Work on rep-triggered and broadcast emails

eWizard allows users to incorporate business flows into their work with emails of two types:

• Rep-triggered—targeted and personal emails. You use this type to send an invitation email, a follow-up upon the presentation demonstration or to perform other personalized activity. The content in rep-triggered emails is always credible and lets companies interact with customers more efficiently.

• Broadcast—emails used for mass mailing. It's designed for multiple addressees and provides common fact-finding or introductory information on your product.

These two email types are supported by eWizard with specially designed blocks, modules, and merge tags.

Create an email

With eWizard, users can utilize two item types to create emails:

• Email—a standard HTML5-formatted message with media assets, intended for use within mail user agents.

• Fragment—a part of the email providing updates or additional information intended for email reuse. Fragments can't be mailed on their own and are applicable to rep-triggered emails only.

The email is created in eWizard as usual. Since the intended purpose of each email mainly depends on the end-usage destination (a system customers utilize for personalized and mass mailing), the first rule is to select the correct target system.

Accurately select the target system when creating your email—the merge tags display in the target system depends on your choice.

To illustrate this, let's take two target systems:

• Veeva Vault—for rep-triggered emails or their fragments;

• Salesforce Marketing Cloud—for broadcast emails.

As a result, your email contains merge tags, blocks, and modules that are suitable for details automatizing and analytics gathering.

Once created, your item is available in My library.

Customize your email

Now it's time to customize your email (or fragment) so that it delivers the content you need to provide.

For this, open your email in eWizard Editor and modify it according to your needs and requirements.

You can add merge tags to the text components of your email.

In Veeva Vault, merge tags are called configuration tokens (complete list), and in Salesforce Marketing Cloud—personalization strings (complete list).

Change email type

To change the email type:

1. Unfold the email more options in My library.

2. Select Edit details or Make a copy.

To avoid changes in the original template, we recommend making a copy of the email.

3. Change the email type.

4. Select the required target system.

These changes increase a middle digit of the email version.

5. Save changes.

As a result, the updated email contains blocks and merge tags set for the selected email type and target system.

The automatic replacement of merge tags is configured for the specific target systems on demand. Edited or newly added merge tags are not replaced.

Look at the differences between the same header and content blocks and their merge tags in different email types.

[1]: Rep-triggered email for Veeva Vault

[2]: Broadcast email for Salesforce Marketing Cloud

Accurately check the merge tags syntax in the email after changing its type and target system. An error may occur when sending emails with incorrect merge tags from the CRM system.

Publish your email to the target system

Remember the recommendation to select the proper target system? Now publish your email there to finalize the cycle.

Sending for approval

Before the end usage, it's commonly accepted to approve content with authorized persons. You can do this by publishing your email as PDF for MLR approvals.

This step is the same for rep-triggered and broadcast emails, since both email types follow the same procedure of approval.

Also note that even though in our example the target system for broadcast emails is Salesforce Marketing Cloud, the approval can still be performed with Veeva Vault (publishing the email as PDF).

Sending for distribution

Once the approval is passed or when it's unnecessary, place your email to the defined target system where you can use it according to its intended purpose.

Publish your rep-triggered email to Veeva Vault as interactive, and your broadcast email—to Salesforce Marketing Cloud.

Once your email is published to the target system, you can access it following the link on the publication summary page. The published email is available for management within the target system, analytics gathering, and reuse.

Additional points for rep-triggered emails

To link the email with the fragment, publish both to Veeva Vault and specify (also for both) the identical values in the Product field during publishing. Thus, your fragment is attached to the rep-triggered email in Veeva Vault automatically. You can find it under the email's Related email fragments section in Veeva Vault.

Once the email status is changed to Approved in Veeva Vault, it automatically syncs with Veeva CRM. All merge tags are pulled from Veeva CRM according to the recipients' valid values.