Invitation emails and change notifications for remote sessions
Key Takeaway
Each remote visit email action (Create, Update, and Cancel) needs its own invitation email template, so if an action has no template, no email goes out for that action.
A remote engagement visit is a video call with a healthcare professional. When a field user schedules one, Life Sciences Customer Engagement can automatically email an invitation to the attendees. Follow-up emails go out when the visit changes or is canceled. Admins set this up with invitation email templates in the Life Sciences Commercial Admin Console. When Microsoft Teams is the remote session provider, admins also choose which system delivers the invitations and calendar events.
One template for each action
Life Sciences Customer Engagement sends remote engagement invitation emails automatically when users create, update, or cancel a planned visit. Each of these actions needs its own template. A complete setup has three templates, with the "Automated Email Invitation Action" set to Create, Update, and Cancel.
If an action has no template, no email goes out for that action.