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I want to know How can I move or transfer bulk emails to one site to another along with its design.

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Hello,

To transfer bulk email templates from one Creatio site to another, please follow these steps:

1. Add the relevant email templates to a custom package:
- Bind the required templates to the package in the configuration section.
- Ensure all columns are included in the data binding (including multilingual content and images, if applicable by binding EmailTemplateLang and SysImage data).
2. Export the package with data:
- Use the package export functionality, making sure to select the option to include data.
3. Install the exported package on your target environment:
- Import the package via the "Installed applications" section and confirm that data is installed.

This process reliably transfers bulk email templates between Creatio environments. If you encounter any specific errors during this migration or need further clarification about package/data binding, please provide details so we can assist you further.
 

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Creatio_File_API
IFile
EntityFileLocator
MinIO
Content-Type
Marketing_Creatio
8.0

Hello everyone

We are integrating Creatio File management API with MinIO (S3-compatible object storage). The files are successfully uploaded to MinIO, but the object metadata in MinIO has an incorrect Content-Type (it ends up as text/plain). This becomes a real issue in the browser - when opening the direct MinIO object URL, the browser does not render images (PNG) because MinIO returns:
Content-Type: text/plain
X-Content-Type-Options: nosniff

What we do in Creatio:

IFileFactory fileFactory = UserConnection.GetFileFactory();
var fileLocator = new EntityFileLocator("PromotionFile", imageId);
IFile file = fileFactory.Create(fileLocator);
file.Name = fileName;
file.SetAttribute("PromotionId", promotionId);
file.Save();
fileStream.Position = 0;
file.Write(fileStream, FileWriteOptions.SinglePart);

Expected behavior
When uploading a PNG (or any file), MinIO should store and return the correct Content-Type (e.g. image/png) so that direct browser access works.

Actual behavior
The uploaded object in MinIO still has wrong Content-Type (text/plain), as if Creatio ignores the file extension.

Questions
Does Creatio File API support setting the Content-Type for the underlying storage object especially for MinIO?

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Hi everyone
If you know some ways of the subject, could you support me please?

I am not an engeneer but just the use person, I am a sales person.
I would like to see the specific mail in Creatio, but not all of the mail.

How do I can bring it into the Creatio?

Also, I would like to know, what is the logic behind automatically selecting emails that are linked? I believe there are interactions with the same customer in both Opportunity and Lead. How does it automatically determine that? What's the key?

Sorry for all the talk, but I need your help.

Thanks!

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email campaigns
campaigns
Marketing_Creatio
8.0

Hello Community,

I want to send bulk emails/email campaigns based on the Due Date field from my data (Invoices or custom objects).

The requirement is to send reminder emails automatically one day or three days before the Due Date using existing records, not manual delivery. Can you explain step by step how to edit the campaign flow for this requirement and list the elements I need to use?

Currently, in my Campaign Designer (Creatio 8.3.2 Freedom UI), I only see:

- Add from events, landing pages, web pages
- Add audience
- Timer

I don't see the Wait until date element.

Thank you.

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Financial_Services_Creatio_sales_edition
8.0

Hello,

  1. We have several development teams (different maintainers), each consisting of several developers, and each team works on its own app in Creatio. All apps are stored in the same Git repository. Every app consists of a single assembly package. Every time a developer compiles the assembly package, a bunch of new files are modified in the /File folder of the package. So, the question is: which of these files need to be stored in the repository and which do not? In other words, what entries should be added to the .gitignore file for an assembly package?

    I tried adding the following:

     

    /Pkg/DemirCRM/Files/Bin 

    /Pkg/DemirCRM/Files/obj

    However, these only seem to work for newly added files (those not yet stored remotely). The modified files continue to appear in the commit list and cause conflicts while merging branches. I could probably solve this issue by removing unnecessary files from the remote, but I need to know which ones to remove.

  2. I am also starting to wonder whether using an assembly package is a good choice for parallel development. Would it be better to convert it to a regular package instead?

Just screen of modified files after compilation with no actual changes in configuration.

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