To streamline the broadcast email mailout from SFMC, you can approve the source item in eWizard. This allows you to avoid the item publication to Veeva Vault as PDF for approval.

The feature is available on demand. Users with proper permissions can publish broadcast emails to SFMC. Contact the administrator for details.

To publish your broadcast email to SFMC from eWizard:

Open the more options menu of the broadcast email in Library or Editor.
Select the Publish (Test) option to send your broadcast email to SFMC and then approve it in eWizard.
Proceed with the publishing process. On the DETAILS step, you can do the following:
- Fill in the metadata fields.
- Select the Internal checkbox to avoid the medical, legal, and regulatory approval process of your item in Veeva Vault.
- Select the Send test email checkbox to send a test email. Once selected, set the sender and recipients for the test email.
  After a successful publication, the recipients receive an email from SFCM. When your email contains tokens, they're replaced with the mapped values from SFMC.

After the publication is complete, you can use the following controls:

OPEN IN MY LIBRARY to view your item details.
SHOW IN SFMC to view your item in SFMC.

To approve the SFMC broadcast email in eWizard:

Open the more options menu of the previously published to SFMC broadcast email.
Select View to approve.
In Viewer that opens in a new browser tab, click APPROVE if the item you're viewing meets all the requirements.
In the Approve test email pop-up, click APPROVE.

If the item doesn't meet the requirements, you can open it in eWizard Editor with the REJECT button in the Approve test email pop-up.

Once you approve the item, its Details page opens.

To schedule your item mailout from SFMC in eWizard:

Open the item Details page.
Click PUBLISH (PROD) in the upper-right corner of the status notification.

You can also apply the Publish (PROD) option in the item more options menu.

3. On the PREPARATION step, check metadata and click NEXT.

4. On the DETAILS step, fill in the following fields:

Sender profile: Select the SFMC sender profile for your email to be delivered from.
Send to audience: Select the SFMC user group to send your email.
When?: Select the time of the mailout—Immediately or set a Specific time.

5. Click NEXT.

6. Check the publication summary and click PUBLISH.

After a successful publication, the recipients of the selected SFMC user group receive an email from SFMC. When your email contains tokens, they're replaced with the mapped values from SFMC.

Item details

After the item publication, click OPEN IN MY LIBRARY to go to the item Details page. Here, you can check the item metadata and statuses.

On the PUBLICATIONS tab, you can find the TEST EMAIL APPROVAL STATUS column with the eWizard item status.

A reviewer can set the following statuses to items:

PENDING APPROVAL—the item is under review
APPROVED—the reviewer has approved the item

Additional scenarios

Scheduling SFMC mailout from eWizard with the related Veeva Vault document

If you initially sent the broadcast email to Veeva Vault as PDF, approve the related document in Veeva Vault. Then, proceed with publishing the broadcast email to SFMC from eWizard. On the DETAILS step, you can leave the Internal checkbox cleared for the test publication.

Reapproving the broadcast email after its publication to Veeva Vault

If you initially approved the broadcast email in eWizard and then sent it to Veeva Vault as PDF, the item is no longer approved in eWizard. To schedule your item mailout in eWizard, republish it to SFMC and approve the item in eWizard.

Deactivating the scheduled SFMC mailout

A new test publishing deactivates the scheduled SFMC mailout.