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Syntech Availability Matrix for Creatio - Coming Soon
We are pleased to announce that Syntech Availability Matrix for Creatio will be released soon.

Syntech Availability Matrix for Creatio is an interactive visualization component designed specifically for real estate developers, property sales teams, and project managers. The application presents buildings, sections, floors, and units, providing an intuitive overview of project inventory and unit availability directly within Creatio.

Key Features
- Availability Matrix Unit Layout
Represent apartments, offices, or properties as color-coded tiles for quick status identification and navigation.
- Interactive Building Visualization
Display residential or commercial projects in a visual building structure with units organized by floors and sections.
- Works with Any Data Structure
The component can be configured without coding to visualize virtually any existing data model in Creatio.

The solution will be released soon.

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Screenshot_Tool
Available
New_in_Syntech

We are pleased to announce the release of a new free application - Syntech Screenshot Tool for Creatio.

What it is

Syntech Screenshot Tool for Creatio is a Freedom UI add-on that enables users to capture screenshots of Creatio homepage and dashboard pages directly from the application interface.

There is no longer a need to use external screenshot tools, browser extensions, or manual image editing. The application provides a fast and convenient way to create presentation-ready visuals directly within Creatio.

Key Features

Simple screenshot creation
An intuitive interface allows users to quickly capture screenshots of Homepages and Dashboards, minimizing effort and accelerating reporting workflows.

Select a suitable format

  • Lightweight JPG - for quick sharing
  • Multi-page PDF - for printing and archiving

The application is already available in the Creatio Marketplace. Simply search for Syntech Screenshot Tool for Creatio and install it in your environment.

We look forward to your feedback and reviews after using it!
https://marketplace.creatio.com/app/syntech-screenshot-tool-creatio 

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Hi team, Anyone managed to disable the crt.IndicatorWidget link to the list? the idea is to prevent open the list of records on click the number.

Thanks,

 

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4 comments

You could try adding CSS and add this to the link for the number?

pointer-events: none;

We've use the handler crt.AnalyticsDataGridGetColumnsRequest to override what clicking on the widget does in order to have it open a specific page - you could also use this handler to disable it from opening the list popup by simply not calling next?.handle(request) within the handler code, e.g.:

{
	request: "crt.AnalyticsDataGridGetColumnsRequest",
	handler: async (request, next) => {
		if(request.widgetAttributePrefix == "DYN_IndicatorWidget_2dfak12") {
			return;
		} else {
			return next?.handle(request);
		}
	}
}

Hi Ruan and Harvey. Thanks both for the quick response. I used the fuction above plus a css class to hide the underline on move over.

 

.indicator-widget-wrapper:not(.design-time,.not-clickable-metric):hover
.indicator-widget-label-position-above-under
.indicator-widget-metric {
   text-decoration: underline;
}

Harvey Adcock,

That is excellent. Thanks for that!

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GoogleAnalytics
#ExternalLandingPage
website tracking
#10.0.0
Marketing_Creatio

Hi everyone,

I'm trying to get Google Analytics 4 data into Creatio using the Web analytics feature on an external landing page. I've followed every step in the Academy guide below, waited well past the documented 24–48 hour processing window, and tried both the simple and the advanced (GTM) injection approaches — but the Web analytics section in Creatio still shows no data from my property.

GA4 itself is collecting data correctly, so the break appears to be somewhere between GA4 and Creatio. I'd really appreciate help narrowing down where.

Environment

Creatio version

10.0.0 (cloud)

Products

Marketing Creatio, Enterprise, Service Enterprise

Landing page

Static page hosted on GitHub Pages (https://.github.io/SiteVisit/)

GA4 property

Measurement ID G-XXXXXXXXXX

GTM container

GTM-XXXXXXX

Documentation followed

Use Google Analytics on external landing pages

What I have configured

In Creatio

  1. The landing page domain is added to the allowed tracking websites list under Web analytics → Settings.
  2. The GA4 account is connected — it shows Connected in the Web analytics settings panel.
  3. The crt-web-tracking.js script (with data-resource-id) is placed before on the landing page.
  4. crt-external-form-capture.js (with data-api-key) is also on the page, and form submissions do reach Creatio successfully — leads/contacts are being created without issues.

