Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Share/ShareCLMLink.htm

## Sharing CLM Content via Web Link

End users can use social messaging apps to share links for CLM content published in PromoMats/MedComms, including auto-published content, binders and slides, custom presentations, and websites. Content accessed from a web link displays in the HCP Content Player. Any action the recipient takes on the link and any engagement with the content is tracked on Email Activity records, allowing admins to analyze engagement with specific presentations to improve CLM content.

Content admin users can also create message templates for end users to send with web links. See [Using Message Templates When Sharing Web Links](MessageTemplates.htm) for more information.

**Who can use this feature?**

* Business Admin Users - Browser
* [Track CLM content web links](#Tracking)
* [Track HCP engagement with web links](#TrackHCP)
* Content Admin Users - Browser
* [Enable web links for CLM presentations in PromoMats/MedComms](#Enabling)
* Content Creator Users - Browser
* [Content guidelines for sharing CLM content as web links](#Content)
* [Add tracking tokens to web links for websites](#TrackWeb)
* End Users
* [Share web links for CLM content](#Sharing) - CRM Desktop (Windows), iPad, iPhone, Windows
* [Share web links for website content](#Sharing) - CRM Desktop (Windows), iPad, iPhone, Windows
* [Share web links via Engage chat](#ShareChat) - CRM Desktop (Windows), iPad, iPhone, Windows
* [Share web links via Approved Email](#AELink) - CRM Desktop (Windows), iPad, Windows
* Users require an Engage license

### Configuring Sharing Links for CLM Content for

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

To configure this feature:

1. Ensure the following are complete:
   * [Configuring CLM as Object Model](../../CLM/ConfiguringCLM/CLMBasicConfig.htm)
   * [Configuring the Account Timeline](../../../Timeline/Config.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
   * Select the appropriate permission set
   * Grant **Access API** permission in the Application tab
   * Select the **Objects** tab
   * Grant the following permissions:

     | Object | Object Permission | Object Types | Fields | Field Permission |
     | --- | --- | --- | --- | --- |
     | clm\_presentation\_\_v | CRE | n/a | + external\_display\_name\_\_v + language\_\_v + share\_as\_engage\_link\_\_v | Edit |
     | message\_activity\_\_v | CRE | + message\_activity\_\_v + vault\_activity\_\_v + veeva\_content\_player\_activity\_\_v | + clm\_presentation\_\_v + detail\_group\_\_v + duration\_\_v + key\_message\_\_v + media\_type\_\_v + page\_number\_\_v + product\_\_v + sent\_message\_\_v + session\_id\_\_v + slide\_number\_\_v + slide\_version\_\_v + user\_agent\_\_v + vault\_document\_id\_\_v + vault\_document\_major\_version\_\_v + vault\_document\_minor\_version\_\_v + vault\_doc\_name\_\_v + vault\_document\_number\_\_v + vault\_document\_title\_\_v + vault\_domain\_\_v + video\_last\_viewed\_time\_\_v + video\_length\_\_v + video\_start\_time\_\_v + video\_total\_time\_spent\_\_v + view\_order\_\_v | Edit |
     | sent\_message\_\_v | CRE | content\_\_v | + account\_\_v + call\_\_v + capture\_datetime\_\_v + clm\_presentation\_name\_\_v + clm\_presentation\_\_v + detail\_group\_\_v + details\_\_v + engage\_link\_\_v + key\_message\_\_v + message\_config\_values\_\_v + mobile\_id\_\_v + product\_\_v + sent\_datetime\_\_v + sent\_from\_platform\_\_v + sent\_via\_\_v + shortened\_engage\_link\_\_v + to\_\_v + transaction\_type\_\_v + user\_\_v + vexternal\_id\_\_v | Edit |
     | + clicked\_\_v + click\_count\_\_v + downloaded\_\_v + download\_count\_\_v + viewed\_\_v + view\_count\_\_v | Read |
3. Navigate to **CRM Setup > Content Setup > CLM**.
4. Enter credentials for the integration user in the Vault CRM Connection Management section. If an integration user is already defined, select edit and enter the credentials again.
5. Select **Validate Credentials**.
6. Update the field mapping for the appropriate Vault connection in the Vault Connection Management section to ensure the share\_as\_engage\_link\_\_v field on the clm\_presentation\_\_v object in CRM is correctly mapped to the corresponding field in Vault. See [Using Auto-Publishing for CLM](../../CLM/ConfiguringCLM/AutoPublishing.htm) for more information.

