Hi community,
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.
Like
Hello,
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.
Best regards,
Antonii.
Hi Antonii,
Thank you for the answer and providing possible alternative solutions.
Best regards,
Jelena