Category: eWizard

The eWizard team is excited to announce the release of our latest update, packed with expanded features, new capabilities, enhancements, and more! We remain committed to enhancing eWizard content experience platform, positioning it as the essential tool for businesses ready to elevate their content marketing strategies.  

As always, our update includes a variety of features designed for both global and local teams to enhance their daily work. From streamlined content production to improved user experience, these features unlock new opportunities for creating deep and personalized content experiences. Without further ado, let us take a look at this new eWizard update. 

eWizard Updates: Everything You Need to Know About 

What’s new in the eWizard platform? Here are all the details: 

eWizard—Bynder integration with eWizard   

We are excited to introduce the new integration that opens many new opportunities! The eWizard—Bynder integration streamlines content creation, enhances team efficiency, and reduces operational costs. Here is what you can do: 

• Reuse PDF assets from Bynder via the “Edit in eWizard” button; 

• Automatically copy eWizard-created assets to the user’s eWizard Library; 

• Convert PDFs from other systems into e-Detailers in eWizard; 

• Auto-populate name and metadata from Bynder during PDF conversion; 

• Select specific pages for conversion and customize metadata; 

• Store converted e-Detailers in the eWizard Library for easy access; 

• Access Bynder images and videos directly in eWizard; 

• Browse and search Bynder’s DAM system for assets; 

• Select assets after logging into a Bynder account; 

• Automatically populate selected assets into eWizard content. 

Achieve faster approvals and accelerate time to market with Viseven’s eWizard platform! 

[MLR Acceleration engine] Market-specific validation 

Among other improvements, our team enhanced the MLR Acceleration engine to support market-specific compliance validation. With the new feature, users can improve compliance management by tailoring the validation process to each market’s unique regulations, supporting efficient content approval, and minimizing non-compliance risk in diverse markets. Key features of the improved MLR Acceleration engine are: 

• Automated content analysis for faster detection of potential issues during MLR approval. 

• Predictive approval assessment to determine risk scores and identify potential compliance challenges; 

• Market-specific compliance validation to address unique regulatory requirements in each market; 

• Intelligent issue resolution, providing recommendations for specific compliance needs. 

Now, the MLR process is even faster, helping content creators meet market-specific requirements and reduce time spent on reworks. 

Template fragment component for emails 

We added a new template fragment component that acts as a placeholder for the matching token within your email. This component allows you to easily reuse pre-approved content without altering the entire email while also ensuring format compatibility and proper rendering. 

Reusable global & local campaign templates in Planner 

In Planner, you can now create campaigns based on templates that include campaign content items, dependencies, attached files, and links. Creating template-based campaigns reduces repetitive work, minimizes workload, and ensures consistency when setting up similar campaigns. With the new update, you can now enjoy the following benefits: 

• Enhanced reuse and accessibility of templates; 

• Streamlined campaign creation, reducing workload and ensuring consistency; 

• Efficient progress tracking, displaying campaign goals, time remaining, and the next phase; 

• Timely completion, enabled by clear visualization of task order; 

• Improved campaign organization, with milestones and dependencies providing a comprehensive campaign overview. 

Improve communication with your clients and achieve better customer engagement with our templates! 

Effortless document copying with “Edit in eWizard”  

Our team ensured version accuracy for the localization copy with the MLR-approved content item. Now, starting localization with the “Edit in eWizard” web action in Veeva Vault PromoMats, the system guarantees that the content item created in eWizard Library is an exact copy of the version published as interactive and linked to the matching PDF material. Content creators can now be 100% sure that they are working on an approved version of the document without worrying about creating duplicates and accidentally working on an old version. 

Seamless content publishing from Contentful to Veeva Vault PromoMats via eWizard сonnector  

Sending presentations from Contentful directly to Veeva Vault PromoMats has now become available. This action saves the Contentful presentation as an e-Detailer in the eWizard Library and starts the publication process.    

New custom metadata field type for better optimization – User/Group   

We added a new custom metadata field type in Planner that supports selecting users or groups as assignees to assets or tasks, enhancing visibility, accountability, and collaboration across campaigns. With the new update, you can easily manage metadata and find ways to improve the content quality in no time. 

Automatically assign content to Local Admins   

The newly created content item types can be automatically shared with custom user groups for supervision and support. All it takes is just a few seconds to provide users with full access to the assets created in their countries, with permissions equivalent to Admin rights. 