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

To configure this feature:

1. Navigate to **Admin > Users & Groups > Permission Sets**.
2. Select the appropriate permission set.
3. Grant **Access API** permission in the Application tab.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | clm\_presentation\_\_v | CRE | n/a | * language\_\_v * share\_as\_engage\_link\_\_v | Edit |
   | engage\_link\_settings\_\_v | CRE | n/a | application\_profile\_\_v | Edit |
   | message\_activity\_\_v | CRE | * message\_activity\_\_v * vault\_activity\_\_v * veeva\_content\_player\_activity\_\_v | * activity\_\_v * activity\_datetime\_\_v * client\_device\_\_v * client\_name\_\_v * client\_os\_\_v * client\_type\_\_v * clm\_presentation\_\_v * detail\_group\_\_v * device\_type\_\_v * duration\_\_v * ip\_address\_\_v * key\_message\_\_v * media\_type\_\_v * page\_number\_\_v * product\_\_v * sent\_message\_\_v * session\_id\_\_v * slide\_number\_\_v * slide\_version\_\_v * user\_agent\_\_v * vault\_doc\_name\_\_v * vault\_document\_id\_\_v * vault\_document\_major\_version\_\_v * vault\_document\_minor\_version\_\_v * vault\_document\_number\_\_v * vault\_document\_title\_\_v * vault\_domain\_\_v * video\_last\_viewed\_time\_\_v * video\_length\_\_v * video\_start\_time\_\_v * video\_total\_time\_spent\_\_v * view\_order\_\_v If customers do not want to track certain fields, do not grant field permission to those fields. | Edit |
   | sent\_message\_\_v | CRE | content\_\_v | * account\_\_v * call\_\_v * capture\_datetime\_\_v * clm\_presentation\_name\_\_v * clm\_presentation\_\_v * detail\_group\_\_v * details\_\_v * key\_message\_\_v * engage\_link\_\_v * message\_config\_values\_\_v * mobile\_id\_\_v * product\_\_v * sent\_from\_platform\_\_v * sent\_via\_\_v * shortened\_engage\_link\_\_v * to\_\_v * transaction\_type\_\_v * user\_\_v * vexternal\_id\_\_v | Edit |
   | * clicked\_\_v * click\_count\_\_v * download\_count\_\_v * downloaded\_\_v * view\_count\_\_v * viewed\_\_v | Read |

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

To configure this feature:

