Exporting to Veeva Vault

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The email design suite you already know and love just leveled up. We’re working hard to update our help center, but you still may see some references to the old product name.

The connector is no longer actively maintained, but it will continue to function as usual for the time being. However, please note that we are no longer able to provide support for issues related to the connector.

Overview

You can easily design your emails in the RGE Studio builder and then push them to Veeva Vault for sending. Our connector allows you to export an email to Veeva Vault with only one click.

Here are 2 ways that you can connect your Veeva Vault account in RGE Studio:

1. From the Workspace Settings section: connect your Veeva Vault account before you start designing.
2. From the Export options of your email.

Follow the steps below or watch our RGE Studio Academy tutorial.

1. Connect from Workspace Settings

Go to Settings > Connectors.

Click the Connect button for Veeva Vault.

Fill out the information in the modal to set up the connector. Your Veeva Vault credentials are not stored in RGE Studio. They are only used to link your accounts.

The connection times out after a set period. The Session Duration setting in your Veeva Vault account controls this. When the connection times out, RGE Studio shows a "Session expired" message.

To change the time-out length, go to Admin > Settings in Veeva Vault. You will find the option under Domain Settings. You need the Domain Admin user setting to change it. You also need a security profile with the Admin: Domain Administration permission. For details, see Veeva Vault's domain information documentation.

2. Connect from Export

When your email is ready, click the Export button on the Email Details page. You can also access this from the actions menu.

Click the Integrations icon for Veeva Vault. If you don't see it, click More to open the full connector list.

In the Integrations screen, scroll or search for Veeva Vault. Click the icon and follow the steps to connect your account. If you have already connected, you will not be asked again.

Veeva Vault needs some extra information to complete the export. Veeva Vault requires these fields:

• Name
• From address
• Subject

Your Veeva Vault account can also require custom fields. The export modal shows every field your Veeva Vault account settings need.

RGE Studio will confirm when the export is complete. Your email will then appear in your Veeva Vault account.

Exporting Existing Designs

RGE Studio will recognize if you are exporting an email that you've already pushed to Veeva Vault. You will not need to re-enter the email's information. Use Update existing to overwrite the existing version in Veeva Vault. Use Create as new to export a new version of your email instead.

Exporting Images to Veeva Vault

You can export the images in your emails directly to Veeva Vault. Veeva Vault then hosts your images. Your email design stays the same in RGE Studio and Veeva Vault. Keeping images in Veeva Vault helps you follow its license agreements.

How the Export Works

The export handles images in the following way:

• RGE Studio creates an HTML file for your email. The file links to a ZIP file with all the email's images.
• Veeva Vault downloads the ZIP file. It then hosts the images on its content delivery network (CDN).

The image transfer happens automatically in the background.

Managing Exported Images

After you export an email, you can download its images from Veeva Vault in two ways:

1. From the Information Sidebar:
   • Go to the Assets section.
   • Click Download to get the images.
2. From the Library:
   • Select Options and choose Export All Files.
   • Veeva Vault will email you a download link. The link downloads a ZIP file with the email's images and assets.

Limitations

Make all edits to your email in RGE Studio. Then re-export it with Update existing to overwrite the version in Veeva Vault. You cannot edit an exported email inside Veeva Vault.

Multiple Workspaces

No problem! The Enterprise Version of RGE Studio allows you to set up different workspaces so you can better organize your email creation workflow. Enterprise allows you to specify different connectors for each workspace, so you never need to switch accounts.

For example, say you are a digital marketing agency with 10 clients that use Veeva Vault. With Enterprise, you will be able to create 10 workspaces in RGE Studio and connect each of them to their specific Veeva Vault account.

Looking for a different sending platform? You can check our complete list of connectors — or request a new one!