The “Related to me” toggle is now compatible with checklist collaboration  

Our team introduced the “Related to me” toggle in Planner to filter entries where you are the owner, responsible person, production partner, or task assignee.  

Improved collaborators management   

In the newest release, your teams can collaborate even more effectively with the new addition of metadata fields—`Members` and `Origin`—on the entry Details page in Planner, as well as expanded entry filters that now include the `Members` criteria. With this enhancement, users can improve control and transparency over all asset management processes. 

Retention of the parent (origin) asset in copies  

When an asset is copied in Planner, the details page of the copied asset includes an additional metadata field named “Parent asset” containing a link to the parent asset. Now, all team members can easily track the origin of the asset, which helps maintain traceability and understand the context of the assets. 

Campaign-level checklist support  

If you want to enhance quality control and streamline workflows in campaign execution, look no further: with our new feature, brand managers and collaborators can create, manage, and track checklists directly at the campaign level.  

Gantt сhart: Asset dependency management  

Easily manage content dependencies directly on the Gantt chart in Planner with a simple drag-and-drop. The new finish-to-finish (F2F) dependency settings ensure your campaign assets are executed in the right order, keeping everything aligned and your workflows running smoothly.  

Gantt сhart: Campaign-level milestones management  

Easily track your campaign’s progress with milestones on the Gantt chart in Planner. Milestones highlight key goals, display the time remaining until each milestone, and provide a clear view of the timeline beyond—helping you stay on schedule and aligned with your objectives. Manage and visualize your milestones easily in the Gantt chart. 

Campaign analytics: Automated UTM tags 

Pharma marketers can now automate even more of their tasks. With the new feature, you can automatically generate and attach UTM tags to campaign links in emails, which enables precise tracking of campaign performance across different marketing channels and sources. There is no need to manually add UTM tags anymore—get accurate insights into the campaign’s effectiveness with our new automation feature. 

Case-sensitive match for text asset (claim) publication  

eWizard can now identify and link duplicate claim texts during publication, even if they have differences in letter case, preventing unnecessary claim creation.  

Enhanced module search in the “Assets” popup with metadata filtering  

The advanced search in the “Assets” popup and on the “MODULES” tab allows you to locate content modules from Veeva Vault PromoMats based on a full match with metadata from linked assets.  

Text asset field support in copied modules  

We implemented the linkage of the source content module and source text assets in Veeva Vault PromoMats to the copied module that was published as interactive. 

Grid-based structure support for content items in eWizard Editor  

The ModCon 2.0 approach enhances modular content creation by introducing a grid-based structure for e-Detailers, emails, and modules in eWizard Editor. This structured system organizes content into blocks, grids, and grid areas, ensuring a consistent and flexible layout for text, images, and other assets.  

Element type support in grid-based module assets  

With the new element type approach for module text assets, your changes to text assets and their element types are created as updates to the already existing module text assets after they are republished to Veeva Vault PromoMats.  

External media assets tagging  

Easily tag new external media asset types—light and complex presentations—with a predefined set of options available in the eWizard Library and the Centralized tagging service. With a fully integrated tagging approach, content creators can centralize content tracking and analytics across all channels. 

GDPR compliance assurance in eWizard  

Use a new pseudonymization functionality within the Business Admin service to empower encryption of personal identifiers in deleted user records, making them unlinkable to specific individuals while maintaining data integrity and GDPR compliance. Your security is our top priority, and we’re committed to implementing every necessary measure to ensure the complete protection of your data. 

e-Detailer export and publishing as iPDF in eWizard  [BETA]   

This new feature allows you to generate iPDF documents, preserving source e-Detailer interactivity and transitions. With interactive PDFs, users can avoid spending a lot of their time manually creating and adding interactive elements to e-Detailers and quickly create iPDFs within eWizard instead. 

Portfolio presentations in eWizard  [BETA]  

With the portfolio, you can organize e-Detailers of different brands into a single presentation, promoting several products and combining messaging variations for different audiences. Portfolio presentations allow for a more cohesive, portfolio-centric approach that helps manage multiple brands within a single CLM while also serving as a tool for more visually appealing and interactive presentations for HCPs. 

Content creators can build new portfolios from scratch, merge them with existing ones, reuse past materials, and add new slides and elements to portfolio presentations.  

