Why share CLM content via web link or QR code®?

Sharing CLM content with a web link or QR Code® provides HCPs with a way to view CLM content on their own time.

HCP engagement is also tracked via a Clicked event that’s created when the link is accessed. Tracked metrics, for example, time on a page/video, links opened, and files downloaded are captured to provide content creators with additional engagement data.

What are typical use cases?

Typical use cases for using web links or QR codes® include:

  • Sharing content before a meeting, for example, pre-reads or introductory content

  • Sharing content after a meeting, as a digital leave-behind

  • Sharing links to brand websites and brand portals

What are the available apps & platforms?

The specific apps available to sales reps are configured by admins. Channels include:

  • Messages (SMS)

  • WhatsApp

  • LINE

  • LINEWorks

  • Engage Chat

  • Copied URLs

  • QR Code®

To configure these channels for your sales reps, learn how to configure sharing links for CLM content.

What content can I share?

The following types of content can be shared:

  • CLM Presentations - Content designated as available for sharing via link

  • Websites - Approved websites in the user’s media library

Links remain accessible as long as the content is active and approved in Vault CRM.

How can I share a web link or QR code®?

Consider the following scenario: You are a sales rep meeting with an HCP to discuss a new product. The HCP asks for a copy of the presentation materials to review on their own time following the in-person visit.

To share content with an HCP via a web link or QR Code®:

  1. Navigate to the Media tab.

  2. Select the content’s corresponding More Options menu.

  3. Select Share from the More Options menu.

  4. Select the HCP’s account.

  5. Select the HCP’s preferred messaging channel.

  6. Share the link with the HCP.