How to Send an Email with Pre-filled Values Using a Template in Creatio?
Hi,
I have a template ready for sending emails in Creatio. The email contains values taken from previously filled fields. Now, I would like to know the steps to send this email automatically when clicking the "Send Email" button.
Can someone guide me on how to configure the process to ensure the pre-filled values from the fields are included when the email is sent? Any help with this would be appreciated!
Could someone guide me on:
- How to upload or store the email template in Creatio?
- How to configure the button so that clicking it will send the email using the pre-filled template?
Any assistance with this process would be highly appreciated!
I'am using creatio 8.2.2
Thanks in advance!
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Dear Muhammad,
You can find more information on how to work with templates in the following Creatio Academy articles:
https://academy.creatio.com/docs/8.x/creatio-apps/creatio-basics/communications/work-with-message-templates
https://academy.creatio.com/docs/8.x/creatio-apps/products/marketing-tools/email-marketing/classic-ui/email-templates/create-an-email-template
Please note that macros will only appear when the template is opened from its corresponding source object. This means that if you send an email via the Communication panel, only templates with the source set to Activity (or those with no source) will be available — as all emails are stored in the Activity object.
If you'd like to use macros from another object, you'll need to add the MessageComposer element to the page where these macros are intended to be used.
Have a great day!
Hi Alina Yakovlieva,
Thank you for your advice, but I’m still confused to implement it. Can I use the button to trigger the action that runs the business process, where the business process reads data and sends an email, as shown in the image below
config read data
Config send email ( For the 'From' field, it should be filled with the company email (how do I insert the company email?), while for the 'To' field, it should send the email to the value that was previously read.)
and the button