Tablet view support for emails and websites [BETA]    

The eWizard team continues working on improving the design and making it more user-friendly. For a more seamless viewing experience across devices, in addition to desktop and mobile editing, eWizard introduces the responsive design of a tablet version for emails, email briefs, websites, and landing page briefs.  

eWizard 2025: Stay Tuned for More Features & Updates   

Our team is already working on the next update, preparing to provide you with even more functionalities that will help you produce better content and launch amazing marketing campaigns across different platforms.  

Our support experts are always ready to answer your questions. Contact our team today to set up a free consultation. With the eWizard platform, you can create, distribute, and edit content for pharma and life sciences companies. 

None of our habits happened overnight, and almost none of them stay with us unaltered during our lifespan. This same postulate pertains to content experience. The way we used to consume content a couple of years ago is indeed not the same anymore. Hardly anyone can now imagine not having a smartphone at their fingertips, checking, answering, and gripping information on whatever data is required. Or let’s take social media as an example. The latter is no more a “nice-to-have” solution but a powerful means for customer-centric engagement (as this is where people are “hanging out”). These days brands can seize more opportunities than ever before to engage customers and create a meaningful dialogue along with more data and insights available. 

However, staying on top of the content evolution curve is crucial, and now we are off to dwell on the “essence” of life sciences content and its area of focus.   

When the whole industry is still under extreme uncertainty going through the challenging period, the digitalization process is showing no signals of slowing down. Still, it might be just the right time to bring innovations to light in order to serve customers even better whatever circumstances we are experiencing now. This tendency, though, entirely reflects our mission, which is to enable digital transformation (as it’s gaining momentum) and facilitate the best-in-class omnichannel customer experience for Pharma and Life Sciences.

In 2023, being an effective pharma marketer refers to being enough tech-equipped, as digital-first strategies to engage physicians and patients have skyrocketed in the last few years. That shift also promises to bring more advancement and effectiveness into customer engagement, and quality data will play a crucial role in helping make that approach live and function.

Well, the pain point we must draw attention to is how to keep content creation at pace with that shift? It’s obvious that the content development process must now be accelerated to the needed extent. Easier said than done, right? Here’s the way out.

Main Business Challenges Pharmaceutical Companies Might Grapple with:

• Low (or no) consistency in brand strategic communication: local marketers need to readjust the global content or create their own from scratch 
• No regular practice of modular content reuse (what content can be reused and how to control that process)
• MLR approval process can take too long and is often complicated with low cost-efficiency
• No single content development framework and centralized processes
• Creative and content development agencies might be operating their own flows for different pharmaceutical brands
• No proper content tagging and taxonomy support as a part of a strategy, etc.  

How can pharma marketers and brand managers surpass those burdens alongside the growing complexity of content and rising expectations of modern physicians? Modular content management will be key in enabling content creation at scale and helping navigate the complex digital landscape.

What is Auto-Tagging? 

Before we explain auto-tagging, let’s answer the “What is content tagging?” question first.

Content tagging is the process of organizing any type of content, such as images, videos, or texts, in a certain way that allows sorting it out into groups and categorizing it based on certain characteristics.

To put it in simpler words, content tagging is the same thing as labeling items in order to describe them. Let’s take a look at some content tagging examples: 

• Assigning tags like “Education”, “Technology”, or “News” to different blog articles to help readers quickly find relevant content; 
• Labeling videos with descriptions like “Tutorial”, “Demo”, or “Interview” for quick identification of specific types of video content; 
• Tagging content based on details, with tags that stand for products, services, partner names, target audience, etc. 

Content tags are what you can use to quickly organize all content items and mark the content to make it easier to search. Content tags can be easily customized to fit your business objectives and specifics, providing customers with a more personalized experience and improving the navigation through your website. 

Metadata tagging is similar to content tagging, but while the latter one focuses on tags visible to users, metadata tagging mostly involves adding descriptive metadata to the aforementioned content.

By combining both metadata tagging and content tagging, you can enhance the discoverability of your content and make it easier to manage. 

Another term to keep in mind is content tagging taxonomy, which is used to organize and classify content.

Without taxonomy, it would be much harder to deliver personalized content and optimize it for search. Content tagging taxonomy can ensure that your content finds the user at the right time in the right place, making your content more accessible and easier to find. 

