You can use the rating component to get feedback from your email recipients. In eWizard, add the component to the email layout and customize its properties.
To set up an individual link to each rating item, follow the steps below.
The Link name attribute usage
In your Veeva Vault environment, do the following:
1. Create the required documents in Veeva Vault matching the rating items customized in eWizard Editor.
2. In eWizard Editor, click Link on the Properties tab of the required rating item.
3. In the Edit link pop-up that appears, select Free input in the Link type field.
4. Add the Veeva Vault document ID with the ${{ID}} syntax to the Input value field.
You can find the ID value in the document URL in Veeva Vault.
5. Enter the Link name attribute to the ID added.
For example, {{$175545}}&LinkName=Awesome_1 where:
LinkNameis a specific value in the Veeva CRM field in theEmail activityrecord that allows the system to recognize the item link name.Awesome_1is the link name that allows you to recognize the user reaction without opening the link in the Veeva CRM report orEmail activitytab.
6. Click SAVE.
Then, add all document IDs with the Link name attributes to the rest rating items in eWizard Editor.
7. Publish the email to Veeva Vault.
8. Link all documents to the published email in the Relationships → Other related documents section in Veeva Vault.
9. Apply the CRM publishing action in Veeva Vault or wait for the automatic synchronization with Veeva CRM.
10. Send a test email from Veeva CRM.
Adding a single link to a multichannel message or landing page with a unique Link Name attribute
This method requires creating a link to a landing page or multichannel message in the CRM system.
Multichannel messages
The multichannel message is a CRM record with an HTML page used by approved emails with the {{approvedEmailAction}} token.
To link a rating item to the multichannel message:
1. Create a multichannel message with the Approved email action record type.
2. Configure the following:
Name
Identifier
HTML message (HTML content is added to the MC Activity RecordType field, for example, Approved_Email_MA_RT).
3. Add the {{approvedEmailAction}} merge tag in eWizard Editor and specify the message identifier.
For example, {{approvedEmailAction[,Wiz_Rating_Feedback_Page]}}&LinkName=Awesome_1.
The {{approvedEmailAction[,Wiz_Rating_Feedback_Page]}} part indicates the multichannel message to which the user is redirected.
The comma at the beginning of the square brackets is required since we don't use embedding functionality for the multichannel message and leave the first parameter empty.
The examples for the rest of the rating items are as follows:
{{approvedEmailAction[,Wiz_Rating_Feedback_Page]}}&LinkName=Good_2{{approvedEmailAction[,Wiz_Rating_Feedback_Page]}}&LinkName=Neutral_3{{approvedEmailAction[,Wiz_Rating_Feedback_Page]}}&LinkName=Bad_4{{approvedEmailAction[,Wiz_Rating_Feedback_Page]}}&LinkName=Very_Bad_5
3. Publish the email to Veeva Vault. Then send it to the target CRM.
Landing pages
The landing page is a website hosted by a non-Veeva service. To link the rating item to the required landing page, add its URL to the Edit link pop-up in eWizard.
For example:
To add the link name attribute, use the / and ? symbols after the landing page URL.
Then publish the email to Veeva Vault and send it to the target CRM system.
Testing the rating results in Veeva CRM
After you send the email to the CRM system, click the rating item to create the email activity record.
Consider the following examples of the resulting email activity details:
The Veeva Vault document
The landing page
The multichannel message
For multichannel messages, the system also records the multichannel activities.
Now, you can use the collected data to analyze the feedback provided with the rating component.
For more information about customization of the rating component behavior in Veeva CRM or other target systems, contact eWizard Support.