On the landing page ()


window.TAG_ID = 'G-XXXXXXXXXX';



In Google Tag Manager

  • User-defined variables: Creatio Contact ID (URL variable) and Creatio Session String (Custom JavaScript).
  • Tag GA_Config_Website — type Google Tag, Tag ID G-XXXXXXXXXX, trigger All Pages, with configuration parameters:
    • crt_session_id = {{Creatio Session String}}
    • crt_user_id = {{Creatio Contact ID}}
  • Container is published.

In GA4

  • Two event-scoped custom dimensions created: crt_session_id and crt_user_id, with matching event parameter names.

What is working

  • GA4 is receiving traffic: 20 active users, 197 events, 55 page views over the last 28 days.
  • The crt_session_id custom dimension is reporting values in GA4 — the dimension report shows 10 distinct items.
  • In the Network tab, the collect request to GA4 includes ep.crt_session_id with a populated value.
  • Creatio External Form Capture works — form submissions create records normally.

What is not working

  • The Web analytics section in Creatio shows no data from my property (only the out-of-the-box demo records for ourcompany.com).
  • No sessions, actions, or contacts from my actual landing page appear.

Observations that may be relevant

1. crt_user_id is never sent. Inspecting the collect request payload, I see ep.crt_session_id but no ep.crt_user_id parameter at all. This makes sense to me because {{Creatio Contact ID}} is a URL variable, and on a direct visit (no Contact ID in the query string) it resolves to empty — GTM then omits the parameter entirely.

Is crt_user_id mandatory for Creatio to ingest the session, and if so, what is it supposed to resolve to for anonymous first-time visitors?

2. The crt_session_id value has four colon-separated segments, not three. The value being sent looks like:

2110895659.1786632618:G-XXXXXXXXXX:ASV1.G-XXXXXXXXXX:1786947843

That is ::ASV1.:. My understanding from the guide is that the expected format is :: — three segments. The extra ASV1.G-XXXXXXXXXX segment comes from how the GA session ID is being read out of the _ga_ cookie.

Could a malformed value cause Creatio to silently discard the session? What exact string should the Creatio Session String Custom JavaScript variable return?

3. A large share of events have no dimension value. In the crt_session_id dimension report, (not set) accounts for 23 events across 15 users out of 55 total events. I suspect this is because my page loads GA4 twice — once via the direct gtag.js snippet in and once via the GTM Google Tag, both using the same Measurement ID. Only the GTM one carries the crt_* configuration parameters.

Should the direct gtag.js snippet be removed entirely when using the GTM (advanced) approach? The guide includes the create-object.js and crt-gtag.js scripts, which appear to expect window.TAG_ID and a gtag instance to exist — so I'm unclear whether the two approaches are mutually exclusive or meant to coexist.

What I have already tried

  • Waited 48+ hours (and several days beyond) for GA processing.
  • Tried both the simple (direct gtag.js) and advanced (GTM) injection methods.
  • Re-published the GTM container and verified tag firing in Preview mode.
  • Confirmed the custom dimensions are registered in GA4 and are returning data.
  • Verified the landing page URL is in the allowed tracking websites list, exactly matching the live URL including the trailing slash.
  • Confirmed the GA4 connection shows as Connected in Creatio.
  • Verified crt-web-tracking.js, crt-external-form-capture.js, create-object.js and crt-gtag.js all return HTTP 200 in the Network tab.

My questions

  1. What triggers the GA4 → Creatio data pull? Is it a scheduled process/job, and is there anywhere in Creatio (system setting, process log, integration log) where I can verify that the sync is actually running and see why it returns nothing?
  2. What is the exact expected format of the crt_session_id and crt_user_id parameter values? Is there a reference implementation of the Creatio Session String Custom JavaScript variable?
  3. Is crt_user_id required for a session to be ingested, or can Creatio ingest anonymous sessions with only crt_session_id?
  4. Are the simple and advanced approaches mutually exclusive? Specifically, should the direct gtag.js snippet be removed when the Google Tag is fired through GTM instead?
  5. Are there additional requirements on the GA4 side — e.g. Google Signals, a specific data retention setting, Data API access, or a particular service-account permission level on the connected property?
  6. Does the Web analytics dashboard only populate for identified Contacts? In other words, does the GA session need to be linked to a Contact via form submission before anything shows up, and is the demo ourcompany.com data expected to persist alongside real data?
  7. Is there a known limitation with static hosting (GitHub Pages / Netlify) or with pages served from a github.io subdomain rather than a custom domain?

