How to manage 1 CONTACT with multiple EMAIL Addresses ?

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?