Hello
We faced with situation when a user having access to all contact records can include all of them into one campaign (with no intention but due to mistake in a filter). Does Creatio have any capability to limit number of participants in one campaign? Because such mistakes can lead to unplanned licenses spending.
Of course some time it could be done by correction in visibility of Contact records, but are there any alternative ways? May be some kind of approvals in cases when numebr of contacts strats to exceed some values, or maybe it could be done with some system's configurations?
Like
Hello,
There is no built-in functionality in Creatio to limit the number of participants within a single campaign.
However, as a workaround, you can consider the approach described in this article:
Configure restriction of the number of emails for sending.
While this article primarily addresses restricting the number of emails sent, it can be adapted to monitor the size of the audience and prevent unintended large-scale campaigns.
We understand the importance of preventing unplanned license usage and minimizing human error. As such, we have forwarded your request to the R&D team for further consideration. They will evaluate the possibility of introducing functionality to limit campaign participants or implement approval workflows in future releases.
Best regards,
Antonii.