Here’s a workflow of how to build a generic template:
When you log into your eWizard account (don’t have one? Request a demo here), you automatically land on the tab of eDetailers. While in eWizard you can also create templates for CLM presentations, that’s not what we are here for. We need to switch to Email templates tab, which redirects you to a different page where we are going to work.
To start out on our own templates, you have to click on the ADD NEW button in the right corner and choose Email. A pop-up with the next options will appear and your option would be TEMPLATES – to create a new one from the available collection, Shared with me – to use template someone shared with you and MY TEMPLATES for the set of your created templates. When creating a new template, there are 4 fields to fill out – name of the template, target system, language and country. So, fill them out to your wishing and click on the template you like and CREATE. It will be appear in your library.
To edit your copy of the template, click on the pen. A new window for editing will appear. Let’s dig in!
Here, you are presented with 2 ways of how to incorporate changes into your template.
On the left, there are strategic (1), contextual changes (add components, alter layouts); on the right, there are the tactical (2), technical changes you can make to the component you’ve added (color, texture, navigation, animation)
Let’s explore our template. It consists of several blocks of components, as you can see: header, text body, calendar date, CTA button, an image block and footer.
Let’s explore the strategic bar. On the left, there are many options of replacing any of those blocks.
Let’s say, we don’t like the way our header looks. Let’s replace it with a slightly different kind of header, the one which attracts the social media connections. Same goes for any other element on the template – just drag and drop the new agenda for a conference, a CTA or anything else of the substance.
After you’ve completed incorporating strategic changes, it’s time to add some tactical details. Let’s change the date and the message.
Or add a picture from the Storage of approved Digital Assets. You can take your assets from Vault too either at the point of ADD NEW (see point 2) or later on at other stages.
Last steps – Send a test email to check whether everything works as needed.
The publish goes without saying! Our workflow wouldn’t be complete without integration with the best content management systems there are in place: Veeva Vault, IQVIA, Salesforce Marketing Cloud. So, publish the template to the system of your preference!
This way, your template will be useable and reusable across:
- Approved email in Veeva Systems
- Broadcast email in Salesforce Marketing Cloud
- Сompliant email in IQVIA
You can explore the publishing process in our video: