Question:

How can admins migrate an email template created using Bee Editor and still be able to edit the template in the target Vault? 

Answer:

Creating BEE Content

A Content Admin that would like to migrate BEE content to a different Vault must have
access to a Veeva Vault with BEE embedded.

1. Enable BEE functionality in the source Vault using the configuration steps mentioned here.
2. In the source Vault, from the top-right corner of the screen, click Create -> Placeholder.
   
3. In the Choose document type field select the Email Template option.
   
4. Click Next. Complete all of the required fields for the Email Template and click
   Save.
5. In the top-right corner of the screen, click the ellipsis -> Edit Email.
   
6. The embedded BEE editor is launched.
   1. Edit the email using the right-hand pane to drag and drop elements into the email
      template.
   2. Keep track of any images that were placed within the Email Template. These
      image files must be sent to the target Vault and loaded into the Email
      Template in that Vault instance.
   3. Once editing is completed, click Save in the top right corner of the screen.
7. Click the Document Files icon on the right. Then, click Download on the Source Document in the dropdown menu to download the HTML document of the email template.
   
8. Next, click the ellipsis next to Email Editor to download the Email Editor rendition (JSON document) of the Email Template.
   
9. Download the Assets.
   
   1. In the right-hand pane click Document Information. Next, expand the Assets section by clicking on the Assets header.
   2. Click the download icon to download the images that were used in the email template.
      

As previously mentioned, the images used in the Email Template must be passed to the
target Vault. The zip that was downloaded from the Assets header contains all
images used within the Email Template.

The HTML document of the Email Template, JSON document of the Email Template, and all
image files that were included in the Email Template must be passed on to the target Vault.

Loading BEE Content Into the Target Vault

To load BEE content into the target Vault, a Content Admin will require the following:

1. The HTML of the Email Template. In Vault, this is referred to as the Source Document (downloaded in step 7 above).
2. The Email Editor rendition (JSON file) of the Email Template (downloaded in step 8 above).
3. Any images that exist in the Email Template (downloaded in step 9 above). 

Once a Content Admin has these files, the following steps should be followed to upload BEE
content to the target Vault:

1. In the target Vault, from the top-right corner of the screen, click Create -> Upload.
   
2. Upload the HTML of the Email Template. In the Choose document type field select the Email Template option.
3. Click Next. Complete all of the required fields for the Email Template and click
   Save.
4. On the right-hand pane click Document Files.
   
   1. Click the + icon next to the Renditions section.
   2. Choose Email Editor for the rendition type.
   3. Select Choose a File and navigate to the JSON document of the Email Template and
      select it.
   4. Click Upload.
      
5. Click the ellipsis in the top-right corner of the screen then Edit Email.
   
6. The following steps must be repeated for every image that exists in the Email Template.
   
   1. Select the image element in the left-hand pane, choose Change Image.
      
   2. From the BEE File Manager, click Upload and upload the image that is being
      changed to the BEE image library. Once the image is uploaded, it will be
      available in the BEE File Manager. Select the newly uploaded image and click Insert.
      
7. Once all images have been updated, click Save.
8. If the document does not re-render, choose the ellipsis and choose Re-render Document. 

Related Documentation:

Vault Help Documentation: 

• Enabling Edit Email
• Using the BEE Email Template Editor