Auto-tagging is just the same thing as content tagging, but automated, meaning that there is no need to spend a lot of time manually creating and assigning tags to your content.

By using various auto-tagging tools and instruments like AWS auto-tagging, you can spare a lot of time that can be dedicated to other projects.

When it comes to the auto-tagging vs manual tagging comparison, automated content tagging is a virtually error-free and consistent process that is resistant to potential mishaps, which is guaranteed to make marketing assets a lot easier to manage. Manual tagging, on the other hand, requires a lot of time and effort, and it could take a few days to sort out just one content category. Automation might be difficult to set up and get used to at first, but in the long run, it is definitely a worthy investment. 

What is AI Сontent Tagging and What are Its Benefits? 

AI content tagging is what many people think will soon become one of the best content tagging practices, and it uses Artificial Intelligence to analyze and tag content of any type. Most commonly, AI content tagging involves a number of related technologies, such as Machine Learning or Natural Language Processing.

By delegating content tagging to AI, companies will be able to manage, search, retrieve, and share content on all sorts of platforms faster, without compromising the quality. AI can enhance content tagging strategy in numerous ways, such as: 

• Increased efficiency. AI-driven content tagging is capable of handling large data volumes much faster compared to humans, making it a few times more effective and time-efficient. 
• Real-time analysis of tags. Artificial Intelligence is capable of analyzing and tagging content in real-time, meaning that it will also stay up to date without a need to do it manually. 
• Reduced errors. “To err is human”, everyone has heard that. Unfortunately, when it comes to something as scrupulous as content tagging, it becomes extremely easy to make a mistake. Moreover, many details are hard to catch for the human eye. Nothing can escape AI’s grasp though, and it is capable of capturing virtually everything. 
• Availability in different languages. AI can create and process tags in various languages, which can help to reach consumers across the globe. AI auto-tagging also helps to keep tags in various languages more organized without the need to onboard multiple specialists who master respective languages. 
• A better understanding of your content. Automated content tagging with the help of AI does not only label content and sort it out. It can also compare different documents, categories, or formats and find similarities humans might have missed. Artificial Intelligence can offer fresh insights into your content and audience. 

Remember that Artificial Intelligence is not an ultimate solution that will completely get rid of manual tasks, yet it is expected to demonstrate an annual growth rate of 37.3% from 2023 to 2030, and an increasing number of companies are already embracing the technology and integrating it into their workflows and processes. AI auto-tagging is a step toward automation, and it’s best to take this step as early as possible. 

eWizard Content Auto-Tagging Overview

eWizard auto-tagging solution is an optional function to structure enterprise-level modular content and metadata with auto-tagging, auto-recognition, and taxonomy support. 

eWizard auto-tagging is aiming at two main goals: 

• to process brand digital content, namely audit, auto-tag, visualize and analyze; 
• to help optimize the workflows, such as brand content planning, MLR approval, content development, content distribution, and content performance analytics. 

eWizard AI-based auto-tagging can automatically extract and tag data from digital content, providing contextual navigation (smart search) and helping to implement a personalized customer experience. Simply put, the algorithm is trained to apply relevant and descriptive tags by “understanding” the content behind the asset. 

Auto-tagging solves the main challenge for users of finding the relevant content in a few clicks, removing the need for manual search. eWizard tagging solution automatically scans different content types and extracts key metadata as well as assigns tags to the new content types that pair with similar topics. 

To summarize, auto-tagging helps to optimize: 

• content discovery; 
• content reusability; 
• metadata management; 
• workflow automation. 

eWizard Auto-Tagging Types

Standard content auto-tagging is a highly scalable solution that applies tags to imagery, video, and text-based digital assets. You can audit your brand’s digital content, identify objects, people, text, scenes, and activities. Besides, it can detect any inappropriate or legal risk data and supplement the content with additional information (metadata). 

Another type is custom auto-tagging. It allows distinguishing the objects and scenes in images specific to your business needs. Custom solutions offer a more personalized approach tailored to business-specific taxonomies (pharma and life sciences, in our case). 

Making Far-Reaching Changes to Your Content Production Model

By reckoning on a robust technological stack, our company is helping Life Sciences and pharmaceutical companies worldwide accelerate content experience and deliver the best-in-class customer engagement techniques. We are pioneers of creating digital ecosystems that lead the way to agnostic content management, superior client experience, and data management.

