{"id":83399,"date":"2025-04-09T10:00:30","date_gmt":"2025-04-09T08:00:30","guid":{"rendered":"https:\/\/www.veeva.com\/eu\/?post_type=resources&#038;p=83399"},"modified":"2026-03-24T12:25:26","modified_gmt":"2026-03-24T11:25:26","slug":"virtual-events-innovation-guide","status":"publish","type":"resources","link":"https:\/\/www.veeva.com\/eu\/resources\/virtual-events-innovation-guide\/","title":{"rendered":"Tips to Maximize Platform Effectiveness"},"content":{"rendered":"<style>\n<p>.veeva-2024 .fa-ul li p {\nmargin-top:5px;\n}<\/p>\n<p>.veeva-2024 .content-block .fa-check-circle {\ncolor: #f7981d;\nfont-weight: 400;\nfont-size:20px;\n}<\/p>\n<\/style>\n<h2>Overview<\/h2>\n<p>Get real engagement from virtual and hybrid events with Engage for Events, a user-friendly virtual meeting tool built on Zoom. It offers an intuitive interface for hosts, speakers, and attendees to share audio, video, and presentations, and it is fully compliant.<\/p>\n<p>Simplify event execution by linking Engage for Events with the rest of your ³Ô¹Ï±¬ÁÏ Commercial Cloud \u2013 pull contacts from CRM, automate invitations through Approved Email, record the session in Vault, and house new data in ³Ô¹Ï±¬ÁÏ OpenData.<\/p>\n<p>All features are available in ³Ô¹Ï±¬ÁÏ CRM and Vault CRM.<\/p>\n<h2>Speaker Management Key Takeaways<\/h2>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Manage virtual and hybrid events in a single platform with Engage for Events.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Simplify event execution by linking Engage for Events with the rest of your ³Ô¹Ï±¬ÁÏ Commercial Cloud.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Benefit from multiple capabilities that help plan and execute fieldled virtual events.<\/p>\n<\/li>\n<\/ul>\n<h2>Helping Biopharma Teams<\/h2>\n<p>Event organizers can:<\/p>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Easily manage both virtual and hybrid events in one integrated platform.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Connect events data with CRM.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Integrate Engage for Events seamlessly with Events Management to have access to all events planning and execution capabilities.<\/p>\n<\/li>\n<\/ul>\n<p>IT and compliance departments can:<\/p>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Reduce manual work and data silos thanks to the single source of truth for event data.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Prevent unauthorized access through unique participant URLs and secure authentication.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Benefit from always accurate audit trails.<\/p>\n<\/li>\n<\/ul>\n<p>³Ô¹Ï±¬ÁÏ\u2019s approach integrates event management with CRM systems for comprehensive tracking and efficiency. The two main use cases for events are:<\/p>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Interactive, field-led events using Events Management.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Partnering with companies like SpotMe and ON24 to provide additional functionalities.<\/p>\n<\/li>\n<\/ul>\n<p>Integration with any other technology is possible with Events Management to get a 360-degree view. The platform integrates with Salesforce for seamless event management.<\/p>\n<h2>Types of Events Supported<\/h2>\n<p>How to get the most out of virtual and hybrid field-led events? Utilize all the best features ³Ô¹Ï±¬ÁÏ offers.<\/p>\n<p><img decoding=\"async\" class=\"img-responsive\" alt=\"\" src=\"\/wp-content\/uploads\/2025\/07\/veeva-events-management-virtual-events-figure-1.png\"><\/p>\n<h2>Capabilities that help plan and execute field-led virtual events<\/h2>\n<h4>1. Send invitations<\/h4>\n<p>Use unique tokens to generate individual join links for each attendee, which helps track attendance. Ensure the invitation includes an ICS file for easy calendar integration. For a more manageable event and smoother experience without additional support, 20-50 participants are recommended.<\/p>\n<h4>2. Use alternative hosts<\/h4>\n<p>Prevent cancellations with alternative hosts, who have most privileges of the main host, but they can\u2019t promote others to host\/alternative host. Alternative hosts can also end a meeting if they start it and the main host doesn\u2019t join. If the main host joins later, only they can end the event.<\/p>\n<h4>3. Manage consent<\/h4>\n<p>Before sending invitations, ensure that recipients have consented to receive promotional communications and remove those who have not.<\/p>\n<div class=\"takeaway-box\">\n   <img decoding=\"async\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2021\/11\/takeaway-icon.png\" alt=\"\" \/><\/p>\n<div>\n      <strong>When sending Approved Email invitations, recipients who haven\u2019t given consent will be automatically flagged. Users can\u2019t send the email without removing them.<\/strong>\n   <\/div>\n<\/div>\n<h4>4. Utilize the speaker portal<\/h4>\n<p>Speakers can use a dedicated browser-based portal to access event details, download materials like contracts, and join events. This feature is beneficial for speakers involved in multiple events.