1. Ensure the following are complete:
   * [Configuring CLM as Object Model](../../CLM/ConfiguringCLM/CLMBasicConfig.htm)
   * [Configuring the Account Timeline](../../../Timeline/Config.htm)
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 |
     | --- | --- | --- | --- | --- |
     | clm\_presentation\_\_v | R  To allow end users to share links for custom presentations, grant CRE object permission. | n/a | + clm\_presentation\_name\_\_v\* + clm\_presentation\_status\_\_v\* + description\_\_v\* + hidden\_\_v\* + keywords\_\_v\* + language\_\_v\* + product\_\_v\* + share\_as\_engage\_link\_\_v + type\_\_v\* + vault\_dns\_\_v + vault\_doc\_id\_\_v + vault\_external\_id\_\_v + vault\_guid\_\_v + vault\_last\_modified\_date\_time\_\_v \* To allow end users to share links for custom presentations, grant Edit field permission to this field. | Read |
     | engage\_link\_settings\_\_v | R | n/a | + engage\_link\_account\_selection\_\_v + allow\_sending\_of\_custom\_presentation\_\_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 |
     | key\_message\_\_v | R | n/a | + vault\_dns\_\_v + vault\_doc\_id\_\_v + vault\_external\_id\_\_v + vault\_guid\_\_v + vault\_last\_modified\_date\_time\_\_v | Read |
     | message\_activity\_\_v | R | + message\_activity\_\_v + vault\_activity\_\_v + veeva\_content\_player\_activity\_\_v | + activity\_\_v + activity\_datetime\_\_v + client\_device\_\_v + client\_name\_\_v + client\_os\_\_v + client\_type\_\_v + clm\_presentation\_\_v + detail\_group\_\_v + duration\_\_v + ip\_address\_\_v + key\_message\_\_v + media\_type\_\_v + page\_number\_\_v + product\_\_v + sent\_message\_\_v + session\_id\_\_v + slide\_number\_\_v + slide\_version\_\_v + user\_agent\_\_v + vault\_document\_id\_\_v + vault\_document\_major\_version\_\_v + vault\_document\_minor\_version\_\_v + vault\_doc\_name\_\_v + vault\_document\_number\_\_v + vault\_document\_title\_\_v + vault\_domain\_\_v + video\_last\_viewed\_time\_\_v + video\_length\_\_v + video\_start\_time\_\_v + video\_total\_time\_spent\_\_v + view\_order\_\_v | Read |
     | sent\_message\_\_v | CRE | content\_\_v | + account\_\_v + call\_\_v + capture\_datetime\_\_v + clm\_presentation\_name\_\_v + clm\_presentation\_\_v + detail\_group\_\_v + details\_\_v + engage\_link\_\_v + engage\_profile\_external\_id\_\_v + key\_message\_\_v + message\_config\_values\_\_v + mobile\_id\_\_v + object\_type\_\_v + product\_\_v + sent\_datetime\_\_v + sent\_from\_platform\_\_v + sent\_via\_\_v + shortened\_engage\_link\_\_v + status\_\_v + to\_\_v + transaction\_type\_\_v + user\_\_v + vexternal\_id\_\_v | Edit |
     | + clicked\_\_v + click\_count\_\_v + downloaded\_\_v + download\_count\_\_v + viewed\_\_v + view\_count\_\_v | Read |
3. Enable all the picklist values for the following fields for all available object types:
   * sent\_message\_\_v object
   * sent\_via\_\_v
   * transaction\_type\_\_v
   * message\_activity\_\_v object
   * activity\_\_v
4. Navigate to **Admin > Configuration > Objects > CLM Presentation > Layouts**.
5. Place the **share\_as\_engage\_link\_\_v** field on the clm\_presentation\_\_v object layout.

#### Configuring Engage Settings and VMOCs

1. Navigate to **Business Admin > Objects > Engage Link Settings**.
2. Select the appropriate **engage\_link\_settings\_\_v** record.
3. Populate the **engage\_link\_account\_selection\_\_v** Engage Link Setting appropriately. This setting determines if users must select an account before sending a link. Populate with one of the following values:
4. 0 – Users are required to select an account. This is the default value.
5. 1 – Users cannot select an account. After selecting a sharing option, users can select the recipient in the selected app if not already populated. This does not associate the recipient with an account in CRM.
6. Populate the **engage\_link\_apps\_\_v** Engage Link Setting with the ENGAGE\_LINK\_APPS;;EngageLink Veeva Message.
7. Navigate to **Business Admin > Objects > Veeva Messages**.
8. Select the **ENGAGE\_LINK\_APPS** Veeva Message record.
9. Populate the **Text** field with a list of sharing options available for end users using the format App1;;App2. The sharing options display in the order defined in this field. Different options are available on different platforms:

   | Sharing Option | Supported Platforms for Presentations | Supported Platforms for Websites |
   | --- | --- | --- |
   | Messages | * iPad * iPhone | * iPad * iPhone |
   | WhatsApp | * iPad * iPhone * CRM Desktop (Windows) | * iPad * iPhone |
   | LINE | * iPad * iPhone | * iPad * iPhone |
   | LINEWORKS | * iPad * iPhone * CRM Desktop (Windows) | * iPad * iPhone |
   | EngageChat | * iPad * iPhone | * iPad * iPhone |
   | CopyURL  This includes QR Code®. | * iPad * iPhone * CRM Desktop (Windows) | * iPad * iPhone |
   | QRCode | * iPad * iPhone | * iPad * iPhone |