Our dedicated team is ready to cover all phases of your omnichannel project workflow: starting by developing and localizing a global brand communication strategy, preparing the operational foundation, orchestrating customer engagements, and finishing with measuring the results and performance of digital assets.

We’re all getting a bit tired of the words ‘remote communication’, aren’t we? However, in many places it is too early to say that the restrictions on in-person visits for HCP and medical representatives might be lifted shortly. Moreover, remote communication practices have shown their usefulness not only as a reaction to the coronavirus, but also independently of it. That’s why we observe the struggle of powers for the most diverse remote engagement techniques between pharma enterprises. This struggle has prompted marketers to turn their attention to a wide variety of remote communication tools, including those that were previously ignored. In much the same way, a growing number of experts have turned their attention to self-detailing and continue to explore its power in HCP engagement.

Now let’s focus on the distinctive feature of self-detailing as a versatile omnichannel tool that augments the reality of Approved Email and complements other communication channels and devices for maximum engagement.

Think of the evolution of eDetailing

Considering that eDetailing became an integral part of digital pharma marketing nearly 20 years ago, it’s time to pause and reflect on how it turned into one of the major channels for HCP engagement. The reason behind this is the convenience and ability to present your product from various angles. Besides, it is its versatility that has large importance, as the tool to provide HCP engagement here and now, when the doctor is ready.

Continuous development of interactive technologies like 3D animation and gamification elements that are now available in eDetailing are making the content even more interactive for the HCP.

How this all started and where everything goes  

The whole eDetailing thing started as the meetings that were tied to the doctor’s schedule. However, timid voices soon began to emerge, calling for the opportunity for doctors to watch content on their terms. With the advanced development of technologies, various derivations of eDetailing have appeared. Due to many obstacles to timely and structured communication between the doctor and med rep, self-detailing has not lost its relevance; however, it receded into the shadows for a long time.

Now, however, this long-neglected long-neglected “relic of the past’’ got a renaissance when remote communications became a priority.

The remote mode of HCP engagement has made pharma brand managers appreciate the flexibility, convenience, and unimpeded communication this solution provides. Moreover, attention was drawn to its ability to work in conjunction with other channels of communication, which got new appreciation in the era of omnichannel engagement.

This is how the story looped and self-detailing regained its former popularity in our troubled days when pharma marketing needs more mature strategies to engage HCPs.

Preferable marketing channels to engage HCPs, based on research

The turmoil began when the coronavirus pandemic banned face-to-face visits with HCPs. Pharmaceutical brands maintain a dialogue with their target audience through all means of communication. Although, now, in an effort to retain their target audience, numerous pharmas rushed to invest their efforts in remote communication channels. One of the most important insights is that HCPs show readiness to receive this information online (79%). Moreover, they signal that they want to receive this information through a mix of channels. For example, 43% of HCPs prefer to engage with reps through email versus remote engagement (12%).
This way, everyone turned to omnichannel for a reason. It has already been proven that marketers using three or more channels in their campaigns earn 90% higher customer retention than those using single-channel campaigns. Here are the top channels for HCPs engagement:

Going back to remote communications, it is worth saying that even the greatest of channels may become oversaturated eventually. This is what many marketers are seriously wary of today. When COVID broke out, pharmaceutical companies started bombarding doctors with thousands of emails and other messages from all quarters. Hence the fear of “digital oversaturation” began. HCP pharma emails may simply become alike… How to stop killing the email channel and stay on top?

The answer is to diversify your email practices and add:

• Personalization with dynamic content
• Flexibility and quick production with modular approach
• Use of extra capacities such as email fragments in Veeva Approved Email

What is Self-Detailing?

Earlier in our blog, we talked about what self-detailing is and why it remained in shadow for a long time. During self-detailing HCP looks through all the materials independently. The ability to provide HCPs with valuable information respecting their schedule is one of the greatest features of this communication channel. Besides, the average duration of engagement increases to 25 minutes. This guarantees that the HCP will have time to carefully read all information. Let’s look at the process of self-detailing:

1. The agency creates assets Detailing slides and Approved Email
2. Then the content is uploaded in Veeva Vault (or other DAM system)
3. Content gets approval in Veeva Vault (or other DAM system)
4. Detailing slides published to eWizard content authoring solution
5. Content published to the CRM
6. Representative sends Approved Email to HCP
7. HCP clicks the link and views the Detailing slides
8. Detailing Session KPIs are synchronized back to the CRM

Self-detailing cannot be a substitute for all channels, but it indeed can become a great addition. The rep can share the information on products that were not detailed on remote call for any reason (poor internet connection, lack of time, etc) after both face-to- face or remote calls. Alternatively, self-detailing can be used as the follow-up to share additional information with HCP after a webinar or a regular F2F eDetailing session.

As 65% of younger-generation HCPs considered digital natives prefer a mix of face-to-face and digital channels, high target face-to-face calls frequency can be mixed with Self Detailing.

Sometimes marketers want to present more than one product during a meeting, which is difficult or even impossible due to the doctor’s lack of time, but more precisely because it is simply too much. Then, it is highly recommended to use self-detailing as the complementary tool to give profound information about each product. 3d or 4th product can be shared via Self Detailing.

This way, we come to understand that one of the greatest features of self-detailing is the ability to complement any communication channel and any device. In other words, the possibility to act as a complementary tool for the pharma multichannel and omnichannel approaches. This channel can a part of face-to-face, remote engagement, used in conjunction with email, webinar, or mobile and receive maximum engagement. Doesn’t it sound like a great promise in the future of omnichannel-oriented HCPs?

Self-detailing + Approved Emails

The key to self-detailing is email. The representative sends the HCPs an Approved Email with a link to view a presentation by themselves. Session KPIs, questionnaire answers, feedback are collected automatically and synchronized back to the CRM system. Thus, self-detailing is capable to supplement and diversify your email practices.

However, it’s anyone’s guess what happens to email when we send it to the HCP. Whether it was even opened, read, or immediately deleted? Slightly above, we found out that interactivity and a high level of personalization are the factors that will allow your emails to stand out. It is important, because according to statistics, 66% of HCPs want to be able to receive email from the med rep. If you’re a doctor and you receive an email with a self-detailing presentation inside, it is your chance to dive deep into fascinating interactive content. Something different from the usual eDetailing, as a full-screen interactive presentation with the voiceover/script with pronounced messages, subtitles, clear navigation, and self-guided flow.

Once physicians review the materials, they can fairly evaluate the content. This feature is called to reveal HCPs’ “unfiltered” opinion on presentation.

Besides, the combination of Approved Email and Self-Detailing allows you to cover doctors in remote areas where they usually cannot be reached. Thus, you can expand the coverage of HCPs in any location, at the peak of remote communication boom and in the future.

The final thought

In the era of hybrid communication, it is difficult to choose the right channel to engage HCPs. The gradual changes in quarantine measures continue to undermine the ever more precarious position of the marketers. For this reason, they are in search of reliable solutions that will provide stability in relationships with HCPs. The self-detailing module carefully designed and improved by Viseven enables unprecedented HCPs coverage and considerable savings. Add self-detailing in your campaign to get the most honest metrics and gain a better understanding of HCPs’ true behavior and interests during the pandemic, and further. Contact us to get a demo and reach out to HCP through the ideally personalized communication channel.

Oh no, email is not dying because of all the disruptive comm tech emerging, dear, especially if we are talking healthcare and pharmaceuticals. If anything, this channel has been thriving and evolving lately — to put it humbly — into a hyper-personalized occasion-based super healthcare email. Resistance is futile; don’t even try to dismiss that one! And to be completely fair, why should email be fading? Doctors prefer this communication channel to any other and love receiving personalized emails. And “personalized” here doesn’t mean inserting the correct name or sending dry birthday wishes. A sleek, well-designed, mobile-friendly, to-the-point-and-occasion message is what this audience is after.

And pharma marketers too! They know very well that a well-designed email is a source of clear KPIs, as it is often a steppingstone to deeper engagement. So, mass mailing? I ask that you never say those words again. The last thing marketers want is for their work to end up in the spam folder. So, to prevent this, email categorization becomes an a-la-mode approach — soft personalization. Pharma marketers are currently emailing HCPs for at least 4 reasons:

• engaging new audiences
• categorized emails on specialization
• pre-meeting/follow-up emails
• invitations to virtual/IRL events

eWizard template is the solution

The only thing is… it takes a lot of effort (read: time and budget) to create today’s medical email. Just imagine, with all the approval procedures inevitable in the healthcare industry and the amount of manual work involved in making each change, one email can take up to 4 hours. Therefore, solutions like healthcare email templates have become so popular.

