Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Connect/SendConnectionInvite.htm

## Sending Engage Connection Invites to HCPs

Users can send Engage connection invites to HCPs from Vault CRM. Selecting an Engage connection invite link displays the user’s Digital Business Card. On the Digital Business Card, the HCP can view the user’s profile with contact information. The HCP can also choose to sign up or sign in to Engage to connect with the user. If the user has Engage Chat enabled, the HCP and user can chat after getting connected.

**Who can use this feature?**

* Business Admin Users - Browser
* [Track Engage connection invite links](#Tracking)
* End Users - iPad, iPhone
* [Send an Engage connection invite to an HCP](#Sending)
* [Add digital business cards to Apple Wallet on iPhone](#Adding)
* Integration Users - Browser
* Users require an Engage license

### Configuring Engage Connection Invites in CRM for

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

To configure Engage connection invites for business admin users, ensure either [Using Digital Business Cards](DigitalBusinessCards.htm) or [Using Engage Chat in CRM](EngageTab.htm) is configured. Configuring Engage chat in CRM automatically allows users to send invites from the Chats 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](EngageProfileIndicator.htm) is configured.

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

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](EngageProfileIndicator.htm) is configured.

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

1. Ensure either [Using Digital Business Cards](DigitalBusinessCards.htm) or [Using Engage Chat in CRM](EngageTab.htm) is configured. Configuring Engage chat in CRM automatically allows users to send invites from the Chats tab.
2. Grant the following permissions:

   | Object | OLS | Object Types | Fields | FLS |
   | --- | --- | --- | --- | --- |
   | engage\_link\_settings\_\_v | R | n/a | * engage\_link\_account\_selection\_\_v * application\_profile\_\_v * created\_by\_\_v * created\_date\_\_v * engage\_link\_apps\_\_v * global\_id\_\_sys * id * modified\_by\_\_v * modified\_date\_\_v * legacy\_crm\_id\_\_v * link\_\_sys * name\_\_v * security\_profile\_\_v * setupownerid\_\_v * status\_\_v | Read |
   | 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') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT, 'CLM', 'Common', 'EngageLink')
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®)
   * QRCode

   Engage Chat is ignored for sending connection invites.

   Use the format **App1;;App2**.

   The ENGAGE\_LINK\_APPS Veeva Message also applies to the following features:
   * [Sharing CLM Content via Web Link](../Share/ShareCLMLink.htm)
   * [Presenting CLM Content Remotely](../Share/PresentRemotely.htm)
   * [Sharing Microsoft Teams Links](../Meet/MSTeams.htm#ShareMeetingLink)
   * [Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)](../Sign/RemoteSigAsync.htm)

#### Optional Configuration

To allow users to send Engage connection invites from Engage profile indicators on accounts, ensure [Displaying the Engage Profile Indicator on Accounts](EngageProfileIndicator.htm) is configured.

To allow users to send Engage connection invites from the home page, ensure [Sharing Digital Business Cards from the Home Page](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm) is configured.

### Sending an Engage Connection Invite to an HCP as

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

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

* [Chats Tab](EngageTab.htm) – invites are not linked to accounts

  ![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/SendInvite1.png)
* Engage profile indicator on the HCP’s account – invites are linked to specific accounts

  ![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/SendInvite2.png)
* The All Actions menu in the My Accounts list and the Account Details screen for HCP accounts – invites are linked to specific accounts

  ![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/SendInvite3.png)
* [Share Digital Business Card Home Page Component](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm) – invites are not linked to accounts

  ![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/ShareDBCHomepage.png)

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**.

   ![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/ShareDBCOptions.png)

   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](DigitalBusinessCards.htm#viewDBC) 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](../eHCP/HCPHomeTab.htm) and an email notification informing them of the connection invite.

![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/SendInvite2.png)

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.

![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/SendInvite5.png)

### Adding Digital Business Cards to Apple Wallet on iPhone as

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

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 Chats 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.

![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/AppleWalletButton.png)

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](../ConfiguringEngage/EngageConnectGroupSettings.htm) for more information.

![](../../../../Resources/Images/Multichannel/Engage/ConnectionInvite/AppleWallet.png)

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.

### Tracking Engage Connection Invite Links as

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

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](../../../Timeline/Using/ViewActivites.htm). 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.

| Field | Value |
| --- | --- |
| Object Type | engage\_connection\_invite\_\_v |
| Account | Lookup to the account who received the link. This is blank when the invite is sent from the Chats tab or from the Share Digital Business Card homepage component. |
| User | Lookup to the user who sent the link |
| Capture Datetime | The datetime at which the sharing option was selected |
| Shortened Engage Link | The shortened version of the invite link |
| Engage Link | The Engage Connect server for the org and parameters for the User ID, Org ID, and Account ID |
| Mobile ID | System-generated Id |
| Sent From Platform | The platform from which the link was sent |
| Sent Via | The app/sharing option used to send the link |
| Transaction Type | engage\_connection\_invite\_\_v |

Each time the recipient accesses the invite link, a message\_activity\_\_v record is created with the following information:

| Field | Value |
| --- | --- |
| Object Type | message\_activity\_\_v |
| Activity | clicked\_\_v |
| Activity Datetime | The datetime at which the activity occurred |
| IP Address | The IP address of the server/device which accessed the URL |
| User Agent | The User Agent details returned from the IP address |
| Client Name | The name of the client software |
| Client OS | The name of the OS family running the client software |
| Client Type | The type of software used to access the URL |
| Client Device | The type of device used to access the URL |

### Related Topics

[Using Engage Chat in CRM](EngageTab.htm)

[Using Digital Business Cards](DigitalBusinessCards.htm)

[Sharing Digital Business Cards from the Home Page](../../../Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/ShareDBCComponent.htm)