Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/MedicalEvents/MedEventsAE.htm

## Using Approved Email for Medical Events

Event organizers can send Approved Emails to follow up on a Medical Event that occurred in the past. Content admins can create one or more Email Templates and use tokens to reference details from the referenced Medical Event.

When end users send Approved Emails as invitations to a medical event, the email addresses of all the added event attendees are automatically included in the To field.

**Who can use this feature?**

* Content Creators – Browser
* [Creating Approved Email Content for Medical Events](#Creating)
* End Users – iPad
* [Sending Approved Emails from Medical Events](#Sending)
* Users require an Approved Email license

### Configuring Approved Email for Medical Events for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure content creators have access to the **Medical Event Template** value of the email\_template\_type\_\_v picklist in the appropriate PromoMats or MedComms instance.

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To enable this feature:

1. Ensure the following features are configured:

   * [Configuring Medical Events](Configuring_Medical_Events.htm)
   * [Configuring Approved Email End Users](../Multichannel/ApprovedEmail/ConfiguringAE/AEConfigEndUsers.htm)
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_document\_\_v | n/a | medical\_event\_\_v | n/a | n/a |
   | sent\_email\_\_v | n/a | medical\_event\_\_v | * event\_attendee\_\_v * event\_attendee\_mobile\_id\_\_v * event\_mobile\_id\_\_v | Edit |
3. Navigate to **Admin > Users & Groups > Permission Sets** and select the appropriate permission set.
4. Navigate to **Objects > Medical Event > Object Action Permissions** and select Edit.
5. Grant Execute access to the **Send Email** object action for the appropriate object types.
6. Navigate to **Admin > Configuration > Objects > medical\_event\_\_v > Object Types** and select the **Actions** link.
7. Select **All Actions (...) > Edit Object Type Actions**.
8. Select the **Send Email** checkbox for the appropriate medical\_event\_\_v object types.

### Creating Approved Email Content for Medical Events as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

In the PromoMats or MedComms instance containing Approved Email content, ensure all email templates used for Medical Events have an email\_template\_type\_\_v field of **Medical Event Template**.

Medical Event Templates are only available when sending an Approved Email from a Medical Event and do not display as available in any other Approved Email entry point.

The following Approved Email features are supported when sending emails from Medical Events:

* [Email Template, Email Fragment, and Subject field tokens](../Multichannel/ApprovedEmail/CreatingContent/ConfigTokens.htm)
* [{{insertSignature}} token](../Multichannel/ApprovedEmail/SendAE/EmailReceiptsforSignatureTransactions.htm)
* [BCC Recipients](../Multichannel/ApprovedEmail/SendAE/BCCRecipients.htm)
* [Scheduling Approved Emails](../Multichannel/ApprovedEmail/SendAE/ComposingAEs.htm#Scheduli)

### Sending Approved Emails from Medical Events as

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When a user selects Send Email from the All Actions menu of a Medical Event, Approved Email displays. Up to 50 eligible Event Attendees are added to the email. Users can delete recipients from the recipients list, but recipients cannot be added. Only Event Attendees who are associated with an Account can receive emails, and [consent](../Multichannel/ConsentCapture/CCOverview.htm) is respected.

Users can also select an individual email address from event\_attendee\_\_v records. Approved Email displays, and the Event Attendee is added to the email. Additional recipients cannot be added.

A warning message displays when the indicated threshold of sent emails is reached. This threshold is set in the approved\_email\_count\_limit\_\_v Approved Email Setting. See [Approved Email Settings](../Multichannel/ApprovedEmail/InitialConfig/Components.htm#Approved) for more information.

### Related Topics

[Creating Medical Events](Creating.htm)

[Medical Event Attendees](Attendees.htm)

[Approved Email Configuration Tokens](../Multichannel/ApprovedEmail/CreatingContent/ConfigTokens.htm)