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Email Template Configuration

VCRM MyInsights Studio: Email Template Configuration and Preview

The screenshot depicts the 'Email Templates' configuration screen within the VCRM MyInsights Studio interface. It shows settings related to pulling data for email templates, specifically using approved documents for emails sent from the 'Sent Emails 2 Date Filter' CRM query. The screen is divided into sections: 'Object', showing 'Approved Document'; 'Fields', displaying 'Record ID' and 'Approved Document Name'; and 'Where', setting a condition where 'Record ID' is 'In' field values from a list of records. Parameters for 'Limit' and 'Sort' can also be defined. The 'Deployable' status is indicated with a crossed-out circle. Buttons for 'Save' and 'Add Data Element' are present. A 'Preview' section exists, currently showing columns for 'Id' and 'Name'. An 'Edit' link is available to modify the email template settings. The interface also features a left-hand navigation pane listing items such as 'Call Key Message', 'Sent Emails', 'Sent Emails 2', 'Sent Emails 2 Date Filter', 'Email Templates', 'Email Templates 2', 'Top Email Templates 2', 'Top 5 Email Templates 2', 'MySetup', and 'Products'. A 'Delete Data Element' button is present at the bottom.

Product: Veeva MyInsightsCategory: GeneralDate: 4/12/2025