Any pointers on where to look next — particularly on the Creatio side to confirm whether the pull is running at all — would be hugely appreciated.

Thanks in advance!

GA reports section

Custom Definition

GTM Variables

 

GTM tag - 

Creatio Web Analytics - 

 

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Hi everyone,

I hope to hear from many of you!

We are currently using Creatio 8.2.3 and are preparing to migrate to version 8.3.4. While testing the new features, I noticed that some parts of the architecture have changed and that certain basic features are no longer available in Freedom UI.

Creatio 8.2.3 and 8.3.4

  • You cannot add an audience from the Leads section to a bulk email in Freedom UI.
  • However, you can add the audience from the Leads section in Classic UI, then edit and send the bulk email from Freedom UI.
  • In Classic UI, you can specify the audience source, such as Contact, Lead, Account, or another configured object.

 

Creatio 10.x

  • Has support for using the Leads section as an audience source been removed entirely?
  • Creatio 10.x appears to support only Contact filters when building a bulk email audience.
  • It no longer seems possible to use Leads as the audience source directly from the Bulk Email module.
  • We can only use Lead-related criteria to filter Contacts—for example, “All Contacts that have a related Lead record.”
  • The trial environment I set up does not appear to include Classic UI.

 

Our B2B use case

We operate in a B2B model, where a single Contact can have multiple email addresses, such as:

  • business email;
  • personal email;
  • admin@ address;
  • info@ address;
  • invoicing email.

We currently use the Leads section to manage these addresses:

1 Lead = 1 email address associated with a Contact

As a result, one Contact can be associated with multiple Leads and, therefore, multiple email addresses.

We have also added qualifiers—checkbox fields—to each Lead, such as:

  • Promotions;
  • Newsletter;
  • Events;
  • Personal communications;
  • Invoices.

These qualifiers let us determine which types of communications can be sent to each specific email address.

When creating a bulk email, we currently:

  1. build the audience from the Leads section in Classic UI;
  2. switch to Freedom UI;
  3. design and send the message from Freedom UI.

 

Questions

  1. If Freedom UI only supports Contact-based audiences, how can we determine which of a Contact’s multiple email addresses should be used for a specific bulk email?
  2. Are there plans to support Leads—or custom objects—as bulk email audience sources in Freedom UI?
  3. Are there plans to support multiple selectable email addresses for a single Contact when building a bulk email audience?

Are we the only Creatio customer with several email addresses associated with a single Contact?

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The only option for adding a non-contact audience to a bulk email is to continue to use the classic bulk email section. The Freedom UI version does not support anything but contact sources which is extremely disappointing. I have several Creatio customers that will remain using the classic bulk email section indefinitely just for this reason. 

This makes so many scenarios no longer possible since you cannot add a non-contact audience. For example, emailing event participants about an event - no longer possible! Sure, you can build a filter of contacts that are an event participant, but you have no way to reference the event without adding the participant itself as the audience. Not to mention using custom sections as an audience source. In any scenario, you can no longer reference any data outside of the contact. So much functionality lost!

For now, the only option is to use the classic section instead of the new Freedom UI section. I do hope that changes in the future, however, when I asked support if the functionality was planned for Freedom UI they told me it currently is not 👎🏻

Hello,

In the 10x version, it seems it's possible to have a new subscription model that provides multiple emails for the same contact. I haven't tested this feature: What's New in Creatio 10x | Creatio AI Summer - YouTube

More clarification on the reasoning from Creatio is more than welcome, this is quite a setback. A lot of good stuff has been brought for marketing lately, but this makes use of segmentation more cumbersome. Is it because of the arrival of the new "Segments" app in Creatio 10.0.0 ?

Stefano Bassoli writes:

Hello,

In the 10x version, it seems it's possible to have a new subscription model that provides multiple emails for the same contact. I haven't tested this feature: What's New in Creatio 10x | Creatio AI Summer - YouTube

Interesting, I wonder how that works with the new unsubscribe page accessible for the contact - is it able to handle multiple email adresses for the contact or only the main one ?

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