To configure this feature, ensure Configuring CRM Message Templates is complete.

To configure this feature:

1. Ensure Sharing CLM Content via Web Link is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Select the Objects tab.
   • Grant the following permissions:

     Object	Object Permission	Object Types	Fields	Field Permission
     message_template_content__v	CRED	message_template_content__v	clm_presentation__v message_template__v	Edit
     message_template__v	CRED	manual_assign_content_template__v universal_content_template__v	language__v message_template_id__v message_template_text__v status__v vault_dns__v vault_external_id__v vault_guid__v vault_last_modified_date__v	Edit

3. Update the field mapping for the appropriate Vault connection in the CLM Admin Console to ensure the fields on the message_template__v object in CRM are correctly mapped to the corresponding fields in Vault. See Using Auto-Publishing for CLM for more information.

To configure this feature:

1. Ensure Sharing CLM Content via Web Link is configured.
2. Navigate to Admin > Users & Groups > Permission Sets.
   • Select the appropriate permission set.
   • Select the Objects tab.
   • Grant the following permissions:

   • Object	Object Permission	Object Types	Fields	Field Permission
     message_template_content__v	R	message_template_content__v	clm_presentation__v message_template__v	Read
     message_template__v	R	manual_assign_content_template__v universal_content_template__v	language__v message_template_id__v message_template_text__v status__v	Read
     sent_message__v	n/a	n/a	message_content__v message_config_values__v	Edit

3. Navigate to Admin > Configuration > Objects > Message Template > Fields.
4. Ensure all picklist values for the status__v field on the message_template__v object are active for all object types.
5. Navigate to Business Admin > VMobile Object Configurations.
6. Ensure VMOCs are active for the following objects for the appropriate platforms:
   • message_template_content__v
   • message_template__v

Content admin users can create two types of message templates, depending on which presentations can be sent with each template: universal content templates and manually assigned content templates.

For message templates available for use with all presentations, content admin users create crm_message_template__v with the universal_content_template__v object type. These templates do not need to be associated with any documents.

For message templates only used with specific presentations, content admin users create crm_message_template__v records with the manual_assign_content_template__v object type and associate the templates with specific documents.

Populate the following fields on each crm_message_template__v record for both object types:

• text__v – Defines the message being sent
• language__v – The language of the message
• country__v – Only used in PromoMats/MedComms to help with security and content approval processes. This field is optional and does not sync to CRM.

Manually assign content templates to specific presentations to ensure the templates are only available for those presentations. Content admin users must populate the crm_manually_assigned_content_template__v field on the presentation document with the name of the crm_message_template__v record. Multiple message templates can be associated with the same presentation.

Object lifecycles in PromoMats/MedComms allow content admin users to control a document’s state, or state type, in a workflow, especially for content review processes. The lifecycle of the crm_message_template__v object defines the state type of each message template. These state types in PromoMats/MedComms are mapped to the status__v field on message_template__v records in CRM to determine if a message template is available for end users. It includes the following state types:

* These mappings are used regardless of the states assigned to each state type in PromoMats/MedComms.

When message templates in PromoMats/MedComms sync to CRM as part of the CLM integration, message_template__v records with the corresponding object type (manual_assign_content_template__v or universal_content_template__v) are created:

• message_template__v records with the universal_content_template__v object type are available for all content and are not associated with any message_template_content__v records
• For each message_template__v record with the manual_assign_content_template__v object type, a message_template_content__v record is created to associate the template with a specific clm_presentation__v record. These message templates are only available to be used with the assigned content.

The status__v field on each message_template__v record is updated during sync.

A message template is available for a presentation or website when the message_template__v record meets the following criteria:

• The status is Approved. Message templates with the Staged status are only available for content reviewers.
• The language matches the end user’s language
• The message template is assigned to the presentation or is a universal template

When end users share web links for CLM content from a call, account, or the Media tab, the share modal displays with the available sharing options as well as the available message templates. Select the appropriate template, then select the sharing option.

When end users share web links via QR code, message templates are not available. The QR code only represents the link to the content.

When end users share web links for CLM content from the Engage tab, only the message templates display. Select the appropriate template, then select Next.

The No Message option is available for end users who do not want to include message text and is selected by default.

Selecting the Language for Message Templates

End users can switch languages using the language button. Only the languages with message templates available for the presentation display. The language button only displays when the presentation has message templates for more than one language.

If a template is not available in any language, only the sharing options display.

When sharing web links via Engage chat, the preview of the message includes the message template.

When end users send a link with a message template, the message_template__v record and the full message text, including links, are stamped on the sent_message__v record created to track the activity. See Sharing CLM Content via Web Link for more information about the data tracked for presentations and websites. Additionally, the following fields are stamped for message templates:

Message templates sent via Engage chat are tracked in the Engage Connect reports. See Engage Chat Reports for more information. Additionally, chat messages with message templates can be imported into CRM as call records or chat messages. See Importing Engage Connect Chat Logs into CRM as Call Records and Importing Engage Connect Chat Logs into CRM as Chat Messages for more information.