share Digital Business Card home page component.
2. Select Add to Apple Wallet.

This button always displays and cannot be disabled.



3. Select Add.

In the Apple Wallet, the QR code displays company information and branding according to the Engage Connect Group settings for the user. See List of Engage Connect Group Settings for more information.

The DBC remains up-to-date in Apple Wallet and automatically expires when one of the following occurs:

• The user is deactivated
• DBCs are disabled for the user

A sent_message__v record is created each time an end user adds their DBC to the Apple Wallet and a message_activity__v record is created each time an HCP views the DBC by scanning the QR code in the Apple Wallet.

Information about each sent invite link is tracked on a sent_message__v record. Users can view the sent_message__v records for an account on the account timeline. The following information is stamped on each record:

If the full URL for an invite link is sent instead of the shortened URL, the reason is stamped in the details__v field on the sent_message__v record. Activity for full URLs is not tracked via message_activity__v records.

Each time the recipient accesses the invite link, a message_activity__v record is created with the following information: