Name

Token

Description

Salutation (client)

{{Account.Salutation}}

For example, 'Mr, Mrs'

Full name (client)

{{Account.Name}}

For example, populates with both the first and last name of the client, eg: 'Clare Ackerman'

Title (client)

{{accTitle}}

For example, 'Prof', 'Dr'

First name (client)

{{accFname}}

This refers to the client's first name, for example, 'Clare'

Last name (client)

{{accLname}}

This refers to the client's surname, for example, 'Ackerman'

User email

(end-user)

{{userEmailAddress}}

The email address of the sales rep, eg. support@getshaman.com

User name

(end-user)

{{userName}}

Both the first and last name(s) (or surname) of the sales rep/ end user.

User photo

(end-user)

{{userPhoto}}

Populates a photo of the sales rep/ end user.

Name

Token

Description

Picklist with dropdown options

{{customText[option1|option2]}}

You need to change 'option1', 'option2' etc in this token to your preference of text.

The sales rep/ end user can then select one of the options from a dropdown list. The options need to be written between [ ] and each option should be separated with a |.

For Example: {{customText[Good morning|Good afternoon]}} will give a dropdown to select either “Good morning” or “Good afternoon”.

Free text

{{customText(inputlengthInt)}}

When using this token, “inputlengthInt” should be replaced with a numerical value referring to the maximum character length of free text allowed.

The sales rep/ end user will then be able to add text in this field up to the maximum character limit.

Example: {{customText(50)}}, would mean that the sales rep/end user can add a maximum of 50 characters.

Free text with default text

{{customText(Length|DefaultText)}}

The “Length” should be replaced with a numerical value referring to the maximum character length of free text allowed, and “DefaultText” with text that will accompany the free text value.

The sales rep/ end user will be able to add free text, but with this token, the predetermined default text can not be edited by the end user.

Example: {{customText(30|Welcome to Shaman)}} allows the sales rep/ end user to add a maximum of 30 characters, next to the default text “Welcome to Shaman”.

Custom Rich text

{{customRichText}}

This token does not need to be edited, as it creates a rich text area of 400x300 pixels (default). It allows the sales rep/ end user to add free text with some styling options: bold, italic, and underlined, as well as bullet points and numbers.

Free text (required)

{{customText:Required}}

This token will ensure that the sales rep/end-user adds some text to this field before they can send it. In CRM, a red message “Text is required” and a red box will show around the field where this token resides to notify the sales rep/end-user that they must add obligatory text before sending. Once they have inputted some text, the red box and “Required” message will disappear.

Picklist with tokens

{{customText[##accTitle## ##accFname## ##accLname##, ##accCredentials##|##accTitle## ##accFname##, ##accCredentials##]}}

Next to a fixed value, you can also create a picklist from dynamic values. In this case, you need to replace the { to # for the tokens inside the customText[] token.

As an example, you can start your email with:

{{customText[Cara|Caro]}} {{accFname}} {{accLname}},

This will ask the user to select between 'Cara' or 'Caro' and then populate the first name and last name of the account and then add a ','

You could also create this version:

{{customText[Cara ##accFname##,|Caro ##accLname##,]}}

This will provide the following options (for Dr. Sarah and Dr. Clinton):

Cara Sarah,

Caro Clinton,

Name

Token

Description

Vault Document Link

{{$VaultDocID}}

You need to change 'VaultDocID' with a document number.

Eg: {{$12345}} will change into a URL to view document 12345.

In Veeva Vault, add as related document.

You can add multiple documents to a template/ fragment.

ISI Document Link

{{ISILink}}

You need to change 'ISILink' with the ISI (important safety information) document number.

Eg: {{12345}} will change into a URL to view document 12345.

Add as: ISI document.

You can add one ISI document to a template/ fragment.

Related Piece Link

{{PieceLink}}

You need to change 'PieceLink' with the related piece number.

Eg: {{12345}} will change into a URL to view document 12345.

Add as: related piece.

You can add one related piece to a template/ fragment.

PI Document Link

{{PILink}}

You need to change 'PILink' with the PI (product information) document number.

Eg: {{12345}} will change into a URL to view document 12345.

Add as: PI document.

You can add one PI document to a template/ fragment.

Name

Token

Description

Unsubscribe

{{unsubscribe_product_link}}

We would highly recommend that you include this token in every email you send. You could try using it as the URL in hyperlinked text or alternatively in a button.

Template fragment

{{emailTemplateFragment}}

If you have a footer template available you can use this token. Be sure to add this fragment to the email in Veeva Vault. You can take a look at this article to find out more about working with template fragments. +LINK

Meeting link

{{engageLink}}

This is the link that the HCP can use to join the engage meeting

Add to Calendar

{{addToCalendar}}

This is the link that the HCP can click to add the event to their calendar

Time of call

{{parentCallDatetime}}

This token will show the date and time of the planned Engage meeting