   The ENGAGE\_LINK\_APPS Veeva Message also applies to the following features:
   * [Presenting CLM Content Remotely](PresentRemotely.htm)
   * [Sending Engage Connection Invites to HCPs](../Connect/SendConnectionInvite.htm)
   * [Sharing Microsoft Teams Links](../Meet/MSTeams.htm#ShareMeetingLink)
   * [Capturing Asynchronous Remote Signatures for BRC Samples Using Share Link (Sign Later)](../Sign/RemoteSigAsync.htm)
10. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
11. Ensure VMOCs are active for the following objects for the appropriate platforms:
    * sent\_message\_\_v
    * Ensure Metadata Only is selected
    * Use this WHERE clause: WHERE account\_\_vr.name\_\_v != null AND created\_date\_\_v >= LAST\_DAYS:90
    * message\_activity\_\_v
    * engage\_link\_settings\_\_v
    * message\_\_v
    * Use this WHERE clause for CRM Desktop (Windows): WHERE language\_\_vr.admin\_key\_sys CONTAINS (@@USER\_LANGUAGE\_CODE@@,'en') AND category\_\_v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT, 'CLM'; 'Common, 'EngageLink'))
    * object\_type\_\_v

### Optional Configuration

The following optional features enhance the HCP experience when viewing content in the HCP Content Player:

* [Allowing Downloads for Auto-Published CLM Content and ISI and PI Documents from the HCP Content Player](AllowCLMDownload.htm)
* [Defining SMS and WhatsApp Phone Numbers](DefinePhone.htm)
* [Expiring Web Links](ExpireWebLink.htm)
* [Managing Display Names for CLM Presentations and ISI and PI Documents](DisplayNames.htm)

Additionally, end users can share web links for websites and custom presentations.

Sharing web links for websites is only supported on iPad and iPhone.

#### Configuring Web Links for Websites for

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

To configure this feature:

1. Ensure [Displaying Website Content in the Media Library](../../CLM/DisplayingPres/DisplayWeb.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Navigate to **Objects > CLM Presentation** in the permission set.
5. Grant content creators Edit field permission to the **share\_as\_engage\_link\_\_v** field on the clm\_presentation\_\_v object.

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

1. Ensure [Displaying Website Content in the Media Library](../../CLM/DisplayingPres/DisplayWeb.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Navigate to **Objects > Key Message** in the permission set.
5. Grant end users Read field permission to the **url\_\_v** field on the key\_message\_\_v object.
6. Navigate to **Admin > Configuration > Objects > Sent Message > Fields > Transaction Type**.
7. Ensure the **website\_content\_\_v** picklist value is active.

#### Configuring Web Links via Approved Email for

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

To configure this feature:

1. Ensure [Configuring Approved Email Admins and Integration Users](../../ApprovedEmail/ConfiguringAE/AEConfigAdmins.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | email\_activity\_\_v | CRE | veeva\_content\_player\_activity\_\_v | * key\_message\_\_v * activity\_\_v * activity\_datetime\_\_v * clm\_presentation\_\_v * media\_type\_\_v * session\_id\_\_v * view\_order\_\_v * duration\_\_v * video\_start\_time\_\_v * video\_last\_viewed\_time\_\_v * video\_total\_time\_spent\_\_v * video\_length\_\_v * page\_number\_\_v * slide\_number\_\_v * client\_name\_\_v * client\_os\_\_v * client\_type\_\_v * device\_type\_\_v * sent\_email\_\_v * user\_agent\_\_v * vault\_doc\_name\_\_v * vault\_doc\_id\_\_v * vault\_document\_major\_version\_\_v * vault\_document\_minor\_version\_\_v * vault\_document\_number\_\_v * vault\_instance\_id\_\_v * reference\_document\_\_v * downloaded\_rendition\_\_v | Edit |
   | sent\_fragment\_\_v | CRE | * sent\_custom\_content\_\_v * sent\_vault\_content\_\_v * sent\_website\_content\_\_v | * account\_\_v * created\_by\_\_v * key\_message\_\_v * modified\_by\_\_v * sent\_clm\_presentation\_\_v * sent\_fragment\_\_v * object\_type\_\_v * sent\_email\_\_v * email\_template\_\_v * sent\_veeva\_content\_\_v * sent\_veeva\_distribution\_\_v | Edit |

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

To configure this feature:

1. Ensure [Configuring Approved Email End Users](../../ApprovedEmail/ConfiguringAE/AEConfigEndUsers.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | approved\_email\_settings\_\_v | R | n/a | allow\_sending\_of\_clm\_web\_links\_\_v | Read |
   | sent\_email\_\_v | CRE | clm\_\_v | includes\_clm\_\_v | Edit |
6. Navigate to **Business Admin > Objects > Approved Email Settings**.
7. Select the appropriate **approved\_email\_settings\_\_v** record.
8. Enable the **allow\_sending\_of\_clm\_web\_links\_\_v** setting to allow end users to share web links via Approved Email.
9. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
10. Ensure a **VMOC** for the approved\_email\_settings\_\_v object is active for the appropriate platforms.
11. Navigate to **Business Admin > Objects > Veeva Messages**.
12. Select the **ENGAGE\_LINK\_APPS** Veeva Message record.
13. Include the value **ApprovedEmail** in the list of sharing options available for end users in the Text field. This option always displays first in the share modal and is available on the CRM Desktop (Windows), iPad, and iPhone platforms.

#### Configuring Web Links for Custom Presentations for

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

1. Ensure [Using Custom Presentations](../../CLM/NavigatingMedLib/CustomPres.htm) is configured.
2. Navigate to **Admin > Configuration > Objects > CLM Presentation > Fields > Type**.
3. Ensure the **transactional\_\_v** picklist value is active.
4. Navigate to **Admin > Configuration > Objects > Sent Message > Fields > Transaction Type**.
5. Ensure the **custom\_content\_\_v** picklist value is active.
6. Navigate to **Business Admin > Objects > Engage Link Settings**.
7. Select the appropriate **engage\_link\_settings\_\_v** record.
8. Select **Edit**.
9. Select the **allow\_sending\_of\_custom\_presentation\_\_v** checkbox.
10. Select **Save**.

### Enabling Web Links for CLM Presentations in PromoMats/MedComms as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Admin Users in PromoMats/MedComms](#)

To enable an auto-published CLM presentation or a binder and slide presentation to be shared via web link in CRM, content admin users in PromoMats/MedComms must ensure the Publish for Vault CRM (Web Link) ([publish\_for\_veeva\_crm\_web\_link\_\_v](https://commercial.veevavault.help/en/lr/18956/#document-fields)) field is set to Yes on the presentation or binder.

### Content Guidelines for Sharing CLM Content as Web Links as

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

Only content published from PromoMats/MedComms is supported, including auto-published content, binders and slides, and content created via Create Presentation. The following content packaging formats are supported:

* Images
* Videos
* HTML5

If HTML5 content uses a third-party JavaScript library impacting click event coordinates, then the content will not display as expected during remote CLM.

* PDF, including PDF files and PDF slides in presentations
* [goToSlide](https://developer.veevacrm.com/doc/Content/CRM_topics/Vault/clm-vault.htm#gotoSlidekeypresentation)

The following content packaging formats and assets are not supported:

* PowerPoint
* AR
* Shared resources
* External links

When a user selects an external link and launches the browser, the browser window is not displayed to the attendee

* Embedded videos
* Embedded overlays

### Adding Tracking Tokens to Web Links for Websites as

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

Tokens can be used by content creators to track information about which accounts visit a website shared via web link. Tokens must be appended to the URL of the website by updating the url\_\_v field of the appropriate key\_message\_\_v record.

Tokens must be appended to the URL using the following format:

https://www.example.com?[[Parameter 1]]={{Token 1}}&[[Parameter 2]]={{Token 2}}

Admins can define the parameter names. The tokens resolve when viewed by users.

