Events Management Integration with CLM Integration allows you to create and edit multichannel presentations for specific events in Vault. Setup involves creating multichannel presentations and determining which presentations will be available for particular events. You can add event types, event topics, and event content to multichannel presentations.

Event Topic Object

Vaults with Events Management Integration and Updated CLM Integration include the Event Topic object (crm_event_topic__v). Records in this object represent topics or titles of events. By associating Event Topic records with Multichannel Presentation binders, you can make the presentations available in CRM.

Document Fields

When Events Management Integration is enabled, Vault adds the following fields to the Multichannel Presentation document type:

  • Event Type: Lets you specify which event types apply to a multichannel presentation.
  • Event Topic: Lets select event topics that can apply to the multichannel presentation.
  • CRM Content Channel: Indicates if the content is for an Event, a CLM Presentation, or both.
  • Audience: Indicates the target audience for Events Management templates.