<\/p>\n<div class=\"takeaway-box\">\n   <img decoding=\"async\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2021\/11\/takeaway-icon.png\" alt=\"\" \/><\/p>\n<div>\n      <strong>Customers can easily configure the portal using their company logo, privacy policy, and many more without help from ³Ô¹Ï±¬ÁÏ Professional Services.<\/strong>\n   <\/div>\n<\/div>\n<div class=\"gray-box\">\n<h4>SPEAKER PORTAL<\/h4>\n<p><img decoding=\"async\" class=\"img-responsive\" alt=\"\" src=\"\/wp-content\/uploads\/2025\/07\/veeva-events-management-virtual-events-figure-2.png\"><\/p>\n<p>\n<a href=\"\/eu\/resources\/speaker-management-innovation-guide\/\" class=\"after-arrow-orange\">Learn more about Speaker Management<\/a><\/p>\n<\/div>\n<h4>5. Make it easy for attendees<\/h4>\n<p>The platform allows self-registration through links and QR codes, making it easy to collect attendee information. Use automated email communications for reminders, event links, and follow-ups.<\/p>\n<p><a href=\"\/eu\/resources\/attendee-management-innovation-guide\/\" class=\"after-arrow-orange\">Learn more about Attendee Management<\/a><\/p>\n<h4>6. Use execution features<\/h4>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Waiting room<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>QR sign-in<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Participant lists<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Chat capabilities<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Meeting settings<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Whiteboards<\/strong><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Backgrounds and effects<\/strong><\/p>\n<\/li>\n<\/ul>\n<h4>7. Enable convenient joining options<\/h4>\n<p>Attendees have flexible joining options (like unique trackable links) via apps or browsers.<\/p>\n<div class=\"takeaway-box\">\n   <img decoding=\"async\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2021\/11\/takeaway-icon.png\" alt=\"\" \/><\/p>\n<div>\n      <strong>Users can generate attendee and speaker participant URLs for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events.<\/strong>\n   <\/div>\n<\/div>\n<h4>8. Share content<\/h4>\n<p>Hosts can share various content in addition to CLM presentations in an Engage meeting. Hosts can share their entire screen, including assets or applications outside CRM.<\/p>\n<h4>9. Record virtual events<\/h4>\n<p>Post-event, you can make the recording available through your HCP portal or embed it into an email template to share with attendees.<\/p>\n<div class=\"takeaway-box\">\n   <img decoding=\"async\" src=\"https:\/\/www.veeva.com\/wp-content\/uploads\/2021\/11\/takeaway-icon.png\" alt=\"\" \/><\/p>\n<div>\n      <strong>All recordings are uploaded to the configured Vault and are stored in a new Vault Binder. The binder is labeled with the event\u2019s name and date.<\/strong>\n   <\/div>\n<\/div>\n<h4>10. Track event results<\/h4>\n<p>The platform offers detailed attendance tracking, including IP addresses and event participation. Custom surveys and rating systems help gather attendee feedback.<\/p>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Feedback Collection:<\/strong> After concluding the event, redirect participants to a feedback form to gather insights on their experience.<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><strong>Tracking Attendance:<\/strong> Utilize the sign-in QR code and other tracking features to capture information on attendees.<\/p>\n<\/li>\n<\/ul>\n<div class=\"gray-box\">\n<h4>ATTENDEE TRACKING: QR CODE SIGN-IN<\/h4>\n<p><img decoding=\"async\" class=\"img-responsive\" alt=\"\" src=\"\/wp-content\/uploads\/2025\/07\/veeva-events-management-virtual-events-figure-3.png\"><\/p>\n<\/div>\n<h2>Keep learning<\/h2>\n<ul class=\"fa-ul\">\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Hosting a Virtual Event <a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/VirtualEvents\/HostingVirtualEvents.htm\" rel=\"noopener\" target=\"_blank\">Using Engage<\/a><\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p>Generating <a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/VirtualEvents\/URLsChildEvents.htm\" rel=\"noopener\" target=\"_blank\">Virtual Participant URLs<\/a> in Child Events<\/p>\n<\/li>\n<li><span class=\"fa-li\"><i class=\"far fa-check-circle\"><\/i><\/span>\n<p><a href=\"https:\/\/crmhelp.veeva.com\/doc\/Content\/CRM_topics\/Events%20Management\/SpeakerPortal\/Introduction.htm\" rel=\"noopener\" target=\"_blank\">Speaker Portal<\/a><\/p>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Explore how to plan and execute virtual events with Events Management, and get expert ³Ô¹Ï±¬ÁÏ tips to maximize platform effectiveness.<\/p>\n","protected":false},"featured_media":83400,"parent":0,"template":"","class_list":["post-83399","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\/83399"}],"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":2,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/83399\/revisions"}],"predecessor-version":[{"id":87301,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/resources\/83399\/revisions\/87301"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/83400"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=83399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}