Add the [{{linkTracker}}](../../ApprovedEmail/CreatingContent/ConfigTokens.htm#linkTracker) token to track information about how and when the user sent the link:

* Source – The location from where the users sent the link. When sent from Vault CRM, the value is set to VaultCRM.
* Device – The device used by the user to send the link. When sent from Vault CRM on iPad, the value is set to iPad. When sent from CRM Desktop (Windows), the value is set to CRM Desktop (Windows).
* Sent Datetime – The datetime when the user sent the link in ISO 8601 format

For example, you launch the following website from your iPad:

https://www.verteobiopharma.com?user={{userName}}&{{linkTracker}}

The tokens resolve to the following:

https://verteobiopharma.com?user=Sarah%20Jones&src=VaultCRM&dvc=iPad&sentDateTime=2021-08-25T20:05:28Z

The following tokens are also supported for website tracking:

* [{{ObjectAPIName.FieldAPIName}}](../../ApprovedEmail/CreatingContent/ConfigTokens.htm#mergeToken)
* [{{ObjectAPIName.RelationshipName.FieldAPIName}}](../../ApprovedEmail/CreatingContent/ConfigTokens.htm#LookupRef)
* [{{MessageId}}](../../ApprovedEmail/CreatingContent/ConfigTokens.htm#MsgId)

Tokens can reference fields from the Account and User objects. Other objects are not supported.

For example, when you send a website to an HCP with the following URL:

https://www.verteobiopharma.com?user={{User.Name}}&acctFirst={{Account.FirstName}}&acctLast={{Account.LastName}}

The tokens resolve to the following:

https://www.verteobiopharma.com?user=Sarah%20Jones&acctFirst=Clinton&acctLast=Ackerman

If an account is not selected, then the website resolves to:

https://www.verteobiopharma.com?user=Sarah%20Jones&acctFirst=&acctLast=

### Sharing Web Links for CLM Content as

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

End users can share web links for CLM content with HCPs from the media library. Users can launch a supported messaging app directly from Vault CRM or copy the URL to send using another communication channel.

When end users share a web link, the message is always formatted in the following order:

* [Message template](MessageTemplates.htm), if configured and selected
* Web link, formatted as a linked thumbnail image when sharing via Engage chat or plain text when sharing via third-party messaging app

To share a web link with an HCP:

1. Select the **Media** tab in Vault CRM or the **Media** button on the call report for a call or Engage meeting to display the media library.
2. Navigate to the **CLM Presentations** or **Websites** tab.
3. Select the **All Actions** menu above the appropriate presentation or website thumbnail.

   ![](../../../../Resources/Images/Multichannel/Engage/ShareLink/ShareLink.png)
4. Select **Share** to view the available sharing options.

   ![](../../../../Resources/Images/Multichannel/Engage/ShareLink/ShareLink2.png)
5. Select an account before the sharing options display (if the ENGAGE\_LINK\_ACCOUNT\_SELECTION\_\_v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.

   ![](../../../../Resources/Images/Multichannel/Engage/ShareLink/ShareLink3.png)
6. Select the appropriate app or sharing option.

If users select Engage Chat, the following steps are different. See [Sharing Web Links via Engage Chat](#ShareChat) for more information.

7. Select the recipient in the app, if applicable. To automatically populate the recipient for SMS or WhatsApp, see Defining SMS and WhatsApp Phone Numbers for more information.
8. Select **Send**.

A shortened version of the URL using the veev.io domain (for example, veev.io/sbn1pyrrix31) is generated and shared. This is used to track click activity. If the shortened URL cannot be generated within ten seconds, the full URL is shared. Activity cannot be tracked when the full URL is shared.

Every time a user shares a web link for a custom presentation, the clm\_presentation\_\_v record of the custom presentation is cloned, with the type\_\_v field set to transactional\_\_v. This ensures a copy of the custom presentation shared with the HCP at the time is saved in Vault CRM, so updates to the custom presentation do not affect the content displayed to the HCP when they access the link.

If users attempt to send a link to expired content, the link is not generated and an error message displays.

