Creatio is teaming up with Artal Group to further drive digital transformation for financial and banking organizations across the Middle East.
Artal Group is a leading fintech company known for delivering innovative and sustainable financial solutions. Together, we’re set to boost growth for FinServ organizations with the power of no-code and AI automation.
We have just received question from client if they can create email template in Creatio for Marketing purposes and if they can lock/secure the content of the email with password or design it in the way that it can't be forwarded.
They are interested in simple solution. Thank you in advance.
Unfortunately, no OOTB functionality allows locking or securing the content of an email. However, we suggest the following alternatives that could address your requirements:
Dynamic Content Rules: You can configure dynamic content rules within Email Designer. These rules allow you to define conditions for displaying specific blocks of content to different recipient segments. While this does not directly secure the content, it provides controlled visibility based on set criteria.
Link with Validation: Another option is to send a link within the email that redirects recipients to a secure content page. You can add a password validation mechanism on that page to restrict access to the content.
Additionally, we have created a task for our R&D team to evaluate this functionality and consider adding a feature for securing email content in future releases. Your request to prioritize this task has been linked to this task.
I want to add a button to a detail page with a Data Import action, using the crt.ImportDataRequest action. I need to specify a default value (the id of the current detail) to a field. Can I do that? Does anybody knows the entire list of parameters for this action?
Hi guys! There is a question. It is necessary to establish rules for the segmentation of the counterparty. If he has more than $10,000 revenue, then assign a segment in the directory with the value A, if the revenue field is less than $1,000, then segment B. How do I do this? In the "event - signal" business process, there is no sign greater than or equal to, only flat or uneven. I didn't find anything that would help me in setting up business rules either. Who can tell you? Version 7.18
