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Fragments Groups

Use fragment groups to add flexible, selectable content blocks to Veeva CRM emails.

What Are Fragments?

Fragments are content blocks built for Veeva CRM email assets. You do not place them in the email for good. Instead, the sales representative (rep) picks them right before sending. It works like attaching a document. The fragment content shows up inside the email body.

To make a fragment available in Veeva CRM, include it in the asset when you build the email in Knak.


How It Works

Fragments move from Knak to Veeva CRM in six stages. You do stages 1 to 4 in Knak. Stages 5 and 6 happen in Veeva CRM.

Stage

Where

What happens

1. Create a fragment group

Knak

Drag the Fragment block into the email.

2. Add modules

Knak

Place content modules inside the fragment group.

3. Modules become options

Knak

Each module becomes one fragment option the rep can pick.

4. Download the Veeva CRM Zip

Knak

Click Actions Menu > Download > Veeva CRM Zip. The fragments are included in the file.

5. Publish and call fragments

Veeva CRM

Publish the email. The insert token pulls in the fragments.

6. Rep selects and sends

Veeva CRM

The rep picks one or more fragments. Then the rep sends the email.

⚠️ Important: Fragment groups do not sync to Veeva Vault on their own. You must export them by hand with the Veeva CRM Zip.


Create a Fragment Group

  1. Create a new asset in Knak.

  2. Drag the Fragment block into the email.

    Dragging a fragment group content block into an email.
  3. Drag one or more modules into the fragment block. Each module is one fragment option.

    Dragging a module into an empty fragment block.

Fragment Groups and Veeva Vault Syncs

Knak handles fragment groups differently for each sync type.

Submission sync

CRM sync

Used for

Medical, legal, and regulatory review in Veeva Vault

Veeva Vault Approved Emails sent through Veeva CRM

Output format

Portable Document Format (PDF), with desktop and mobile renders

HyperText Markup Language (HTML)

What happens to the fragment group

It becomes a static image

It becomes an insert token

Can the rep pick fragments?

No

Yes

The Insert Token

During a CRM sync, Knak replaces the fragment group with an insert token. A token is a short piece of code. Veeva CRM reads it and shows the rep the fragment options.

{{insertEmailFragments[<minimum_modules>,<maximum_modules>]}}

The two numbers set how many fragments the rep can pick.

  • The first number is the minimum.

  • The second number is the maximum.

For example, this token lets the rep pick from 1 to 4 fragments:

{{insertEmailFragments[1,4]}}

Important CRM Sync Notes

  • Fragment groups do not sync to Veeva Vault automatically.

  • Export them by hand with the Veeva CRM Zip.

  • You cannot download fragment modules on their own.


Export Fragment Groups

  1. Open the asset that contains the fragment groups.

  2. Click the Actions Menu.

  3. Hover over Download.

  4. Select Veeva CRM Zip.

    Veeva CRM Zip Download option under the Actions Menu.

Fragments are included in the asset zip file.


Need more help? Contact support via live chat using the chat bubble in the bottom right corner or email support@knak.com.

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