#### Sharing Web Links via Engage Chat

To share a web link via Engage chat:

1. Select the **Media** tab in Vault CRM or the **Media** button on the call report for a call or Engage meeting to display the media library.
2. Navigate to the **CLM Presentations** or **Websites** tab.
3. Select the **All Actions** menu above the appropriate thumbnail.
4. Select **Share** to view the available sharing options.
5. Select an account before the sharing options display (if the ENGAGE\_LINK\_ACCOUNT\_SELECTION\_\_v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.
6. Select **Engage Chat**.
7. Select the recipient in the app, if applicable and not already populated. The recipient field is automatically populated if the selected account only has one Engage profile you are connected to. If the recipient is not automatically populated, the Select Connection modal displays. The list of available connections depends on whether you previously selected an account:
   * You already selected an account and the selected account has more than one Engage profile you are connected to. The Select Connection modal displays with the list of available connections for the account.
   * You already selected an account and the selected account does not have any Engage profiles you are connected to. The Select Connection modal displays with a list of all available connections. Selecting a connection automatically links the Engage profile to the account.
   * You did not select an account, so the Select Connection modal displays with a list of all available connections
8. Preview the message before sending.
9. Select **Send**.

   ![](../../../../Resources/Images/Multichannel/Engage/ShareLink/ShareLink4.png)

In addition to the All Actions menu, users can share web links via Engage Chat directly in a chat thread in the Chats tab. To share a web link in a chat thread:

1. Navigate to the appropriate chat thread in the Chats tab.
2. Select the media button in the action bar.
3. Select an account before the sharing options display (if the ENGAGE\_LINK\_ACCOUNT\_SELECTION\_\_v Engage Link Setting is set to 0). If the setting is set to 1, users are never prompted to select an account.
4. Select the appropriate presentation or website from the media library.
5. Select **Send**.

Web links sent via Engage Chat are tracked in the Engage Connect reports and can be forwarded. See [Engage Chat Reports](../Connect/ECReports.htm) and [Copying and Forwarding Engage Chat Messages](../Connect/FwdMsg.htm) for more information.

#### Sharing Web Links via Approved Email

Sharing web links via Approved Email is only supported on CRM Desktop (Windows), iPad, and Windows.

To share a web link via Approved Email:

1. Select the **Media** tab in Vault CRM or the **Media** button on the call report for a call or Engage meeting to display the media library.
2. Navigate to the **CLM Presentations** or **Websites** tab.
3. Select the **All Actions** menu above the appropriate thumbnail. On CRM Desktop (Windows), end users can select multiple presentations.
4. Select **Share** to view the available sharing options.
5. Select **Email** to display the Send Email screen.
6. Add recipients, if not already populated. The recipient field is automatically populated if the end user originally navigated to the media library from an account or a call.
7. Select the appropriate email template. Only email templates satisfying the following conditions are available:
   * Allows for inserting email fragments
   * Is not an email builder template
   * Is associated with the same products as the selected CLM presentation(s) or the Restrict Fragments by Product document field is set to No

   Web links for the selected CLM content are automatically inserted into the template, including associated ISI and PI links. The ISI and PI links are controlled by Veeva Messages. See [Managing ISI and PI Links in Messages for CLM Content Web Links](ISIPIFooter.htm) for more information. The presentation name is used as the hyperlink text. If multiple templates are opened, the web links are only inserted into the first template selected.

   Content admins can customize the styling of the inserted web links. See [CRM Auto-Publishing for Email Fragments](../../ApprovedEmail/CreatingContent/CRMAutoPublishingFragments.htm) for more information.
8. Preview the email before sending to ensure the web links display as expected. End users can select the web links to preview them in the [HCP Content Player](HCPContentPlayer.htm). Preview links are accessible for 10 minutes. End users can view or remove an inserted CLM web link. When sharing web links from CRM Desktop (Windows), the email template displays in the browser and end users can reorder the web links when multiple presentations are included.

   ![](../../../../Resources/Images/Multichannel/Engage/ShareLink/AELink.png)
9. Send the email.

