Link Marketing emails to Contact and Account Records
Hi,
I am trying to setup a simple test Marketing Email Campaign in Creatio.
On starting the campaign, I noticed that the marketing emails sent to the audience do not get connected to the Contact/Account records. I want it to be recorded as an email activity so that it appears in the Timeline and History tab. Is there any way to achieve this?
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Hi Nirupama,
There is a detail on the contact page that shows trigger emails where a contact was in the audience. It's located on the "History" tab of the contact edit page and called "Email - Bulk emails" so you can track the connection there. Unfortunately for accounts its not possible to do since there is no obvious connection between an account and the trigger email (several contacts of the same account can be in the audience of a trigger email and if using a standard detail there will be duplicated records about the same trigger email, but probably the filtration of the detail can be modified to show distinct values, but this can lead to performance issues either in the server-side and on the client-side).
As for displaying a trigger email in the contact timeline: you can additionally create an activity using the "Add data" element of the campaign designer and connect the activity to the contact's account using an inbuilt function.
Best regards,
Oscar
Oscar Dylan,
Hi Oscar,
How about using this add-on?
https://marketplace.creatio.com/template/marketing-record-types-timeline
Best Regards,
Jacek
Jacek Harlejczyk,
Hi Jacek,
Seems that it will fit Nirupama's needs perfectly. Thank you!
Best regards,
Oscar