Email templates come in many shapes and forms. But the main thing is that they solve many key problems of digital marketing. Just look at what businesses can achieve with ready-made templates:

• harmonized design, structure and interactivity across brands and countries;
• flexible structure for the email content;

• decrease of ad hoc emails;
• easy updates, quick time-to-market, efficient email campaigns.

Sounds easy, right? This list can become an illustration of your marketing campaign if you use templates made of blocks with components — approved building blocks for switching and combining. The point of this “nesting doll” is getting pre-designed templates, which consist of blocks formed by components, all of which are available within a single content management and approval system. Templates can be adjusted to any screen (tablet, mobile phone, laptop), and all are available on eWizard platform. Let’s see how this magic works.

Workflow for creating and customizing the medical email template

To begin with, log in to your eWizard account. The first thing you see is eWizard Library, where you can create, store, and upload items.

In eWizard UP Library, you can add new items in the following ways:

• create new items based on templates;
• upload ZIP archives or files;
• convert PDF and PPTX files into the eWizard-compatible format.

Also, you can organize items into folders.

To create a new email based on the template, click + ADD NEW at the upper left of your Library. Select the required item type.

eWizard allows users to incorporate business flows into their work with pharmaceutical emails of two types: rep-triggered (approved) and broadcast.

You can use a rep-triggered email (RTE) to send an invitation, a follow-up, or to perform other personalized activities. Rep-triggered emails let you interact with recipients more efficiently.

When you need to address many recipients at once, you use a broadcast email. It’s designed for mass mailing and provides common fact-finding or introductory information.

You can also create an email fragment. It is a reusable part of the email that provides updates or details to the information stated in the email. You can create one email and edit it with different ready-made email fragments.

In the Create new pop-up, you can select one of the available templates. To find the required template faster, use the search box or apply filters.

Once you select the template, you can view it with the play button on the template card. Some metadata fields are automatically filled out with the values of the selected template, for example, name, brand, and language. You can change them if needed.

Fill in the rest of the mandatory fields with the asterisk (*) and click CREATE. As a result, your newly-created Approved email template appears in the My library space.

Now, it is high time to customize your template according to your needs and requirements. For this, click the pencil icon on the item card.

As a result, your item opens in eWizard Editor.

eWizard Editor is a multifunctional service that allows you to organize the content within your email with the help of components [1], blocks [2], and placeholders [3]. Also, you can customize the styling [4] and properties [5] of email components, modify the layout with its settings [6], translate [7] your email, and preview [8] all your modifications on the fly.

On the left sidebar, you can find tabs with the available components, blocks, and placeholders. You can open any of these tabs and drag available elements to the layout for your content organization in email.

You can fill the added to the layout components with assets from My library, Veeva Vault, or your device and then replace the selected assets, if required.

With the tabs on the right sidebar, you can do the following:

• The Styling tab [1]: Customize the background color, opacity, borders, and paddings of the selected component or block on the item layout.
• The Properties tab [2]: Configure values that determine the component content and view on the layout.
• The Settings tab [3]: Set the layout width and background color, and align the item layout.

After your email is ready, you can launch eWizard Quality Assurance toolset with the TEST button.

Here, you can select the following:

• Send a test email.
• Preview your emails and email fragments display in various email clients with Device simulator.
• Compare different versions of the same item or different items available in Library.

Our workflow wouldn’t be complete without email exporting for or publishing to the best content management systems.

With eWizard Publisher, you can send items created in eWizard to different target systems. Although the final result is almost the same as with eWizard Export service — the item appears in the specified target system — the processes differ. Thanks to secure and configurable integrations of eWizard with target systems, publication cuts the likelihood of a human mistake.

eWizard Export is a service that allows you to transform eWizard items into formats compatible with target systems: documents, standalone (mobile) applications, or ZIP archives. After a successful export, you receive an email notification with a unique link to download the resulting file.

eWizard templates will provide you with infinite ways to create new Approved and broadcast email templates. You can leverage creativity while retaining your brand identity, consistency and afford personalized messages.

If you want to see the complete picture of how it works, fill in the form below to get your full version of this demo!