Managing MCM Templates in Pitcher Admin

Email Template Creation

Templates can be easily managed from Pitcher Admin.

Email Templates are the HTML files. Using any HTML editor email templates can be created. The files associated with the HTML files (images/CSS/JS) cannot be uploaded or stored in Pitcher Admin and needs to be stored separately at the locations chosen either by the customer or using 3rd party applications such as box, etc.

Only an index.html file should be prepared. There are no limitations in terms of characters or content.

It is strongly advised to follow general digital marketing rules to avoid spam filters and firewalls.

Components in Template

There are 4 types of components in the template, they are:

Pre-approved text & assets

This won’t be changed and will appear in the output as it is. All the assets should be stored outside of Pitcher admin in an online location.

Free-text placeholders

There can be up to 4 free text placeholders in an HTML template. MDs can type in any text in the MD Portal interface. To include these free text placeholders at a specific location, {{opening}}, {{1}}, {{2}}, {{3}} can be used. For example, in the first line of the email, if {{opening}} Doctor, is used, the text from Opening field will be placed instead of the expression, i.e. Good morning Doctor. MD cannot change Doctor but anything before that.

System expressions

There are reserved expressions system can provide for each recipient or for the file share event respectively. System expressions are used within 3 curly brackets unlike others.

{{{portalURL}}}: Provides the personal HCP Portal URL for the recipient. URL can be embedded on a button or any hyperlink. i.e. Click here to go to your portal

{{{filesHTML}}}: Provides a list of files being shared together with the message. Font formatting can be applied if needed. i.e. Please see the below files shared with you: {{{filesHTML}}}

{{{unsubscribeLink}}}: Provides a link to the page that allows HCP to manage their communication preferences, including opt-out from everything. This can be used in the footer.

Object-based expressions

These can be used to bring CRM attributes for the recipients or the users. Thanks to such attributes, MDs can compose multiple personal messages by composing only one efficiently.

Here are some sample attributes:

Contact Attributes

CODE

For {{Contact.attr}}
Id, FullName, Title, Salutation, LastName, Email, Telephone, Type__c

User Attributes

CODE

For {{User.attr}} 
Id, Name, Email, Username, Title, Profile.Name

User attributes can be useful while constructing an email signature. If there is more information needed to create a proper signature, however, the fields are non-existent in CRM and/or Pitcher, free-text fields can be used to get additional information, i.e. user mobile phone number. New attributes other than the given options can only be added by Pitcher.

Users can contact their project team to receive the available fields and their syntax

Upload to Pitcher Admin

Pitcher Admin user can go to admin.pitcher.com and upload index.html as a new file. On the upload page, System:Templates should be added as a keyword. Tag should be on the file during the initial conversion of the file. It cannot be added later. Primary navigation should be set to Hidden. File can be distributed to All or some of the users. After the upload is completed, file will go through Pitcher Conversion Engine and 2 new files will be generated, template.html and template.txt.

The template has to be only index.html and it is both case sensitive as well as extension sensitive

Files Management

A .zip file will be available in the list of files on Pitcher Admin. Template files can be seen by selecting the file and clicking on Actions > Edit.

• template.html is the final version of the file and this is used to generate email HTMLs. If there is anything to be changed on the HTML version of the template, it should be done on this file.

• template.txt is the plain text version of the template generated from index.html by eliminating HTML code. This text is shown to the MDs on the rep portal. If channel specific files are not added, this version will be used in text-based channels. Even if all other channels have respective txt versions as described below, it is suggested to include how the message will look like to inform MDs about what they are sending out. They will be able to find free-text locations to fill out respective fields properly.

• Index.html file is not functional after the initial upload and conversion.

After the initial upload, more files can be created by selecting the file and clicking on “Actions > Edit > Create New File”. The name of the file should be set precisely in the given format.

• subject.txt defines the subject line of the email. Any free text entry can be typed in here and saved.

• template_plain.txt includes the template text for plain text-based channels, i.e. Facebook, Twitter. If this file is not available, auto-generated template.txt will be used for such channels, however, it is suggested to create a different version to support alternative channels separately. Please see Maximum Length per Message.

HTML

Dear {{Contact.Title}} {{Contact.FullName}},
{{opening}} 
The source and structure of protein(s) vary from one formula to another. 
Formulas made with whey proteins that are partially hydrolyzed are easy to digest because 
they are broken down into smaller peptide chains. 