A Sent Email record is created with the following information:

* object\_type\_\_v - clm\_\_v
* email\_fragments\_\_v - The CLM Presentation record ID of each web link added to the email
* email\_config\_values\_\_v - The hyperlink text for each inserted web link
* includes\_clm\_\_v - TRUE

Additionally, a Sent Document record is created for each web link with following information:

* sent\_email\_\_v - Lookup to the Sent Email record
* account\_\_v - Lookup to the Account of the email
* email\_template\_\_v - Lookup to Approved Document email template used to send the email
* sent\_clm\_presentation\_\_v - Lookup to the CLM Presentation record
* object\_type\_\_v - Determined by the type of CLM content for the web link
* sent\_vault\_content\_\_v - Read-only CLM presentation
* sent\_custom\_content\_\_v - Custom CLM presentation
* sent\_website\_content\_\_v - Website

### Tracking CLM Content Web Links as

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

Once a link is shared, a sent\_message\_\_v record is automatically created with the following fields populated:

| Field | Value |
| --- | --- |
| Object Type | content\_\_v |
| Account | Lookup to the Account record to which the message was sent, if selected |
| User | Lookup to the User record |
| CLM Presentation | Lookup to the CLM Presentation record |
| Shortened Engage Link | The shortened link shared, whenever generated |
| Details | Populated with the reason for sending the full URL instead of the shortened URL |
| Capture Datetime | The datetime at which the sharing option was selected |
| To | The phone number or ID of the app to which the link was sent (populated only if a number or ID was available when the Share button was selected) |
| Sent from Platform | The platform from which the link was sent |
| Sent Via | The app/sharing option used to send the link |
| Transaction Type | The type of content shared |
| Message Values | JSON object containing the value stored in the URL field on the key message record before any of the tokens are resolved and a list of the tokens with their real values.  Includes values for the {{linkTracker}} token, if available in the URL. |
| Call | Lookup to the appropriate call record, if the link was launched from a call and an attendee account was selected |
| Product | The product on the CLM Presentation record (presentation) or key message record (website) |
| Detail Group | The detail group on the CLM Presentation record (presentation) or key message record (website) |
| Mobile Id | System-generated ID |
| VExternal Id | The unique ID of the shortened URL |

### Tracking HCP Engagement with Web Links

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

Each time CLM content is accessed from its shortened URL, a message\_activity\_\_v record is created with the following fields populated:

| Field | Value |
| --- | --- |
| Object Type | message\_activity\_\_v |
| Activity | Clicked |
| Activity Datetime | The datetime at which the click 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 Type | The type of device used to access the URL |

Additionally for CLM presentations, a message\_activity\_\_v record is created for each slide or PDF page viewed for more than two seconds or downloaded from the HCP Content Player. See [Tracking CLM Presentation Views and Downloads](HCPContentPlayer.htm#TrackViewDownload) for more information.

#### Viewing Sent Messages on the Account Timeline

Users can view the sent message details, including the tracked activities of the sent message, for an account on the account [timeline](../../../Accounts/UsingAccounts/ViewingtheTimeline.htm). Select View More to display the sent\_message\_\_v record detail.

Sent messages in the account timeline can also be viewed on the Browser platform.

### Considerations

* Restricted products, allowed products, and segmentations for accounts control which content users can send to each account
* Some social messaging apps generate previews of sent links. The preview is generated by accessing the shortened link, which creates a message\_activity\_\_v record. Vault CRM cannot prevent link previews from being generated.
* CLM content shared via link only supports some JavaScript functions. See [Using the HCP Content Player](HCPContentPlayer.htm) for more information.
* Content marked as Training content cannot be sent from the media library. See [Using Training Presentations](../../CLM/ManagingTrainingPres/TrainingPres.htm) for more information.
* Web links for websites are not supported on CRM Desktop (Windows) or Windows
* Web links are not supported for the following types of content:
* Content published as single slide PowerPoint Presentations
* Content uploaded to CRM via [FTPS](../../CLM/ManagingContent/ManageinCRM/UploadContentFTPS.htm)
* Content using [Shared Resources](../../CLM/CreatingContent/SharedResources.htm)

### Related Topics

[Sharing CLM Content with Engage](https://vaultcrmflightpath.veeva.com/doc/Content/Engage/Share/1.Intro.htm)

[Using the HCP Content Player](HCPContentPlayer.htm)

[Using Message Templates When Sharing Web Links](MessageTemplates.htm)