Message templates enable reps in CRM to quickly select an approved message when sharing web links with HCPs.
Message templates are stored as CRM Message Template (crm_message_template__v) object records in Vault. There are two object types available:
- Manual Assign Content Template (
manual_assign_content_template__v): Creates message templates that can be assigned to specific documents or binders. - Universal Content Template (
universal_content_template__v): Creates message templates that are available for any document or binder.
An Admin must complete the following configuration steps in Vault:
- Grant Business Admins Create and Edit permission on both CRM Message Template object types.
- Grant Business Admins Edit permission on the Country (
country__v), Language (language__v), and Text (text__v) fields on the CRM Message Template object. - Ensure the CRM Message Template lifecycle is set to Active.
- Add the CRM Manually Assigned Content Template shared field to the Multichannel Presentation document type.
Learn more about Using Message Templates When Sending Web Links in Veeva CRM Help.