A general overview of Veeva Approved Emails, their use cases and technical components. Approved emails usually used as rep triggered emails (RTE) by major pharmaceutical and direct sales companies.

1. The Tipping Point
Veeva Approved Emails
Overview

2. What is Approved Email?
● Rep delivered emails to HCPs
through Veeva CLM App
● To reach low-see HCPs or to follow
up upon calls
● Pre-approved content that helps to
avoid regulatory risks
● Highly customizable email contents
and tracked measurable results.
● Can be sent directly from inside CLM
presentations

3. Approved Emails are not:
● Mass marketing / campaigning emails:
They are highly customizable one-to-one emails.
● For general communication purposes:
They must content actionable and direct information.
● Unified-content emails:
Every HCPs should receive the right customized content

4. What are the possible use cases for AEs?
Follow up
after a call
or meeting
Information
Gathering /
Surveys
Sharing
Contents
(Refs, PIs, …)
Invitation
for Engage
Meeting
Product
related
events
Invitations
Confirming
Meeting
Invitations

5. Email Components
1. Email Template:
The basic text and elements of the email
that can go along with changing Email
Fragments
2. Email Fragments:
○ Modular components of the email
○ Chosen by the rep according to HCPs
needs
○ May contains links for documents,
surveys or Engage invitations.

6. Content Customization
(Email Tokens)
● Besides the ability to customize
using different fragments, email
text can be customized using
Tokens.
● Tokens help to make the email
more personalized.
● Tokens Work as placeholders for
pre-stored data (e.g Rep’s name
and email).

7. Content Customization
(Email Tokens)
● Tokens can be multiple
instances of the text as options
to choose from before sending
the email.
● Work also as placeholders for
custom data (text entered by the
rep directly).
● Certain words can be restricted
to control the content.

8. How to send AEs?
(iPad live demonstration)
● My Accounts Screen
● From Inside CLM Presentations

9. AEs Reports and Tracking

10. 2019