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Hello Community,

I’m working on a Creatio Cloud instance (version 8.1.3.3193) and have encountered a challenge with a user-made package.

The Situation:

  • I have a user-made package that contains replacing objects for Account and Contact (from the Customer360 app).
  • The package was created directly in this environment (not installed via .zip or SVN).
  • This package was previously open, but has suddenly changed to a locked status. Despite the lock icon, I am still able to modify and save schemas inside it.

My Questions:

  1. Will this "locked" status cause errors when transferring the package to Production via .zip export or the Assembly process? or it cannot be trasferred?
  2. What is the best way to remove this lock?
  3. If unlocking isn't possible, should I create a new package that depends on this locked one and try to replace the objects again? I'm concerned that a "replacement of a replacement" might cause issues with the core Customer360 functionality.

Thank you for your guidance!

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GoogleAnalytics
Marketing_Creatio
Landing page
webhooks
Webanalytics
websession
website tracking
webaction
8.0

Hi ,

I am currently working on integrating a fully external website with Creatio to capture analytics data, specifically Web Sessions and Web Actions on the contact record. I have followed the official Creatio Academy documentation for both external landing pages and working with Google Analytics:

Based on these references, I have completed the full implementation on my external website, but I am still unable to see any data populate under Web Sessions and Web Actions on the contact record. Only the form submissions themselves are being captured as contacts. I would appreciate your guidance on whether my setup is missing any configuration.

Below are the steps I have already implemented based on my setup:

  1. Created a Creatio Landing Page and retrieved the Landing Page ID and Form ID from the downloaded HTML code.
  2. Created a dedicated GA4 Data Stream and obtained the Measurement ID.
  3. Linked the GA4 Measurement ID to the Creatio Landing Page record.
  4. Replaced the plain Google Analytics snippet across all external website pages with Creatio's official tracking block, which includes the two Creatio-hosted helper scripts for web tracking and form data capture.
  5. Created two event-scoped custom dimensions in GA4 — one for the Creatio user ID and one for the Creatio session ID — with matching event parameter names, as specified in the Creatio documentation.
  6. Implemented a helper function in my website JavaScript that fires a custom GA4 event carrying both the Creatio user ID (from the Google Analytics cookie) and the Creatio session ID (retrieved via the gtag API). This helper is called on every returning-user page load and immediately after each successful form submission.
  7. Retrieved the Creatio Webhook URL from Contacts, under Import, Web Forms and Pages, Other.
  8. Implemented a form submission function that sends the captured data to the Creatio webhook via an HTTP POST request, including first name, last name, email, phone number, entity name, Form ID, Landing Page ID, Tracking User ID, page URL, and referrer URL.
  9. Implemented GA4 Client ID retrieval using both the Google Analytics cookie fallback method and the asynchronous gtag method.
  10. Implemented identity tracking using browser local storage so that returning users are re-identified in GA4 with a user ID and custom user properties linking them back to their CRM contact.
  11. Triggered GA4 events and mapped them with user identity and CRM context on every relevant interaction.

Despite completing all the above steps, I need clarification on the following points:

  • How to properly capture external website analytics into Creatio Web Sessions and Web Actions
  • Whether additional configuration is required in Creatio for external domains
  • Any recommended approach to ensure GA4 events sync with Creatio analytics

I would greatly appreciate your guidance in identifying what is missing from my setup so that GA4 Web Sessions and Web Actions start flowing into Creatio contact records as expected.

Thanks and regards,
Jatin Sahu

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TimeLine
actions
Sales_Creatio
8.0

How can I add a Delete custom action in a Timeline, when showing Emails? 

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This was asked a few years ago but I am wondering with new updates if there any other solutions. https://community.creatio.com/questions/send-emails-automatically-leads

I am trying to send emails through campaigns to Leads. 

When I build the campaign I have the option to send it to leads: 

 

However, the only leads who get emails are those with existing person records in the lead, such as this:

When there is no person record no email is sent, even if there is an email listed in the lead. 

 

This is very important to a process we are trying to implement so if anyone has a solution I'd be very grateful. 

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Good day, Matt,

Thank you for contacting us.
 

When it comes to the way our Marketing module operates - all audience, regardless of the source, has to be connected to the Contact table in order to be able to operate. (find out more about setting up custom audience sources in this article).

The reason for this behaviour is that many internal processes, including bulk email delivery, active contact licenses and responses from the ESP are closely tied with the Contact records.

At the moment, this logic is immutable and altering it is not possible.

We have, however, registered your idea with our R&D team for consideration in the future versions of Creatio.

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I noticed the Matomo connector is no longer in the Marketplace.  Is there something else we should be using, or can we still use Matomo?  Is the connector still required?

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