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Veeva iREP Overview & Dev guide

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A summary presentation of some of the key things to take note of when creating your Veeva presentation and how you can structure your eDetail, so that navigating the content is a breeze.

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Veeva iREP Overview & Dev guide

  1. 1. A creative technology company
  2. 2. Veeva eDetail Platform WHAT IS VEEVA CLM AND iREP?
  3. 3. OVERVIEW 1. Veeva is a CRM application running on top of Salesforce.com, a cloud-based CRM platform. 2. Veeva iRep is an iPad application, that can run offline content and allows REPS to demo HTML5 eDetail presentations, whilst capturing customer feedback.
  4. 4. What is iREP? iRep is a transformative sales effectiveness tool that combines the power of Veeva CRM with best-in-class closed loop marketing in a single application, delivering a highly intuitive, seamless and powerful user experience. HTML5 / CSS Java Script Sales Force ZIP Files No Flash
  5. 5. TIPS & STANDARDS HOW TO STRUCTURE & PACKAGE?
  6. 6. eDetail Structure Content • HTML • TEXT • PDF • IMAGES Images • Thumbnail image • Full size image Folders • Assets • Data • Scripts An eDetail ZIP file will consist of: 1. Content – this is created from the supplied PSD design files and stored within the packaged ZIP file 2. Images – these are the related thumbnail and fullscreen image that gets displayed when browsing within the iREP App. There needs to be images for every Key Message 3. Folders – the developer may create various folders to place HTML code, JavaScript, CSS, Assets and other Data
  7. 7. Possible Packaging Options o Packaging Instructions: 1 slide, stored in 1 zip file o iREP Interface: Every slide will have 1 thumbnail image within the iREP presentation overview o Advantages: Possibility to track feedback for every slide o Disadvantages: You have to breakdown your key message into individual different files, for every single screen = time consuming process for developers or someone to administer 1 Slide per upload o Packaging Instructions: Multiple slides, stored in 1 zip file, to cover 1 Key Message o iREP Interface: Only one thumbnail image will be shown per Key Message / ZIP file o Advantages: You can group your Key Messages into ‘chapters’ of related content o Disadvantages: You can only track feedback for each Key Message, not for each slide within KM 1 Key Message per upload o Packaging Instructions: 1 entire presentation, stored in 1 zip file o iREP Interface: 1 thumbnail image will be shown for the entire presentation o Advantages: Fast, easy upload times and for developers or someone to administer o Disadvantages: Loss of feedback on the content, one overall customer reaction is captured 1 Key Message per upload
  8. 8. Packaging Options * AE_ANEMIA_1_GR_v0001.zip AE_ANEMIA_2_GR_v0001_AE_ANEMIA.zip AE_ANEMIA_3_GR_v0001_AE_ANEMIA.zip AE_ANEMIA_4_GR_v0001_AE_ANEMIA.zip AE_ANEMIA_5_GR_v0001_AE_ANEMIA.zip AE_ANEMIA_1_GR_v0001_AE_ANEMIA.zip AE_ANORECTAL_1_GR_v0001_AE_ANORECTAL.z zip AE_ANORECTAL_2_GR_v0001_AE_ANORECTAL.z zip AE_RASH_1_GR_v0001_AE_RASH.zip AE_RASH_2_GR_v0001_AE_RASH.zip AE_RASH_3_GR_v0001_AE_RASH.zip AE_RASH_4_GR_v0001_AE_RASH.zip 1 SLIDE PER UPLOAD AE_ANEMIA_1_GR_v0001.html CONTENT AE_ANEMIA_1_GR_v0001-full.jpg AE_ANEMIA_1_GR_v0001-thumb.jpg IMAGES Assets (css/img/js) Data (asset.json) Scripts (iBD.js) FOLDERS * Default naming convention format: Product_CountryCode_LanguageCode_keyMessage_v1.zip
  9. 9. Packaging Options 1. AE_ANEMIA_1_GR_v0001A.zip AE_ANEMIA_1_GR_v0001A.html AE_ANEMIA_1_GR_v0001A-full.jpg AE_ANEMIA_1_GR_v0001A-thumb.jpg AE_ANEMIA_2_GR_v0001A.html AE_ANEMIA_3_GR_v0001.html AE_ANEMIA_4_GR_v0001A.html 2. AE_ANORECTAL_1_GR_v0001_AE_ANORECTAL.zip AE_ANORECTAL_1_GR_v0001L.html AE_ANORECTAL_1_GR_v0001L-full.jpg AE_ANORECTAL_1_GR_v0001L-thumb.jpg AE_ANORECTAL_2_GR_v0001L.html AE_RASH_1_GR_v0001_AE_RASH.zip AE_RASH_1_GR_v0001_AE_RASH.html AE_RASH_2_GR_v0001_AE_RASH-full.jpg AE_RASH_2_GR_v0001_AE_RASH-thumb.jpg AE_RASH_3_GR_v0001_AE_RASH.html AE_RASH_4_GR_v0001_AE_RASH.html 1 KEY MESSAGE PER UPLOAD AE_ANEMIA_1_GR_v0001A.html AE_ANEMIA_2_GR_v0001A.html AE_ANEMIA_3_GR_v0001.html AE_ANEMIA_4_GR_v0001A.html CONTENT AE_ANEMIA_1_GR_v0001A-full.jpg AE_ANEMIA_1_GR_v0001A- thumb.jpg IMAGES Assets (css/img/js) Data (asset.json) Scripts (iBD.js) FOLDERS
  10. 10. Packaging Options 1. AE_ANEMIA_1_GR_v0001A.zip AE_ANEMIA_1_GR_v0001A.html AE_ANEMIA_1_GR_v0001A-full.jpg AE_ANEMIA_1_GR_v0001A-thumb.jp AE_ANEMIA_2_GR_v0001_AE_ANEMIA.html AE_ANEMIA_3_GR_v0001_AE_ANEMIA.html AE_ANEMIA_4_GR_v0001_AE_ANEMIA.html AE_ANEMIA_5_GR_v0001_AE_ANEMIA.html AE_ANORECTAL_1_GR_v0001_AE_ANORECTAL.htm l AE_ANORECTAL_2_GR_v0001_AE_ANORECTAL.htm l AE_RASH_1_GR_v0001_AE_RASH.html AE_RASH_3_GR_v0001_AE_RASH.html 1 PRESENTATION PER UPLOAD AE_ANEMIA_1_GR_v0001A.html AE_ANEMIA_2_GR_v0001_AE_ANEMIA.html AE_ANEMIA_3_GR_v0001_AE_ANEMIA.html AE_ANEMIA_4_GR_v0001_AE_ANEMIA.html AE_ANEMIA_5_GR_v0001_AE_ANEMIA.html AE_ANORECTAL_1_GR_v0001_AE_ANORECTAL.html AE_ANORECTAL_2_GR_v0001_AE_ANORECTAL.html AE_RASH_1_GR_v0001_AE_RASH.html AE_RASH_3_GR_v0001_AE_RASH.html AE_RASH_4_GR_v0001_AE_RASH.html CONTENT AE_ANEMIA_1_GR_v0001A-full.jpg AE_ANEMIA_1_GR_v0001A-thumb.jpg IMAGES Assets (css/img/js) Data (asset.json) Scripts (iBD.js) FOLDERS