If you would like a copy of the clinical reprints referenced above, 
please contact me via email or phone. 
You can access HCP Portal for more information: {{{portalURL}}} 
I hope you found this information useful. Please reach out if you have any questions. 
Best regards, 

{{User.Name}} 
{{User.Email}}
{{1}}
/privacy-policy|{{{unsubscribeLink}}}

template_sms.txt provides the SMS template text. It is strongly suggested to keep the SMS communication shorter compared to all other channels. Please see SMS for more detailed information. If this file is not available, auto-generated template.txt will be used for SMS messages

HTML

Dear {{Contact.Title}} {{Contact.FullName}}, 
{{opening}} 
The source and structure of protein(s) vary from one formula to another. 
Formulas made with whey proteins that are partially hydrolyzed are easy to digest because 
they are broken down into smaller peptide chains. 

If you would like a copy of the clinical reprints referenced above, 
please contact me via email or phone.

You can access HCP Portal for more information: 
{{{portalURL}}} 

I hope you found this information useful. Please reach out if you have any questions. 

Best regards, 

{{User.Name}} 
{{User.Email}} 
{{1}} 
/privacy-policy|{{{unsubscribeLink}}}

Sample Email Templates

Content Sharing Template

CODE

Dear Dr. {{Contact.FullName}},

Hope this mail finds you well..

To access the your personal portfolio please tap on {{{portalURL}}}

Kind Regards,

{{User.fullname}}
{{User.email}}

To unsubscribe, please use this link: {{{unsubscribeLink}}}

Template for Campaign

CODE

Dear {{Contact.Name}},

{{PERSONAL_TEXT}}

Isn’t it amazing how quickly things change? Our family grows larger or smaller
over the years, and the size of our home usually changes with it. 
It seems we’re always renovating, moving, upsizing, or downscaling to meet our needs. 
We buy new things, replace the old with the new, or sometimes add those well-deserved 
little luxuries along the way.

It can be easy to forget one of the most important things to consider as our lives, 
property, and possessions continue to change. Your insurance coverage should change 
and grow with you whenever these life events happen. Whether you’ve upgraded your 
computer, bought a new camera, or changed neighborhoods, it may be time to review 
your current policy.

Let us help make those decisions with you with a complimentary review. 
We promise to make it as easy and convenient as possible. Call us today for an 
appointment at {{User.Phone}}. It could be one of the best moves you’ll make this year!

Sincerely,
{{User.Name}}

Template for general communication

CODE

Dear {{Contact.Name}},

Many thanks for expressing an interest in my services. I realize there are numerous 
agents you might have chosen so I greatly appreciate the opportunity to fulfill your 
insurance needs. I would consider working with you to achieve your goals both an honor 
and a privilege.

Feel free to contact me anytime at {{User.Phone}} for more information.

I truly look forward to fulfilling all of your insurance needs!

Sincerely,
{{User.Name}}

{{PERSONAL_TEXT}}

Template for Summer

CODE

Dear {{Contact.Name}},

One of the best things about life is the way that it offers something that is very 
hard to find: peace of mind.

Life insurance enables you to live your life to the fullest without worrying about 
whether or not your loved ones will have the financial security they need in the future.
 You will know with certainty that they will be cared for and protected from any future
  financial difficulties that may arise.

Financial security for one’s family is an immense gift indeed—and yet it is so much 
simpler to attain than most people realize. The key to acquiring this success and peace 
of mind is to establish an excellent life insurance policy that is perfectly attuned to 
the needs of your family.

I can help—as an established insurance agent with {{User.Year__c}} years of experience, 
my goal is to provide each and every one of my clients with a tailor-made policy that 
perfectly suits his or her needs.

You deserve the peace of mind that a good policy can afford, and so do your loved ones. 
Why not give me a call today at {{User.Phone}} to discuss your options? There’s no 
obligation to buy. I just want to show you how I can help.

{{personal_text}}
{{1}}
{{2}}

{{Contact.email}}

Sincerely,
{{User.Name}}

Welcome Template

CODE

Welcome aboard

Dear {{Contact.Name}}

Welcome to Pitcher.

Were really excited youve decided to give us a try. In case you have any questions, 
feel free to reach out to us at {{portalURL}}. You can login to your account with 
your username.

Login

Thanks,
Pitcher Team