{"id":77290,"date":"2024-04-26T15:48:05","date_gmt":"2024-04-26T13:48:05","guid":{"rendered":"https:\/\/www.veeva.com\/eu\/?post_type=resources&#038;p=77290"},"modified":"2026-05-22T11:10:23","modified_gmt":"2026-05-22T09:10:23","slug":"content-management-innovation-guide","status":"publish","type":"resources","link":"https:\/\/www.veeva.com\/eu\/resources\/content-management-innovation-guide\/","title":{"rendered":"Integrating Content into Your Event Workflow"},"content":{"rendered":"<p><strong><a href=\"\/products\/crm-suite\/events-management\">³Ô¹Ï±¬ÁÏ Vault CRM Events Management\u2019s<\/a> content management<br \/>\ncapabilities simplify content creation and delivery by integrating<br \/>\nevent materials directly into an organizer\u2019s event workflow.<\/strong><\/p>\n<p>\nAs healthcare professional (HCP) engagement expands into more channels, event organizers must manage more content across more mediums than ever before. For a single event, an organizer might have to prepare email invitations, digital sign-in forms, physical signage, interactive speaker decks, paper handouts, online surveys, and more.\n<\/p>\n<p>\nEvents Management helps organizers manage event content of all types from a single, unified interface\u2014the same one they use for event execution. Content sending is built into the execution flow, with business rules to ensure organizers use the right types of content for each event.\n<\/p>\n<p>An integration to <a href=\"\/products\/veeva-promomats\/\">³Ô¹Ï±¬ÁÏ PromoMats<\/a> and <a href=\"\/products\/vault-medical\/veeva-medcomms\/\">³Ô¹Ï±¬ÁÏ MedComms<\/a> pulls MLR-approved content directly into Events Management, eliminating the errors and redundancy from manual content loads. An embedded email template designer in Vault helps home office users create custom email templates with a simple point-and-click interface.\n<\/p>\n<h2>Benefits of Content Management<\/h2>\n<p><strong>For Event Organizers<\/strong><\/p>\n<ul>\n<li>Send emails, access print templates, and display virtual event content<br \/>\ndirectly from Events Management<\/li>\n<li>Track email status and take necessary follow-up actions<\/li>\n<\/ul>\n<p><strong>For Marketing<\/strong><\/p>\n<ul>\n<li>Create event materials seamlessly and quickly using the embedded<br \/>\nBEE Editor in ³Ô¹Ï±¬ÁÏ PromoMats and ³Ô¹Ï±¬ÁÏ MedComms<\/li>\n<li>Measure content usage through content reporting in ³Ô¹Ï±¬ÁÏ Vault CRM,<br \/>\n³Ô¹Ï±¬ÁÏ PromoMats, and ³Ô¹Ï±¬ÁÏ MedComms<\/li>\n<\/ul>\n<p><strong>For IT and Compliance<\/strong><\/p>\n<ul>\n<li>Cut down on manual content loads with an integration from ³Ô¹Ï±¬ÁÏ<br \/>\nPromoMats and ³Ô¹Ï±¬ÁÏ MedComms that automatically pulls content into<br \/>\nthe right events<\/li>\n<li>Enforce mandatory event materials for events through business rules<\/li>\n<\/ul>\n<h2>Tips and Tricks<\/h2>\n<h3>Moving Content from Review to Execution<\/h3>\n<p>The handoff between the end of the content approval process and the use of content in an event is often timeconsuming for operations teams. The Vault to Events Management integration removes many of the manual steps involved in this handoff, ensuring your print and email content flows where it needs to be automatic.<\/p>\n<p>\nAlignment rules defined in ³Ô¹Ï±¬ÁÏ PromoMats or ³Ô¹Ï±¬ÁÏ MedComms match content to the right event types, and the integration then loads the content into the corresponding event records in Events Management. New events that match the criteria in the alignment rules will also have the correct content pieces attached to them.\n<\/p>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-800\" alt=\"³Ô¹Ï±¬ÁÏ PromoMats integration download\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/05\/Event-Workflow-Innovation-Guide-Img-1.png\"><\/p>\n<p style=\"text-align: center;\"><strong>³Ô¹Ï±¬ÁÏ PromoMats integration download<\/strong><\/p>\n<p>The integration also covers content updates and deletions. If a piece of content gets updated in Vault, the integration will automatically update all versions of the content in Events Management to match the latest edition. Deletion of content from Vault will also remove all versions of the content from the Events Management side.<\/p>\n<h3>Sending Emails from the Event Workflow<\/h3>\n<p>Field teams are busy enough as is, and their inboxes show it. Why force them to dig through their other work emails to keep track of their event-specific threads?<\/p>\n<p>\nEvents Management lets the field send event-related emails using ³Ô¹Ï±¬ÁÏ Vault CRM Approved Email from the event workflow. Email templates can be loaded into Events Management from ³Ô¹Ï±¬ÁÏ PromoMats or ³Ô¹Ï±¬ÁÏ MedComms to ensure all messaging has been approved through MLR. At the same time, contact lists are generated from the event attendees and invitees selected by the event organizer.