  11. 11. CONTENT CREATION GUIDELINES?
  12. 12. Content Creation Tips 1. Overview: Veeva is basically a Powerpoint Presentation on steroids, where you can utilise HTML5 & JavaScript functionality to make your content interactive and/or animated. 2. Interactive content: • Imagery – o A nice touch is to make background images zoom & pan to create movement on Key Message landing slides with very little content o Images should be retina optimised and/or JPEG/PNG’s o When creating images, it is important to consider both image quality and quantity, to ensure the eDetail app responds quickly and the user isn’t kept waiting for long periods while media downloads. • Graphs & charts – animated effects can be created using a charting JavaScript library i.e. Chart.js • Simulated questionnaires and polls, with aggregated answers, can be used to add interactivity to an eDetail • Modal overlays – can be used to launch zoomed imagery; videos etc • Animated GIFS – can make content appear animated. The size of the GIF file can impact performance – so be careful • PDF’s – Veeva provides a built in PDF Viewer to launch interactive PDF documents within the presentation • Videos – MP4 video files can be launch to play (full-screen or normal) directly within the application, with sound.
  13. 13. Content Creation Tips 3. JavaScript Speed: • The JavaScript execution speed of Safari on the iPad is less than 10% of the speed on a desktop computer. • Complex animations that render smoothly on a computer, may appear to stutter depending on the iPad device being used. • Using subtler or slower animations will reduce the visibility of these performance limitations. 4. Image Zooming: • This can be disabled using <meta name="viewport" content="width=device-width,initial-scale=1,user- scalable=no" /> as part of the HTML. For the complete guidelines please refer to the ‘CONTENT CREATION GUIDELINES doc
  14. 14. Navigating within an eDetail 1. Building a custom menu is possible within Veeva, however care needs to be taken during design phase that the menu position does not conflict with the position of the fixed native Veeva navigational elements. 2. Veeva iREP handles transitioning to the previous/next Key Message via a ‘long-touch & swipe’ gesture to the left/right. 3. Take care to ensure that users don’t “lose their place” whilst swiping left/right through Key Messages. 4. To create sub-navigations, allowing users to navigate content slides within a Key Message, developers can create custom vertical swiping gestures and/or use a ‘quick-touch & swipe’ gesture
  15. 15. Navigation Options • Swipe left or right to navigate to previous or next Key Message (zip folder) • Pinch to go back to the slides overview • Use the ‘Slides’ button top left to get back to the slides overview • Use the small arrow button (bottom left of screen) to open Key Messages scroller Default Veeva Navigation • Within 1 zipfile you can jump from 1 slide to another by simply using html code <a href=“example1.html”></a> • From 1 zipfile to another zipfile by using some specific code <a href=“veeva:gotoSlide(example1.zip)”></a>. More information can be found in the VEEVA Content Creation Guidelines (p34) • From 1 presentation to another presentation <a href=“veeva:gotoSlide (Stelara_RO_ro_StopStelara_Slide1_Efficacy_V00001.zip, Stelara_RO_ro_StopStelara_V000001) Custom Navigation
  16. 16. Navigating within an eDetail 1. When using interactive elements in your presentation (i.e. dragging and dropping elements within a slide or adding horizontal sliders) the Default Veeva swipe gesture should be disabled within Salesforce 2. For more information see VEEVA CLM Content Creation Guidelines document 1 slide per upload OOTB Veeva swipe gesture will take you to the next slide 1 key message / upload OOTB Veeva swipe right gesture will take you from KM1 to KM2 If you want to navigate between the slides of 1 key message, custom inline navigation needs to be added 1 presentation / upload OOTB Veeva swipe won’t work as only 1 file has been uploaded If you want to navigate between the slides of 1 key message, custom inline navigation needs to be added
  17. 17. CALL REPORTS
  18. 18. How do responses show in Call Reports? PRESENTATION NAME Defined by the Presentation’ object PRODUCT Defined by the product to which your product Key Messages have been linked within the ‘Key Messages’ object KEY MESSAGE NAME Defined by the ‘Key Messages’ object
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