\n<\/p>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-800\" alt=\"Approved Email template\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/05\/Event-Workflow-Innovation-Guide-Img-2.png\"><\/p>\n<p style=\"text-align: center;\"><strong>Approved Email template<\/strong><\/p>\n<p>After an email is sent, Approved Email tracks opens and clicks for both performance and compliance purposes. This helps your event organizers keep track of their interaction history while giving home office teams helpful feedback to help them make their emails even better.\n<\/p>\n<h3>Creating Email Templates on the Fly<\/h3>\n<p>Almost every event today uses email content. If you\u2019re custom coding each template, the costs can quickly add up. With Events Management, your teams can easily access a codeless editor for email templates to help you get event emails into the field faster and at scale.\n<\/p>\n<p>\nEvents Management supports email templates created in BEE Editor, a drag-and-drop tool for creating email templates in ³Ô¹Ï±¬ÁÏ PromoMats and ³Ô¹Ï±¬ÁÏ MedComms. Using the editor, home office administrators or content managers can design custom email templates in minutes without code and even convert print materials into emails.\n<\/p>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-800\" alt=\"BEE Editor\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/05\/Event-Workflow-Innovation-Guide-Img-3.png\"><\/p>\n<p style=\"text-align: center;\"><strong>The BEE Editor<\/strong><\/p>\n<p>\nBEE Editor can also personalize emails with tokens that dynamically update based on event information like an attendee\u2019s name, a venue\u2019s address, or a seminar\u2019s title. These tokens will automatically populate with the event information stored in Vault CRM before an email is sent, eliminating the need for email merges.\n<\/p>\n<h3>Reminding Event Organizers to Use Content<\/h3>\n<p>\nThe Business Rules Engine in Events Management lets the home office set up guardrails to make sure organizers follow all the compliance and process requirements for an event\u2014including content.\n<\/p>\n<p>\nOne type of business rule that the engine can enforce is the Required Event Material Rule, which reminds organizers to add materials to an Event record during certain stages in the event lifecycle. For example, this rule can stop an organizer from submitting an event for approval if they don\u2019t have a speaker outline and an agenda, or even prevent an event from being closed out if they don\u2019t have the speaker\u2019s deck.\n<\/p>\n<p><img decoding=\"async\" style=\"border-radius: 25px;\" class=\"img-responsive mw-800\" alt=\"Required Event material rule\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2026\/05\/Event-Workflow-Innovation-Guide-Img-4.png\"><\/p>\n<p style=\"text-align: center;\"><strong>Required Event Material Rule<\/strong><\/p>\n<h2>Resources<\/h2>\n<p>Ready to simplify your event content processes? These documentation articles can help you<br \/>\nget started:<\/p>\n<ul>\n<li>Vault to Events Management Integration <br \/>\n<a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/Configuration\/VaultInteg.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Integrating Events Management with ³Ô¹Ï±¬ÁÏ Vault<\/li>\n<li>CRM Approved Email for Events Management <br \/>\n<a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/Configuration\/VaultInteg.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Using Approved Email for Events Management<\/a><\/li>\n<li>BEE Editor<br \/>\n<a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/Using\/ApprovedEmailforEM.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Using the BEE Email Template Editor<\/a><\/li>\n<li>Required Event Materials Business Rules<\/strong> <br \/>\n<a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/EventBusinessRules\/EventMatsRules.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Required Event Material Rules<\/a><\/li>\n<\/ul>\n<p>Get the latest on new and upcoming features to simplify your event lifecycle in the <a href=\"https:\/\/veevaconnect.com\/communities\/ANS9j9dVoAA\/about\" target=\"_blank\" rel=\"noopener noreferrer\">³Ô¹Ï±¬ÁÏ Connect Events Management Community<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>³Ô¹Ï±¬ÁÏ CRM Events Management\u2019s content management capabilities simplify content creation and delivery by integrating event materials into the event workflow. <\/p>\n","protected":false},"featured_media":77291,"parent":0,"template":"","class_list":["post-77290","resources","type-resources","status-publish","has-post-thumbnail","hentry","resource-area-20-commercial","resource-product-20-events-management","resource-type-innovation-guides"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/77290"}],"collection":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources"}],"about":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/types\/resources"}],"version-history":[{"count":1,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/77290\/revisions"}],"predecessor-version":[{"id":95530,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/77290\/revisions\/95530"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/77291"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=77290"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}